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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 $1,293,932,199
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 244,566 $137,421,783 10.62%
2.
Dimensional Etf Trust
 1,913,355 $80,475,712 6.22%
3.
Dimensional Etf Trust
 2,505,201 $69,569,440 5.38%
4.
Dimensional Etf Trust
 1,318,522 $62,656,167 4.84%
5.
Ishares Trust
 IEF 789,327 $46,057,255 3.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)