Wilshire Advisors LLC Long-Term Concentrated

Location: Santa Monica, CA

CIK: 0001616628 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 27, 2026

Total Value: $10.34M (100.0% shares, 0.0% debt)

Holdings (7)

New Positions (2)

IJH ISHARES TR 17.1%

Value $1.763M Shares 22,862 Est. Cost $77.11 Unrealized —

GOVT ISHARES TR 16.1%

Value $1.659M Shares 72,841 Est. Cost $22.78 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IJH	ISHARES TR	22,862	$1.763M	17.1%	$77.11	—	CORE S&P MCP ETF	464287507
GOVT	ISHARES TR	72,841	$1.659M	16.1%	$22.78	—	US TREAS BD ETF	46429B267

Exited Positions (1)

AGG ISHARES TR 21.5%

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

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AGG	ISHARES TR	22,396	$2.223M	21.5%	$103.69	—	—	464287226

Decreased Positions (4)

IGSB ISHARES TR 10.9%

Value $1.124M (-32.8%) Shares 21,439 (-32.6%) Est. Cost $50.55 Unrealized —

IJR ISHARES TR 11.9%

Value $1.225M (-28.4%) Shares 8,259 (-40.0%) Est. Cost $95.63 Unrealized —

IEFA ISHARES TR 38.4%

Value $3.972M (+4.8%) Shares 41,128 (-1.7%) Est. Cost $72.48 Unrealized —

IEMG ISHARES INC 5.4%

Value $558K (+5.3%) Shares 6,739 (-11.3%) Est. Cost $55.34 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IGSB	ISHARES TR	21,439 (-32.6%)	$1.124M (-32.8%)	10.9%	$50.55	—	ISHS 1-5YR INVS	464288646
IJR	ISHARES TR	8,259 (-40.0%)	$1.225M (-28.4%)	11.9%	$95.63	—	CORE S&P SCP ETF	464287804
IEFA	ISHARES TR	41,128 (-1.7%)	$3.972M (+4.8%)	38.4%	$72.48	—	CORE MSCI EAFE	46432F842
IEMG	ISHARES INC	6,739 (-11.3%)	$558K (+5.3%)	5.4%	$55.34	—	CORE MSCI EMKT	46434G103

Unchanged Positions (1)

LDI LOANDEPOT INC 0.3%

Value $34,659 Shares 27,727 Est. Cost $2.32 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LDI	LOANDEPOT INC	27,727	$34,659	0.3%	$2.32	—	COM CL A	53946R106