Phillips Financial Management, LLC Purchases in Q2 2025

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.93K
+ 0.79%
$498.8 - $620.9 $961K - $1.2M
246K $153M
DFIC
Dimensional ETF Tr Dimensional

ETFs
41.3K
+ 1.65%
$24.94 - $31.15 $1.03M - $1.29M
2.55M $79.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
93.7K
+ 9.5%
$29.36 - $35.56 $2.75M - $3.33M
1.08M $38.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
124K
+ 6.48%
$41.1 - $42.37 $5.1M - $5.26M
2.04M $86.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
32.8K
+ 3.02%
$23.4 - $29.68 $766K - $972K
1.12M $33.1M
JPM
Jpmorgan Chase & CO

Financial Services
12.8K
+ 79.13%
$210.28 - $289.91 $2.69M - $3.7M
28.9K $8.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
585
+ 0.86%
$456.74 - $568.03 $267K - $332K
68.8K $39.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
41.1K
+ 6.17%
$44.8 - $53.97 $1.84M - $2.22M
708K $38.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
29.6K
+ 7.9%
$52.31 - $63.72 $1.55M - $1.89M
404K $25.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
38.3K
+ 2.9%
$47.09 - $48.01 $1.8M - $1.84M
1.36M $65.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.36K
+ 36.12%
$496.48 - $617.85 $1.17M - $1.46M
8.9K $5.5M
MSFT
Microsoft Corp

Technology
852
+ 15.19%
$354.56 - $497.45 $302K - $424K
6.46K $3.21M
DFIV
Dimensional ETF Tr

ETFs
10.8K
+ 6.19%
$34.67 - $43.21 $376K - $468K
186K $7.97M
NVDA
Nvidia Corp

Technology
1.34K
+ 8.42%
$94.31 - $157.99 $127K - $212K
17.3K $2.73M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
20.8K
New
$35.95 - $42.85 $748K - $892K
20.8K $877K
FNDX
Schwab Fundamental U S Large C

ETFs
34.8K
+ 1071.07%
$20.84 - $24.54 $726K - $855K
38.1K $934K
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 0.08%
$243.75 - $303.93 $5.61K - $6.99K
27.9K $8.47M
GNR
Spdr S&P Global Natural Resour

ETFs
11.5K
+ 19.65%
$45.66 - $55.03 $524K - $631K
69.8K $3.79M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.41K
+ 1.63%
$35.3 - $37.51 $297K - $315K
523K $19.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.68K
+ 1.04%
$19.6 - $24.44 $52.5K - $65.4K
259K $6.34M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
24.7K
+ 106.27%
$24.88 - $25.41 $616K - $629K
48K $1.22M
VV
Vanguard Large Cap ETF

ETFs
522
+ 3.1%
$228.25 - $285.3 $119K - $149K
17.4K $4.96M
IEFA
Ishares Tr

ETFs
2.69K
+ 7.22%
$67.83 - $84.09 $182K - $226K
39.9K $3.33M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.97K
+ 5.17%
$24.21 - $29.47 $217K - $264K
182K $5.37M
NFLX
Netflix Inc

Communication Services
214
+ 59.78%
$855.86 - $1339.13 $183K - $287K
572 $765K
DFAR
Dimensional ETF Tr Dimensional

ETFs
25.4K
+ 4.21%
$20.99 - $23.93 $532K - $607K
627K $14.7M
AMZN
Amazon Com Inc

Consumer Cyclical
858
+ 11.91%
$167.32 - $223.3 $144K - $192K
8.07K $1.77M
IWR
Ishares Russell Mid Cap ETF

ETFs
1K
+ 2.74%
$74.88 - $91.97 $74.9K - $92K
37.5K $3.45M
ORCL
Oracle Corp

Technology
1.53K
New
$122.82 - $218.63 $188K - $334K
1.53K $334K
AVGO
Broadcom Inc.

Technology
585
+ 42.83%
$146.29 - $275.65 $85.6K - $161K
1.95K $537K
GOOGL
Alphabet Inc.

Communication Services
728
+ 10.2%
$144.7 - $178.6 $105K - $130K
7.86K $1.39M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.51K
+ 2.2%
$20.42 - $25.3 $51.2K - $63.5K
117K $2.95M
TSLA
Tesla, Inc.

Consumer Cyclical
123
+ 3.28%
$221.86 - $362.89 $27.3K - $44.6K
3.87K $1.23M
BMAY
Innovator U.S. Equity Buffer E

ETFs
6.12K
New
$36.09 - $42.2 $221K - $258K
6.12K $258K
IBMP
Ishares Tr Ibonds December 202

ETFs
9.82K
+ 20.9%
$24.98 - $25.35 $245K - $249K
56.8K $1.44M
IBMO
Ishares Tr Ibonds December 202

ETFs
9.68K
+ 19.55%
$25.32 - $25.63 $245K - $248K
59.2K $1.52M
META
Meta Platforms, Inc.

Communication Services
96
+ 9.04%
$484.66 - $738.09 $46.5K - $70.9K
1.16K $854K
INTU
Intuit Inc

Technology
290
New
$544.07 - $787.63 $158K - $228K
290 $228K
CAT
Caterpillar Inc

Industrials
556
New
$273.94 - $388.21 $152K - $216K
556 $215K
IBM
International Business Machines Corp

Technology
708
New
$221.03 - $294.78 $156K - $209K
708 $208K
CSCO
Cisco Systems, Inc.

Technology
3K
New
$53.19 - $69.38 $160K - $208K
3K $208K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.49K
+ 18.35%
$26.41 - $26.76 $198K - $200K
48.3K $1.29M
GOOG
Alphabet Inc.

Communication Services
353
+ 7.87%
$146.58 - $180.01 $51.7K - $63.5K
4.84K $858K
VTV
Vanguard Value ETF

ETFs
64
+ 0.18%
$153.67 - $176.74 $9.83K - $11.3K
36K $6.36M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.27K
+ 2.29%
$22.92 - $28.05 $29K - $35.5K
56.5K $1.59M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.37K
New
$78.98 - $90.1 $108K - $124K
1.37K $123K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.49K
New
$71.86 - $82.66 $107K - $123K
1.49K $123K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
430
New
$224.16 - $285.86 $96.4K - $123K
430 $122K
V
Visa Inc.

Financial Services
285
+ 16.17%
$308.27 - $373.31 $87.9K - $106K
2.05K $726K
Activity Summary
Buys All Purchases 111 New Holdings 30 Increased Positions 81 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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