Phillips Financial Management, LLC Reduced Holdings in Q3 2025

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-31.3K
- 42.17%
$78.96 - $80.04 $2.47M - $2.5M
42.9K $3.43M
VCIT
Vanguard Intermediate Term Cor

ETFs
-15.8K
- 9.17%
$81.75 - $84.54 $1.29M - $1.34M
157K $13.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-13.5K
- 4.95%
$97.75 - $100.75 $1.32M - $1.36M
259K $26M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-17.9K
- 7.09%
$50.85 - $51.35 $908K - $917K
234K $12M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-9.16K
- 11.18%
$50.52 - $50.75 $463K - $465K
72.8K $3.69M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-5.79K
- 14.61%
$105.03 - $112.54 $608K - $651K
33.8K $3.73M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.88K
- 15.7%
$48.5 - $50.19 $431K - $446K
47.7K $2.39M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-8.62K
- 4.56%
$48.31 - $48.93 $416K - $422K
180K $8.81M
MUB
Ishares National Muni Bond ETF

ETFs
-4.58K
- 8.33%
$103.24 - $106.68 $473K - $489K
50.4K $5.37M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.01K
- 3.89%
$78.11 - $79.07 $313K - $317K
98.9K $7.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.48K
- 2.52%
$72.57 - $74.72 $398K - $410K
212K $15.8M
INTF
Ishares Tr

ETFs
-21.3K
- 6.68%
$33.72 - $36.17 $717K - $769K
297K $10.7M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.49K
- 4.65%
$88.47 - $93.24 $485K - $512K
112K $10.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.13K
- 4.91%
$109.11 - $111.88 $233K - $239K
41.3K $4.59M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-3.15K
- 6.7%
$52.55 - $54.37 $165K - $171K
43.8K $2.37M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-4.94K
- 5.85%
$25.83 - $26.47 $128K - $131K
79.5K $2.09M
FICO
Fair Isaac Corp

Technology
-12
- 5.08%
$1311.26 - $1869.83 $15.7K - $22.4K
224 $335K
IEMG
Ishares Inc

ETFs
-1.67K
- 13.36%
N/A
10.8K $581K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.43K
- 2.38%
$49.78 - $50.75 $121K - $123K
99.6K $5.04M
NFLX
Netflix Inc

Communication Services
-4
- 0.7%
$1147.87 - $1297.18 $4.59K - $5.19K
568 $680K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-2.25K
- 16.1%
$85.31 - $97.03 $192K - $218K
11.7K $1.12M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.22K
- 1.77%
$76.16 - $78.59 $169K - $174K
123K $9.59M
VEU
Vanguard Ftse All World Ex Us

ETFs
-8.38K
- 6.63%
$66.38 - $71.68 $556K - $600K
118K $8.42M
IWD
Ishares Russell 1000 Val ETF

ETFs
-758
- 7.46%
$192.76 - $203.86 $146K - $155K
9.41K $1.92M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-679
- 45.48%
$82.29 - $90.77 $55.9K - $61.6K
814 $73K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-506
- 14.72%
$107.66 - $112.36 $54.5K - $56.9K
2.93K $326K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-548
- 2.68%
$102.4 - $103.88 $56.1K - $56.9K
19.9K $2.06M
PGR
Progressive Corp

Financial Services
-73
- 5.23%
$238.61 - $264.3 $17.4K - $19.3K
1.32K $326K
HYG
Ishares Tr

ETFs
-586
- 42.99%
$79.85 - $81.32 $46.8K - $47.7K
777 $63K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-398
- 7.42%
$82.38 - $83.0 $32.8K - $33K
4.97K $411K
IWN
Ishares Russell2000 Val ETF

ETFs
-615
- 13.46%
$157.1 - $178.94 $96.6K - $110K
3.95K $698K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-387
- 1.78%
$96.22 - $98.19 $37.2K - $38K
21.4K $2.09M
EMGF
Ishares Msci Emerging Markets

ETFs
-2.23K
- 9.39%
$51.93 - $56.75 $116K - $126K
21.5K $1.22M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-73
- 17.68%
$393.18 - $439.39 $28.7K - $32.1K
340 $148K
EPP
Ishares Inc

ETFs
-447
- 10.8%
$48.87 - $52.69 $21.8K - $23.6K
3.69K $190K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-816
- 15.22%
$21.69 - $23.34 $17.7K - $19K
4.55K $105K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-359
- 30.66%
$26.38 - $27.95 $9.47K - $10K
812 $22K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-235
- 1.88%
$52.39 - $53.11 $12.3K - $12.5K
12.2K $648K
MBB
Ishares Tr

ETFs
-79
- 17.56%
$92.46 - $95.73 $7.3K - $7.56K
371 $35K
IEFA
Ishares Tr

ETFs
-1.82K
- 4.56%
$81.7 - $87.53 $149K - $159K
38.1K $3.32M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-90
- 43.9%
$67.48 - $71.55 $6.07K - $6.44K
115 $8K
PFF
Ishares Trust Ishares Pfd And

ETFs
-206
- 83.4%
$30.67 - $32.13 $6.32K - $6.62K
41 $1K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-142
- 2.14%
$33.26 - $34.01 $4.72K - $4.83K
6.51K $220K
VGSH
Vanguard

ETFs
-43
- 5.02%
$58.43 - $58.88 $2.51K - $2.53K
814 $47K
VFH
Vanguard Financial ETF

ETFs
-24
- 5.96%
$125.23 - $132.78 $3.01K - $3.19K
379 $49K
EFG
Msci Eafe Growth ETF

ETFs
-17
- 5.33%
$106.99 - $114.46 $1.82K - $1.95K
302 $34K
EFV
Msci Eafe Value ETF

ETFs
-60
- 9.65%
$62.79 - $68.42 $3.77K - $4.11K
562 $38K
Dimensional ETF Trust
-252
- 4.63%
N/A
5.19K $0
Dimensional ETF Trust
-2.37K
- 36.2%
N/A
4.18K $0
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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