Wilshire Advisors
Santa Monica, CAfiles as Wilshire Advisors LLC
$10m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 33.6% of the portfolio this quarter.
Value
$10m
Stocks
7
Top 10 share
100.0%
Turnover
33.6%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIJH17.1% of the fund
- Ishares TRGOVT16.1% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Ishares TRIJR11.9% of the fund-40%
- Ishares TRIGSB10.9% of the fund-33%
- IsharesIEMG5.4% of the fund-11%
Sold out
Sold their entire stake.
- Ishares TRAGG-100%
Holdings
- Ishares TRIEFA
- Share
- 38.4%
- Value
- $4m
- Shares
- 41,128
Held
- Ishares TRIJH
- Share
- 17.1%
- Value
- $2m
- Shares
- 22,862
New
- Ishares TRGOVT
- Share
- 16.1%
- Value
- $2m
- Shares
- 72,841
New
- Ishares TRIJR
- Share
- 11.9%
- Value
- $1m
- Shares
- 8,259
-40%
- Ishares TRIGSB
- Share
- 10.9%
- Value
- $1m
- Shares
- 21,439
-33%
- IsharesIEMG
- Share
- 5.4%
- Value
- $558,259
- Shares
- 6,739
-11%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIEFA | 38.4% | $4m | 41,128 | Held |
| Ishares TRIJH | 17.1% | $2m | 22,862 | New |
| Ishares TRGOVT | 16.1% | $2m | 72,841 | New |
| Ishares TRIJR | 11.9% | $1m | 8,259 | -40% |
| Ishares TRIGSB | 10.9% | $1m | 21,439 | -33% |
| IsharesIEMG | 5.4% | $558,259 | 6,739 | -11% |
| loanDepotLDI | 0.3% | $34,659 | 27,727 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 6.5% since 30 June 2025.
Where the money is
Financial services0.3%
Other99.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.