Phillips Financial Management, LLC Reduced Holdings in Q1 2025

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-44.5K
- 5.34%
$57.21 - $65.8 $2.55M - $2.93M
789K $46.1M
LRGF
Ishares Tr

ETFs
-29.1K
- 6.96%
$56.95 - $63.95 $1.66M - $1.86M
389K $22.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-40.8K
- 5.12%
$32.42 - $36.13 $1.32M - $1.48M
757K $25M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-10.3K
- 7.25%
$96.3 - $112.23 $990K - $1.15M
132K $12.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-604
- 0.88%
$507.05 - $563.67 $306K - $340K
68.2K $35.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-9.98K
- 5.16%
$185.78 - $198.58 $1.85M - $1.98M
183K $34.9M
VNQ
Vanguard Specialized Funds Van

ETFs
-13.8K
- 10.3%
$85.55 - $94.34 $1.18M - $1.3M
120K $10.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.01K
- 5.29%
$102.49 - $119.96 $308K - $361K
53.8K $5.63M
VBR
Vanguard Small Cap Value ETF

ETFs
-410
- 0.59%
$183.02 - $207.75 $75K - $85.2K
68.8K $12.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-15.7K
- 5.69%
$49.42 - $50.43 $778K - $794K
261K $13.1M
VO
Vanguard Mid Cap ETF

ETFs
-699
- 0.67%
$251.87 - $277.95 $176K - $194K
104K $26.8M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-5.51K
- 8.48%
$60.91 - $71.4 $336K - $394K
59.5K $3.7M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-15K
- 7.13%
$47.59 - $48.35 $715K - $727K
196K $9.46M
NVDA
Nvidia Corp

Technology
-1.01K
- 5.96%
$106.98 - $149.43 $108K - $151K
16K $1.73M
USRT
Ishares Core U.S. Reit ETF

ETFs
-9.23K
- 5.07%
$55.14 - $60.29 $509K - $557K
173K $9.95M
VTI
Vanguard Total Stock Market Et

ETFs
-210
- 0.75%
$271.18 - $303.12 $56.9K - $63.7K
27.9K $7.66M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-9.1K
- 6.59%
$73.78 - $76.59 $672K - $697K
129K $9.88M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-12.2K
- 10.44%
$48.43 - $49.9 $592K - $610K
105K $5.23M
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.63K
- 4.7%
$79.17 - $82.04 $683K - $708K
175K $14.3M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-2.1K
- 1.93%
$179.71 - $192.06 $377K - $403K
107K $19.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.4K
- 3.29%
$95.85 - $99.25 $901K - $933K
277K $27.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.16K
- 1.86%
$23.16 - $27.04 $50K - $58.4K
114K $2.67M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.15K
- 0.45%
$21.75 - $24.28 $25K - $27.9K
257K $5.67M
MSFT
Microsoft Corp

Technology
-88
- 1.54%
$375.39 - $447.2 $33K - $39.4K
5.61K $2.11M
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.59K
- 9.46%
$106.22 - $111.09 $488K - $510K
44K $4.89M
VV
Vanguard Large Cap ETF

ETFs
-236
- 1.38%
$253.32 - $282.66 $59.8K - $66.7K
16.9K $4.33M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.25K
- 4.92%
$77.7 - $78.94 $330K - $335K
82K $6.47M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-98
- 0.87%
$302.31 - $337.54 $29.6K - $33.1K
11.2K $3.43M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-601
- 3.28%
$120.29 - $134.6 $72.3K - $80.9K
17.7K $2.16M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-5.39K
- 8.58%
$44.68 - $46.49 $241K - $251K
57.5K $2.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.06%
$551.42 - $612.93 $2.21K - $2.45K
6.54K $3.66M
EMGF
Ishares Msci Emerging Markets

ETFs
-4.83K
- 10.33%
$44.18 - $48.23 $213K - $233K
42K $1.96M
IWR
Ishares Russell Mid Cap ETF

ETFs
-85
- 0.23%
$82.81 - $92.93 $7.04K - $7.9K
36.5K $3.11M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.28K
- 8.97%
$44.72 - $46.25 $146K - $151K
33.2K $1.53M
DFAX
Dimensional ETF Tr
-15K
- 6.84%
$24.45 - $27.2 $367K - $408K
204K $5.35M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-393
- 0.71%
$25.58 - $29.24 $10.1K - $11.5K
55.3K $1.45M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6K
- 2.67%
$71.17 - $73.66 $427K - $442K
219K $16.1M
SUB
Ishares Short Term National Mu

ETFs
-824
- 1.74%
$105.3 - $106.24 $86.8K - $87.5K
46.4K $4.9M
IMTB
Ishares Tr

ETFs
-2.75K
- 6.27%
$41.91 - $43.46 $115K - $119K
41.1K $1.78M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-403
- 2.89%
$59.61 - $66.71 $24K - $26.9K
13.5K $818K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-809
- 1.33%
$49.25 - $50.66 $39.8K - $41K
60.1K $2.98M
RWR
Spdr Dow Jones Reit ETF

ETFs
-747
- 3.3%
$95.15 - $104.06 $71.1K - $77.7K
21.9K $2.17M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.08K
- 67.18%
$24.91 - $29.02 $51.8K - $60.4K
1.02K $25K
FICO
Fair Isaac Corp

Technology
-11
- 4.53%
$1695.35 - $2030.47 $18.6K - $22.3K
232 $427K
LOW
Lowes Companies Inc

Consumer Cyclical
-127
- 10.02%
$222.66 - $268.42 $28.3K - $34.1K
1.14K $265K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-615
- 1.65%
$47.35 - $48.24 $29.1K - $29.7K
36.7K $1.75M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.57K
- 3.14%
$50.82 - $52.7 $79.9K - $82.8K
48.5K $2.55M
VT
Vanguard Total World Stk Index

ETFs
-252
- 37.39%
$115.08 - $123.97 $29K - $31.2K
422 $48K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-263
- 1.17%
$94.86 - $97.12 $24.9K - $25.5K
22.3K $2.12M
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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