Phillips Financial Management, LLC Reduced Holdings in Q4 2024

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.25K
- 2.45%
$51.33 - $53.74 $64.4K - $67.4K
50K $2.58M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-5.54K
- 3.17%
$30.18 - $33.87 $167K - $188K
169K $5.22M
VV
Vanguard Large Cap ETF

ETFs
-1.01K
- 5.56%
$260.27 - $280.65 $262K - $282K
17.1K $4.61M
VAW
Vanguard Materials ETF

ETFs
-274
- 6.86%
$186.91 - $215.32 $51.2K - $59K
3.72K $698K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.59K
- 2.54%
$49.79 - $51.14 $79K - $81.2K
60.9K $3.05M
DVY
Ishares Tr

ETFs
-961
- 37.05%
$129.55 - $143.41 $124K - $138K
1.63K $214K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-113
- 0.7%
$39.22 - $47.52 $4.43K - $5.37K
16.1K $637K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-793
- 6.16%
$91.94 - $100.02 $72.9K - $79.3K
12.1K $1.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3
- 0.01%
$34.13 - $37.35 $102 - $112
32K $1.09M
VEA
Vanguard Ftse Developed Market

ETFs
-439
- 2.64%
$47.57 - $52.44 $20.9K - $23K
16.2K $775K
HPQ
Hp Inc

Technology
-1.54K
- 16.02%
$32.46 - $39.3 $50.1K - $60.6K
8.09K $263K
ABBV
Abb Vie Inc.

Healthcare
-114
- 3.87%
$164.99 - $203.87 $18.8K - $23.2K
2.84K $503K
VB
Vanguard Small Cap ETF

ETFs
-466
- 3.59%
$233.76 - $261.58 $109K - $122K
12.5K $3M
MBB
Ishares Tr

ETFs
-690
- 60.53%
$91.26 - $95.82 $63K - $66.1K
450 $41K
MGC
Vanguard Mega Cap ETF

ETFs
-1.57K
- 3.4%
$204.21 - $220.18 $320K - $345K
44.6K $9.47M
JNJ
Johnson & Johnson

Healthcare
-95
- 5.17%
$143.34 - $165.86 $13.6K - $15.8K
1.74K $251K
IOO
Ishares Tr Global 100 ETF

ETFs
-462
- 44.3%
$97.46 - $103.45 $45K - $47.8K
581 $58K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.08K
- 7.16%
$61.52 - $66.5 $66.1K - $71.5K
13.9K $889K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.28K
- 8.31%
$23.29 - $23.93 $29.9K - $30.7K
14.2K $332K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-801
- 23.33%
$40.31 - $42.43 $32.3K - $34K
2.63K $106K
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 0.16%
$244.52 - $284.07 $489 - $568
1.27K $312K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-91
- 2.57%
$106.56 - $113.11 $9.7K - $10.3K
3.45K $368K
IGE
Ishares Tr North Amern Nat Res

ETFs
-104
- 0.58%
$41.52 - $48.01 $4.32K - $4.99K
17.9K $766K
VDE
Vanguard Energy ETF

ETFs
-162
- 2.19%
$116.67 - $136.78 $18.9K - $22.2K
7.24K $877K
NEAR
Blackrock Short Maturity Bond

ETFs
-438
- 6.08%
$50.28 - $51.08 $22K - $22.4K
6.77K $341K
GVI
Ishares Tr

ETFs
-170
- 11.46%
$103.89 - $107.05 $17.7K - $18.2K
1.31K $136K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-211
- 50.72%
$68.25 - $75.42 $14.4K - $15.9K
205 $14K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-166
- 32.36%
$100.18 - $109.1 $16.6K - $18.1K
347 $36K
IWR
Ishares Russell Mid Cap ETF

ETFs
-233
- 0.63%
$87.25 - $95.52 $20.3K - $22.3K
36.6K $3.24M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-240
- 35.87%
$41.09 - $45.94 $9.86K - $11K
429 $18K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-209
- 2.56%
$29.77 - $30.19 $6.22K - $6.31K
7.94K $237K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-72
- 1.08%
$32.65 - $33.68 $2.35K - $2.42K
6.62K $216K
IWP
Ishares Russell Mid Cap Growth

ETFs
-77
- 70.64%
$116.4 - $138.52 $8.96K - $10.7K
32 $4K
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 6.75%
$216.13 - $242.4 $2.38K - $2.67K
152 $33K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8
- 2.52%
$38.37 - $42.82 $307 - $343
309 $11K
IXC
Ishares Tr Global Energy ETF

ETFs
-7
- 6.54%
$36.95 - $43.06 $259 - $301
100 $3K
Dimensional ETF Trust
-615
- 12.23%
N/A
4.42K $0
KR
Kroger CO

Consumer Defensive
-16
- 0.46%
$55.21 - $63.3 $883 - $1.01K
3.49K $213K
VUG
Vanguard Growth ETF

ETFs
-8
- 1.23%
$378.79 - $428.11 $3.03K - $3.42K
643 $263K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-18
- 0.15%
$121.89 - $135.52 $2.19K - $2.44K
12.3K $1.54M
IVW
Ishares S&P 500 Growth ETF

ETFs
-13
- 0.33%
$94.43 - $105.47 $1.23K - $1.37K
3.9K $395K
AVGO
Broadcom Inc.

Technology
-194
- 12.83%
$159.67 - $250.0 $31K - $48.5K
1.32K $305K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-60
- 0.53%
$311.11 - $335.64 $18.7K - $20.1K
11.3K $3.64M
VTI
Vanguard Total Stock Market Et

ETFs
-80
- 0.28%
$280.04 - $302.45 $22.4K - $24.2K
28.1K $8.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-899
- 1.29%
$521.84 - $558.82 $469K - $502K
68.8K $37.1M
Activity Summary
Buys All Purchases 83 New Holdings 6 Increased Positions 77 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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