PHILLIPS FINANCIAL MANAGEMENT, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$1.3T
Holdings
258
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (258 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | XLYSELECT SECTOR SPDR TR | 390 | $77.0M | 0.01% | |
| 202 | FNDXSCHWAB STRATEGIC TR | 3,253 | $76.8M | 0.01% | |
| 203 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 24,408 | $76.2M | 0.01% | |
| 204 | DFAUDIMENSIONAL ETF TRUST | 1,946 | $74.8M | 0.01% | |
| 205 | VONGVANGUARD SCOTTSDALE FDS | 792 | $73.5M | 0.01% | |
| 206 | DFGXDIMENSIONAL ETF TRUST | 1,385 | $72.4M | 0.01% | |
| 207 | DFAIDIMENSIONAL ETF TRUST | 2,285 | $71.4M | 0.01% | |
| 208 | ESGDISHARES TR | 843 | $68.9M | 0.01% | |
| 209 | VBKVANGUARD INDEX FDS | 243 | $61.2M | 0.00% | |
| 210 | SCHVSCHWAB STRATEGIC TR | 2,040 | $54.2M | 0.00% | |
| 211 | XLVSELECT SECTOR SPDR TR | 370 | $54.0M | 0.00% | |
| 212 | REMISHARES TR | 2,287 | $51.3M | 0.00% | |
| 213 | VGSHVANGUARD SCOTTSDALE FDS | 857 | $50.3M | 0.00% | |
| 214 | SPYVSPDR SER TR | 974 | $49.7M | 0.00% | |
| 215 | VTVANGUARD INTL EQUITY INDEX F | 422 | $48.9M | 0.00% | |
| 216 | VFHVANGUARD WORLD FD | 403 | $48.1M | 0.00% | |
| 217 | DGROISHARES TR | 751 | $46.4M | 0.00% | |
| 218 | SCHESCHWAB STRATEGIC TR | 1,558 | $43.0M | 0.00% | |
| 219 | EWTISHARES INC | 900 | $42.7M | 0.00% | |
| 220 | IOOISHARES TR | 439 | $42.3M | 0.00% | |
| 221 | MBBISHARES TR | 450 | $42.2M | 0.00% | |
| 222 | BLVVANGUARD BD INDEX FDS | 569 | $40.1M | 0.00% | |
| 223 | EFVISHARES TR | 621 | $36.6M | 0.00% | |
| 224 | ESGVVANGUARD WORLD FD | 347 | $34.0M | 0.00% | |
| 225 | DIHPDIMENSIONAL ETF TRUST | 1,216 | $32.8M | 0.00% | |
| 226 | EFGISHARES TR | 320 | $32.0M | 0.00% | |
| 227 | IWMISHARES TR | 150 | $29.9M | 0.00% | |
| 228 | XLFISELECT SECTOR SPDR TR | 330 | $27.0M | 0.00% | |
| 229 | SHVISHARES TR | 243 | $26.8M | 0.00% | |
| 230 | EWCISHARES INC | 650 | $26.5M | 0.00% | |
| 231 | IBDWISHARES TR | 1,274 | $26.4M | 0.00% | |
| 232 | SCHGSCHWAB STRATEGIC TR | 1,016 | $25.4M | 0.00% | |
| 233 | IBBISHARES TR | 196 | $25.1M | 0.00% | |
| 234 | SCHDSCHWAB STRATEGIC TR | 812 | $22.7M | 0.00% | |
| 235 | IYEISHARES TR | 457 | $22.5M | 0.00% | |
| 236 | ICLNISHARES TR | 1,925 | $22.0M | 0.00% | |
| 237 | EWYISHARES INC | 405 | $21.9M | 0.00% | |
| 238 | VGTVANGUARD WORLD FD | 36 | $19.5M | 0.00% | |
| 239 | EMBISHARES TR | 209 | $18.9M | 0.00% | |
| 240 | EWAISHARES INC | 775 | $18.2M | 0.00% | |
| 241 | SCHJSCHWAB STRATEGIC TR | 687 | $16.9M | 0.00% | |
| 242 | ESMLISHARES TR | 429 | $16.5M | 0.00% | |
| 243 | SPABSPDR SER TR | 485 | $12.4M | 0.00% | |
| 244 | IHIISHARES TR | 200 | $12.0M | 0.00% | |
| 245 | SPEMSPDR INDEX SHS FDS | 299 | $11.8M | 0.00% | |
| 246 | XNTKSPDR SER TR | 59 | $11.3M | 0.00% | |
| 247 | XHBSPDR SER TR | 95 | $9.2M | 0.00% | |
| 248 | GWXSPDR INDEX SHS FDS | 250 | $8.0M | 0.00% | |
| 249 | SLYGSPDR SER TR | 96 | $8.0M | 0.00% | |
| 250 | CNRGSPDR SER TR | 92 | $4.6M | 0.00% | |
| 251 | SLYVSPDR SER TR | 56 | $4.4M | 0.00% | |
| 252 | IXCISHARES TR | 100 | $4.2M | 0.00% | |
| 253 | IWPISHARES TR | 32 | $3.8M | 0.00% | |
| 254 | XESSPDR SER TR | 50 | $3.6M | 0.00% | |
| 255 | EWJISHARES INC | 50 | $3.4M | 0.00% | |
| 256 | VGITVANGUARD SCOTTSDALE FDS | 43 | $2.6M | 0.00% | |
| 257 | IYRISHARES TR | 20 | $1.9M | 0.00% | |
| 258 | ARTYISHARES TR | 10 | $315K | 0.00% |
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