Phillips Financial Management, LLC Purchases in Q4 2025

Phillips Financial Management, LLC

  • $1.46 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
55
+ 7.36%
$275.97 - $314.98 $15.2K - $17.3K
802 $238K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.22K
New
$22.89 - $23.27 $27.9K - $28.3K
1.22K $27K
FNDE
Schwab Fundamental Emerging Mk

ETFs
745
New
$34.78 - $37.69 $25.9K - $28.1K
745 $27K
FNDA
Schwab Fundamental U S Small C

ETFs
837
New
$29.85 - $31.55 $25K - $26.4K
837 $25K
VGT
Vanguard Information Technolog

ETFs
30
+ 83.33%
$736.33 - $801.52 $22.1K - $24K
66 $49K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
604
+ 38.77%
$32.35 - $34.37 $19.5K - $20.8K
2.16K $73K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.36%
$475.68 - $513.11 $4.76K - $5.13K
2.77K $1.41M
SCHR
Schwab Intermediate Term Us Tr

ETFs
809
New
$25.03 - $25.34 $20.2K - $20.5K
809 $20K
TXN
Texas Instruments Inc

Technology
100
+ 6.19%
N/A
1.72K $333K
LNC
Lincoln National Corp

Financial Services
42
+ 0.19%
$38.04 - $42.0 $1.6K - $1.76K
21.9K $898K
XLU
Utilities Sector Spdr

ETFs
137
+ 100.0%
$87.89 - $92.9 $12K - $12.7K
274 $24K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
61
+ 0.26%
$43.57 - $45.71 $2.66K - $2.79K
23.8K $1.07M
FNDC
Schwab Fundamental Intl Small

ETFs
211
New
$43.41 - $45.12 $9.16K - $9.52K
211 $9K
SCHC
Schwab Strategic Tr Intl Small

ETFs
194
New
$44.43 - $46.12 $8.62K - $8.95K
194 $8K
SRE
Sempra Energy

Utilities
30
+ 1.19%
$89.26 - $94.01 $2.68K - $2.82K
2.54K $233K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
286
New
$20.85 - $21.86 $5.96K - $6.25K
286 $6K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
273
+ 515.09%
$23.04 - $23.36 $6.29K - $6.38K
326 $7K
EBND
Spdr Bloomberg Emerging Market

ETFs
271
New
$21.1 - $21.41 $5.72K - $5.8K
271 $5K
EEM
Ishares Msci Emerging Markets

ETFs
82
New
$51.94 - $56.01 $4.26K - $4.59K
82 $4K
DFAI
Dimensional ETF Tr

ETFs
10
+ 0.43%
$35.82 - $37.52 $358 - $375
2.32K $86K
STLD
Steel Dynamics Inc

Basic Materials
22
+ 1.23%
N/A
1.81K $177K
DFAU
Dimensional ETF Tr

ETFs
1
+ 0.06%
$44.77 - $47.01 $44.8 - $47
1.66K $76K
SPIB
Spdr Portfolio Intermediate Te

ETFs
22
+ 0.34%
$33.69 - $34.08 $741 - $750
6.53K $220K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7
+ 1.42%
$25.75 - $26.12 $180 - $183
501 $12K
Schwab Strategic Tr
871
New
N/A
871 $0
Dimensional ETF Trust
53
+ 1.27%
N/A
4.24K $0
Dimensional ETF Trust
50
+ 0.96%
N/A
5.24K $0
Dimensional ETF Trust
56.4K
+ 4.0%
N/A
1.46M $0
Innovator Etfs Trust
4.92K
New
N/A
4.92K $0
Innovator Etfs Trust
1.35K
New
N/A
1.35K $0
Innovator Etfs Trust
890
New
N/A
890 $0
Ishares Bitcoin Trust ETF
2.28K
+ 22.51%
N/A
12.4K $0
Dimensional ETF Trust
44.9K
+ 10.97%
N/A
454K $0
AIG
American International Group, Inc.

Financial Services
25
+ 0.81%
$76.15 - $84.05 $1.9K - $2.1K
3.09K $240K
C
Citigroup Inc

Financial Services
56
+ 2.82%
$93.93 - $102.87 $5.26K - $5.76K
2.04K $200K
IWM
Ishares Russell 2000 ETF

ETFs
26
+ 1.3%
$236.79 - $250.33 $6.16K - $6.51K
2.03K $481K
LQD
Ishares Iboxx $ Investment Gra

ETFs
5
+ 0.17%
$110.25 - $112.92 $551 - $565
2.94K $323K
INTU
Intuit Inc

Technology
10
+ 3.38%
$641.79 - $683.39 $6.42K - $6.83K
306 $197K
DIS
Walt Disney CO

Communication Services
23
+ 1.31%
$105.69 - $116.65 $2.43K - $2.68K
1.78K $187K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
44
+ 0.02%
$23.37 - $23.7 $1.03K - $1.04K
197K $4.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
9
+ 0.6%
$145.59 - $162.64 $1.31K - $1.46K
1.52K $230K
PGR
Progressive Corp

Financial Services
9
+ 0.68%
$203.7 - $246.46 $1.83K - $2.22K
1.33K $299K
NFLX
Netflix Inc

Communication Services
5.21K
+ 917.08%
$110.29 - $1241.35 $575K - $6.47M
5.78K $637K
APP
App Lovin Corp

Technology
12
+ 3.6%
$552.64 - $704.09 $6.63K - $8.45K
345 $192K
IWR
Ishares Russell Mid Cap ETF

ETFs
254
+ 0.6%
$94.02 - $97.61 $23.9K - $24.8K
42.8K $4.05M
ORCL
Oracle Corp

Technology
81
+ 4.62%
$217.57 - $313.0 $17.6K - $25.4K
1.84K $403K
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 0.35%
$401.99 - $468.37 $5.63K - $6.56K
4.02K $1.65M
JPM
Jpmorgan Chase & CO

Financial Services
119
+ 0.39%
$294.11 - $320.41 $35K - $38.1K
30.3K $9.11M
Activity Summary
Buys All Purchases 99 New Holdings 22 Increased Positions 77 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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