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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 (2016Q1)
Original 13F HR (0001144204-16-099246) filed in 2016.05.05
#
Name
Shares
Value ($)
%
Options
Notes
51 SPDR INDEX SHS FDS 34,635 868 0.24%
52 VANGUARD INTL EQUITY INDEX F 14,803 788 0.22%
53 VANGUARD INTL EQUITY INDEX F 12,756 615 0.17%
54 SCHWAB US AGGREGATE BOND ETF 10,591 558 0.15%
55 SCHWAB U.S. LARGE-CAP VALUE ETF 12,822 557 0.15%
56 SCHWAB U.S. LARGE-CAP ETF 10,689 525 0.15%
57 SCHWAB U.S. MID-CAP ETF 11,765 479 0.13%
58 ENTERPRISE PRODS PARTNERS L 14,644 354 0.10%
59 OLD NATL BANCORP IND COM 26,391 323 0.09%
60 DCP MIDSTREAM LP 10,700 276 0.08%
61 ISHARES GOLD TRUST 23,214 274 0.08%
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