Latest statistics and disclosures from PHILLIPS FINANCIAL MANAGEMENT's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, IVV, IVE, AGG, BND. These five stock positions account for 37.65% of PHILLIPS FINANCIAL MANAGEMENT's total stock portfolio.
- Added to shares of these 10 stocks: AGG, Vanguard Charlotte Fds intl bd idx etf, Ishares Core Intl Stock Etf core, Ishares Tr core strm usbd, VCIT, IVE, Schwab Strategic Tr cmn, VCSH, VEU, Ishares S&p Amt-free Municipal.
- Started 1 new stock positions in Schwab Strategic Tr cmn.
- Reduced shares in these 10 stocks: USB, BND, DVY, , SCPB, EFA, RWR, , Vanguard Admiral Fds Inc cmn, Vanguard S&p 500 Etf idx fd.
- Sold out of its positions in DVY, GSG, RWX, SDY, USB.
- As of March 31, 2015, PHILLIPS FINANCIAL MANAGEMENT has $365.43M in assets under management (AUM). Assets under management grew from a total value of $349.03M to $365.43M.
- Independent of market fluctuations, PHILLIPS FINANCIAL MANAGEMENT was a net buyer by $3.09M worth of stocks in the most recent quarter.
PHILLIPS FINANCIAL MANAGEMENT portfolio companies for March 2015 quarter
Past 13F-HR SEC Filings for PHILLIPS FINANCIAL MANAGEMENT
- PHILLIPS FINANCIAL MANAGEMENT 2014 Q4 - filed Jan. 23, 2015
- PHILLIPS FINANCIAL MANAGEMENT 2014 Q3 - filed Oct. 22, 2014
- PHILLIPS FINANCIAL MANAGEMENT 2014 Q2 - filed July 21, 2014
- PHILLIPS FINANCIAL MANAGEMENT 2014 Q1 - filed April 25, 2014
- PHILLIPS FINANCIAL MANAGEMENT 2013 Q4 - filed Jan. 23, 2014
- PHILLIPS FINANCIAL MANAGEMENT 2013 Q3 - filed Nov. 8, 2013
- PHILLIPS FINANCIAL MANAGEMENT 2013 Q2 - filed July 24, 2013
- Phillips Financial Management 2013 Q1 - filed April 12, 2013
- Phillips Financial Management 2012 Q4 amended - filed Feb. 5, 2013
- Phillips Financial Management 2012 Q4 - filed Jan. 24, 2013
- Phillips Financial Management 2012 Q3 - filed Oct. 17, 2012
- Phillips Financial Management 2012 Q2 - filed July 30, 2012
- Phillips Financial Management 2012 Q1 - filed April 30, 2012
- Phillips Financial Management 2011 Q3 - filed Oct. 31, 2011
- Phillips Financial Management 2011 Q2 - filed Aug. 4, 2011
- Phillips Financial Management 2011 Q1 - filed May 16, 2011