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Home > Institutional Investor > Wilshire Associates Inc > Profile

Instuitional Investor - Wilshire Associates Inc

Fund Profile
Filing Period:
Fund Name: Wilshire Associates Inc
Portfolio Value $31,634,032
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 237,694 $9,330,513 29.5%
2.
Ishares Tr - GLOBAL REIT ETF
 782,038 $4,790,608 15.14%
3.
Ishares Tr - 0-5 YR TIPS ETF
 356,127 $3,817,836 12.07%
4.
Ishares Trust
 VLUE 139,130 $3,591,298 11.35%
5.
Ishares Tr - CORE MSCI EAFE
 443,551 $3,355,500 10.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)