Phillips Financial Management, LLC Incresed Positions in Q4 2024

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
648K
+ 63.43%
$41.17 - $43.34 $26.7M - $28.1M
1.67M $69M
DFSD
Dimensional ETF Tr Short Durat

ETFs
370K
+ 43.0%
$46.75 - $47.8 $17.3M - $17.7M
1.23M $57.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
670K
+ 43.61%
$25.61 - $28.0 $17.1M - $18.7M
2.2M $57M
DUHP
Dimensional ETF Tr Dimensional

ETFs
351K
+ 71.26%
$33.62 - $35.69 $11.8M - $12.5M
843K $28.5M
IVV
Ishares Core S&P 500 ETF

ETFs
10.1K
+ 4.44%
$570.51 - $610.59 $5.78M - $6.19M
238K $140M
DFAT
Dimensional ETF Tr U S Target

ETFs
144K
+ 32.13%
$54.54 - $61.04 $7.86M - $8.8M
593K $33M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
299K
+ 43.85%
$26.16 - $28.82 $7.81M - $8.61M
980K $25.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
94.9K
+ 42.71%
$63.58 - $71.15 $6.04M - $6.75M
317K $20.6M
DFAR
Dimensional ETF Tr Dimensional

ETFs
87.4K
+ 18.53%
$22.72 - $25.76 $1.99M - $2.25M
559K $13M
SCHP
Schwab Strategic Us Tips ETF

ETFs
56.3K
+ 181.59%
$25.74 - $53.78 $1.45M - $3.03M
87.3K $2.26M
JPM
Jpmorgan Chase & CO

Financial Services
188
+ 1.18%
$205.18 - $250.29 $38.6K - $47.1K
16.1K $3.86M
NVDA
Nvidia Corp

Technology
2.16K
+ 14.59%
$117.0 - $148.88 $253K - $322K
17K $2.28M
AAPL
Apple Inc.

Technology
425
+ 2.01%
$221.69 - $259.02 $94.2K - $110K
21.6K $5.41M
AMZN
Amazon Com Inc

Consumer Cyclical
371
+ 5.65%
$180.88 - $232.93 $67.1K - $86.4K
6.94K $1.52M
DFIV
Dimensional ETF Tr

ETFs
19.4K
+ 12.76%
$34.86 - $37.97 $676K - $737K
171K $6.08M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10K
+ 45.5%
$23.88 - $24.32 $239K - $243K
32K $766K
GOOGL
Alphabet Inc.

Communication Services
356
+ 5.47%
$161.86 - $196.66 $57.6K - $70K
6.87K $1.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.9K
+ 3.56%
$36.54 - $37.53 $616K - $633K
491K $18M
DISV
Dimensional ETF Tr Dimensional

ETFs
9.62K
+ 36.8%
$26.18 - $28.77 $252K - $277K
35.8K $949K
SUB
Ishares Short Term National Mu

ETFs
1.88K
+ 4.14%
$104.94 - $106.2 $197K - $199K
47.2K $4.98M
GOOG
Alphabet Inc.

Communication Services
313
+ 8.13%
$163.08 - $198.16 $51K - $62K
4.17K $793K
SCHX
Schwab Strategic Tr Us Large C

ETFs
172K
+ 200.05%
$22.4 - $68.28 $3.85M - $11.7M
258K $5.98M
MSFT
Microsoft Corp

Technology
409
+ 7.73%
$406.35 - $454.46 $166K - $186K
5.7K $2.4M
MUB
Ishares National Muni Bond ETF

ETFs
2.05K
+ 3.46%
$105.78 - $108.7 $217K - $223K
61.4K $6.55M
ONB
Old National Bancorp

Financial Services
80
+ 0.28%
$17.94 - $23.23 $1.44K - $1.86K
28.2K $611K
V
Visa Inc.

Financial Services
72
+ 4.8%
$273.87 - $320.91 $19.7K - $23.1K
1.57K $496K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.77K
+ 3.33%
$48.33 - $49.08 $182K - $185K
117K $5.67M
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.13%
$79.1 - $95.7 $712 - $861
7.15K $645K
LNC
Lincoln National Corp

Financial Services
2.04K
+ 10.47%
$30.46 - $36.84 $62.1K - $75.2K
21.5K $682K
NFLX
Netflix Inc

Communication Services
8
+ 2.48%
$687.65 - $936.56 $5.5K - $7.49K
331 $295K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.84K
+ 1118.9%
$25.93 - $105.3 $73.7K - $299K
3.1K $86K
META
Meta Platforms, Inc.

Communication Services
63
+ 6.93%
$554.08 - $632.68 $34.9K - $39.9K
972 $573K
MA
Mastercard Inc

Financial Services
51
+ 6.79%
$491.3 - $536.15 $25.1K - $27.3K
802 $422K
VBK
Vanguard Small Cap Growth ETF

ETFs
158
+ 146.3%
$264.18 - $304.19 $41.7K - $48.1K
266 $74K
IBMP
Ishares Tr Ibonds December 202

ETFs
1.97K
+ 4.37%
$25.08 - $25.43 $49.4K - $50K
47K $1.18M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 10.71%
$873.59 - $994.69 $26.2K - $29.8K
310 $284K
SRE
Sempra Energy

Utilities
165
+ 6.89%
$80.81 - $94.77 $13.3K - $15.6K
2.56K $224K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
942
+ 2.36%
$26.55 - $26.67 $25K - $25.1K
40.8K $1.09M
FICO
Fair Isaac Corp

Technology
5
+ 2.1%
$1911.01 - $2382.4 $9.56K - $11.9K
243 $483K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.53K
+ 2.85%
$22.72 - $23.0 $34.8K - $35.2K
55.3K $1.26M
IBMO
Ishares Tr Ibonds December 202

ETFs
875
+ 1.8%
$25.4 - $25.62 $22.2K - $22.4K
49.5K $1.26M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
807
+ 1.35%
$23.25 - $23.37 $18.8K - $18.9K
60.7K $1.42M
ABT
Abbott Laboratories

Healthcare
116
+ 5.73%
$111.93 - $119.39 $13K - $13.8K
2.14K $242K
BNDX
Vanguard Total International B

ETFs
14.5K
+ 2.52%
$48.91 - $50.61 $710K - $735K
590K $28.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 2.04%
$442.29 - $483.08 $19K - $20.8K
2.16K $977K
XOM
Exxon Mobil Corp

Energy
229
+ 10.84%
$105.51 - $125.37 $24.2K - $28.7K
2.34K $251K
DFAU
Dimensional ETF Tr

ETFs
2
+ 0.1%
$39.27 - $42.38 $78.5 - $84.8
1.95K $78K
PG
Procter & Gamble CO

Consumer Defensive
49
+ 3.37%
$161.05 - $179.7 $7.89K - $8.81K
1.51K $252K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
438
+ 100.0%
$24.31 - $49.53 $10.6K - $21.7K
876 $21K
Activity Summary
Buys All Purchases 83 New Holdings 6 Increased Positions 77 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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