PHILLIPS FINANCIAL MANAGEMENT, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$1.3T
Holdings
259
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (259 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | VTVANGUARD INTL EQUITY INDEX F | 674 | $79.2M | 0.01% | |
| 202 | DFAUDIMENSIONAL ETF TRUST | 1,945 | $78.8M | 0.01% | |
| 203 | VBKVANGUARD INDEX FDS | 266 | $74.5M | 0.01% | |
| 204 | DFGXDIMENSIONAL ETF TRUST | 1,385 | $72.5M | 0.01% | |
| 205 | DFAIDIMENSIONAL ETF TRUST | 2,323 | $67.8M | 0.01% | |
| 206 | ESGDISHARES TR | 843 | $64.2M | 0.01% | |
| 207 | IOOISHARES TR | 581 | $58.5M | 0.00% | |
| 208 | SCHVSCHWAB STRATEGIC TR | 2,040 | $53.2M | 0.00% | |
| 209 | XLVSELECT SECTOR SPDR TR | 370 | $50.9M | 0.00% | |
| 210 | VGSHVANGUARD SCOTTSDALE FDS | 857 | $49.9M | 0.00% | |
| 211 | SPYVSPDR SER TR | 974 | $49.8M | 0.00% | |
| 212 | EWTISHARES INC | 900 | $46.6M | 0.00% | |
| 213 | DGROISHARES TR | 751 | $46.1M | 0.00% | |
| 214 | SCHESCHWAB STRATEGIC TR | 1,558 | $41.5M | 0.00% | |
| 215 | MBBISHARES TR | 450 | $41.3M | 0.00% | |
| 216 | EEMISHARES TR | 910 | $38.1M | 0.00% | |
| 217 | ESGVVANGUARD WORLD FD | 347 | $36.4M | 0.00% | |
| 218 | IWMISHARES TR | 152 | $33.6M | 0.00% | |
| 219 | EFVISHARES TR | 621 | $32.6M | 0.00% | |
| 220 | EFGISHARES TR | 320 | $31.0M | 0.00% | |
| 221 | DIHPDIMENSIONAL ETF TRUST | 1,216 | $30.7M | 0.00% | |
| 222 | SHVISHARES TR | 243 | $26.8M | 0.00% | |
| 223 | EWCISHARES INC | 650 | $26.2M | 0.00% | |
| 224 | XLFISELECT SECTOR SPDR TR | 330 | $25.9M | 0.00% | |
| 225 | IBDWISHARES TR | 1,274 | $25.9M | 0.00% | |
| 226 | IBBISHARES TR | 196 | $25.9M | 0.00% | |
| 227 | VGTVANGUARD WORLD FD | 36 | $22.4M | 0.00% | |
| 228 | SCHDSCHWAB STRATEGIC TR | 812 | $22.2M | 0.00% | |
| 229 | ICLNISHARES TR | 1,925 | $21.9M | 0.00% | |
| 230 | SCHJSCHWAB STRATEGIC TR | 876 | $21.4M | 0.00% | |
| 231 | IYEISHARES TR | 457 | $20.8M | 0.00% | |
| 232 | EWYISHARES INC | 405 | $20.6M | 0.00% | |
| 233 | SPABSPDR SER TR | 818 | $20.4M | 0.00% | |
| 234 | IGEBISHARES TR | 450 | $20.0M | 0.00% | |
| 235 | EMBISHARES TR | 209 | $18.6M | 0.00% | |
| 236 | EWAISHARES INC | 775 | $18.5M | 0.00% | |
| 237 | VCLTVANGUARD SCOTTSDALE FDS | 247 | $18.5M | 0.00% | |
| 238 | ESMLISHARES TR | 429 | $18.0M | 0.00% | |
| 239 | BLVVANGUARD BD INDEX FDS | 205 | $14.0M | 0.00% | |
| 240 | XNTKSPDR SER TR | 59 | $11.9M | 0.00% | |
| 241 | SPEMSPDR INDEX SHS FDS | 309 | $11.9M | 0.00% | |
| 242 | IHIISHARES TR | 200 | $11.7M | 0.00% | |
| 243 | XHBSPDR SER TR | 95 | $9.9M | 0.00% | |
| 244 | SLYGSPDR SER TR | 96 | $8.7M | 0.00% | |
| 245 | GWXSPDR INDEX SHS FDS | 250 | $7.8M | 0.00% | |
| 246 | RWXSPDR INDEX SHS FDS | 325 | $7.5M | 0.00% | |
| 247 | CNRGSPDR SER TR | 92 | $5.6M | 0.00% | |
| 248 | SLYVSPDR SER TR | 56 | $4.9M | 0.00% | |
| 249 | IWPISHARES TR | 32 | $4.1M | 0.00% | |
| 250 | XESSPDR SER TR | 50 | $3.9M | 0.00% | |
| 251 | IXCISHARES TR | 100 | $3.8M | 0.00% | |
| 252 | EWJISHARES INC | 50 | $3.4M | 0.00% | |
| 253 | DFISDIMENSIONAL ETF TRUST | 130 | $3.2M | 0.00% | |
| 254 | TECBISHARES TR | 56 | $3.0M | 0.00% | |
| 255 | VGITVANGUARD SCOTTSDALE FDS | 43 | $2.5M | 0.00% | |
| 256 | IHAKISHARES TR | 50 | $2.4M | 0.00% | |
| 257 | IYRISHARES TR | 20 | $1.9M | 0.00% | |
| 258 | AQLTISHARES TR | 42 | $950K | 0.00% | |
| 259 | ARTYISHARES TR | 10 | $371K | 0.00% |
PreviousPage 3 of 3