Phillips Financial Management, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $120M, Ishares Core S&P Mid Cap ETF with a value of $70.2M, Ishares Tr with a value of $57.8M, Ishares S&P 500 Value ETF with a value of $51.3M, and Ishares Core U.S. Aggregate Bo with a value of $41.1M.
Examining the 13F form we can see an increase of $60.5M in the current position value, from $1.13B to 1.19B.
Below you can find more details about Phillips Financial Management, LLC portfolio as well as his latest detailed transactions.