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Institutional Investment Manager
PHILLIPS FINANCIAL MANAGEMENT, LLC
PHILLIPS FINANCIAL MANAGEMENT, LLC (CIK: 0001350660) incorporated in Indiana, located at 6920 Pointe Inverness Way, Fort Wayne, IN. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 65 holdings with a total value of $334,982,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 US BANCORP DEL 24,606 1,061,000 0.32%
52 SPDR INDEX SHS FDS 34,467 1,029,000 0.31%
53 VANGUARD INTL EQUITY INDEX F 13,981 822,000 0.25%
54 JPMORGAN CHASE & CO 14,050 781,000 0.23%
55 SPDR SER TR 10,061 767,000 0.23%
56 WILLIAMS COS INC DEL 12,498 723,000 0.22%
57 VANGUARD INTL EQUITY INDEX F 11,579 676,000 0.20%
58 A O SMITH 14,060 669,000 0.20%
59 Spdr Ser Tr Nuveen Barcl 21,953 534,000 0.16%
60 GENERAL ELECTRIC CO 19,887 521,000 0.16%
61 SPDR INDEX SHS FDS 11,459 507,000 0.15%
62 ISHARES TR 10,543 503,000 0.15%
63 ISHARES S&P GSCI COMMODITY I 13,132 433,000 0.13%
64 OLD NATL BANCORP IND COM 27,171 382,000 0.11%
65 ISHARES GOLD TRUST 23,440 304,000 0.09%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-001368, filed 2014.07.21).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.