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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 $1,378,208,007
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 246,492 $153,047,276 11.1%
2.
Dimensional Etf Trust
 2,037,414 $86,101,121 6.25%
3.
Dimensional Etf Trust
 2,546,499 $79,170,656 5.74%
4.
Dimensional Etf Trust
 1,356,806 $65,140,288 4.73%
5.
Ishares Trust
 IEF 780,470 $48,404,807 3.51%
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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