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
HD
Home Depot, Inc.

Consumer Cyclical
47
+ 4.02%
$385.02 - $431.37 $18.1K - $20.3K
1.22K $473K
Dimensional ETF Trust
268K
+ 30.82%
N/A
1.14M $0
Dimensional ETF Trust
3.7K
+ 112.69%
N/A
6.97K $0
IEMG
Ishares Inc

ETFs
13
+ 0.12%
N/A
10.9K $586K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
72
+ 9.34%
$75.65 - $83.47 $5.45K - $6.01K
843 $64K
Dimensional ETF Trust
75.1K
+ 50.17%
N/A
225K $0
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
3
+ 1.21%
$30.93 - $33.94 $92.8 - $102
250 $7K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.36K
+ 200.0%
$25.79 - $80.4 $35.1K - $109K
2.04K $53K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7
+ 0.86%
$24.94 - $26.14 $175 - $183
818 $20K
SCHA
Schwab Strategic Tr Us Small C

ETFs
57.8K
+ 99.05%
$25.33 - $51.16 $1.47M - $2.96M
116K $3.01M
EFV
Msci Eafe Value ETF

ETFs
1
+ 0.16%
$51.78 - $57.15 $51.8 - $57.2
621 $32K
BRO
Brown & Brown, Inc.

Financial Services
27
+ 0.67%
$100.93 - $113.42 $2.73K - $3.06K
4.06K $414K
PGR
Progressive Corp

Financial Services
54
+ 4.52%
$239.6 - $268.88 $12.9K - $14.5K
1.25K $299K
DFAI
Dimensional ETF Tr

ETFs
12
+ 0.52%
$29.0 - $31.6 $348 - $379
2.32K $67K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
37K
+ 198.04%
$27.54 - $83.04 $1.02M - $3.07M
55.6K $1.54M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
18
+ 0.36%
$26.16 - $29.13 $471 - $524
4.98K $130K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3
+ 0.02%
$51.54 - $52.55 $155 - $158
12.2K $632K
UNH
Unitedhealth Group Inc

Healthcare
53
+ 10.91%
$485.52 - $625.25 $25.7K - $33.1K
539 $272K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
71
+ 0.3%
$40.38 - $44.35 $2.87K - $3.15K
23.5K $960K
ICE
Intercontinental Exchange, Inc.

Financial Services
5
+ 0.32%
$148.29 - $166.93 $741 - $835
1.54K $230K
KO
Coca Cola CO

Consumer Defensive
83
+ 2.21%
$61.74 - $71.71 $5.12K - $5.95K
3.84K $238K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
151
+ 22.84%
$26.93 - $84.95 $4.07K - $12.8K
812 $22K
FELE
Franklin Electric CO Inc

Industrials
11
+ 0.17%
$95.71 - $110.4 $1.05K - $1.21K
6.56K $639K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
900
+ 24.68%
$18.41 - $40.87 $16.6K - $36.8K
4.55K $84K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
111K
+ 97.64%
$22.63 - $47.53 $2.51M - $5.27M
225K $5.1M
GNR
Spdr S&P Global Natural Resour

ETFs
26
+ 0.04%
$48.67 - $58.43 $1.27K - $1.52K
58.5K $2.91M
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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