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Facebook Inc cl a shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Facebook Inc cl a

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All positions including Facebook Inc cl a held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Facebook Inc cl a by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $569k 972 585.52
2024-09-30 $520k 909 572.45
2024-06-30 $451k 895 504.23
2024-03-31 $281k 578 485.59

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Phillips Financial Management

Top funds holding Facebook Inc cl a

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Capital World Investors
Capital Research Global Investors
Morgan Stanley
Norges Bank Investment Management
Susquehanna International
Capital Research and Management Company - Division 3
Citadel Advisors
Northern Trust

View all funds holding Facebook Inc cl a