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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 27.90% of Phillips Financial Management's stock portfolio.
Added to shares of these 10 stocks: IJH (+$56M), DFIC (+$5.6M), DFSD (+$5.5M), DFCF, DFLV, DUSB, DFEM, DUHP, DFAS, BIV.
Started 18 new stock positions in DFGX, PGR, PG, META, IRBO, EPD, ICE, DFGP, UNH, SIVR. EMB, STLD, KR, PEP, AVGO, KO, JNJ, IBDV.
Reduced shares in these 10 stocks: LRGF, DFAC, VOO, VOOV, IVE, INTF, IJR, IAGG, AGG, IXUS.
Sold out of its positions in Auddia, EZU, IYT, TLT, IEI, TFLO, SRE.
Phillips Financial Management was a net buyer of stock by $74M.
Phillips Financial Management has $1.2B in assets under management (AUM), dropping by 6.07%.
Central Index Key (CIK): 0001350660

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Portfolio Holdings for Phillips Financial Management

Phillips Financial Management holds 263 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.9	$120M		229k	525.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.7	$70M	+383%	1.2M	60.74	View chart
Ishares Tr Core Msci Total (IXUS)	4.7	$58M		852k	67.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.2	$51M	-3%	275k	186.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$41M	-2%	420k	97.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.2	$39M	+2%	654k	60.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$34M	-5%	72k	480.70	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.6	$32M	+21%	1.2M	26.75	View chart
Ishares Tr U S Equity Factr (LRGF)	2.6	$32M	-11%	596k	53.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.5	$30M		617k	49.19	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.4	$29M	+22%	624k	47.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.3	$28M	-10%	890k	31.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$28M		110k	249.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.2	$27M	+20%	646k	41.95	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.9	$23M	-7%	126k	180.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$23M	+2%	312k	72.63	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.7	$21M		204k	102.76	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$21M	+6%	380k	54.43	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.7	$21M	-5%	412k	49.95	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.6	$20M	+22%	654k	29.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$17M		200k	86.48	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.4	$17M	+2%	209k	80.51	View chart
Ishares Tr Broad Usd High (USHY)	1.3	$16M		446k	36.59	View chart
Ishares Tr Intl Eqty Factor (INTF)	1.3	$16M	-9%	533k	29.84	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.2	$15M	-3%	316k	47.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$14M	-4%	75k	191.88	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$14M	+11%	188k	75.40	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.2	$14M	+21%	555k	25.49	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.0	$12M		219k	53.80	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.8	$10M	+24%	321k	31.61	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$10M	+22%	162k	62.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$10M	-11%	91k	110.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$9.2M	-3%	157k	58.65	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$9.1M		118k	76.67	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.7	$8.9M	+9%	396k	22.37	View chart
Vanguard World Mega Cap Index (MGC)	0.7	$8.8M	-4%	47k	186.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$8.8M	+3%	113k	77.31	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$8.7M		81k	107.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$7.3M		28k	259.90	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$7.1M		60k	119.51	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.6	$7.0M	-2%	139k	50.56	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$6.7M	-10%	265k	25.44	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$6.3M	+9%	59k	107.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$6.3M	-6%	79k	79.86	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$6.2M		129k	47.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$6.1M		37k	162.86	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$5.8M		56k	104.73	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$5.7M	+142%	114k	50.57	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$5.6M	-9%	88k	63.58	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$5.5M		149k	36.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$5.2M		84k	62.06	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$5.2M		172k	30.10	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$5.0M	+16%	109k	46.00	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.4	$4.9M	+20%	47k	103.01	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.4	$4.8M	-8%	47k	101.50	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.4	$4.5M	-2%	174k	25.62	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$4.4M		19k	239.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.7M		7.1k	523.06	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$3.4M		35k	99.43	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.3	$3.4M		59k	57.93	View chart
Apple (AAPL)	0.3	$3.4M	-5%	20k	171.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$3.4M		12k	288.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.2M		44k	74.22	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$3.1M	-6%	70k	44.54	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.1M		16k	200.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$3.1M		37k	84.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$3.1M	-4%	60k	50.60	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$3.0M	-4%	58k	51.60	View chart
Atmos Energy Corporation (ATO)	0.2	$3.0M		25k	118.87	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$2.9M	+6%	61k	48.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.9M		13k	228.59	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$2.9M		63k	45.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.7M	+2%	54k	49.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.6M	-3%	23k	115.30	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$2.5M	-11%	56k	45.59	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$2.5M	-2%	26k	95.20	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.2	$2.4M	+3%	99k	23.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$2.3M	-10%	20k	118.29	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.2	$2.3M		25k	94.25	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.2	$2.3M	+4%	53k	42.90	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$2.2M	+14%	90k	25.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.2M		27k	81.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$2.1M		14k	155.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.0M	-5%	11k	179.10	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$1.9M	+22%	78k	24.81	View chart
Microsoft Corporation (MSFT)	0.1	$1.8M	+5%	4.3k	420.72	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.8M	-2%	10k	175.28	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$1.7M	+7%	72k	23.23	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$1.7M	-10%	64k	25.95	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$1.6M	+33%	67k	23.85	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$1.5M		65k	23.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.5M	-6%	35k	41.77	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$1.4M	+20%	60k	23.38	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$1.4M	+13%	16k	88.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.4M	+2%	17k	81.43	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.3M		14k	90.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M		6.1k	205.72	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$1.2M		14k	90.80	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$1.2M	+74%	52k	22.71	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.2M		32k	35.84	View chart
Amazon (AMZN)	0.1	$1.1M	-3%	6.4k	180.38	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$1.1M	-9%	45k	25.17	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$1.1M	-14%	44k	25.35	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$1.1M	-14%	41k	26.46	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.0M	-5%	7.9k	131.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$978k		20k	50.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$951k		23k	40.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$929k	-3%	2.2k	420.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$892k		5.9k	150.93	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$862k		19k	44.99	View chart
Eli Lilly & Co. (LLY)	0.1	$861k	+5%	1.1k	778.00	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$860k	+21%	17k	52.16	View chart
Alphatec Hldgs Com New (ATEC)	0.1	$835k	-6%	61k	13.79	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$834k		15k	56.98	View chart
Vanguard World Materials Etf (VAW)	0.1	$823k	-4%	4.0k	204.43	View chart
NVIDIA Corporation (NVDA)	0.1	$823k	+13%	911.00	903.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$768k		18k	42.01	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$725k		4.6k	158.81	View chart
Franklin Electric (FELE)	0.1	$698k		6.5k	106.81	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$693k	+12%	16k	42.14	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$687k	-2%	5.2k	131.24	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$660k	-2%	13k	51.28	View chart
Abbvie (ABBV)	0.1	$620k	+4%	3.4k	182.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$619k	-2%	5.0k	123.18	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$596k	-3%	4.8k	125.33	View chart
Lincoln National Corporation (LNC)	0.0	$594k	-2%	19k	31.93	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$587k		25k	23.06	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$578k		11k	51.60	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$553k	+9%	20k	27.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$511k	-3%	3.4k	152.26	View chart
Tesla Motors (TSLA)	0.0	$508k	+14%	2.9k	175.77	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.0	$499k	+48%	9.9k	50.46	View chart
Home Depot (HD)	0.0	$498k	+4%	1.3k	383.56	View chart
Old National Ban (ONB)	0.0	$487k		28k	17.41	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$437k	-27%	17k	25.27	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$426k		3.9k	108.91	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$425k		8.0k	53.39	View chart
Williams Companies (WMB)	0.0	$420k		11k	38.97	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.0	$391k	NEW	7.4k	53.01	View chart
Wal-Mart Stores (WMT)	0.0	$389k	+204%	6.5k	60.17	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$383k		17k	22.75	View chart
Visa Com Cl A (V)	0.0	$367k		1.3k	279.08	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$354k		5.3k	67.34	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$353k		14k	25.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$353k		4.2k	84.44	View chart
Lowe's Companies (LOW)	0.0	$352k	+35%	1.4k	254.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$349k	-14%	786.00	444.21	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$343k		11k	32.69	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$341k	+3%	15k	23.46	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$340k		6.8k	50.10	View chart
Mastercard Incorporated Cl A (MA)	0.0	$321k	+2%	666.00	481.57	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$299k	-22%	10k	29.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$295k	-7%	874.00	337.05	View chart
Fair Isaac Corporation (FICO)	0.0	$290k	+4%	232.00	1249.61	View chart
Abbott Laboratories (ABT)	0.0	$289k	+20%	2.5k	113.66	View chart
Hp (HPQ)	0.0	$287k		9.5k	30.22	View chart
Meta Platforms Cl A (META)	0.0	$281k	NEW	578.00	485.59	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$279k		3.7k	76.03	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$278k		6.7k	41.25	View chart
Anthem (ELV)	0.0	$251k		484.00	518.54	View chart
Steel Dynamics (STLD)	0.0	$247k	NEW	1.7k	148.23	View chart
Enterprise Products Partners (EPD)	0.0	$245k	NEW	8.4k	29.18	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$242k	NEW	4.5k	53.38	View chart
Progressive Corporation (PGR)	0.0	$235k	NEW	1.1k	206.82	View chart
Community Health Systems (CYH)	0.0	$233k		67k	3.50	View chart
Johnson & Johnson (JNJ)	0.0	$231k	NEW	1.5k	158.20	View chart
Pepsi (PEP)	0.0	$228k	NEW	1.3k	175.01	View chart
Kroger (KR)	0.0	$226k	NEW	4.0k	57.13	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.0	$224k		7.2k	31.10	View chart
Broadcom (AVGO)	0.0	$224k	NEW	169.00	1325.41	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$223k	-11%	2.9k	77.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$221k		643.00	344.20	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$213k	+115%	3.6k	59.13	View chart
Coca-Cola Company (KO)	0.0	$211k	NEW	3.5k	61.18	View chart
Intercontinental Exchange (ICE)	0.0	$206k	NEW	1.5k	137.43	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$206k	NEW	8.6k	23.81	View chart
Procter & Gamble Company (PG)	0.0	$205k	NEW	1.3k	162.26	View chart
Adobe Systems Incorporated (ADBE)	0.0	$204k		404.00	504.60	View chart
UnitedHealth (UNH)	0.0	$203k	NEW	410.00	494.70	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$201k		4.7k	42.82	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$188k		4.4k	42.81	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$179k	-13%	859.00	208.27	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$170k		3.2k	53.34	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$163k	-8%	1.6k	103.97	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$148k	+152%	6.2k	23.80	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$147k		489.00	300.08	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$144k		5.4k	26.94	View chart
Ishares Tr Europe Etf (IEV)	0.0	$142k		2.6k	55.67	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$138k		3.1k	44.85	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$138k		1.5k	94.41	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$137k	+138%	5.5k	24.91	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$136k		2.1k	63.33	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$126k	+122%	5.5k	22.82	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$125k		2.0k	61.53	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$121k	-3%	1.3k	92.42	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$118k		5.0k	23.68	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$111k		2.6k	43.05	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$99k		100k	0.99	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$93k	-11%	1.0k	89.41	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$92k	+53%	3.5k	25.96	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$92k		701.00	130.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$90k		812.00	110.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$89k		2.3k	39.02	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$72k		390.00	183.89	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$71k		1.9k	36.55	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$69k		792.00	86.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$68k	-12%	2.2k	30.21	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$55k		370.00	147.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$52k		680.00	75.98	View chart
Redwood Trust Note 5.625% 7/1 (Principal)	0.0	$50k		50k	1.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$50k		857.00	58.07	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$44k		900.00	48.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$44k		751.00	58.06	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$39k	-7%	1.6k	25.25	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$37k		910.00	41.08	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$30k	+27%	416.00	72.33	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$28k		108.00	260.72	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$27k		405.00	67.11	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$27k	-21%	196.00	137.22	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$27k	+737%	243.00	110.54	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$25k		330.00	76.36	View chart
Ishares Msci Cda Etf (EWC)	0.0	$25k		650.00	38.28	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$24k	NEW	1.1k	21.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$24k		254.00	92.72	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$23k		457.00	49.40	View chart
Ishares Tr Intl Devppty Etf (WPS)	0.0	$22k	-47%	781.00	28.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$22k	-25%	405.00	54.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$22k		270.00	80.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$21k	-21%	201.00	103.98	View chart
Ishares Msci Aust Etf (EWA)	0.0	$19k		775.00	24.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$19k		36.00	524.33	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$19k	NEW	209.00	89.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$15k		71.00	210.30	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$14k		280.00	50.77	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$13k		88.00	147.98	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$12k		466.00	25.30	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$11k	-43%	299.00	36.21	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.0	$11k	-14%	59.00	182.39	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$10k		175.00	58.65	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$10k		216.00	46.85	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$8.7k	-8%	201.00	43.37	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.0	$8.5k		132.00	64.76	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.0	$8.5k		325.00	26.09	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$8.4k		96.00	87.23	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$7.9k		244.00	32.45	View chart
Ishares Tr Exponential Tech (XT)	0.0	$6.6k		111.00	59.62	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$5.9k	+11%	100.00	58.59	View chart
Spdr Ser Tr Oilgas Equip (XES)	0.0	$4.7k		50.00	93.10	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$4.6k		56.00	82.96	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$4.6k	-13%	107.00	42.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.0k	-68%	24.00	164.83	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$3.6k		50.00	71.36	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.0	$3.3k		69.00	48.09	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$2.9k	-56%	25.00	115.36	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.0	$2.7k		56.00	47.88	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$2.5k		43.00	58.56	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$1.8k		20.00	89.90	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.5k	-66%	11.00	135.09	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$1.2k	-66%	5.00	248.20	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$1.0k		42.00	24.07	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$690.999600	-63%	12.00	57.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$672.000000	-63%	8.00	84.00	View chart
Ishares Tr Robotics Artif (IRBO)	0.0	$344.000000	NEW	10.00	34.40	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 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
Phillips Financial Management 2020 Q3 filed Nov. 6, 2020
Phillips Financial Management 2020 Q2 filed Aug. 7, 2020

View all past filings

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