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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 (2014Q4)
Portfolio Summary: 68 holdings with a total value of $349,026,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD INDEX FDS 48,479 4,999,000 1.43%
52 SPDR SERIES TRUST 140,256 5,391,000 1.54%
53 ISHARES TR 104,624 5,435,000 1.56%
54 VANGUARD BD INDEX FDS 72,852 6,236,000 1.79%
55 VANGUARD SCOTTSDALE FDS 75,007 6,518,000 1.87%
56 VANGUARD INDEX FDS 59,140 7,192,000 2.06%
57 VANGUARD STAR FDS 191,408 9,061,000 2.60%
58 SPDR DOW JONES REIT ETF 110,385 10,492,000 3.01%
59 VANGUARD CHARLOTTE FDS 263,684 14,082,000 4.03%
60 ISHARES TR 125,070 14,225,000 4.08%
61 ISHARES TR 246,091 14,544,000 4.17%
62 VANGUARD INDEX FDS 186,542 15,813,000 4.53%
63 VANGUARD INTL EQUITY INDEX F 351,568 16,080,000 4.61%
64 ISHARES TR 164,689 18,269,000 5.23%
65 VANGUARD BD INDEX FDS 251,065 20,883,000 5.98%
66 ISHARES TR 311,512 28,611,000 8.20%
67 ISHARES TR 144,813 29,501,000 8.45%
68 ISHARES TR 235,622 33,626,000 9.63%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-000145, filed 2015.01.23).

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.