Phillips Financial Management, LLC Incresed Positions in Q1 2025

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
300K
+ 13.62%
$25.54 - $28.79 $7.67M - $8.65M
2.51M $69.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
245K
+ 14.65%
$40.79 - $42.32 $9.97M - $10.3M
1.91M $80.5M
DFSD
Dimensional ETF Tr Short Durat

ETFs
88.6K
+ 7.2%
$46.74 - $47.55 $4.14M - $4.21M
1.32M $62.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
143K
+ 16.98%
$32.57 - $35.82 $4.66M - $5.12M
986K $32.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
103K
+ 10.55%
$25.35 - $27.46 $2.62M - $2.84M
1.08M $28.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
57.4K
+ 18.1%
$58.81 - $68.2 $3.38M - $3.92M
375K $22.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
74.4K
+ 12.56%
$50.44 - $58.1 $3.75M - $4.33M
667K $34.3M
DFAR
Dimensional ETF Tr Dimensional

ETFs
42.7K
+ 7.64%
$22.35 - $24.52 $955K - $1.05M
602K $14.3M
ICSH
Blackrock Ultra Short Term Bon

ETFs
20.6K
+ 19.34%
$50.44 - $50.7 $1.04M - $1.04M
127K $6.44M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
24.2K
+ 4.94%
$36.63 - $37.45 $888K - $908K
515K $19M
BNDX
Vanguard Total International B

ETFs
16.7K
+ 2.84%
$48.33 - $49.5 $809K - $828K
607K $29.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
14K
+ 39.2%
$26.09 - $30.21 $366K - $423K
49.8K $1.45M
KR
Kroger CO

Consumer Defensive
3.93K
+ 112.48%
$58.36 - $67.72 $229K - $266K
7.42K $502K
VTV
Vanguard Value ETF

ETFs
820
+ 2.34%
$167.73 - $179.21 $138K - $147K
35.9K $6.2M
ATO
Atmos Energy Corp

Utilities
32
+ 0.21%
$136.51 - $154.58 $4.37K - $4.95K
15.1K $2.34M
MGV
Vanguard Mega Cap Value

ETFs
76
+ 0.14%
$123.61 - $133.01 $9.39K - $10.1K
56.4K $7.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
112
+ 5.19%
$442.66 - $534.52 $49.6K - $59.9K
2.27K $1.21M
MUB
Ishares National Muni Bond ETF

ETFs
2.71K
+ 4.41%
$104.71 - $107.69 $283K - $292K
64.1K $6.76M
VEA
Vanguard Ftse Developed Market

ETFs
3.19K
+ 19.68%
$47.4 - $52.99 $151K - $169K
19.4K $985K
VUG
Vanguard Growth ETF

ETFs
632
+ 98.29%
$369.1 - $427.61 $233K - $270K
1.28K $472K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.85K
+ 4.41%
$25.69 - $26.89 $98.8K - $103K
91.2K $2.45M
V
Visa Inc.

Financial Services
190
+ 12.09%
$306.92 - $362.71 $58.3K - $68.9K
1.76K $617K
ABBV
Abb Vie Inc.

Healthcare
117
+ 4.13%
$169.2 - $216.66 $19.8K - $25.3K
2.95K $618K
ABT
Abbott Laboratories

Healthcare
497
+ 23.21%
$111.1 - $140.22 $55.2K - $69.7K
2.64K $349K
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 0.28%
$225.19 - $279.95 $10.1K - $12.6K
16.1K $3.96M
JNJ
Johnson & Johnson

Healthcare
371
+ 21.31%
$142.06 - $167.7 $52.7K - $62.2K
2.11K $350K
BRO
Brown & Brown, Inc.

Financial Services
50
+ 1.23%
$100.54 - $124.4 $5.03K - $6.22K
4.11K $511K
LNC
Lincoln National Corp

Financial Services
62
+ 0.29%
$30.06 - $39.23 $1.86K - $2.43K
21.6K $775K
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 23.87%
$890.62 - $1076.86 $65.9K - $79.7K
384 $363K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
943
+ 3.31%
$42.5 - $46.71 $40.1K - $44K
29.4K $1.33M
EPD
Enterprise Products Partners L.P.

Energy
1.54K
+ 18.4%
$31.75 - $34.14 $49K - $52.6K
9.92K $338K
WMB
Williams Companies, Inc.

Energy
153
+ 1.38%
$54.02 - $61.09 $8.27K - $9.35K
11.2K $670K
PGR
Progressive Corp

Financial Services
59
+ 4.72%
$235.61 - $291.22 $13.9K - $17.2K
1.31K $370K
VDE
Vanguard Energy ETF

ETFs
23
+ 0.32%
$119.14 - $132.76 $2.74K - $3.05K
7.26K $941K
MA
Mastercard Inc

Financial Services
76
+ 9.48%
$504.67 - $576.31 $38.4K - $43.8K
878 $481K
KO
Coca Cola CO

Consumer Defensive
256
+ 6.67%
$60.81 - $72.32 $15.6K - $18.5K
4.09K $293K
XOM
Exxon Mobil Corp

Energy
153
+ 6.53%
$105.44 - $118.93 $16.1K - $18.2K
2.5K $296K
META
Meta Platforms, Inc.

Communication Services
90
+ 9.26%
$576.36 - $736.67 $51.9K - $66.3K
1.06K $612K
NFLX
Netflix Inc

Communication Services
27
+ 8.16%
$828.4 - $1058.6 $22.4K - $28.6K
358 $333K
TRV
Travelers Companies, Inc.

Financial Services
54
+ 6.24%
$232.43 - $265.13 $12.6K - $14.3K
919 $243K
PG
Procter & Gamble CO

Consumer Defensive
162
+ 10.76%
$158.56 - $176.26 $25.7K - $28.6K
1.67K $284K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
364
+ 177.56%
$66.9 - $71.57 $24.4K - $26.1K
569 $40K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
815
+ 17.92%
$18.36 - $20.51 $15K - $16.7K
5.36K $106K
UNH
Unitedhealth Group Inc

Healthcare
19
+ 3.53%
$461.52 - $548.18 $8.77K - $10.4K
558 $292K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
527
+ 0.95%
$22.77 - $22.94 $12K - $12.1K
55.8K $1.28M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
536
+ 10.77%
$25.44 - $27.95 $13.6K - $15K
5.52K $149K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
651
+ 5.05%
$22.11 - $22.43 $14.4K - $14.6K
13.5K $303K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
501
+ 0.83%
$23.29 - $23.38 $11.7K - $11.7K
61.2K $1.43M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
67
+ 0.29%
$39.96 - $43.3 $2.68K - $2.9K
23.5K $969K
Activity Summary
Buys All Purchases 89 New Holdings 9 Increased Positions 80 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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