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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.230 | 1.230 | 0.000 |
| Shares | 98.770 | 98.770 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 21.866 | 21.059 |
| Price to Book | 4.039 | 4.040 |
| Price to Sales | 2.670 | 2.754 |
| Price to Cash Flow | 15.231 | 14.218 |
| Dividend Yield | 1.373 | 1.495 |
| 5 Years Earnings Growth | 10.803 | 10.749 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 30.750 | 29.568 |
| Financial Services | 13.780 | 14.707 |
| Consumer Cyclical | 10.900 | 10.397 |
| Healthcare | 10.830 | 11.428 |
| Industrials | 8.900 | 9.672 |
| Communication Services | 8.410 | 9.045 |
| Consumer Defensive | 5.430 | 5.824 |
| Energy | 3.590 | 3.613 |
| Real Estate | 2.740 | 2.225 |
| Utilities | 2.490 | 2.565 |
| Basic Materials | 2.190 | 2.434 |
Number of long holdings: 2,211
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Apple | US0378331005 | 6.18 | 262.82 | +1.25% | |
| NVIDIA | US67066G1040 | 5.61 | 186.26 | +2.25% | |
| Microsoft | US5949181045 | 5.23 | 523.61 | +0.59% | |
| Amazon.com | US0231351067 | 3.24 | 224.21 | +1.41% | |
| Meta Platforms | US30303M1027 | 2.13 | 738.36 | +0.59% | |
| Alphabet A | US02079K3059 | 1.68 | 259.92 | +2.70% | |
| Tesla | US88160R1014 | 1.62 | 433.72 | -3.40% | |
| Alphabet C | US02079K1079 | 1.52 | 260.51 | +2.67% | |
| Broadcom | US11135F1012 | 1.26 | 354.13 | +2.86% | |
| JPMorgan | US46625H1005 | 1.20 | 300.44 | +2.00% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Wilshire VIT Global Allocation Fund | 514.17M | 15.36 | 16.94 | 7.78 | ||
| Wilshire 5000 Index Invmt | 247.28M | 26.45 | 9.95 | 12.30 | ||
| Wilshire International Equity Instl | 233.82M | 4.93 | 3.49 | 6.86 | ||
| Wilshire Large Company Growth Instl | 198.58M | 36.31 | 10.06 | 14.79 | ||
| Wilshire Large Company Value Instl | 167.08M | 21.04 | 9.39 | 8.18 |
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