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Institutional Investment Manager
WILSHIRE ASSOCIATES INC
WILSHIRE ASSOCIATES INC (CIK: 0001616628). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Original 13F HR (0000950123-16-021884) filed in 2016.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD CHARLOTTE FDS 234,360 13,134 11.38%
2 JPMORGAN CHASE & CO 97,240 3,063 2.65%
3 VANGUARD TAX-MANAGED FDS 94,020 3,517 3.05%
4 VANGUARD TAX-MANAGED FDS 93,540 3,499 3.03%
5 VANECK VECTORS ETF TR 83,320 1,590 1.38%
6 ISHARES TR 83,045 2,490 2.16%
7 VANGUARD BD INDEX FDS 79,710 6,707 5.81%
8 VANGUARD INTL EQUITY INDEX F 76,940 2,895 2.51%
9 VANGUARD SCOTTSDALE FDS 58,890 5,275 4.57%
10 VANGUARD BD INDEX FDS 53,424 4,495 3.89%
11 VANGUARD BD INDEX FDS 51,635 4,345 3.76%
12 ISHARES TR 46,760 5,257 4.55%
13 VANGUARD SCOTTSDALE FDS 46,560 4,171 3.61%
14 VANGUARD TAX-MANAGED FDS 42,280 1,582 1.37%
15 ISHARES TR 34,610 3,891 3.37%
16 VANGUARD INDEX FDS 34,320 6,819 5.91%
17 VANGUARD INDEX FDS 33,980 6,751 5.85%
18 VANGUARD INDEX FDS 33,895 2,940 2.55%
19 VANGUARD INDEX FDS 29,475 2,557 2.21%
20 VANGUARD INTL EQUITY INDEX F 29,316 1,647 1.43%
21 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 27,600 2,408 2.09%
22 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 25,520 2,227 1.93%
23 VANGUARD INTL EQUITY INDEX F 24,640 927 0.80%
24 VANGUARD INTL EQUITY INDEX F 24,516 1,377 1.19%
25 VANGUARD INTL EQUITY INDEX F 21,370 804 0.70%
26 VANGUARD INDEX FDS 20,680 1,887 1.63%
27 VANGUARD INDEX FDS 20,490 4,071 3.53%
28 VANGUARD INDEX FDS 20,440 1,866 1.62%
29 VANGUARD WHITEHALL FDS INC 18,850 1,538 1.33%
30 VANGUARD SCOTTSDALE FDS 17,920 1,605 1.39%
31 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 17,550 1,531 1.33%
32 VANGUARD INDEX FDS 16,090 1,400 1.21%
33 VANGUARD INDEX FDS 14,920 1,298 1.12%
34 VANGUARD INDEX FDS 12,400 1,132 0.98%
35 VANGUARD INTL EQUITY INDEX F 11,970 450 0.39%
36 ISHARES TR 11,460 1,288 1.12%
37 VANGUARD INDEX FDS 8,920 776 0.67%
38 VANGUARD CHARLOTTE FDS 7,760 435 0.38%
39 VANGUARD INTL EQUITY INDEX F 5,630 316 0.27%
40 VANGUARD INDEX FDS 5,610 487 0.42%
41 VANGUARD CHARLOTTE FDS 4,680 262 0.23%
42 VANGUARD INDEX FDS 4,410 383 0.33%
43 VANGUARD INTL EQUITY INDEX F 2,470 139 0.12%
44 VANGUARD INDEX FDS 2,420 210 0.18%