Phillips Financial Management

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

Tip: Access up to 7 years of quarterly data

Positions held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Phillips Financial Management

Phillips Financial Management holds 252 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.4 $109M 228k 477.63
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $66M 239k 277.15
 View chart
Ishares Tr Core Msci Total (IXUS) 4.9 $56M 866k 64.93
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 4.3 $49M -2% 284k 173.89
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $43M -5% 432k 99.25
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $37M 640k 57.96
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $33M 76k 436.80
 View chart
Ishares Tr U S Equity Factr (LRGF) 2.8 $32M -21% 670k 48.29
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.6 $30M -2% 608k 49.37
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.5 $29M -8% 994k 29.23
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $26M -2% 112k 232.64
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 2.2 $25M +19% 991k 25.53
 View chart
Dimensional Etf Trust Short Duration F (DFSD) 2.1 $24M +17% 508k 47.01
 View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 2.0 $23M 136k 167.96
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.0 $23M +37% 538k 42.40
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.9 $22M -6% 304k 73.55
 View chart
Ishares Tr Core Intl Aggr (IAGG) 1.9 $22M -2% 436k 49.80
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 1.9 $21M 207k 103.07
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.6 $19M +5% 358k 52.33
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $17M 197k 88.36
 View chart
Ishares Tr Intl Eqty Factor (INTF) 1.4 $17M -13% 591k 28.03
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.4 $17M +5% 204k 81.28
 View chart
Ishares Tr Broad Usd High (USHY) 1.4 $16M +4% 444k 36.35
 View chart
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.4 $16M 327k 47.56
 View chart
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.3 $14M +24% 533k 27.05
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $14M +3% 78k 179.97
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $13M +11% 169k 76.38
 View chart
Ishares Tr Cre U S Reit Etf (USRT) 1.0 $12M -2% 216k 54.29
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $11M +18% 457k 24.96
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $11M 104k 108.25
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $9.2M 163k 56.14
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $9.1M 118k 77.02
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.8 $8.7M 81k 107.49
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $8.5M -3% 109k 77.37
 View chart
Vanguard World Mega Cap Index (MGC) 0.7 $8.3M 49k 169.28
 View chart
Dimensional Etf Trust Us Real Estate E (DFAR) 0.7 $8.2M +4% 360k 22.74
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $7.9M +26% 132k 59.62
 View chart
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $7.4M +27% 257k 28.61
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $7.2M -12% 297k 24.42
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.6 $7.2M -21% 142k 50.36
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $6.8M 29k 237.22
 View chart
Vanguard World Mega Cap Val Etf (MGV) 0.6 $6.6M 60k 109.37
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.6 $6.4M -4% 85k 75.35
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $6.0M +4% 127k 47.49
 View chart
Ishares Tr National Mun Etf (MUB) 0.5 $5.8M +6% 54k 108.41
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $5.8M -10% 55k 105.43
 View chart
Ishares Tr Us Sml Cap Eqt (SMLF) 0.5 $5.7M -11% 97k 58.82
 View chart
Vanguard Index Fds Value Etf (VTV) 0.5 $5.6M +2% 38k 149.50
 View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.4 $5.2M -4% 52k 99.19
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $5.1M +10% 148k 34.36
 View chart
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $4.9M +3% 169k 29.12
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $4.8M +3% 85k 56.40
 View chart
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.4 $4.6M 179k 25.57
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $4.3M +10% 93k 46.62
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.4 $4.1M 19k 218.15
 View chart
Apple (AAPL) 0.4 $4.0M +4% 21k 192.53
 View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $3.7M +2% 39k 93.97
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $3.4M 7.2k 475.30
 View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.3 $3.4M -4% 60k 56.65
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $3.4M -10% 34k 98.59
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $3.2M -12% 63k 51.05
 View chart
Ishares Emng Mkts Eqt (EMGF) 0.3 $3.2M -34% 75k 42.86
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $3.1M 61k 52.00
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.3 $3.1M -2% 44k 70.35
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.3 $3.1M 12k 262.26
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $2.9M -3% 63k 46.36
 View chart
Atmos Energy Corporation (ATO) 0.3 $2.9M 25k 115.90
 View chart
Ishares Tr Core Total Usd (IUSB) 0.3 $2.9M -3% 63k 46.07
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.9M 37k 77.73
 View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $2.8M +12% 58k 48.51
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.7M 13k 213.33
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $2.6M 15k 170.10
 View chart
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $2.6M -4% 27k 94.73
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $2.5M 22k 114.04
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $2.5M 53k 47.24
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.5M -3% 23k 105.23
 View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.2 $2.4M +15492% 47k 50.32
 View chart
Spdr Ser Tr Dj Reit Etf (RWR) 0.2 $2.3M -7% 25k 95.32
 View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $2.3M +71% 96k 23.86
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $2.3M 28k 82.04
 View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.2 $2.2M -6% 51k 43.50
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $2.0M 14k 145.01
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.0M 12k 165.24
 View chart
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.2 $2.0M +78% 78k 24.91
 View chart
Ishares Tr Ibonds Dec (IBMM) 0.2 $1.9M 71k 25.93
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.7M 10k 164.43
 View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $1.6M +44% 63k 24.76
 View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $1.6M +29% 67k 23.28
 View chart
Microsoft Corporation (MSFT) 0.1 $1.5M +23% 4.1k 376.04
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M 37k 41.10
 View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.1 $1.5M +108% 65k 23.21
 View chart
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $1.3M 51k 25.51
 View chart
Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $1.3M 48k 26.55
 View chart
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $1.3M +77% 50k 25.41
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.2M +3% 17k 75.32
 View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $1.2M -9% 14k 88.50
 View chart
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $1.2M +38% 50k 23.90
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $1.2M -2% 14k 84.33
 View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $1.2M 14k 87.18
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.2M -7% 6.1k 191.17
 View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $1.2M +90% 50k 23.10
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.1M +19% 32k 34.01
 View chart
Amazon (AMZN) 0.1 $998k +8% 6.6k 151.94
 View chart
Alphatec Hldgs Com New (ATEC) 0.1 $978k 65k 15.11
 View chart
Vanguard World Fds Energy Etf (VDE) 0.1 $973k 8.3k 117.28
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $938k 20k 47.90
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $871k 23k 37.22
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.1 $821k +2% 5.9k 139.69
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $814k +6% 2.3k 356.66
 View chart
Vanguard World Fds Materials Etf (VAW) 0.1 $803k +3% 4.2k 189.94
 View chart
Ishares Tr North Amern Nat (IGE) 0.1 $795k 20k 40.72
 View chart
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $758k -3% 15k 51.83
 View chart
Ishares Gold Tr Ishares New (IAU) 0.1 $713k +2% 18k 39.03
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $710k -7% 4.6k 155.33
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $709k 14k 52.20
 View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $686k -3% 30k 22.86
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $677k +10% 13k 51.28
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $669k -2% 5.4k 124.97
 View chart
Franklin Electric (FELE) 0.1 $631k 6.5k 96.65
 View chart
Tesla Motors (TSLA) 0.1 $627k 2.5k 248.46
 View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $625k +4% 15k 42.59
 View chart
Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $614k +54% 24k 25.59
 View chart
Eli Lilly & Co. (LLY) 0.1 $611k +4% 1.0k 582.83
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $606k 5.2k 117.22
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $576k 5.0k 116.29
 View chart
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $573k +54% 25k 22.92
 View chart
Ishares Core Msci Emkt (IEMG) 0.0 $567k 11k 50.58
 View chart
Lincoln National Corporation (LNC) 0.0 $512k +10% 19k 26.97
 View chart
Abbvie (ABBV) 0.0 $503k +25% 3.2k 154.97
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.0 $488k +5% 3.5k 140.93
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $477k +56% 19k 25.78
 View chart
Old National Ban (ONB) 0.0 $472k 28k 16.89
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $432k 3.9k 110.66
 View chart
Home Depot (HD) 0.0 $430k +3% 1.2k 346.46
 View chart
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $406k -3% 8.0k 51.04
 View chart
NVIDIA Corporation (NVDA) 0.0 $397k -9% 802.00 495.22
 View chart
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $388k +2% 13k 29.78
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $376k +23% 917.00 409.64
 View chart
Williams Companies (WMB) 0.0 $375k 11k 34.83
 View chart
Ishares Silver Tr Ishares (SLV) 0.0 $367k 17k 21.78
 View chart
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $344k 11k 32.83
 View chart
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $341k +214% 14k 24.17
 View chart
Visa Com Cl A (V) 0.0 $340k +9% 1.3k 260.35
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $339k 5.3k 64.48
 View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.0 $337k NEW 6.7k 50.52
 View chart
Wal-Mart Stores (WMT) 0.0 $334k +7% 2.1k 157.66
 View chart
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $327k -19% 14k 23.38
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $316k -19% 6.8k 46.63
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $316k -18% 4.2k 75.10
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $286k 942.00 303.10
 View chart
Hp (HPQ) 0.0 $285k 9.5k 30.09
 View chart
Dimensional Etf Trust Inflation Prote (DFIP) 0.0 $278k -13% 6.7k 41.28
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $278k +6% 651.00 426.51
 View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $265k 3.7k 72.03
 View chart
Fair Isaac Corporation (FICO) 0.0 $260k NEW 223.00 1164.01
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $250k -10% 3.2k 77.40
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $240k NEW 402.00 596.60
 View chart
Abbott Laboratories (ABT) 0.0 $232k NEW 2.1k 110.07
 View chart
Lowe's Companies (LOW) 0.0 $226k 1.0k 222.55
 View chart
Anthem (ELV) 0.0 $225k NEW 476.00 471.56
 View chart
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.0 $219k -2% 7.2k 30.39
 View chart
Community Health Systems (CYH) 0.0 $209k 67k 3.13
 View chart
Sempra Energy (SRE) 0.0 $207k NEW 2.8k 74.73
 View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $204k -2% 4.7k 43.71
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $200k 643.00 310.88
 View chart
Ishares Msci Pac Jp Etf (EPP) 0.0 $190k 4.4k 43.41
 View chart
Select Sector Spdr Tr Technology (XLK) 0.0 $190k +15% 988.00 192.48
 View chart
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $179k 1.7k 104.78
 View chart
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $156k NEW 3.2k 48.72
 View chart
Ishares Tr Investment Grade (IGEB) 0.0 $139k 3.1k 45.25
 View chart
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $137k +61% 5.4k 25.66
 View chart
Ishares Tr Europe Etf (IEV) 0.0 $135k 2.6k 52.86
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.0 $134k 489.00 273.74
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $133k 2.1k 61.90
 View chart
Ishares Tr Mbs Etf (MBB) 0.0 $128k -20% 1.4k 94.08
 View chart
Select Sector Spdr Tr Energy (XLE) 0.0 $122k +2% 1.5k 83.84
 View chart
Ishares Tr Global Reit Etf (REET) 0.0 $120k 5.0k 24.18
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $113k NEW 2.0k 55.90
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $109k +2557% 2.6k 42.18
 View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal) 0.0 $100k 100k 1.00
 View chart
Ishares Tr Global 100 Etf (IOO) 0.0 $95k -11% 1.2k 80.52
 View chart
Dimensional Etf Trust World Equity Etf (DFAW) 0.0 $92k +66% 1.7k 54.91
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $88k -6% 701.00 125.14
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $84k +22% 2.3k 36.96
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $84k 812.00 102.87
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $74k -22% 2.6k 28.64
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $70k 390.00 178.81
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $65k -69% 1.9k 33.26
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $62k 792.00 78.02
 View chart
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $59k -31% 2.5k 23.93
 View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $58k 2.3k 25.20
 View chart
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $58k 2.3k 25.09
 View chart
Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $57k 2.5k 23.07
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $51k 370.00 136.38
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $50k 857.00 58.33
 View chart
Redwood Trust Note 5.625% 7/1 (Principal) 0.0 $49k 50k 0.98
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $48k 680.00 70.10
 View chart
Ishares Tr Intl Devppty Etf (WPS) 0.0 $43k 1.5k 28.66
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $42k +7% 1.7k 24.79
 View chart
Ishares Msci Taiwan Etf (EWT) 0.0 $41k 900.00 46.03
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.0 $40k 751.00 53.82
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $37k 910.00 40.21
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $34k +27% 250.00 135.85
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.0 $28k NEW 544.00 52.08
 View chart
Ishares Msci Sth Kor Etf (EWY) 0.0 $27k 405.00 65.53
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $26k 108.00 241.77
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $25k NEW 255.00 96.70
 View chart
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $24k -43% 326.00 74.58
 View chart
Ishares Msci Cda Etf (EWC) 0.0 $24k 650.00 36.68
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $24k 330.00 72.03
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $21k 254.00 82.96
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $21k 270.00 76.13
 View chart
Ishares Tr U.s. Energy Etf (IYE) 0.0 $20k 457.00 44.12
 View chart
Ishares Msci Aust Etf (EWA) 0.0 $19k 775.00 24.34
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $19k NEW 525.00 35.42
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $17k 36.00 484.00
 View chart
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $14k 280.00 51.26
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $14k 71.00 200.70
 View chart
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $12k -15% 88.00 138.39
 View chart
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $12k 464.00 25.62
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $11k NEW 77.00 147.42
 View chart
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.0 $11k 69.00 164.14
 View chart
Ishares Tr Cybersecurity (IHAK) 0.0 $9.8k 216.00 45.43
 View chart
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.0 $9.5k 132.00 71.74
 View chart
Auddia (AUUD) 0.0 $9.5k 38k 0.25
 View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $9.4k NEW 175.00 53.47
 View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $8.9k 325.00 27.29
 View chart
Ishares Tr Us Infrastruc (IFRA) 0.0 $8.9k +15% 220.00 40.29
 View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $8.0k 96.00 83.62
 View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $7.7k 244.00 31.74
 View chart
Ishares Tr Exponential Tech (XT) 0.0 $6.6k 111.00 59.87
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $6.0k NEW 57.00 105.11
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $4.9k NEW 90.00 53.97
 View chart
Ishares Tr Global Energ Etf (IXC) 0.0 $4.8k +24% 124.00 39.11
 View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $4.7k 56.00 83.30
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $4.3k NEW 37.00 117.14
 View chart
Spdr Ser Tr Oilgas Equip (XES) 0.0 $4.2k 50.00 84.52
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.0 $4.1k NEW 33.00 122.91
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.0 $3.4k NEW 15.00 223.87
 View chart
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $3.2k 69.00 46.70
 View chart
Ishares Msci Jpn Etf New (EWJ) 0.0 $3.2k 50.00 64.14
 View chart
Ishares Tr Short Treas Bd (SHV) 0.0 $3.2k NEW 29.00 110.14
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $2.6k NEW 43.00 59.33
 View chart
Ishares Tr Us Tech Brkthr (TECB) 0.0 $2.4k 56.00 42.93
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $2.2k NEW 43.00 50.47
 View chart
Ishares Tr Us Trsprtion (IYT) 0.0 $2.1k NEW 8.00 262.38
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $2.0k NEW 20.00 98.90
 View chart
Ishares Msci Emrg Chn (EMXC) 0.0 $1.8k NEW 33.00 55.82
 View chart
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $1.8k -70% 20.00 91.40
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $1.7k NEW 22.00 78.32
 View chart
Ishares Tr Genomics Immun (IDNA) 0.0 $966.000000 42.00 23.00
 View chart
Ishares Msci Eurzone Etf (EZU) 0.0 $47.000000 NEW 1.00 47.00
 View chart

Past Filings by Phillips Financial Management

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

View all past filings