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
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-5.02K
- 5.13%
$25.21 - $26.38 $126K - $132K
92.7K $2.45M
HYG
Ishares Tr

ETFs
-321
- 17.76%
$78.51 - $80.11 $25.2K - $25.7K
1.49K $117K
IWS
Ishares Russell Midcap Value E

ETFs
-69
- 1.42%
$122.59 - $135.24 $8.46K - $9.33K
4.79K $603K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-32
- 7.19%
$333.37 - $384.99 $10.7K - $12.3K
413 $138K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-192
- 1.59%
$90.0 - $96.32 $17.3K - $18.5K
11.9K $1.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-221
- 8.18%
$40.03 - $46.81 $8.85K - $10.3K
2.48K $101K
IOO
Ishares Tr Global 100 ETF

ETFs
-142
- 24.44%
$96.2 - $105.12 $13.7K - $14.9K
439 $42K
VBK
Vanguard Small Cap Growth ETF

ETFs
-23
- 8.65%
$247.97 - $296.33 $5.7K - $6.82K
243 $61K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-155
- 4.5%
$105.1 - $109.61 $16.3K - $17K
3.29K $357K
EPP
Ishares Inc

ETFs
-244
- 5.57%
$43.24 - $46.56 $10.6K - $11.4K
4.14K $182K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-189
- 21.58%
$24.29 - $24.65 $4.59K - $4.66K
687 $16K
IWM
Ishares Russell 2000 ETF

ETFs
-2
- 1.32%
$198.1 - $229.79 $396 - $460
150 $29K
IEMG
Ishares Inc

ETFs
-55
- 0.5%
N/A
10.9K $583K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10
- 3.24%
$37.07 - $40.63 $371 - $406
299 $11K
VAW
Vanguard Materials ETF

ETFs
-12
- 0.32%
$185.71 - $202.46 $2.23K - $2.43K
3.71K $700K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-628
- 2.7%
$100.59 - $103.47 $63.2K - $65K
22.6K $2.34M
IWD
Ishares Russell 1000 Val ETF

ETFs
-163
- 1.53%
$182.82 - $196.21 $29.8K - $32K
10.5K $1.98M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-300
- 1.86%
$38.22 - $41.19 $11.5K - $12.4K
15.8K $639K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-31
- 1.18%
$40.27 - $42.11 $1.25K - $1.31K
2.6K $109K
DFAI
Dimensional ETF Tr

ETFs
-38
- 1.64%
$28.88 - $32.4 $1.1K - $1.23K
2.29K $71K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3
- 0.13%
$59.28 - $66.1 $178 - $198
2.33K $148K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-43
- 0.18%
$81.83 - $82.73 $3.52K - $3.56K
24.2K $2M
ICE
Intercontinental Exchange, Inc.

Financial Services
-56
- 3.63%
$142.8 - $176.36 $8K - $9.88K
1.49K $256K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-836
- 0.77%
$76.94 - $78.28 $64.3K - $65.4K
107K $8.39M
INTF
Ishares Tr

ETFs
-27.7K
- 6.54%
$28.43 - $31.96 $787K - $884K
395K $12.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.52K
- 1.12%
$22.46 - $23.26 $56.5K - $58.5K
222K $5.14M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.24%
$725.72 - $929.72 $2.18K - $2.79K
1.23K $1.01M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-138
- 0.43%
$33.84 - $37.77 $4.67K - $5.21K
31.8K $1.16M
IEFA
Ishares Tr

ETFs
-108
- 0.29%
$69.57 - $78.65 $7.51K - $8.49K
37.2K $2.81M
GNR
Spdr S&P Global Natural Resour

ETFs
-89
- 0.15%
$50.12 - $54.48 $4.46K - $4.85K
58.4K $3.11M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.64K
- 2.77%
$56.51 - $62.98 $206K - $229K
128K $7.76M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.27K
- 2.0%
$74.85 - $84.89 $95K - $108K
62.3K $5.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.16K
- 0.99%
$58.01 - $64.46 $357K - $397K
618K $38.4M
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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