PHILLIPS FINANCIAL MANAGEMENT, LLC - Portfolio overview

PHILLIPS FINANCIAL MANAGEMENT, LLC has 324 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.43%
2. DFCF - DIMENSIONAL ETF TRUST, 7.66%
3. DFIC - DIMENSIONAL ETF TRUST, 6.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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