PHILLIPS FINANCIAL MANAGEMENT, LLC Q4 2023 Filing
Filed January 25, 2024
Portfolio Value
$1.2T
Holdings
252
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (252 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | DGROISHARES TR | 751 | $40.4M | 0.00% | |
| 202 | EEMISHARES TR | 910 | $36.6M | 0.00% | |
| 203 | IBBISHARES TR | 250 | $34.0M | 0.00% | |
| 204 | EFVISHARES TR | 544 | $28.3M | 0.00% | |
| 205 | EWYISHARES INC | 405 | $26.5M | 0.00% | |
| 206 | VBKVANGUARD INDEX FDS | 108 | $26.1M | 0.00% | |
| 207 | EFGISHARES TR | 255 | $24.7M | 0.00% | |
| 208 | BLVVANGUARD BD INDEX FDS | 326 | $24.3M | 0.00% | |
| 209 | EWCISHARES INC | 650 | $23.8M | 0.00% | |
| 210 | XLFISELECT SECTOR SPDR TR | 330 | $23.8M | 0.00% | |
| 211 | SCHGSCHWAB STRATEGIC TR | 254 | $21.1M | 0.00% | |
| 212 | SCHDSCHWAB STRATEGIC TR | 270 | $20.6M | 0.00% | |
| 213 | IYEISHARES TR | 457 | $20.2M | 0.00% | |
| 214 | EWAISHARES INC | 775 | $18.9M | 0.00% | |
| 215 | SPEMSPDR INDEX SHS FDS | 525 | $18.6M | 0.00% | |
| 216 | VGTVANGUARD WORLD FDS | 36 | $17.4M | 0.00% | |
| 217 | USIGISHARES TR | 280 | $14.4M | 0.00% | |
| 218 | IWMISHARES TR | 71 | $14.3M | 0.00% | |
| 219 | IYMISHARES TR | 88 | $12.2M | 0.00% | |
| 220 | SPABSPDR SER TR | 464 | $11.9M | 0.00% | |
| 221 | QUALISHARES TR | 77 | $11.4M | 0.00% | |
| 222 | XNTKSPDR SER TR | 69 | $11.3M | 0.00% | |
| 223 | IHAKISHARES TR | 216 | $9.8M | 0.00% | |
| 224 | CNRGSPDR SER TR | 132 | $9.5M | 0.00% | |
| 225 | —AUDDIA INC | 37,824 | $9.5M | 0.00% | |
| 226 | DCORDIMENSIONAL ETF TRUST | 175 | $9.4M | 0.00% | |
| 227 | RWXSPDR INDEX SHS FDS | 325 | $8.9M | 0.00% | |
| 228 | IFRAISHARES TR | 220 | $8.9M | 0.00% | |
| 229 | SLYGSPDR SER TR | 96 | $8.0M | 0.00% | |
| 230 | GWXSPDR INDEX SHS FDS | 244 | $7.7M | 0.00% | |
| 231 | XTISHARES TR | 111 | $6.6M | 0.00% | |
| 232 | ESGUISHARES TR | 57 | $6.0M | 0.00% | |
| 233 | IHIISHARES TR | 90 | $4.9M | 0.00% | |
| 234 | IXCISHARES TR | 124 | $4.8M | 0.00% | |
| 235 | SLYVSPDR SER TR | 56 | $4.7M | 0.00% | |
| 236 | IEIISHARES TR | 37 | $4.3M | 0.00% | |
| 237 | XESSPDR SER TR | 50 | $4.2M | 0.00% | |
| 238 | IYWISHARES TR | 33 | $4.1M | 0.00% | |
| 239 | OEFISHARES TR | 15 | $3.4M | 0.00% | |
| 240 | KOMPSPDR SER TR | 69 | $3.2M | 0.00% | |
| 241 | EWJISHARES INC | 50 | $3.2M | 0.00% | |
| 242 | SHVISHARES TR | 29 | $3.2M | 0.00% | |
| 243 | VGITVANGUARD SCOTTSDALE FDS | 43 | $2.6M | 0.00% | |
| 244 | TECBISHARES TR | 56 | $2.4M | 0.00% | |
| 245 | TFLOISHARES TR | 43 | $2.2M | 0.00% | |
| 246 | IYTISHARES TR | 8 | $2.1M | 0.00% | |
| 247 | TLTISHARES TR | 20 | $2.0M | 0.00% | |
| 248 | EMXCISHARES INC | 33 | $1.8M | 0.00% | |
| 249 | IYRISHARES TR | 20 | $1.8M | 0.00% | |
| 250 | USMVISHARES TR | 22 | $1.7M | 0.00% | |
| 251 | AQLTISHARES TR | 42 | $966K | 0.00% | |
| 252 | EZUISHARES INC | 1 | $47K | 0.00% |
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