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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 (2016Q3)
Original 13F HR (0001144204-16-130636) filed in 2016.11.01
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 51,734 5,972 1.59%
52 VANGUARD INDEX FDS 53,079 6,679 1.78%
53 VANGUARD STAR FDS 175,923 8,119 2.16%
54 SPDR DOW JONES REIT ETF 95,722 8,922 2.37%
55 VANGUARD SCOTTSDALE FDS 109,202 9,692 2.58%
56 ISHARES TR 221,708 12,785 3.40%
57 VANGUARD INTL EQUITY INDEX F 321,900 14,312 3.80%
58 VANGUARD INDEX FDS 192,730 16,012 4.26%
59 ISHARES TR 136,226 16,535 4.40%
60 VANGUARD BD INDEX FDS 208,878 17,395 4.62%
61 ISHARES TR 370,035 18,909 5.03%
62 VANGUARD CHARLOTTE FDS 384,372 21,295 5.66%
63 ISHARES TR 210,491 23,443 6.23%
64 ISHARES TR 343,316 32,134 8.54%
65 ISHARES TR 150,037 32,151 8.55%
66 ISHARES TR 248,012 37,569 9.99%
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