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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, AGG, and represent 28.73% of Phillips Financial Management's stock portfolio.
Added to shares of these 10 stocks: DFLV (+$6.3M), DFCF, DFSD, DFIC, DFAT, DUHP, DFAS, VO, DFEM, BND.
Started 3 new stock positions in V, FNDA, DIHP.
Reduced shares in these 10 stocks: IVE (-$6.1M), LRGF, IJH, SMLF, DFAC, INTF, AGG, IJJ, IVOO, ISTB.
Sold out of its positions in IDRV, DWX, SRE.
Phillips Financial Management was a net buyer of stock by $11M.
Phillips Financial Management has $1.1B in assets under management (AUM), dropping by 4.00%.
Central Index Key (CIK): 0001350660

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Portfolio Holdings for Phillips Financial Management

Phillips Financial Management holds 237 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.1	$98M		221k	445.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.9	$64M	-2%	245k	261.48	View chart
Ishares Tr Core Msci Total (IXUS)	5.0	$54M		854k	62.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.5	$48M	-11%	299k	161.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.2	$46M	-2%	465k	97.95	View chart
Ishares Tr U S Equity Factr (LRGF)	3.8	$41M	-7%	919k	44.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.4	$36M	+2%	649k	56.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.9	$32M	-4%	1.2M	27.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$31M	+2%	76k	407.28	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.8	$30M	+4%	616k	48.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.4	$26M	+8%	117k	220.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.2	$23M	+6%	322k	72.69	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.1	$22M		449k	49.29	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	2.0	$21M	+2%	137k	155.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.9	$20M		211k	95.09	View chart
Ishares Tr Intl Eqty Factor (INTF)	1.9	$20M	-7%	747k	26.81	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.6	$17M	+23%	371k	46.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$17M	+3%	198k	83.56	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.5	$16M	+24%	671k	24.27	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.4	$15M	-6%	331k	46.64	View chart
Ishares Tr Broad Usd High (USHY)	1.3	$15M	+10%	412k	35.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$15M	+4%	183k	79.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$14M	+22%	311k	46.39	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$13M	+6%	76k	165.40	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.1	$12M	+44%	293k	41.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$11M	+12%	146k	75.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$11M	-3%	110k	99.65	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.9	$10M	+3%	198k	51.41	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.9	$9.8M	-4%	194k	50.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$9.1M	+2%	121k	75.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$8.9M	-2%	164k	54.41	View chart
Ishares Tr Tips Bd Etf (TIP)	0.8	$8.6M	+5%	80k	107.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$8.4M	-8%	111k	75.66	View chart
Vanguard World Mega Cap Index (MGC)	0.7	$7.7M		49k	156.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$7.6M	-6%	325k	23.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.7	$7.4M	+25%	307k	24.05	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.7	$7.0M	-20%	131k	53.62	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$6.5M	+2685%	256k	25.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$6.5M		30k	220.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$6.5M	-6%	89k	72.50	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$6.3M	-2%	61k	104.04	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$6.3M		60k	103.76	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.6	$6.2M	+18%	287k	21.52	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$5.9M	-5%	125k	47.42	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$5.7M		54k	106.73	View chart
Ishares Emng Mkts Eqt (EMGF)	0.5	$5.6M	-15%	134k	41.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$5.5M		39k	142.10	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.5	$5.0M		54k	91.89	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.4	$4.6M		178k	25.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$4.3M	-3%	82k	52.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$4.3M		131k	32.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$4.3M		21k	202.72	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$3.9M	+9%	153k	25.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$3.7M	-2%	73k	50.22	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$3.6M		37k	97.60	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$3.6M		78k	46.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$3.5M	+197%	64k	54.80	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.3	$3.5M	-22%	40k	88.56	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.3	$3.4M		63k	53.91	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$3.3M	-27%	31k	107.13	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$3.1M	-2%	69k	45.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.1M		46k	67.50	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$3.1M		67k	45.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.1M		6.9k	443.29	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$3.0M		60k	50.57	View chart
Atmos Energy Corporation (ATO)	0.3	$2.9M		25k	116.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$2.9M		12k	243.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.8M		14k	198.89	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.7M	-15%	37k	73.03	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$2.7M	+781%	101k	26.54	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.2	$2.6M	-11%	29k	90.44	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$2.6M		28k	92.03	View chart
Ishares Tr Ibonds Dec2023 (IBML)	0.2	$2.4M	+4%	95k	25.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.4M	-4%	25k	97.84	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$2.4M		51k	47.63	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.2	$2.3M	-3%	54k	43.07	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.3M		29k	81.08	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.3M		16k	145.44	View chart
Ishares Tr Ibonds Dec (IBMM)	0.2	$2.1M	+4%	83k	25.76	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.1M		49k	43.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.9M		12k	157.82	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.9M		14k	138.38	View chart
Apple (AAPL)	0.2	$1.8M	+6%	9.2k	193.97	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$1.6M	+6%	63k	25.18	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.6M		10k	148.84	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$1.5M	+6%	59k	26.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.3M		33k	40.68	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$1.3M	+7%	54k	23.80	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$1.3M	-8%	15k	82.11	View chart
Ishares Tr Ibonds 23 Trm Ts (IBTD)	0.1	$1.2M	+7%	50k	24.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M		6.7k	178.27	View chart
Alphatec Hldgs Com New (ATEC)	0.1	$1.2M	-2%	66k	17.98	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$1.2M	+7%	50k	23.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.1M		14k	78.26	View chart
Ishares Tr Ibonds Dec23 Etf (IBDO)	0.1	$1.1M	+15%	44k	25.29	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$1.1M		44k	24.62	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$1.1M		44k	24.38	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$1.1M	-32%	13k	82.32	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.1M	-7%	15k	71.03	View chart
Microsoft Corporation (MSFT)	0.1	$1.1M	+9%	3.1k	340.54	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$992k	+11%	40k	25.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$904k		20k	46.18	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$883k		27k	32.54	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$856k		37k	23.47	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$854k	-37%	7.6k	112.89	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$802k		23k	34.50	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$761k		20k	38.82	View chart
Ishares Tr Ibonds 23 Trm Hg (IBHC)	0.1	$736k		31k	23.63	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$728k		15k	48.16	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$720k		31k	23.08	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$706k		31k	22.65	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$705k		5.0k	140.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$687k		19k	36.39	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$681k	-2%	5.6k	122.58	View chart
Vanguard World Fds Materials Etf (VAW)	0.1	$676k	-41%	3.7k	181.97	View chart
Franklin Electric (FELE)	0.1	$662k	-15%	6.4k	102.90	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$641k		12k	52.43	View chart
Tesla Motors (TSLA)	0.1	$636k		2.4k	261.74	View chart
Eli Lilly & Co. (LLY)	0.1	$631k	+49%	1.3k	469.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$620k	+2%	1.8k	341.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$613k		12k	50.17	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$603k		26k	23.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$589k	-4%	5.2k	113.30	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$578k		23k	25.16	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$565k	+4%	14k	40.19	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$563k	-4%	11k	49.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$544k		5.0k	109.84	View chart
Amazon (AMZN)	0.0	$496k	+4%	3.8k	130.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$493k	+3%	4.1k	119.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$423k		6.0k	70.48	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$417k	-6%	3.9k	108.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$408k	+7%	3.4k	120.97	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$405k		8.2k	49.22	View chart
Lincoln National Corporation (LNC)	0.0	$391k	-4%	15k	25.76	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$387k		17k	22.84	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$374k	+5%	13k	29.44	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$369k		16k	22.75	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$365k		8.5k	43.20	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$352k	-2%	17k	20.89	View chart
Williams Companies (WMB)	0.0	$344k		11k	32.63	View chart
Old National Ban (ONB)	0.0	$339k		24k	13.94	View chart
Abbvie (ABBV)	0.0	$337k		2.5k	134.73	View chart
NVIDIA Corporation (NVDA)	0.0	$334k	+3%	789.00	423.02	View chart
Home Depot (HD)	0.0	$333k	+3%	1.1k	310.75	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$324k		5.3k	61.70	View chart
Wal-Mart Stores (WMT)	0.0	$308k		2.0k	157.19	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$293k		9.1k	32.11	View chart
Hp (HPQ)	0.0	$289k		9.4k	30.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$275k		744.00	369.42	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$270k	-5%	3.6k	75.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$259k	-9%	942.00	275.12	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$256k		3.7k	69.72	View chart
Mastercard Incorporated Cl A (MA)	0.0	$237k	+6%	603.00	393.30	View chart
Lowe's Companies (LOW)	0.0	$230k		1.0k	225.70	View chart
Abbott Laboratories (ABT)	0.0	$229k	+5%	2.1k	109.02	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.0	$226k	+10%	7.4k	30.57	View chart
Anthem (ELV)	0.0	$206k		463.00	444.29	View chart
Visa Com Cl A (V)	0.0	$203k	NEW	853.00	237.48	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$203k	+11%	8.6k	23.65	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$200k	-69%	6.4k	30.99	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$194k		4.7k	41.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$193k	+6%	682.00	282.96	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$185k	-5%	4.4k	42.24	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$184k		4.5k	41.31	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$176k		1.7k	102.93	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$159k	-12%	1.7k	93.27	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$157k		902.00	173.86	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN)	0.0	$146k		4.2k	35.11	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$139k		546.00	254.48	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$136k		3.1k	44.19	View chart
Community Health Systems (CYH)	0.0	$135k		31k	4.40	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$132k		1.6k	81.17	View chart
Ishares Tr Europe Etf (IEV)	0.0	$129k	-8%	2.6k	50.54	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$126k		2.1k	58.98	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$114k		5.0k	22.97	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$108k	-5%	1.4k	76.06	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$90k	-64%	3.3k	27.32	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$86k	-55%	748.00	114.93	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$85k		3.6k	23.48	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$81k	NEW	3.3k	24.48	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$79k		812.00	96.97	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$69k	+3%	1.9k	35.65	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$66k		390.00	169.81	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$57k		2.3k	24.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$56k		792.00	70.76	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$56k		2.5k	22.45	View chart
Innovator Etfs Tr Intrnl Dev Jan (IJAN)	0.0	$51k		1.8k	29.13	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$50k		857.00	57.73	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$49k		370.00	132.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$46k	-69%	680.00	67.09	View chart
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN)	0.0	$45k		1.4k	31.98	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.0	$44k		944.00	46.16	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$43k		576.00	74.92	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$42k		900.00	47.02	View chart
Ishares Tr Intl Devppty Etf (WPS)	0.0	$39k		1.5k	26.12	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$38k		1.6k	24.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$36k	-35%	910.00	39.56	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.0	$28k		1.3k	21.83	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$26k		1.2k	22.14	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$26k		405.00	63.38	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$25k	-28%	196.00	126.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$25k		108.00	229.74	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$25k		330.00	74.17	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$24k		690.00	34.38	View chart
Ishares Msci Cda Etf (EWC)	0.0	$23k		650.00	34.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$20k		270.00	72.62	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$20k		457.00	42.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$19k		254.00	74.95	View chart
Ishares Msci Aust Etf (EWA)	0.0	$18k		775.00	22.55	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$16k	-73%	694.00	23.46	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$16k		36.00	442.17	View chart
Auddia (AUUD)	0.0	$16k		38k	0.41	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$15k		620.00	24.38	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$14k		280.00	50.09	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$14k		104.00	133.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$13k	-21%	71.00	187.27	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$12k		454.00	25.37	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.0	$11k		132.00	84.61	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.0	$9.6k		69.00	139.55	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$8.2k	-88%	216.00	37.82	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.0	$8.0k	-17%	325.00	24.77	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$7.5k		191.00	39.08	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$7.4k		96.00	76.96	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$7.4k		241.00	30.52	View chart
Ishares Tr Exponential Tech (XT)	0.0	$6.2k		111.00	55.60	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$5.8k		67.00	86.54	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$4.3k		56.00	77.20	View chart
Spdr Ser Tr Oilgas Equip (XES)	0.0	$3.9k		50.00	78.18	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$3.8k		97.00	38.90	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$3.7k		100.00	37.12	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$3.1k		50.00	61.90	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.0	$3.1k		69.00	44.59	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.0	$2.1k	-97%	56.00	37.84	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$1.2k		37.00	33.70	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.0	$1.0k	NEW	20.00	50.45	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$980.998200	-97%	42.00	23.36	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$0		0	0.00	View chart

Past Filings by Phillips Financial Management

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

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
Phillips Financial Management 2020 Q3 filed Nov. 6, 2020
Phillips Financial Management 2020 Q2 filed Aug. 7, 2020
Phillips Financial Management 2020 Q1 filed May 15, 2020
Phillips Financial Management 2019 Q4 filed Feb. 19, 2020
Phillips Financial Management 2019 Q3 filed Nov. 12, 2019

View all past filings

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