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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 ISHARES TR 136,226 16,535 4.40%
53 ISHARES TR 248,012 37,569 9.99%
54 ISHARES TR 343,316 32,134 8.54%
55 ISHARES TR 18,945 3,215 0.85%
56 ISHARES TR 10,824 527 0.14%
57 ISHARES TR 150,037 32,151 8.55%
58 ISHARES TR 370,035 18,909 5.03%
59 ISHARES TR 221,708 12,785 3.40%
60 ISHARES TR 10,330 1,256 0.33%
61 ISHARES TR 210,491 23,443 6.23%
62 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 43,104 1,455 0.39%
63 ISHARES GOLD TRUST 36,041 435 0.12%
64 ISHARES 65,466 1,785 0.47%
65 ENTERPRISE PRODS PARTNERS L 14,644 394 0.10%
66 DCP MIDSTREAM LP 10,700 378 0.10%
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