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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, DFCF, DFSD, DFIC, IJH, and represent 29.55% of Phillips Financial Management's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$27M), DFSD (+$17M), DFIC (+$17M), DUHP (+$12M), DFLV (+$8.1M), DFAT (+$8.0M), DFEM (+$7.8M), DFAS (+$6.2M), IVV (+$6.0M), SCHX.
Started 6 new stock positions in TRV, IBTH, WMB, IBIT, VCLT, VOOG.
Reduced shares in these 10 stocks: IJH (-$13M), IXUS (-$13M), IVE (-$11M), AGG (-$8.3M), IJS (-$5.1M), LRGF, VNQ, IAGG, BIV, ISTB.
Sold out of its positions in ADBE, AMGN, ELV, DJP, EZU, OEF, IYC, IYW, USMV, QUAL. VLUE, EMXC, Ishares Tr ibnd dec24 etf, ESGU, Ishares Tr ibonds 24 trm hg, Ishares Tr ibonds dec, IFRA, Ishares Ibonds Dec 2024 Term T, PEP, RWO, XLI, STLD, VSS.
Phillips Financial Management was a net buyer of stock by $22M.
Phillips Financial Management has $1.3B in assets under management (AUM), dropping by -1.41%.
Central Index Key (CIK): 0001350660

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Portfolio Holdings for Phillips Financial Management

Phillips Financial Management holds 259 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.0	$140M	+4%	238k	588.68	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.4	$69M	+63%	1.7M	41.27	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.5	$58M	+43%	1.2M	46.88	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.5	$57M	+43%	2.2M	25.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$52M	-19%	834k	62.31	View chart
Ishares Tr Core Msci Total (IXUS)	3.1	$39M	-24%	587k	66.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$37M		69k	538.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.9	$37M	-22%	193k	190.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.9	$37M	-3%	624k	58.93	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.7	$34M	+30%	1.1M	30.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.6	$33M	+32%	593k	55.66	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.3	$29M	+2%	590k	49.05	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.2	$29M	+71%	843k	33.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$28M	-23%	286k	96.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$28M	-3%	798k	34.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$28M		104k	264.13	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.0	$26M	+43%	980k	26.19	View chart
Ishares Tr U S Equity Factr (LRGF)	2.0	$25M	-16%	418k	60.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.6	$21M	+42%	317k	65.08	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.6	$20M	-5%	109k	184.51	View chart
Ishares Tr Broad Usd High (USHY)	1.4	$18M	+3%	491k	36.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$16M	-15%	225k	71.91	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.2	$15M	-24%	142k	108.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$15M	-7%	184k	80.27	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.1	$14M	-23%	277k	49.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$14M	-2%	69k	198.18	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.0	$13M	+18%	559k	23.27	View chart
Ishares Tr Intl Eqty Factor (INTF)	1.0	$12M	-6%	423k	28.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$12M	-28%	134k	89.08	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.9	$11M	+50%	225k	50.59	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.8	$10M	-16%	182k	57.31	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.8	$10M	-26%	138k	74.73	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.8	$10M	-25%	211k	47.77	View chart
Vanguard World Mega Cap Index (MGC)	0.7	$9.5M	-3%	45k	212.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$8.3M	-7%	108k	77.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$8.1M		28k	289.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$7.6M	-11%	132k	57.41	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$7.0M		56k	124.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$6.7M	-15%	86k	78.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$6.5M	-18%	57k	115.22	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$6.5M	+3%	61k	106.55	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$6.1M	+12%	172k	35.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$6.0M	+200%	258k	23.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$5.9M	-3%	35k	169.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$5.7M	+3%	117k	48.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$5.5M	-13%	219k	24.86	View chart
Apple (AAPL)	0.4	$5.4M	+2%	22k	250.42	View chart
Ishares Tr Ultra Short-term (ICSH)	0.4	$5.4M	-6%	107k	50.43	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$5.2M	-3%	170k	30.78	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$5.2M	-26%	49k	106.55	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$5.1M	+97%	225k	22.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$5.0M	+4%	47k	105.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$4.8M	-12%	64k	75.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$4.6M	-5%	17k	269.70	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$4.4M	-10%	65k	67.50	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.3	$4.1M	-16%	39k	105.50	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.9M		16k	239.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.8M	-7%	6.5k	586.11	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$3.8M	-4%	36k	106.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$3.6M		11k	322.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$3.2M		37k	88.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.1M	-2%	61k	50.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$3.0M	+99%	116k	25.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.0M	-3%	13k	240.28	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$2.9M		59k	49.76	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$2.9M		63k	45.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.6M	-14%	37k	70.28	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$2.6M	-2%	50k	51.51	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$2.5M	-18%	98k	25.31	View chart
Microsoft Corporation (MSFT)	0.2	$2.4M	+7%	5.7k	421.50	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$2.4M		94k	25.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.4M	-12%	18k	128.62	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.3M	-17%	23k	100.60	View chart
NVIDIA Corporation (NVDA)	0.2	$2.3M	+14%	17k	134.29	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$2.3M	+181%	87k	25.83	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.2	$2.2M	-5%	23k	98.86	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$2.2M		90k	24.07	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$2.2M	-6%	23k	95.47	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$2.1M	-10%	47k	45.23	View chart
Atmos Energy Corporation (ATO)	0.2	$2.1M	-37%	15k	139.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.0M	-8%	24k	81.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.0M		11k	185.12	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$1.9M	-4%	44k	42.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.9M		9.8k	189.99	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$1.8M	-28%	37k	47.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.8M		11k	161.77	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.7M	-24%	37k	45.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.5M	+198%	56k	27.71	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.5M		12k	124.96	View chart
Amazon (AMZN)	0.1	$1.5M	+5%	6.9k	219.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.5M		6.1k	242.13	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$1.4M		61k	23.32	View chart
Tesla Motors (TSLA)	0.1	$1.4M	+2%	3.4k	403.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.3M	+5%	6.9k	189.30	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$1.3M	-21%	14k	93.33	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$1.3M		50k	25.46	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$1.3M	+2%	55k	22.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.3M	-17%	29k	44.04	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$1.2M	+4%	47k	25.14	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.1M	-6%	12k	92.59	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.1M		32k	34.13	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$1.1M	+2%	41k	26.61	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$1.1M		45k	23.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$977k	+2%	2.2k	453.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$960k		24k	40.92	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$950k	+36%	36k	26.57	View chart
Eli Lilly & Co. (LLY)	0.1	$948k	-5%	1.2k	771.70	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$889k	-7%	14k	63.75	View chart
Vanguard World Energy Etf (VDE)	0.1	$878k	-2%	7.2k	121.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$874k		18k	49.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$793k	+8%	4.2k	190.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$775k	-2%	16k	47.82	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$767k		18k	42.73	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$766k	+45%	32k	23.96	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$750k		4.6k	164.17	View chart
Vanguard World Materials Etf (VAW)	0.1	$699k	-6%	3.7k	187.84	View chart
Lincoln National Corporation (LNC)	0.1	$683k	+10%	22k	31.71	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$668k		5.1k	132.10	View chart
Wal-Mart Stores (WMT)	0.1	$646k		7.1k	90.35	View chart
Franklin Electric (FELE)	0.1	$640k		6.6k	97.45	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$637k		16k	39.56	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$632k		12k	51.70	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$629k		4.9k	129.34	View chart
Old National Ban (ONB)	0.0	$611k		28k	21.70	View chart
Williams Companies (WMB)	0.0	$599k	NEW	11k	54.12	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$589k		25k	23.15	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$586k		23k	25.18	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$571k		11k	52.22	View chart
Meta Platforms Cl A (META)	0.0	$569k	+6%	972.00	585.52	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$556k		61k	9.18	View chart
Abbvie (ABBV)	0.0	$504k	-3%	2.8k	177.70	View chart
Visa Com Cl A (V)	0.0	$497k	+4%	1.6k	316.04	View chart
Fair Isaac Corporation (FICO)	0.0	$484k	+2%	243.00	1990.93	View chart
Home Depot (HD)	0.0	$473k	+4%	1.2k	389.00	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$443k		17k	26.33	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$436k	+112%	7.0k	62.46	View chart
Mastercard Incorporated Cl A (MA)	0.0	$422k	+6%	802.00	526.57	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$415k		8.0k	52.16	View chart
Brown & Brown (BRO)	0.0	$414k		4.1k	102.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$402k		786.00	511.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$396k		3.9k	101.53	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$368k	-2%	3.4k	106.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$351k		874.00	401.58	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$342k	-6%	6.8k	50.50	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$332k	-8%	14k	23.47	View chart
Lowe's Companies (LOW)	0.0	$313k		1.3k	246.81	View chart
Broadcom (AVGO)	0.0	$306k	-12%	1.3k	231.84	View chart
Progressive Corporation (PGR)	0.0	$299k	+4%	1.2k	239.61	View chart
Netflix (NFLX)	0.0	$295k	+2%	331.00	891.32	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$286k	NEW	13k	22.20	View chart
Costco Wholesale Corporation (COST)	0.0	$284k	+10%	310.00	916.48	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$283k	-12%	4.4k	64.16	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$274k	-78%	2.9k	95.56	View chart
UnitedHealth (UNH)	0.0	$273k	+10%	539.00	505.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$264k		643.00	410.44	View chart
Hp (HPQ)	0.0	$264k	-16%	8.1k	32.63	View chart
Enterprise Products Partners (EPD)	0.0	$263k		8.4k	31.36	View chart
Procter & Gamble Company (PG)	0.0	$252k	+3%	1.5k	167.66	View chart
Exxon Mobil Corporation (XOM)	0.0	$252k	+10%	2.3k	107.58	View chart
Johnson & Johnson (JNJ)	0.0	$252k	-5%	1.7k	144.63	View chart
Abbott Laboratories (ABT)	0.0	$242k	+5%	2.1k	113.11	View chart
Coca-Cola Company (KO)	0.0	$239k	+2%	3.8k	62.26	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$238k		8.6k	27.57	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$237k	-2%	7.9k	29.86	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$236k		3.3k	71.04	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$234k	NEW	4.4k	53.06	View chart
Intercontinental Exchange (ICE)	0.0	$230k		1.5k	149.01	View chart
Sempra Energy (SRE)	0.0	$225k	+6%	2.6k	87.71	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$217k		6.6k	32.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$214k	-37%	1.6k	131.28	View chart
Kroger (KR)	0.0	$214k		3.5k	61.15	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$211k		9.3k	22.80	View chart
Travelers Companies (TRV)	0.0	$208k	NEW	865.00	240.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$200k		859.00	232.52	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$192k		4.4k	43.81	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$187k		7.5k	24.90	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$175k		3.2k	54.69	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$163k	NEW	445.00	366.06	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$158k		473.00	334.25	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$142k		1.8k	78.64	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$142k		2.3k	60.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$140k		2.0k	68.94	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$137k	-11%	1.3k	104.22	View chart
Ishares Tr Europe Etf (IEV)	0.0	$133k		2.6k	52.06	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$131k		5.0k	26.21	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$121k		2.7k	44.92	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$115k		2.2k	52.83	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$113k	-61%	1.8k	63.47	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$113k		1.3k	85.66	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$108k		4.5k	23.97	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$107k	-23%	2.6k	40.49	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$100k		4.0k	24.98	View chart
Prospect Cap Corp Note 6.375% 3/0	0.0	$99k		100k	0.99	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$96k		24k	3.95	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$90k		661.00	135.37	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$88k		390.00	224.35	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$87k		4.0k	21.36	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$86k	+1118%	3.1k	27.87	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$84k	+24%	4.5k	18.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$82k		792.00	103.30	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$79k		674.00	117.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$79k		1.9k	40.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$75k	+146%	266.00	280.06	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.0	$73k		1.4k	52.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$68k		2.3k	29.20	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$64k	+9%	843.00	76.14	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$59k	-44%	581.00	100.77	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$53k	+200%	2.0k	26.07	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$51k		370.00	137.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$50k		857.00	58.18	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$50k	-63%	974.00	51.14	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$47k		900.00	51.76	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$46k		751.00	61.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$42k		1.6k	26.63	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$41k	-60%	450.00	91.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$38k		910.00	41.82	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$36k	-32%	347.00	104.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$34k	-6%	152.00	220.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$33k		621.00	52.51	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$31k		320.00	96.72	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$31k		1.2k	25.23	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$27k		243.00	110.11	View chart
Ishares Msci Cda Etf (EWC)	0.0	$26k		650.00	40.30	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$26k		330.00	78.61	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$26k		1.3k	20.35	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$26k		196.00	132.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$22k		36.00	621.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$22k	+22%	812.00	27.32	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$22k		1.9k	11.38	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.0	$21k	+100%	876.00	24.38	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$21k		457.00	45.57	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$21k		405.00	50.89	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$20k		818.00	24.98	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$20k		450.00	44.36	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$19k		209.00	89.04	View chart
Ishares Msci Aust Etf (EWA)	0.0	$19k		775.00	23.86	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$19k	NEW	247.00	74.78	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$18k	-35%	429.00	42.05	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$14k	-50%	205.00	68.43	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.0	$12k		59.00	201.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$12k	-2%	309.00	38.39	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$12k		200.00	58.35	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$9.9k		95.00	104.51	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$8.7k		96.00	90.35	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$7.8k		250.00	31.03	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.0	$7.5k		325.00	23.04	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.0	$5.6k		92.00	60.57	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$4.9k		56.00	87.25	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$4.1k	-70%	32.00	126.75	View chart
Spdr Ser Tr Oilgas Equip (XES)	0.0	$3.9k		50.00	78.92	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$3.8k	-6%	100.00	38.14	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$3.4k		50.00	67.10	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$3.2k		130.00	24.55	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.0	$3.0k		56.00	53.20	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$2.5k		43.00	58.00	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$2.4k		50.00	48.80	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$1.9k		20.00	93.05	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$949.998000		42.00	22.62	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$371.000000		10.00	37.10	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 Q4 filed Feb. 10, 2025
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

View all past filings

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