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Home > Institutional Investor > Phillips Financial Management, Llc > Profile

Instuitional Investor - Phillips Financial Management, Llc

Fund Profile
Filing Period:
Fund Name: Phillips Financial Management, Llc
Portfolio Value $1,515,852,117
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 253,307 $169,538,222 11.18%
2.
Dimensional Etf Trust
 2,370,174 $101,348,631 6.69%
3.
Dimensional Etf Trust
 2,711,685 $88,916,159 5.87%
4.
Dimensional Etf Trust
 1,528,742 $73,670,053 4.86%
5.
Ishares Trust
 IEF 773,965 $50,508,951 3.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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