Phillips Financial Management, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 272 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 $125M, Ishares Core S&P Mid Cap ETF with a value of $64.4M, Ishares Tr with a value of $55.9M, Ishares S&P 500 Value ETF with a value of $48.2M, and Vanguard Star Fd Vanguard Tota with a value of $39.3M.
Examining the 13F form we can see an decrease of $11.8M in the current position value, from $1.19B to 1.18B.
Below you can find more details about Phillips Financial Management, LLC portfolio as well as his latest detailed transactions.