Phillips Financial Management, LLC Sells in Q3 2024

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-96
- 6.64%
$161.9 - $179.3 $15.5K - $17.2K
1.35K $229K
IEMG
Ishares Inc

ETFs
-185
- 1.67%
$53.64 - $53.64 $9.92K - $9.92K
10.9K $586K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-256
- 6.75%
$106.11 - $113.72 $27.2K - $29.1K
3.54K $399K
IBMO
Ishares Tr Ibonds December 202

ETFs
-875
- 1.77%
$25.26 - $25.66 $22.1K - $22.5K
48.7K $1.25M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-163
- 33.96%
$36.02 - $41.68 $5.87K - $6.79K
317 $13K
GVI
Ishares Tr

ETFs
-81
- 5.18%
$103.17 - $107.43 $8.36K - $8.7K
1.48K $158K
NEAR
Blackrock Short Maturity Bond

ETFs
-175
- 2.37%
$50.09 - $51.31 $8.77K - $8.98K
7.21K $369K
VUG
Vanguard Growth ETF

ETFs
-20
- 2.98%
$341.08 - $391.94 $6.82K - $7.84K
651 $249K
Dimensional ETF Trust
-844
- 28.03%
N/A
2.17K $0
STLD
Steel Dynamics Inc

Basic Materials
-2
- 0.12%
N/A
1.68K $165K
Dimensional ETF Trust
-327
- 9.07%
N/A
3.28K $0
Dimensional ETF Trust
-5.99K
- 81.21%
N/A
1.39K $0
VEA
Vanguard Ftse Developed Market

ETFs
-1.12K
- 6.3%
$47.6 - $53.31 $53.3K - $59.7K
16.6K $879K
IWV
Ishares Russell 3000 ETF

ETFs
-16
- 3.27%
$294.75 - $326.73 $4.72K - $5.23K
473 $154K
REET
Ishares Global Reit ETF

ETFs
-475
- 9.55%
$23.07 - $27.17 $11K - $12.9K
4.5K $120K
DFAI
Dimensional ETF Tr

ETFs
-11
- 0.47%
$28.69 - $32.06 $316 - $353
2.31K $73K
MUB
Ishares National Muni Bond ETF

ETFs
-1.07K
- 1.77%
$106.13 - $108.7 $114K - $117K
59.4K $6.45M
SPMD
Spdr Portfolio

ETFs
-8
- 0.25%
$50.29 - $54.92 $402 - $439
3.2K $174K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-232
- 9.89%
$405.19 - $478.57 $94K - $111K
2.11K $972K
KO
Coca Cola CO

Consumer Defensive
-85
- 2.21%
$62.69 - $73.01 $5.33K - $6.21K
3.75K $269K
INTF
Ishares Tr

ETFs
-32.8K
- 6.75%
$28.08 - $31.79 $921K - $1.04M
453K $14.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-127
- 2.45%
$125.95 - $142.04 $16K - $18K
5.06K $718K
VAW
Vanguard Materials ETF

ETFs
-27
- 0.67%
$189.89 - $213.71 $5.13K - $5.77K
4K $844K
IAU
Ishares Gold Trust

ETFs
-620
- 3.39%
$44.06 - $50.5 $27.3K - $31.3K
17.6K $877K
VXF
Vanguard Extended Market ETF

ETFs
-267
- 2.66%
$163.98 - $182.92 $43.8K - $48.8K
9.75K $1.77M
IWD
Ishares Russell 1000 Val ETF

ETFs
-456
- 4.1%
$173.36 - $189.8 $79.1K - $86.5K
10.7K $2.03M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-381
- 2.3%
$40.45 - $47.24 $15.4K - $18K
16.2K $760K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-419
- 0.66%
$44.9 - $47.55 $18.8K - $19.9K
62.9K $2.97M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-244
- 1.94%
$111.9 - $124.28 $27.3K - $30.3K
12.3K $1.52M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-690
- 3.76%
$82.38 - $93.84 $56.8K - $64.7K
17.6K $1.63M
VV
Vanguard Large Cap ETF

ETFs
-502
- 2.7%
$236.92 - $263.4 $119K - $132K
18.1K $4.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-117
- 0.34%
$41.9 - $48.26 $4.9K - $5.65K
34.4K $1.64M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-125
- 1.09%
$283.28 - $314.39 $35.4K - $39.3K
11.4K $3.57M
GLD
Spdr Gold Trust

ETFs
-44
- 0.72%
$215.56 - $246.98 $9.48K - $10.9K
6.06K $1.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
-59
- 0.83%
$517.38 - $573.86 $30.5K - $33.9K
7.04K $4.04M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-485
- 0.42%
$45.2 - $47.87 $21.9K - $23.2K
114K $5.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-9
- 0.27%
$191.76 - $263.26 $1.73K - $2.37K
3.32K $867K
IEFA
Ishares Tr

ETFs
-227
- 0.52%
$70.09 - $78.74 $15.9K - $17.9K
43.8K $3.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-63.4K
- 5.76%
$57.32 - $62.65 $3.63M - $3.97M
1.04M $64.7M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-548
- 1.16%
$97.05 - $106.1 $53.2K - $58.1K
46.8K $4.94M
RWR
Spdr Dow Jones Reit ETF

ETFs
-579
- 2.35%
$92.36 - $108.47 $53.5K - $62.8K
24K $2.56M
DFAX
Dimensional ETF Tr
-4.28K
- 1.66%
$24.29 - $27.25 $104K - $117K
253K $6.83M
MGV
Vanguard Mega Cap Value

ETFs
-2.12K
- 3.63%
$118.0 - $128.28 $250K - $272K
56.4K $7.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
-5.81K
- 3.74%
$56.47 - $63.69 $328K - $370K
149K $9.41M
MGC
Vanguard Mega Cap ETF

ETFs
-143
- 0.31%
$185.93 - $206.64 $26.6K - $29.5K
46.1K $9.53M
VTV
Vanguard Value ETF

ETFs
-622
- 1.68%
$159.75 - $174.57 $99.4K - $109K
36.4K $6.36M
ATO
Atmos Energy Corp

Utilities
-990
- 3.95%
$114.08 - $138.75 $113K - $137K
24.1K $3.34M
IXUS
Ishares Tr

ETFs
-48.5K
- 5.86%
$64.9 - $73.35 $3.15M - $3.56M
779K $56.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.38K
- 4.55%
$179.99 - $201.6 $608K - $681K
70.9K $14.2M
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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