PHILLIPS FINANCIAL MANAGEMENT, LLC

Institutional manager (13F) · CIK 1350660

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B

#	Issuer	Value	Shares
1	ISHARES TR	$145M	222,342
2	DIMENSIONAL ETF TRUST	$107M	2,526,277
3	DIMENSIONAL ETF TRUST	$93M	2,611,359
4	DIMENSIONAL ETF TRUST	$82M	1,714,301
5	DIMENSIONAL ETF TRUST	$50M	1,411,955
6	DIMENSIONAL ETF TRUST	$47M	757,816
7	DIMENSIONAL ETF TRUST	$46M	1,248,706
8	DIMENSIONAL ETF TRUST	$38M	1,107,968
9	VANGUARD STAR FDS	$37M	486,052
10	ISHARES TR	$37M	551,833
11	VANGUARD INDEX FDS	$37M	61,107
12	DIMENSIONAL ETF TRUST	$31M	434,221
13	ISHARES TR	$29M	138,943
14	DIMENSIONAL ETF TRUST	$28M	720,781
15	ISHARES TR	$28M	318,532
16	VANGUARD CHARLOTTE FDS	$27M	568,524
17	DIMENSIONAL ETF TRUST	$26M	515,043
18	VANGUARD INDEX FDS	$26M	89,427
19	ISHARES TR	$19M	285,753
20	ISHARES TR	$18M	185,469
21	ISHARES TR	$18M	494,734
22	VANGUARD ADMIRAL FDS INC	$17M	83,854
23	DIMENSIONAL ETF TRUST	$16M	694,952
24	VANGUARD INDEX FDS	$12M	56,595
25	VANGUARD BD INDEX FDS	$12M	165,041
26	ISHARES TR	$10M	83,705
27	DIMENSIONAL ETF TRUST	$10M	186,199
28	VANGUARD INDEX FDS	$9M	28,476
29	VANGUARD SCOTTSDALE FDS	$9M	108,134
30	JPMORGAN CHASE & CO	$9M	30,340
31	STATE STR SPDR S&P 500 ETF T	$9M	13,442
32	VANGUARD WORLD FD	$8M	35,871
33	ISHARES TR	$8M	162,062
34	ISHARES TR	$8M	201,651
35	VANGUARD INTL EQUITY INDEX F	$7M	99,230
36	VANGUARD INDEX FDS	$7M	37,544
37	VANGUARD INDEX FDS	$7M	81,612
38	ISHARES TR	$7M	122,217
39	VANGUARD BD INDEX FDS	$7M	88,248
40	SCHWAB STRATEGIC TR	$6M	250,522
41	VANGUARD WORLD FD	$6M	43,486
42	DIMENSIONAL ETF TRUST	$6M	176,140
43	ISHARES TR	$6M	126,652
44	VANGUARD BD INDEX FDS	$6M	78,235
45	DIMENSIONAL ETF TRUST	$6M	179,828
46	APPLE INC	$5M	21,488
47	ISHARES TR	$5M	53,531
48	SCHWAB STRATEGIC TR	$4M	187,866
49	SPDR INDEX SHS FDS	$4M	55,135
50	NVIDIA CORPORATION	$4M	23,519

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.