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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 SPDR INDEX SHS FDS 34,467 900,000 0.26%
52 ISHARES TR 10,024 786,000 0.23%
53 SPDR SER TR 10,023 782,000 0.22%
54 JPMORGAN CHASE & CO 13,192 779,000 0.22%
55 A O SMITH 14,060 773,000 0.22%
56 VANGUARD INTL EQUITY INDEX F 14,060 711,000 0.20%
57 VANGUARD INTL EQUITY INDEX F 12,186 657,000 0.19%
58 OLD NATL BANCORP IND COM 41,215 578,000 0.17%
59 WILLIAMS COS INC DEL 12,198 520,000 0.15%
60 DCP MIDSTREAM LP 11,300 517,000 0.15%
61 Spdr Ser Tr Nuveen Barcl 21,096 513,000 0.15%
62 ENTERPRISE PRODS PARTNERS L 14,644 498,000 0.14%
63 SPDR INDEX SHS FDS 11,001 459,000 0.13%
64 ISHARES MSCI ACWI EX US IDX FD 10,343 433,000 0.12%
65 GENERAL ELECTRIC CO 17,132 413,000 0.12%
66 ISHARES TR 15,607 397,000 0.11%
67 ISHARES GOLD TRUST 20,980 246,000 0.07%
68 ISHARES S&P GSCI COMMODITY I 10,177 206,000 0.06%
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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.