Phillips Financial Management, LLC Purchases in Q4 2025

Phillips Financial Management, LLC

  • $1.46 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
238K
+ 15.57%
$48.17 - $48.5 $11.5M - $11.5M
1.77M $85.2M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
268K
+ 11.31%
$42.71 - $43.27 $11.5M - $11.6M
2.64M $113M
DFIC
Dimensional ETF Tr Dimensional

ETFs
140K
+ 5.18%
$32.24 - $33.72 $4.53M - $4.73M
2.85M $95.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
124K
+ 10.14%
$37.18 - $38.47 $4.61M - $4.77M
1.35M $50.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
32.6K
+ 2.76%
$31.28 - $33.46 $1.02M - $1.09M
1.21M $40.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
43.6K
+ 5.71%
$55.75 - $58.83 $2.43M - $2.57M
807K $46M
DFAS
Dimensional ETF Tr U S Small C

ETFs
28.1K
+ 6.42%
$66.04 - $69.67 $1.85M - $1.96M
465K $31.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
53.6K
+ 7.69%
$23.07 - $24.16 $1.24M - $1.29M
750K $17.6M
LLY
Eli Lilly & CO

Healthcare
83
+ 2.68%
$799.57 - $1025.28 $66.4K - $85.1K
3.18K $3.25M
MUB
Ishares National Muni Bond ETF

ETFs
6.5K
+ 12.9%
$106.36 - $107.61 $691K - $700K
56.9K $6.09M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
24.2K
+ 4.39%
$37.19 - $37.8 $900K - $915K
575K $21.4M
NPO
Enpro Industries, Inc

Industrials
2.7K
New
$209.86 - $234.03 $567K - $632K
2.7K $566K
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.61K
+ 13.21%
$50.56 - $50.76 $486K - $488K
82.4K $4.17M
DE
Deere & CO

Industrials
962
New
$439.11 - $480.78 $422K - $463K
962 $457K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
20K
+ 44.02%
$23.18 - $23.38 $464K - $468K
65.4K $1.52M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19K
+ 27.51%
$22.88 - $22.95 $436K - $437K
88.3K $2.02M
GOOG
Alphabet Inc.

Communication Services
269
+ 4.17%
$237.49 - $291.74 $63.9K - $78.5K
6.72K $1.92M
AMZN
Amazon Com Inc

Consumer Cyclical
811
+ 8.53%
$213.04 - $254.0 $173K - $206K
10.3K $2.42M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.61K
+ 3.65%
$78.65 - $79.19 $284K - $286K
103K $8.07M
BNDX
Vanguard Total International B

ETFs
4.95K
+ 0.77%
$49.3 - $49.91 $244K - $247K
644K $31.9M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10K
+ 21.11%
$24.24 - $24.37 $242K - $244K
57.4K $1.39M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10K
+ 9.32%
N/A
117K $2.79M
IBHG
Ishares Tr Ibonds 2027 Term Hi
10K
New
$22.27 - $22.52 $223K - $225K
10K $223K
WM
Waste Management Inc

Industrials
1.02K
New
$196.77 - $219.98 $200K - $224K
1.02K $212K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.4K
+ 102.32%
$22.43 - $22.55 $211K - $212K
18.6K $417K
WFC
Wells Fargo & Company

Financial Services
2.52K
New
$77.62 - $87.3 $195K - $220K
2.52K $209K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.52K
+ 2.15%
$25.85 - $27.19 $143K - $150K
262K $6.96M
AXP
American Express CO

Financial Services
581
New
$316.26 - $372.77 $184K - $217K
581 $198K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
703
New
$280.66 - $305.09 $197K - $214K
703 $198K
XLY
Select Sector Spdr Consumer Di

ETFs
889
+ 100.0%
$228.75 - $242.18 $203K - $215K
1.78K $410K
CRM
Salesforce, Inc.

Technology
806
New
$235.69 - $263.41 $190K - $212K
806 $191K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.35K
New
$22.32 - $22.47 $186K - $188K
8.35K $186K
JNJ
Johnson & Johnson

Healthcare
628
+ 28.14%
$185.98 - $199.58 $117K - $125K
2.86K $570K
XLE
Energy Sector Spdr

ETFs
1.51K
+ 100.0%
$85.22 - $92.02 $129K - $139K
3.02K $278K
XOM
Exxon Mobil Corp

Energy
826
+ 29.83%
$110.64 - $119.78 $91.4K - $98.9K
3.6K $423K
PEP
Pepsico Inc

Consumer Defensive
600
+ 35.59%
$138.84 - $153.71 $83.3K - $92.2K
2.29K $337K
IMTB
Ishares Tr

ETFs
2.29K
+ 5.89%
$44.03 - $44.68 $101K - $102K
41.3K $1.82M
NVDA
Nvidia Corp

Technology
493
+ 2.1%
$179.83 - $207.04 $88.7K - $102K
23.9K $4.46M
FICO
Fair Isaac Corp

Technology
3
+ 1.34%
$1512.71 - $1879.55 $4.54K - $5.64K
227 $395K
KO
Coca Cola CO

Consumer Defensive
544
+ 12.19%
$66.1 - $71.61 $36K - $39K
5.01K $353K
WMT
Walmart Inc.

Consumer Defensive
511
+ 6.45%
$101.18 - $109.03 $51.7K - $55.7K
8.43K $867K
FNDX
Schwab Fundamental U S Large C

ETFs
1.55K
+ 4.08%
$25.68 - $26.95 $39.9K - $41.9K
39.6K $1.05M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.55K
+ 2.33%
$26.75 - $27.15 $68.1K - $69.1K
112K $3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.17K
+ 2.18%
$49.98 - $50.22 $108K - $109K
102K $5.09M
VUG
Vanguard Growth ETF

ETFs
67
+ 2.39%
$470.44 - $504.26 $31.5K - $33.8K
2.87K $1.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
51
+ 6.17%
$589.5 - $635.77 $30.1K - $32.4K
877 $529K
IWB
Ishares Tr Russell 1000 ETF

ETFs
12
+ 0.11%
$358.39 - $376.54 $4.3K - $4.52K
10.7K $3.93M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.16K
+ 25.47%
$23.02 - $24.23 $26.7K - $28.1K
5.7K $136K
FNDF
Schwab Fundamental Intl Large

ETFs
652
+ 220.27%
$42.35 - $45.18 $27.6K - $29.5K
948 $42K
Activity Summary
Buys All Purchases 99 New Holdings 22 Increased Positions 77 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email