Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES GLOBAL REIT ETF (IVV) | 146,965 | -4,091 | $70,195 |
IVV | 146,965 | -4,091 | $70,195 |
ISHARES CORE MSCI EAFE ETF (IEFA) | 626,311 | -10,949 | $44,061 |
IEFA | 626,311 | -10,949 | $44,061 |
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) | 333,641 | +3,487 | $33,114 |
AGG | 333,641 | +3,487 | $33,114 |
ISHARES TR (STIP) | 199,203 | -4,430 | $19,639 |
STIP | 199,203 | -4,430 | $19,639 |
ISHARES CORE MSCI EAFE ETF (REET) | 487,030 | +17,576 | $11,776 |
REET | 487,030 | +17,576 | $11,776 |
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | 190,624 | +1,820 | $9,642 |
IEMG | 190,624 | +1,820 | $9,642 |
ISHARES CORE S&P SMALL CAP ETF (IJR) | 20,182 | -1,679 | $2,185 |
IJR | 20,182 | -1,679 | $2,185 |
ISHARES TRUST ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | 41,344 | -2,118 | $2,120 |
IGSB | 41,344 | -2,118 | $2,120 |
Alta Partners VIII L.P. Allakos Inc ALLK | 75,055 | UNCH | $205 |
ALLK | 75,055 | UNCH | $205 |
Parthenon Investors IV L.P. loan Depot LDI | 27,727 | UNCH | $98 |
LDI | 27,727 | UNCH | $98 |
Polaris Venture Partners V L.P. Fate Therapeutics Inc. FATE | 4,083 | +4,083 | $15 |
FATE | 4,083 | +4,083 | $15 |
See Summary: Wilshire Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Wilshire Advisors LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
FATE | +4,083 | +$15 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
LDI | -27,727 | -$48 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
REET | +17,576 | +$1,838 |
AGG | +3,487 | +$2,066 |
IEMG | +1,820 | +$657 |
ALLK | UNCH | +$35 |
LDI | UNCH | +$50 |
IJR | -1,679 | +$123 |
IGSB | -2,118 | -$46 |
IVV | -4,091 | +$5,327 |
STIP | -4,430 | -$97 |
IEFA | -10,949 | +$3,053 |
Size ($ in 1000's)
At 12/31/2023: $193,050 At 09/30/2023: $180,029 Wilshire Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wilshire Advisors LLC 13F filings. Link to 13F filings: SEC filings |