Phillips Financial Management, LLC Purchases in Q3 2025

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.82K
+ 2.76%
$620.67 - $670.08 $4.23M - $4.57M
253K $170M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
333K
+ 16.33%
$41.8 - $43.15 $13.9M - $14.4M
2.37M $101M
DFIC
Dimensional ETF Tr Dimensional

ETFs
165K
+ 6.49%
$30.76 - $33.01 $5.08M - $5.45M
2.71M $88.9M
DFSD
Dimensional ETF Tr Short Durat

ETFs
172K
+ 12.67%
$47.86 - $48.43 $8.23M - $8.33M
1.53M $73.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
143K
+ 13.27%
$35.76 - $37.93 $5.12M - $5.43M
1.22M $46.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
55.4K
+ 7.82%
$53.36 - $59.69 $2.96M - $3.31M
764K $44.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
63.5K
+ 5.69%
$29.55 - $32.52 $1.88M - $2.07M
1.18M $37.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
32.9K
+ 8.13%
$63.41 - $69.69 $2.08M - $2.29M
437K $29.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.56K
+ 62.47%
$617.65 - $666.84 $3.43M - $3.71M
14.5K $9.63M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 0.09%
$567.77 - $614.76 $33.5K - $36.3K
68.8K $42.2M
AAPL
Apple Inc.

Technology
2.32K
+ 10.49%
$202.38 - $256.87 $469K - $595K
24.4K $6.22M
NVDA
Nvidia Corp

Technology
6.13K
+ 35.41%
$153.3 - $186.58 $939K - $1.14M
23.4K $4.37M
VTV
Vanguard Value ETF

ETFs
6.86K
+ 19.09%
$175.51 - $186.57 $1.2M - $1.28M
42.8K $7.99M
BNDX
Vanguard Total International B

ETFs
32.7K
+ 5.4%
$49.0 - $49.51 $1.6M - $1.62M
639K $31.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.4K
+ 22.21%
$87.29 - $93.61 $1.17M - $1.26M
73.8K $6.89M
MSFT
Microsoft Corp

Technology
2.55K
+ 39.48%
$491.09 - $535.64 $1.25M - $1.37M
9.01K $4.67M
LLY
Eli Lilly & CO

Healthcare
1.8K
+ 138.28%
$625.65 - $812.69 $1.13M - $1.46M
3.1K $2.37M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
27.7K
+ 5.29%
$37.14 - $37.85 $1.03M - $1.05M
551K $20.8M
JPM
Jpmorgan Chase & CO

Financial Services
1.27K
+ 4.4%
$282.78 - $316.06 $360K - $402K
30.2K $9.52M
VUG
Vanguard Growth ETF

ETFs
1.96K
+ 233.89%
$433.97 - $484.08 $851K - $949K
2.8K $1.34M
DFIV
Dimensional ETF Tr

ETFs
3.18K
+ 1.71%
$42.66 - $46.53 $136K - $148K
189K $8.72M
GOOG
Alphabet Inc.

Communication Services
1.62K
+ 33.4%
$175.16 - $255.24 $283K - $412K
6.46K $1.57M
GOOGL
Alphabet Inc.

Communication Services
658
+ 8.37%
$174.36 - $254.72 $115K - $168K
8.52K $2.07M
IWR
Ishares Russell Mid Cap ETF

ETFs
5K
+ 13.33%
$92.26 - $97.51 $461K - $488K
42.5K $4.1M
TSLA
Tesla, Inc.

Consumer Cyclical
141
+ 3.64%
$293.94 - $444.72 $41.4K - $62.7K
4.01K $1.78M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.76K
+ 0.96%
$29.2 - $32.74 $51.3K - $57.5K
184K $5.86M
ADP
Automatic Data Processing Inc

Industrials
1.7K
+ 221.22%
$288.69 - $310.94 $490K - $528K
2.47K $724K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
20K
+ 78.63%
$23.09 - $23.43 $462K - $469K
45.4K $1.06M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
18.7K
+ 19.81%
$25.09 - $25.19 $469K - $471K
113K $2.85M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
20.2K
+ 41.33%
$22.84 - $22.95 $462K - $465K
69.2K $1.59M
IBHE
Ishares Ibonds 2025 Term High

ETFs
20K
+ 44.02%
$23.14 - $23.23 $463K - $465K
65.4K $1.52M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
19.4K
+ 35.57%
$23.29 - $23.38 $453K - $454K
74.1K $1.73M
IWM
Ishares Russell 2000 ETF

ETFs
1.85K
+ 1233.33%
$214.92 - $244.84 $398K - $453K
2K $483K
AVGO
Broadcom Inc.

Technology
1.03K
+ 53.0%
$264.74 - $369.57 $274K - $382K
2.99K $984K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.77K
+ 22.36%
$49.43 - $54.52 $285K - $315K
31.6K $1.71M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.9K
+ 19.96%
N/A
107K $2.55M
XLK
Technology Sector Spdr

ETFs
1.31K
+ 135.22%
$250.97 - $282.66 $330K - $371K
2.28K $643K
GNR
Spdr S&P Global Natural Resour

ETFs
741
+ 1.06%
$54.23 - $59.34 $40.2K - $44K
70.6K $4.18M
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.5K
+ 14.11%
$26.44 - $27.1 $358K - $367K
109K $2.95M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.4K
+ 48.15%
$24.14 - $24.34 $372K - $375K
47.4K $1.15M
DFAX
Dimensional ETF Tr
20
+ 0.01%
$29.25 - $31.56 $585 - $631
187K $5.86M
META
Meta Platforms, Inc.

Communication Services
478
+ 41.28%
$695.21 - $791.73 $332K - $378K
1.64K $1.2M
EMR
Emerson Electric CO

Industrials
2.62K
New
$128.6 - $149.63 $337K - $392K
2.62K $343K
GLD
Spdr Gold Trust

ETFs
91
+ 1.57%
$300.96 - $355.47 $27.4K - $32.3K
5.9K $2.1M
GE
General Electric CO

Industrials
1.08K
New
$244.75 - $305.63 $265K - $331K
1.08K $325K
AMZN
Amazon Com Inc

Consumer Cyclical
1.45K
+ 17.92%
$211.65 - $238.24 $306K - $344K
9.51K $2.09M
TXN
Texas Instruments Inc

Technology
1.62K
New
N/A
1.62K $314K
BAC
Bank Of America Corp

Financial Services
5.89K
New
$44.92 - $52.42 $265K - $309K
5.89K $303K
MCD
Mcdonalds Corp

Consumer Cyclical
954
New
$291.67 - $316.99 $278K - $302K
954 $289K
Activity Summary
Buys All Purchases 138 New Holdings 34 Increased Positions 104 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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