Notify me when Wilshire Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 7 | $38,588,075 | +$28,768,046 | -$1,837,187 | +$26,930,859 | LDI, FATE, IEFA, AGG, IJR | 13F-HR | 14 Nov 2025, 09:52 |
| Q2 2025 | 6 | $11,056,426 | $0 | -$5,812,957 | -$5,812,957 | IEFA, IJR, IGSB, AGG, IEMG | 13F-HR | 14 Aug 2025, 12:26 |
| Q1 2025 | 16 | $5,812,957 | $0 | $0 | $0 | EFA, IVV, STIP | Restatement | 29 May 2025, 12:36 |
| Q4 2024 | 11 | $273,791,000 | +$72,617,642 | -$55,797 | +$72,561,845 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 14 Feb 2025, 15:50 |
| Q3 2024 | 11 | $208,196,000 | +$580,922 | -$3,676,503 | -$3,095,581 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 13 Nov 2024, 11:04 |
| Q2 2024 | 11 | $199,450,975 | +$942,622 | -$4,299,506 | -$3,356,884 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 14 Aug 2024, 11:07 |
| Q1 2024 | 11 | $201,015,058 | +$3,496,235 | -$4,629,496 | -$1,133,261 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 15 May 2024, 10:36 |
| Q4 2023 | 11 | $193,049,701 | +$878,398 | -$3,451,352 | -$2,572,954 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 14 Feb 2024, 09:22 |
| Q3 2023 | 10 | $180,028,897 | +$1,273,021 | -$2,671,017 | -$1,397,996 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 14 Nov 2023, 11:00 |
| Q2 2023 | 9 | $188,675,785 | +$1,823,988 | -$5,376,115 | -$3,552,127 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 14 Aug 2023, 11:00 |
| Q1 2023 | 9 | $186,778,365 | +$3,046,403 | -$9,361,877 | -$6,315,474 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 15 May 2023, 11:01 |
| Q4 2022 | 11 | $183,135,791 | +$81,346 | -$4,576,679 | -$4,495,333 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 14 Feb 2023, 11:00 |
| Q3 2022 | 11 | $174,684,000 | +$3,159,373 | -$5,795,231 | -$2,635,858 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 14 Nov 2022, 11:00 |
| Q2 2022 | 11 | $191,101,000 | +$4,886,712 | -$9,661,155 | -$4,774,443 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 15 Aug 2022, 11:00 |
| Q1 2022 | 10 | $223,807,000 | +$4,593,000 | -$29,076,891 | -$24,483,891 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 16 May 2022, 12:00 |
| Q4 2021 | 14 | $260,933,000 | +$224,244,609 | -$513,371 | +$223,731,238 | IVV, IEFA, AGG, STIP, REET | 13F-HR | 14 Feb 2022, 12:19 |
| Q3 2021 | 9 | $37,556,000 | +$5,866,920 | -$6,560,618 | -$693,698 | IEFA, IEMG, BNDX, ISTB, IGOV | 13F-HR | 15 Nov 2021, 14:59 |
| Q2 2021 | 9 | $39,082,000 | +$34,091 | -$67,855,948 | -$67,821,857 | IEFA, IEMG, BNDX, IGOV, EFV | 13F-HR | 16 Aug 2021, 12:17 |
| Q1 2021 | 23 | $105,844,000 | +$3,248,377 | -$5,960,272 | -$2,711,895 | VOO, IEFA, IUSB, VEA, AGG | 13F-HR | 17 May 2021, 12:00 |
| Q4 2020 | 22 | $105,332,000 | +$15,916,339 | -$17,393,515 | -$1,477,176 | VOO, IEFA, IUSB, VEA, AGG | 13F-HR | 16 Feb 2021, 12:00 |
| Q3 2020 | 24 | $98,344,000 | +$6,679,986 | -$6,545,388 | +$134,598 | VOO, EFV, VEA, IUSB, AGG | 13F-HR | 16 Nov 2020, 12:00 |
| Q2 2020 | 24 | $95,131,000 | +$11,717,603 | -$19,599,565 | -$7,881,962 | VOO, EFV, VEA, AGG, BNDX | 13F-HR | 14 Aug 2020, 12:06 |
| Q1 2020 | 26 | $91,800,000 | +$6,543,887 | -$6,388,006 | +$155,881 | VOO, EFV, IUSB, VEA, AGG | 13F-HR | 15 May 2020, 12:01 |
| Q4 2019 | 25 | $112,725,000 | +$554,938 | -$4,516,075 | -$3,961,137 | VOO, EFV, IUSB, VEA, AGG | 13F-HR | 14 Feb 2020, 12:00 |
| Q3 2019 | 25 | $112,137,000 | +$4,730,233 | -$4,845,093 | -$114,860 | VOO, EFV, IUSB, VEA, AGG | 13F-HR | 14 Nov 2019, 12:00 |
| Q2 2019 | 25 | $113,064,000 | +$23,950,380 | -$19,354,056 | +$4,596,324 | VOO, EFV, IUSB, VEA, AGG | 13F-HR | 14 Aug 2019, 12:00 |
| Q1 2019 | 28 | $106,649,000 | +$9,612,876 | -$5,364,539 | +$4,248,337 | VOO, AGG, VWO, VEA, IGSB | 13F-HR | 15 May 2019, 12:00 |
| Q4 2018 | 28 | $94,858,000 | +$7,923,716 | -$10,386,364 | -$2,462,648 | VOO, AGG, VWO, VEA, IGSB | 13F-HR | 14 Feb 2019, 12:02 |
| Q3 2018 | 32 | $105,818,000 | +$11,168,276 | -$10,317,512 | +$850,764 | VOO, AGG, VEA, IGSB, VWO | 13F-HR | 14 Nov 2018, 12:17 |
| Q2 2018 | 29 | $106,028,000 | +$6,093,303 | -$5,675,571 | +$417,732 | VOO, AGG, VEA, VWO, BNDX | 13F-HR | 14 Aug 2018, 12:00 |
| Q1 2018 | 27 | $107,144,000 | +$5,984,294 | -$5,576,449 | +$407,845 | VOO, AGG, VEA, VWO, BNDX | 13F-HR | 15 May 2018, 12:01 |
| Q4 2017 | 24 | $107,342,000 | +$4,725,370 | -$12,740,522 | -$8,015,152 | VOO, AGG, VEA, VWO, BNDX | 13F-HR | 14 Feb 2018, 14:02 |
| Q3 2017 | 26 | $112,868,000 | +$14,098,345 | -$18,184,165 | -$4,085,820 | VOO, VEA, AGG, VCIT, VWO | 13F-HR | 14 Nov 2017, 14:27 |
| Q2 2017 | 26 | $114,356,000 | +$13,759,814 | -$27,869,187 | -$14,109,373 | VOO, BNDX, AGG, HYG, VEA | 13F-HR | 14 Aug 2017, 17:21 |
| Q1 2017 | 23 | $126,682,000 | +$6,428,170 | -$9,177,688 | -$2,749,518 | BND, VOO, AGG, BNDX, VCIT | 13F-HR | 15 May 2017, 15:09 |
| Q4 2016 | 19 | $125,015,000 | +$20,270,080 | -$7,263,331 | +$13,006,749 | AGG, VOO, BND, BNDX, VCIT | 13F-HR | 14 Feb 2017, 13:03 |
| Q3 2016 | 16 | $115,442,000 | +$10,473,695 | -$12,057,241 | -$1,583,546 | VOO, BND, BNDX, VCIT, AGG | 13F-HR | 14 Nov 2016, 06:16 |
| Q2 2016 | 19 | $114,485,000 | +$20,497,945 | -$105,699,688 | -$85,201,743 | VOO, BNDX, BND, VCIT, VEA | 13F-HR | 15 Aug 2016, 08:00 |
| Q1 2016 | 20 | $196,743,000 | +$27,056,480 | -$9,122,216 | +$17,934,264 | VOO, VEA, VCIT, BND, VXF | 13F-HR | 16 May 2016, 06:03 |
| Q4 2015 | 17 | $177,171,000 | $0 | $0 | $0 | VOO, VEA, VCIT, BND, VXF | 13F-HR | 16 Feb 2016, 17:09 |