PHILLIPS FINANCIAL MANAGEMENT, LLC Q4 2022 Filing

Filed January 24, 2023

Portfolio Value

$983.0B

Holdings

225

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (225 positions)

StockValue
IVVISHARES TR
$82
IJHISHARES TR
$61
IXUSISHARES TR
$50
IVEISHARES TR
$49
AGGISHARES TR
$45
LRGFISHARES TR
$39
VXUSVANGUARD STAR FDS
$33
BNDXVANGUARD CHARLOTTE FDS
$28
DFACDIMENSIONAL ETF TRUST
$26
VOOVANGUARD INDEX FDS
$25
BNDVANGUARD BD INDEX FDS
$22
VOVANGUARD INDEX FDS
$21
IAGGISHARES TR
$21
INTFISHARES TR
$20
IJSISHARES TR
$19
VOOVVANGUARD ADMIRAL FDS INC
$17
ISTBISHARES TR
$16
VNQVANGUARD INDEX FDS
$15
DFSDDIMENSIONAL ETF TRUST
$13
VCITVANGUARD SCOTTSDALE FDS
$13
USHYISHARES TR
$12
VBRVANGUARD INDEX FDS
$11
ICSHISHARES TR
$11
IJRISHARES TR
$10
DFICDIMENSIONAL ETF TRUST
$10
DFATDIMENSIONAL ETF TRUST
$9
BSVVANGUARD BD INDEX FDS
$9
USRTISHARES TR
$9
BIVVANGUARD BD INDEX FDS
$9
TIPISHARES TR
$8
VCSHVANGUARD SCOTTSDALE FDS
$8
VEUVANGUARD INTL EQUITY INDEX F
$8
SMLFISHARES TR
$8
DFAXDIMENSIONAL ETF TRUST
$7
DFCFDIMENSIONAL ETF TRUST
$7
SUBISHARES TR
$7
EFAISHARES TR
$6
MGVVANGUARD WORLD FD
$6
MGCVANGUARD WORLD FD
$6
VIOOVANGUARD ADMIRAL FDS INC
$6
EMGFISHARES INC
$6
VTIPVANGUARD MALVERN FDS
$6
VTIVANGUARD INDEX FDS
$5
MUBISHARES TR
$5
VTVVANGUARD INDEX FDS
$5
DFARDIMENSIONAL ETF TRUST
$4
DFIVDIMENSIONAL ETF TRUST
$4
IJJISHARES TR
$4
DFEMDIMENSIONAL ETF TRUST
$4
IVOOVANGUARD ADMIRAL FDS INC
$4
SPIPSPDR SER TR
$4
SCHZSCHWAB STRATEGIC TR
$3
GNRSPDR INDEX SHS FDS
$3
DFSVDIMENSIONAL ETF TRUST
$3
VVVANGUARD INDEX FDS
$3
ATOATMOS ENERGY CORP
$3
IUSBISHARES TR
$3
STIPISHARES TR
$3
SCHXSCHWAB STRATEGIC TR
$3
VTEBVANGUARD MUN BD FDS
$3
ITOTISHARES TR
$2
AQLTISHARES TR
$2
RWRSPDR SER TR
$2
IGIBISHARES TR
$2
AQLTISHARES TR
$2
JPMJPMORGAN CHASE & CO
$2
SHYISHARES TR
$2
VMBSVANGUARD SCOTTSDALE FDS
$2
AQLTISHARES TR
$2
IMTBISHARES TR
$2
DFNMDIMENSIONAL ETF TRUST
$2
IWBISHARES TR
$2
VBVANGUARD INDEX FDS
$2
SPYSPDR S&P 500 ETF TR
$2
JNKSPDR SER TR
$2
IWRISHARES TR
$2
IUSVISHARES TR
$1
AAPLAPPLE INC
$1
VWOVANGUARD INTL EQUITY INDEX F
$1
IVOVVANGUARD ADMIRAL FDS INC
$1
IWDISHARES TR
$1
VOEVANGUARD INDEX FDS
$1
SCHMSCHWAB STRATEGIC TR
$1
IBMOISHARES TR
$1
VIOVVANGUARD ADMIRAL FDS INC
$1
VAWVANGUARD WORLD FDS
$1
GQ9SPDR GOLD TR
$1
SCHASCHWAB STRATEGIC TR
$1
VXFVANGUARD INDEX FDS
$1
VDEVANGUARD WORLD FDS
$1
IAUISHARES TR
$1
GOOGLALPHABET INC
$0
IYMISHARES TR
$0
WMTWALMART INC
$0
SLVISHARES SILVER TR
$0
ACWXISHARES TR
$0
XLYSELECT SECTOR SPDR TR
$0
IEMGISHARES INC
$0
FELEFRANKLIN ELEC INC
$0
VEAVANGUARD TAX-MANAGED FDS
$0
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