Wilshire Advisors LLC
CIK 1616628 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- IVV36.03%
- IEFA22.78%
- AGG17.25%
- STIP10.96%
- REET5.52%
- IEMG4.99%
- IGSB1.20%
- IJR1.15%
- ALLKG0.09%
- LDI0.03%
Share classes counted separately100.00%
Portfolio value by quarter
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $64.87M | 36.03% | 151.06K shares | — | ↗▾ | |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $41.01M | 22.78% | 637.26K shares | — | ↗▾ | |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $31.05M | 17.25% | 330.15K shares | — | ↗▾ | |
| 04 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $19.74M | 10.96% | 203.63K shares | — | ↗▾ | |
| 05 | REETISHARES GLOBAL REIT ETFGLOBAL REIT ETF View history and evidence | $9.94M | 5.52% | 469.45K shares | — | ↗▾ | |
| 06 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $8.99M | 4.99% | 188.80K shares | — | ↗▾ | |
| 07 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $2.17M | 1.20% | 43.46K shares | — | ↗▾ | |
| 08 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $2.06M | 1.15% | 21.86K shares | — | ↗▾ | |
| 09 | ALLKGALLAKOS INC View history and evidence | $170.38K | 0.09% | 75.06K shares | — | ↗▾ | |
| 10 | LDILOANDEPOT INC -CLASS ACOM CL A View history and evidence | $47.69K | 0.03% | 27.73K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1616628 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 180028897
}Take these holdings further.
This page includes 10 of 10 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 10 of 10 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1616628","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1616628","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.