PHILLIPS FINANCIAL MANAGEMENT, LLC Q4 2022 Filing
Filed January 24, 2023
Portfolio Value
$983.0B
Holdings
225
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (225 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 214,574 | $82K | 0.00% | |
| 2 | IJHISHARES TR | 254,387 | $61K | 0.00% | |
| 3 | IXUSISHARES TR | 878,591 | $50K | 0.00% | |
| 4 | IVEISHARES TR | 338,735 | $49K | 0.00% | |
| 5 | AGGISHARES TR | 473,913 | $45K | 0.00% | |
| 6 | LRGFISHARES TR | 1,017,179 | $39K | 0.00% | |
| 7 | VXUSVANGUARD STAR FDS | 650,679 | $33K | 0.00% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 602,311 | $28K | 0.00% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 1,092,374 | $26K | 0.00% | |
| 10 | VOOVANGUARD INDEX FDS | 73,219 | $25K | 0.00% | |
| 11 | BNDVANGUARD BD INDEX FDS | 314,884 | $22K | 0.00% | |
| 12 | VOVANGUARD INDEX FDS | 106,898 | $21K | 0.00% | |
| 13 | IAGGISHARES TR | 443,077 | $21K | 0.00% | |
| 14 | INTFISHARES TR | 843,044 | $20K | 0.00% | |
| 15 | IJSISHARES TR | 213,043 | $19K | 0.00% | |
| 16 | VOOVVANGUARD ADMIRAL FDS INC | 126,947 | $17K | 0.00% | |
| 17 | ISTBISHARES TR | 348,508 | $16K | 0.00% | |
| 18 | VNQVANGUARD INDEX FDS | 186,459 | $15K | 0.00% | |
| 19 | DFSDDIMENSIONAL ETF TRUST | 292,984 | $13K | 0.00% | |
| 20 | VCITVANGUARD SCOTTSDALE FDS | 176,400 | $13K | 0.00% | |
| 21 | USHYISHARES TR | 361,087 | $12K | 0.00% | |
| 22 | VBRVANGUARD INDEX FDS | 70,695 | $11K | 0.00% | |
| 23 | ICSHISHARES TR | 223,513 | $11K | 0.00% | |
| 24 | IJRISHARES TR | 114,128 | $10K | 0.00% | |
| 25 | DFICDIMENSIONAL ETF TRUST | 477,671 | $10K | 0.00% | |
| 26 | DFATDIMENSIONAL ETF TRUST | 216,731 | $9K | 0.00% | |
| 27 | BSVVANGUARD BD INDEX FDS | 131,081 | $9K | 0.00% | |
| 28 | USRTISHARES TR | 187,064 | $9K | 0.00% | |
| 29 | BIVVANGUARD BD INDEX FDS | 127,379 | $9K | 0.00% | |
| 30 | TIPISHARES TR | 76,528 | $8K | 0.00% | |
| 31 | VCSHVANGUARD SCOTTSDALE FDS | 116,484 | $8K | 0.00% | |
| 32 | VEUVANGUARD INTL EQUITY INDEX F | 170,002 | $8K | 0.00% | |
| 33 | SMLFISHARES TR | 177,442 | $8K | 0.00% | |
| 34 | DFAXDIMENSIONAL ETF TRUST | 335,273 | $7K | 0.00% | |
| 35 | DFCFDIMENSIONAL ETF TRUST | 169,458 | $7K | 0.00% | |
| 36 | SUBISHARES TR | 76,126 | $7K | 0.00% | |
| 37 | EFAISHARES TR | 96,960 | $6K | 0.00% | |
| 38 | MGVVANGUARD WORLD FD | 60,820 | $6K | 0.00% | |
| 39 | MGCVANGUARD WORLD FD | 50,818 | $6K | 0.00% | |
| 40 | VIOOVANGUARD ADMIRAL FDS INC | 36,977 | $6K | 0.00% | |
| 41 | EMGFISHARES INC | 168,285 | $6K | 0.00% | |
| 42 | VTIPVANGUARD MALVERN FDS | 135,429 | $6K | 0.00% | |
| 43 | VTIVANGUARD INDEX FDS | 29,975 | $5K | 0.00% | |
| 44 | MUBISHARES TR | 52,392 | $5K | 0.00% | |
| 45 | VTVVANGUARD INDEX FDS | 38,696 | $5K | 0.00% | |
| 46 | DFARDIMENSIONAL ETF TRUST | 224,642 | $4K | 0.00% | |
| 47 | DFIVDIMENSIONAL ETF TRUST | 132,957 | $4K | 0.00% | |
| 48 | IJJISHARES TR | 42,264 | $4K | 0.00% | |
| 49 | DFEMDIMENSIONAL ETF TRUST | 214,285 | $4K | 0.00% | |
| 50 | IVOOVANGUARD ADMIRAL FDS INC | 24,868 | $4K | 0.00% | |
| 51 | SPIPSPDR SER TR | 181,969 | $4K | 0.00% | |
| 52 | SCHZSCHWAB STRATEGIC TR | 77,768 | $3K | 0.00% | |
| 53 | GNRSPDR INDEX SHS FDS | 62,539 | $3K | 0.00% | |
| 54 | DFSVDIMENSIONAL ETF TRUST | 141,225 | $3K | 0.00% | |
| 55 | VVVANGUARD INDEX FDS | 21,474 | $3K | 0.00% | |
| 56 | ATOATMOS ENERGY CORP | 29,741 | $3K | 0.00% | |
| 57 | IUSBISHARES TR | 77,138 | $3K | 0.00% | |
| 58 | STIPISHARES TR | 41,142 | $3K | 0.00% | |
| 59 | SCHXSCHWAB STRATEGIC TR | 80,495 | $3K | 0.00% | |
| 60 | VTEBVANGUARD MUN BD FDS | 68,274 | $3K | 0.00% | |
| 61 | ITOTISHARES TR | 29,609 | $2K | 0.00% | |
| 62 | AQLTISHARES TR | 47,332 | $2K | 0.00% | |
| 63 | RWRSPDR SER TR | 32,632 | $2K | 0.00% | |
| 64 | IGIBISHARES TR | 60,405 | $2K | 0.00% | |
| 65 | AQLTISHARES TR | 78,955 | $2K | 0.00% | |
| 66 | JPMJPMORGAN CHASE & CO | 15,401 | $2K | 0.00% | |
| 67 | SHYISHARES TR | 28,642 | $2K | 0.00% | |
| 68 | VMBSVANGUARD SCOTTSDALE FDS | 65,877 | $2K | 0.00% | |
| 69 | AQLTISHARES TR | 91,513 | $2K | 0.00% | |
| 70 | IMTBISHARES TR | 56,716 | $2K | 0.00% | |
| 71 | DFNMDIMENSIONAL ETF TRUST | 49,400 | $2K | 0.00% | |
| 72 | IWBISHARES TR | 12,463 | $2K | 0.00% | |
| 73 | VBVANGUARD INDEX FDS | 14,251 | $2K | 0.00% | |
| 74 | SPYSPDR S&P 500 ETF TR | 6,912 | $2K | 0.00% | |
| 75 | JNKSPDR SER TR | 27,761 | $2K | 0.00% | |
| 76 | IWRISHARES TR | 43,722 | $2K | 0.00% | |
| 77 | IUSVISHARES TR | 14,820 | $1K | 0.00% | |
| 78 | AAPLAPPLE INC | 9,058 | $1K | 0.00% | |
| 79 | VWOVANGUARD INTL EQUITY INDEX F | 32,961 | $1K | 0.00% | |
| 80 | IVOVVANGUARD ADMIRAL FDS INC | 9,509 | $1K | 0.00% | |
| 81 | IWDISHARES TR | 12,252 | $1K | 0.00% | |
| 82 | VOEVANGUARD INDEX FDS | 13,187 | $1K | 0.00% | |
| 83 | SCHMSCHWAB STRATEGIC TR | 15,308 | $1K | 0.00% | |
| 84 | IBMOISHARES TR | 56,713 | $1K | 0.00% | |
| 85 | VIOVVANGUARD ADMIRAL FDS INC | 8,104 | $1K | 0.00% | |
| 86 | VAWVANGUARD WORLD FDS | 6,079 | $1K | 0.00% | |
| 87 | GQ9SPDR GOLD TR | 6,698 | $1K | 0.00% | |
| 88 | SCHASCHWAB STRATEGIC TR | 46,782 | $1K | 0.00% | |
| 89 | VXFVANGUARD INDEX FDS | 10,324 | $1K | 0.00% | |
| 90 | VDEVANGUARD WORLD FDS | 11,689 | $1K | 0.00% | |
| 91 | IAUISHARES TR | 52,670 | $1K | 0.00% | |
| 92 | GOOGLALPHABET INC | 3,676 | $0 | 0.00% | |
| 93 | IYMISHARES TR | 104 | $0 | 0.00% | |
| 94 | WMTWALMART INC | 1,913 | $0 | 0.00% | |
| 95 | SLVISHARES SILVER TR | 17,294 | $0 | 0.00% | |
| 96 | ACWXISHARES TR | 8,228 | $0 | 0.00% | |
| 97 | XLYSELECT SECTOR SPDR TR | 390 | $0 | 0.00% | |
| 98 | IEMGISHARES INC | 12,264 | $0 | 0.00% | |
| 99 | FELEFRANKLIN ELEC INC | 7,624 | $0 | 0.00% | |
| 100 | VEAVANGUARD TAX-MANAGED FDS | 19,788 | $0 | 0.00% |
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