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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 (2014Q3)
Original 13F HR (0001085146-14-001932) filed in 2014.10.22
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD MALVERN FDS 91,662 4,543 1.37%
52 VANGUARD BD INDEX FDS 56,581 4,547 1.37%
53 VANGUARD INDEX FDS 49,647 4,746 1.43%
54 VANGUARD WORLD FD 83,553 4,752 1.44%
55 SPDR SERIES TRUST 133,455 5,269 1.59%
56 VANGUARD SCOTTSDALE FDS 68,650 5,957 1.80%
57 VANGUARD BD INDEX FDS 73,040 6,222 1.88%
58 VANGUARD INDEX FDS 62,179 6,975 2.11%
59 VANGUARD STAR FDS 190,524 9,229 2.79%
60 SPDR DOW JONES REIT ETF 117,749 9,631 2.91%
61 VANGUARD CHARLOTTE FDS 207,502 10,848 3.28%
62 ISHARES TR 121,843 12,645 3.82%
63 VANGUARD INDEX FDS 184,229 13,539 4.09%
64 ISHARES TR 244,657 14,772 4.46%
65 VANGUARD INTL EQUITY INDEX F 337,319 15,793 4.77%
66 ISHARES TR 147,518 16,225 4.90%
67 VANGUARD BD INDEX FDS 253,170 20,904 6.32%
68 ISHARES TR 307,354 26,857 8.11%
69 ISHARES TR 143,219 27,469 8.30%
70 ISHARES TR 227,081 29,570 8.93%
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