Phillips Financial Management, LLC Reduced Holdings in Q3 2025

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-6
- 0.78%
$271.18 - $309.22 $1.63K - $1.86K
762 $215K
IMTB
Ishares Tr

ETFs
-482
- 1.22%
$42.98 - $44.52 $20.7K - $21.5K
39K $1.72M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-468
- 2.96%
$45.22 - $48.34 $21.2K - $22.6K
15.3K $732K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.55K
- 0.78%
$22.9 - $23.58 $35.4K - $36.5K
197K $4.62M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-21
- 1.53%
$89.29 - $100.17 $1.88K - $2.1K
1.35K $135K
DVY
Ishares Tr

ETFs
-7
- 0.43%
$133.88 - $142.57 $937 - $998
1.63K $230K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-2
- 0.07%
$94.73 - $102.36 $189 - $205
2.86K $288K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-25
- 0.49%
$136.48 - $142.97 $3.41K - $3.57K
5.03K $705K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.82K
- 3.21%
$28.15 - $30.13 $51.1K - $54.7K
54.7K $1.62M
DISV
Dimensional ETF Tr Dimensional

ETFs
-2.2K
- 5.09%
$32.78 - $35.79 $72.1K - $78.7K
41.1K $1.47M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-127
- 1.07%
$122.57 - $132.57 $15.6K - $16.8K
11.7K $1.52M
RWR
Spdr Dow Jones Reit ETF

ETFs
-40
- 0.19%
$95.17 - $101.62 $3.81K - $4.06K
21K $2.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.58K
- 6.78%
$108.46 - $120.63 $388K - $431K
49.2K $5.84M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-729
- 4.16%
$135.0 - $146.02 $98.4K - $106K
16.8K $2.45M
IGE
Ishares Tr North Amern Nat Res

ETFs
-54
- 0.3%
$44.5 - $49.6 $2.4K - $2.68K
17.9K $877K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-2.29K
- 5.42%
$68.27 - $75.58 $156K - $173K
40K $2.97M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-486
- 4.35%
$339.37 - $366.46 $165K - $178K
10.7K $3.9M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-5.06K
- 4.84%
$187.97 - $199.47 $951K - $1.01M
99.5K $19.8M
USRT
Ishares Core U.S. Reit ETF

ETFs
-3.85K
- 2.28%
$55.64 - $59.37 $214K - $229K
165K $9.71M
IAU
Ishares Gold Trust

ETFs
-387
- 2.19%
$61.62 - $72.77 $23.8K - $28.2K
17.3K $1.26M
VB
Vanguard Small Cap ETF

ETFs
-15
- 0.12%
$237.58 - $259.17 $3.56K - $3.89K
12.5K $3.18M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-973
- 0.83%
$25.29 - $28.33 $24.6K - $27.6K
116K $3.23M
MGV
Vanguard Mega Cap Value

ETFs
-384
- 0.68%
$129.46 - $137.85 $49.7K - $52.9K
55.9K $7.69M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-142
- 0.39%
$100.63 - $112.27 $14.3K - $15.9K
35.9K $3.96M
VV
Vanguard Large Cap ETF

ETFs
-171
- 0.98%
$285.05 - $309.14 $48.7K - $52.9K
17.2K $5.3M
LRGF
Ishares Tr

ETFs
-21.3K
- 5.63%
$64.13 - $69.24 $1.37M - $1.48M
357K $24.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.84K
- 1.09%
$24.46 - $26.5 $69.4K - $75.2K
257K $6.76M
VTI
Vanguard Total Stock Market Et

ETFs
-412
- 1.48%
$303.93 - $329.86 $125K - $136K
27.5K $9.01M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-6.32K
- 4.89%
$98.99 - $112.2 $625K - $709K
123K $13.6M
MGC
Vanguard Mega Cap ETF

ETFs
-219
- 0.49%
$224.2 - $245.55 $49.1K - $53.8K
44.3K $10.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-251
- 0.37%
$195.41 - $212.37 $49K - $53.3K
68K $14.2M
VO
Vanguard Mid Cap ETF

ETFs
-959
- 0.93%
$279.83 - $293.74 $268K - $282K
102K $30M
IXUS
Ishares Tr

ETFs
-16.2K
- 3.17%
$76.35 - $82.58 $1.23M - $1.33M
493K $40.7M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.81K
- 1.0%
$194.44 - $206.51 $352K - $374K
179K $37M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.18K
- 1.55%
$68.24 - $73.73 $627K - $677K
585K $43M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.77K
- 0.36%
$36.04 - $38.78 $99.8K - $107K
759K $29.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.51K
- 0.83%
$62.09 - $66.51 $404K - $433K
774K $50.5M
Activity Summary
Buys All Purchases 138 New Holdings 34 Increased Positions 104 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email