Fund Holdings — Wilshire Advisors LLC

Total Portfolio Value
$199.45M
Total Bought
$671.5K
Total Sold
$3.96M
Net Transaction
-$3.29M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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ISHARES GLOBAL REIT ETF140,673137,068-3,60573,95675,00837.61%+1,052
ISHARES CORE S&P SMALL-CAP ETF20,32025,850+5,5302,2462,7571.38%+511
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF41,34441,140-2042,1202,1081.06%-12
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
194,606187,358-7,24810,04210,0295.03%-12
ISHARES CORE MSCI EAFE ETF
GLOBAL REIT ETF
480,114488,399+8,28511,36911,3555.69%-14
Polaris Venture Partners V, L.P. - Fate Therapeutics, Inc. (FATE)(FATE)4,0834,083030130.01%-17
Alta Partners VIII, L.P. - Allakos Inc (ALLK)75,05575,055095750.04%-20
Parthenon Investors IV, L.P. - loan Depot (LDI)(LDI)27,72727,727072460.02%-26
ISHARES CORE U.S. AGGREGATE BOND ETF352,266353,916+1,65034,50134,35517.22%-146
ISHARES TR
0-5 YR TIPS ETF
213,800211,687-2,11321,25821,06110.56%-197
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
610,711587,059-23,65245,32742,64421.38%-2,683
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Wilshire Advisors LLC — 13F Holdings — Q2 2024 | TickerTrail