Wilshire Advisors LLC Long-Term Concentrated

Location: Santa Monica, CA

CIK: 0001616628 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 27, 2026

Total Value: $9.964M (100.0% shares, 0.0% debt)

Holdings (6)

IEFA ISHARES TR 38.0%

Value $3.789M Shares 41,854 Est. Cost $72.48 Unrealized —

AGG ISHARES TR 22.3%

Value $2.223M Shares 22,396 Est. Cost $103.69 Unrealized —

IJR ISHARES TR 17.2%

Value $1.711M Shares 13,765 Est. Cost $95.63 Unrealized —

IGSB ISHARES TR 16.8%

Value $1.672M Shares 31,804 Est. Cost $50.55 Unrealized —

IEMG ISHARES INC 5.3%

Value $530K Shares 7,599 Est. Cost $55.34 Unrealized —

LDI LOANDEPOT INC 0.4%

Value $39,373 Shares 27,727 Est. Cost $2.32 Unrealized -0.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IEFA	ISHARES TR	41,854	$3.789M	38.0%	$72.48	—	CORE MSCI EAFE	46432F842
AGG	ISHARES TR	22,396	$2.223M	22.3%	$103.69	—	CORE US AGGBD ET	464287226
IJR	ISHARES TR	13,765	$1.711M	17.2%	$95.63	—	CORE S&P SCP ETF	464287804
IGSB	ISHARES TR	31,804	$1.672M	16.8%	$50.55	—	ISHS 1-5YR INVS	464288646
IEMG	ISHARES INC	7,599	$530K	5.3%	$55.34	—	CORE MSCI EMKT	46434G103
LDI	LOANDEPOT INC	27,727	$39,373	0.4%	$2.32	-0.4%	COM CL A	53946R106