Wilshire Advisors LLC

data from 31/03/2026

Capitalization

$ 9.964 M

-14.18%

Performance

$ 35.097 M

43.57%

Average holding period

20 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Wilshire Advisors LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 IEFA ISHARES TR 38.03% 3.789 M $ 41854 2020/12/31 50.143 K $ 1.20 %
2026/03/31 AGG ISHARES TR 22.31% 2.223 M $ 22396 2021/12/31 -14.543 K $ -0.61 %
2026/03/31 IJR ISHARES TR 17.17% 1.711 M $ 13765 2018/09/30 60.017 K $ 3.44 %
2026/03/31 IGSB ISHARES TR 16.78% 1.672 M $ 31804 2022/06/30 -10.904 K $ -0.61 %
2026/03/31 IEMG ISHARES INC 5.32% 530.030 K $ 7599 2016/12/31 22.160 K $ 3.76 %
2026/03/31 LDI LOANDEPOT INC 0.40% 39.373 K $ 27727 2021/12/31 -18.022 K $ -31.40 %
2026/03/31 OMDA OMADA HEALTH INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %