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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 $193,049,701
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 146,965 $70,194,894 36.36%
2.
Ishares Core Msci Eafe Etf
 626,311 $44,060,978 22.82%
3.
Ishares Trust
 IEF 333,641 $33,113,871 17.15%
4.
Ishares Tr
 199,203 $19,639,424 10.17%
5.
Ishares Core Msci Eafe Etf
 487,030 $11,776,387 6.1%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)