Phillips Financial Management, LLC Incresed Positions in Q3 2024

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
300K
+ 41.65%
$41.34 - $43.55 $12.4M - $13.1M
1.02M $44.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
182K
+ 26.9%
$47.0 - $47.84 $8.57M - $8.72M
860K $41.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
210K
+ 15.82%
$25.36 - $28.37 $5.32M - $5.95M
1.54M $43.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
102K
+ 26.29%
$30.74 - $34.07 $3.15M - $3.49M
492K $16.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
42.3K
+ 10.4%
$51.0 - $57.07 $2.16M - $2.41M
448K $24.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
32.4K
+ 17.07%
$59.25 - $65.33 $1.92M - $2.12M
222K $14.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
68.8K
+ 11.23%
$25.21 - $28.46 $1.73M - $1.96M
681K $19.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
35.1K
+ 8.04%
$21.91 - $26.03 $769K - $913K
472K $12.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
93
+ 0.13%
$475.2 - $527.7 $44.2K - $49.1K
69.7K $36.8M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.86K
+ 1.25%
$36.06 - $37.66 $211K - $221K
474K $17.8M
VTI
Vanguard Total Stock Market Et

ETFs
586
+ 2.13%
$255.18 - $283.2 $150K - $166K
28.1K $7.97M
AAPL
Apple Inc.

Technology
82
+ 0.39%
$207.23 - $234.82 $17K - $19.3K
21.2K $4.93M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.88K
+ 2.24%
$61.11 - $67.85 $115K - $128K
86K $5.83M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.08K
+ 0.62%
$28.25 - $31.7 $30.5K - $34.3K
175K $5.39M
DFIV
Dimensional ETF Tr

ETFs
163
+ 0.11%
$34.66 - $38.38 $5.65K - $6.26K
152K $5.79M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.7K
+ 2.99%
$46.9 - $51.96 $79.6K - $88.2K
58.4K $3.01M
VB
Vanguard Small Cap ETF

ETFs
140
+ 1.09%
$214.77 - $237.72 $30.1K - $33.3K
13K $3.08M
ITOT
Ishares Core S&P Total U.S. St

ETFs
990
+ 4.98%
$113.41 - $125.62 $112K - $124K
20.9K $2.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
845
+ 4.74%
$75.47 - $83.18 $63.8K - $70.3K
18.7K $1.55M
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 0.32%
$194.9 - $224.8 $9.75K - $11.2K
15.9K $3.35M
NVDA
Nvidia Corp

Technology
1.22K
+ 8.98%
$98.91 - $134.91 $121K - $165K
14.8K $1.8M
FICO
Fair Isaac Corp

Technology
8
+ 3.48%
$1496.51 - $1947.38 $12K - $15.6K
238 $462K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.64K
+ 6.7%
$26.06 - $29.18 $42.7K - $47.9K
26.1K $759K
WMT
Walmart Inc.

Consumer Defensive
89
+ 1.26%
$66.91 - $81.4 $5.95K - $7.24K
7.14K $576K
HD
Home Depot, Inc.

Consumer Cyclical
43
+ 3.82%
$333.64 - $405.2 $14.3K - $17.4K
1.17K $473K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
125
+ 0.39%
$33.74 - $37.96 $4.22K - $4.75K
32K $1.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
346
+ 2.36%
$56.04 - $62.2 $19.4K - $21.5K
15K $933K
META
Meta Platforms, Inc.

Communication Services
14
+ 1.56%
$453.41 - $572.44 $6.35K - $8.01K
909 $520K
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.71%
$213.3 - $270.78 $1.92K - $2.44K
1.27K $343K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.08K
+ 10.43%
$23.63 - $24.42 $49.1K - $50.7K
22K $535K
RWO
Spdr Dow Jones Global Real Est

ETFs
718
+ 15.11%
$41.23 - $48.48 $29.6K - $34.8K
5.47K $259K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.51K
+ 1.62%
$24.78 - $25.11 $37.3K - $37.8K
94.3K $2.37M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
71
+ 0.3%
$38.51 - $41.69 $2.73K - $2.96K
23.4K $975K
PGR
Progressive Corp

Financial Services
8
+ 0.67%
$209.46 - $259.24 $1.68K - $2.07K
1.2K $303K
FELE
Franklin Electric CO Inc

Industrials
6
+ 0.09%
$93.65 - $106.62 $562 - $640
6.55K $686K
DJP
Barclays Bank PLC

ETFs
1.64K
+ 22.68%
$32.3 - $32.3 $52.8K - $52.8K
8.84K $285K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.29K
+ 2.61%
$23.75 - $23.75 $54.3K - $54.3K
89.8K $2.13M
JNJ
Johnson & Johnson

Healthcare
116
+ 6.74%
$145.48 - $167.38 $16.9K - $19.4K
1.84K $297K
MA
Mastercard Inc

Financial Services
10
+ 1.35%
$429.6 - $500.99 $4.3K - $5.01K
751 $370K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.28K
+ 9.06%
$23.04 - $24.06 $29.5K - $30.8K
15.4K $371K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 2.1%
$488.01 - $604.18 $4.88K - $6.04K
486 $284K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
893
+ 1.69%
$22.55 - $23.1 $20.1K - $20.6K
53.7K $1.24M
ONB
Old National Bancorp

Financial Services
29
+ 0.1%
$16.67 - $20.22 $483 - $586
28.1K $523K
ICE
Intercontinental Exchange, Inc.

Financial Services
12
+ 0.79%
$136.93 - $162.81 $1.64K - $1.95K
1.54K $247K
LNC
Lincoln National Corp

Financial Services
877
+ 4.71%
$28.71 - $34.05 $25.2K - $29.9K
19.5K $614K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
391
+ 144.81%
$77.02 - $85.06 $30.1K - $33.3K
661 $55K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
995
+ 1.69%
$23.13 - $23.43 $23K - $23.3K
59.9K $1.4M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
754
+ 17.92%
$25.73 - $28.81 $19.4K - $21.7K
4.96K $141K
IYW
Ishares Dj Us Tech ETF

ETFs
170
+ 1545.45%
$133.16 - $158.73 $22.6K - $27K
181 $27K
Activity Summary
Buys All Purchases 88 New Holdings 13 Increased Positions 75 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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