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Phillips Financial Management

Latest statistics and disclosures from Phillips Financial Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IJH, IXUS, IVE, DFCF, and represent 26.86% of Phillips Financial Management's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$13M), DFSD (+$8.7M), DFIC (+$5.9M), DUHP, DFLV, DFAT, DFAS, DFEM, DUSB, DFAR.
Started 13 new stock positions in IYC, ICLN, XLI, EVLV, KR, ESGV, ESGD, BRO, ESML, VSS. SRE, DFIS, SCHJ.
Reduced shares in these 10 stocks: IJH, IXUS, IVE, AGG, LRGF, BND, IAGG, TIP, VNQ, BNDX.
Sold out of its positions in CYH, DFAE, IXJ, IYM, WPS, Redwood Trust Inc convertible security, SCHO, VPU, WMB.
Phillips Financial Management was a net buyer of stock by $3.2M.
Phillips Financial Management has $1.3B in assets under management (AUM), dropping by 6.38%.
Central Index Key (CIK): 0001350660

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Portfolio Holdings for Phillips Financial Management

Phillips Financial Management holds 276 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.2	$132M		228k	576.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.0	$65M	-5%	1.0M	62.32	View chart
Ishares Tr Core Msci Total (IXUS)	4.4	$57M	-5%	779k	72.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.8	$49M	-5%	250k	197.17	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.4	$44M	+41%	1.0M	43.19	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.3	$43M	+15%	1.5M	28.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.2	$42M		644k	64.74	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.2	$41M	+26%	860k	47.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$38M	-6%	372k	101.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$37M		70k	527.67	View chart
Ishares Tr U S Equity Factr (LRGF)	2.3	$29M	-6%	501k	58.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.2	$29M	-4%	576k	50.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$28M	-3%	826k	34.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$28M	-3%	106k	263.83	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.1	$27M	+14%	870k	30.81	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$25M	+10%	449k	55.63	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.7	$22M		115k	190.72	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.6	$20M	-5%	189k	107.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$20M	-8%	266k	75.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.5	$19M	+11%	681k	28.15	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$19M	-7%	360k	51.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$18M	-6%	188k	97.42	View chart
Ishares Tr Broad Usd High (USHY)	1.4	$18M		474k	37.65	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.3	$17M	+26%	492k	34.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$17M	-6%	198k	83.75	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$15M	-5%	189k	78.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$14M	+17%	222k	64.86	View chart
Ishares Tr Intl Eqty Factor (INTF)	1.1	$14M	-6%	453k	31.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$14M	-4%	71k	200.78	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.1	$14M	-7%	283k	48.68	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.0	$13M	-2%	218k	61.57	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.9	$12M	+8%	472k	25.64	View chart
Vanguard World Mega Cap Index (MGC)	0.7	$9.5M		46k	206.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$9.4M	-3%	149k	63.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$9.2M	-3%	117k	78.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$8.2M	-12%	70k	116.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$8.1M	-4%	102k	79.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$8.0M	+2%	28k	283.16	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.6	$7.6M	+22%	150k	50.77	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$7.3M	-16%	66k	110.47	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$7.2M	-3%	56k	128.28	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$6.8M		253k	27.01	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$6.5M		59k	108.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$6.4M		36k	174.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$6.1M	-7%	73k	83.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$5.8M	+2%	86k	67.85	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$5.8M		152k	38.08	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$5.8M	-10%	114k	50.74	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$5.6M	-10%	113k	49.31	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$5.4M		114k	47.52	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$5.4M		175k	30.80	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.4	$4.9M		47k	105.63	View chart
Apple (AAPL)	0.4	$4.9M		21k	233.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$4.8M	-5%	45k	106.19	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.4	$4.8M	-9%	73k	66.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$4.8M	-2%	18k	263.29	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$4.0M		37k	108.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$4.0M		7.0k	573.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$3.6M		11k	314.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.4M		44k	78.05	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.3	$3.4M		58k	57.67	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.4M		16k	210.87	View chart
Atmos Energy Corporation (ATO)	0.3	$3.3M	-3%	24k	138.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$3.2M		37k	88.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.2M	-5%	63k	51.12	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$3.2M	-23%	120k	26.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.1M		13k	237.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$3.0M	+2%	58k	51.50	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$3.0M		63k	47.21	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.9M	-15%	28k	101.32	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$2.8M	-4%	51k	53.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.6M	+4%	21k	125.62	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$2.6M	-7%	52k	49.79	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.2	$2.6M	-2%	24k	106.73	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$2.5M	-12%	52k	48.54	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$2.4M		94k	25.10	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$2.4M	-9%	24k	97.79	View chart
Microsoft Corporation (MSFT)	0.2	$2.3M		5.3k	430.30	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$2.3M	-12%	48k	47.12	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.2M	-3%	26k	83.15	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$2.2M	+2%	90k	24.30	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.2	$2.0M	-5%	46k	44.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.0M	-4%	11k	189.79	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$1.9M		77k	25.21	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$1.9M		80k	24.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.8M	-20%	11k	167.67	View chart
NVIDIA Corporation (NVDA)	0.1	$1.8M	+8%	15k	121.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.8M	-2%	9.8k	182.00	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.7M	+76%	31k	53.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.6M		34k	47.85	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$1.6M		63k	26.10	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$1.6M	-3%	18k	92.46	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.6M	+4%	19k	83.09	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.5M		12k	123.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.5M		6.1k	243.06	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$1.4M		60k	23.42	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$1.3M		14k	95.73	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$1.2M		49k	25.66	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$1.2M		54k	23.07	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.2M		13k	95.49	View chart
Amazon (AMZN)	0.1	$1.2M	+2%	6.6k	186.33	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.2M		32k	37.56	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$1.2M		50k	23.29	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	-5%	1.3k	886.24	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$1.1M	-4%	45k	25.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.1M		6.5k	165.85	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$1.1M	-2%	40k	26.66	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$1.1M		45k	23.30	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$976k		23k	41.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$973k	-9%	2.1k	460.26	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$934k	+2%	15k	62.20	View chart
Vanguard World Energy Etf (VDE)	0.1	$906k	-2%	7.4k	122.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$879k	-6%	17k	52.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$877k	-3%	18k	49.70	View chart
Tesla Motors (TSLA)	0.1	$867k		3.3k	261.61	View chart
Vanguard World Materials Etf (VAW)	0.1	$845k		4.0k	211.47	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$795k	-2%	18k	44.07	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$762k		4.6k	166.82	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$761k	-2%	16k	46.91	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$760k	+6%	26k	29.06	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$719k	-2%	5.1k	142.04	View chart
Franklin Electric (FELE)	0.1	$687k		6.6k	104.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$644k		3.9k	167.19	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$644k		12k	52.66	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$643k		4.9k	132.25	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$627k		11k	57.41	View chart
Lincoln National Corporation (LNC)	0.0	$614k	+4%	20k	31.51	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$597k		23k	25.63	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$596k		25k	23.41	View chart
Abbvie (ABBV)	0.0	$582k	-16%	2.9k	197.48	View chart
Wal-Mart Stores (WMT)	0.0	$576k		7.1k	80.75	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$536k	+10%	22k	24.37	View chart
Old National Ban (ONB)	0.0	$524k		28k	18.66	View chart
Meta Platforms Cl A (META)	0.0	$520k		909.00	572.45	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$479k		17k	28.41	View chart
Home Depot (HD)	0.0	$474k	+3%	1.2k	405.18	View chart
Fair Isaac Corporation (FICO)	0.0	$463k	+3%	238.00	1943.52	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$455k		8.0k	57.22	View chart
Brown & Brown (BRO)	0.0	$418k	NEW	4.0k	103.60	View chart
Visa Com Cl A (V)	0.0	$412k		1.5k	274.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$400k	-6%	3.5k	112.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$384k		786.00	488.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$374k	-7%	3.9k	95.75	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$371k	+9%	15k	24.05	View chart
Mastercard Incorporated Cl A (MA)	0.0	$371k		751.00	493.80	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.0	$369k	-2%	7.2k	51.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$350k	-16%	2.6k	135.08	View chart
Hp (HPQ)	0.0	$345k		9.6k	35.87	View chart
Lowe's Companies (LOW)	0.0	$344k		1.3k	270.86	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$337k		61k	5.56	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$329k		4.6k	71.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$328k		874.00	375.38	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$319k	+121%	5.0k	63.34	View chart
Progressive Corporation (PGR)	0.0	$303k		1.2k	253.76	View chart
Johnson & Johnson (JNJ)	0.0	$298k	+6%	1.8k	162.07	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.0	$285k	+22%	8.8k	32.24	View chart
UnitedHealth (UNH)	0.0	$284k	+2%	486.00	584.68	View chart
Coca-Cola Company (KO)	0.0	$270k	-2%	3.8k	71.86	View chart
Broadcom (AVGO)	0.0	$261k	+805%	1.5k	172.50	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$261k		3.3k	78.39	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$260k	+15%	5.5k	47.53	View chart
Anthem (ELV)	0.0	$260k		499.00	520.00	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$257k		8.6k	29.75	View chart
Procter & Gamble Company (PG)	0.0	$252k	+3%	1.5k	173.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$250k	-2%	651.00	383.93	View chart
Costco Wholesale Corporation (COST)	0.0	$248k	+4%	280.00	887.20	View chart
Exxon Mobil Corporation (XOM)	0.0	$248k	-8%	2.1k	117.23	View chart
Intercontinental Exchange (ICE)	0.0	$247k		1.5k	160.64	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$247k		8.2k	30.28	View chart
Enterprise Products Partners (EPD)	0.0	$244k		8.4k	29.11	View chart
Abbott Laboratories (ABT)	0.0	$231k	-23%	2.0k	114.01	View chart
Pepsi (PEP)	0.0	$230k	-6%	1.4k	170.05	View chart
Netflix (NFLX)	0.0	$229k		323.00	709.27	View chart
Amgen (AMGN)	0.0	$227k	+9%	705.00	322.23	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$226k	-7%	6.7k	33.71	View chart
Adobe Systems Incorporated (ADBE)	0.0	$221k	+3%	426.00	517.78	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$218k		9.3k	23.51	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$214k		4.4k	48.84	View chart
Steel Dynamics (STLD)	0.0	$212k		1.7k	126.08	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$208k	-9%	3.3k	63.45	View chart
Kroger (KR)	0.0	$201k	NEW	3.5k	57.30	View chart
Sempra Energy (SRE)	0.0	$200k	NEW	2.4k	83.63	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$194k		859.00	225.76	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$192k		7.5k	25.53	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$175k		3.2k	54.68	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$159k	-5%	1.5k	107.08	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$158k		2.3k	67.70	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$155k	-3%	473.00	326.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$150k		3.6k	41.12	View chart
Ishares Tr Europe Etf (IEV)	0.0	$149k		2.6k	58.27	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$145k	-48%	3.4k	42.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$145k	-37%	1.8k	80.30	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$141k	+17%	5.0k	28.46	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$140k	-18%	2.6k	52.86	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$137k	-23%	2.0k	67.51	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$123k	+5%	2.7k	45.51	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$120k	-9%	4.5k	26.69	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$119k	-28%	2.2k	55.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$115k	-9%	1.3k	87.80	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$109k	-12%	1.1k	95.81	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$103k		1.0k	99.16	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$103k		4.0k	25.49	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$100k		100k	1.00	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$99k	NEW	24k	4.05	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$92k		661.00	139.49	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$90k	+16%	4.0k	22.17	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$81k	-16%	674.00	119.70	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$78k		390.00	200.37	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$77k		1.9k	39.70	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$76k		792.00	96.52	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.0	$75k	-81%	1.4k	54.11	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$73k		2.3k	31.78	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$65k	NEW	771.00	84.17	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$57k		370.00	154.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$56k	+144%	661.00	84.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$55k		680.00	80.37	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$52k	NEW	513.00	101.65	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$51k		857.00	59.02	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$49k		900.00	53.87	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$47k	-40%	751.00	62.69	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$46k		1.6k	29.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$42k		910.00	45.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$36k		163.00	220.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$36k		620.00	57.57	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$34k		320.00	107.49	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$34k		1.2k	27.70	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$31k		416.00	75.17	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$29k		108.00	267.37	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$29k		196.00	145.60	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$28k	NEW	1.9k	14.69	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$28k	NEW	669.00	41.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$28k	+1545%	181.00	151.73	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$27k	-47%	330.00	83.00	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$27k		1.3k	21.22	View chart
Ishares Msci Cda Etf (EWC)	0.0	$27k		650.00	41.52	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$27k		243.00	110.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$27k		254.00	104.18	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$26k		405.00	63.96	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.0	$22k	NEW	438.00	49.61	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$21k	+9%	811.00	26.15	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$21k		457.00	46.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$21k		36.00	586.53	View chart
Ishares Msci Aust Etf (EWA)	0.0	$21k		775.00	27.11	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$21k	-82%	450.00	46.47	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$20k	NEW	150.00	135.87	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$20k		209.00	93.58	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$18k		164.00	109.18	View chart
Ishares Tr Us Consum Discre (IYC)	0.0	$18k	NEW	200.00	88.07	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$15k		288.00	52.25	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$13k	-33%	317.00	41.30	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$13k		109.00	117.29	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$12k	NEW	97.00	125.96	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$12k		200.00	59.22	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$12k		95.00	124.56	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.0	$12k		59.00	197.53	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.0	$9.0k		325.00	27.57	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$8.9k		96.00	93.11	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$8.4k		247.00	34.17	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.0	$6.1k		92.00	65.79	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$4.9k		56.00	86.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.3k		24.00	180.75	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$4.3k		107.00	40.44	View chart
Spdr Ser Tr Oilgas Equip (XES)	0.0	$4.0k		50.00	80.78	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$3.6k		50.00	71.54	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$3.5k	NEW	130.00	26.83	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$3.2k		25.00	127.36	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.0	$2.9k		56.00	51.23	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$2.6k		43.00	60.42	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$2.4k		50.00	48.74	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$2.0k		20.00	101.85	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$1.4k		5.00	279.00	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$1.0k		42.00	24.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$740.000000		8.00	92.50	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$740.000400		12.00	61.67	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$476.000000		10.00	47.60	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$342.000000		10.00	34.20	View chart

Past Filings by Phillips Financial Management

SEC 13F filings are viewable for Phillips Financial Management going back to 2011

Phillips Financial Management 2024 Q3 filed Nov. 7, 2024
Phillips Financial Management 2024 Q2 filed Aug. 8, 2024
Phillips Financial Management 2024 Q1 filed April 23, 2024
Phillips Financial Management 2023 Q4 filed Jan. 25, 2024
Phillips Financial Management 2023 Q3 filed Nov. 9, 2023
Phillips Financial Management 2023 Q2 filed Aug. 11, 2023
Phillips Financial Management 2023 Q1 filed May 8, 2023
Phillips Financial Management 2022 Q4 filed Jan. 24, 2023
Phillips Financial Management 2022 Q3 filed Nov. 8, 2022
Phillips Financial Management 2022 Q2 filed July 22, 2022
Phillips Financial Management 2022 Q1 filed May 6, 2022
Phillips Financial Management 2021 Q4 filed Feb. 7, 2022
Phillips Financial Management 2021 Q3 filed Nov. 9, 2021
Phillips Financial Management 2021 Q2 filed Aug. 10, 2021
Phillips Financial Management 2021 Q1 filed May 17, 2021
Phillips Financial Management 2020 Q4 filed Feb. 16, 2021

View all past filings

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