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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 VANGUARD MUN BD FDS 16,562 856 0.23%
52 SPDR INDEX SHS FDS 32,995 853 0.23%
53 SPDR SERIES TRUST 27,687 849 0.23%
54 VANGUARD INTL EQUITY INDEX F 14,662 779 0.21%
55 ISHARES TR 25,736 662 0.18%
56 VANGUARD INTL EQUITY INDEX F 13,682 646 0.17%
57 SCHWAB US AGGREGATE BOND ETF 12,119 644 0.17%
58 SCHWAB U.S. LARGE-CAP VALUE ETF 13,649 612 0.16%
59 SCHWAB U.S. LARGE-CAP ETF 11,371 578 0.15%
60 ISHARES TR 10,824 527 0.14%
61 SCHWAB U.S. MID-CAP ETF 12,333 523 0.14%
62 ISHARES GOLD TRUST 36,041 435 0.12%
63 ENTERPRISE PRODS PARTNERS L 14,644 394 0.10%
64 DCP MIDSTREAM LP 10,700 378 0.10%
65 OLD NATL BANCORP IND COM 26,391 367 0.10%
66 WILLIAMS COS INC DEL 12,398 361 0.10%
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