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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 $1,271,554,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 238,362 $140,319,141 11.03%
2.
Dimensional Etf Trust
 1,668,820 $68,872,196 5.41%
3.
Dimensional Etf Trust
 1,229,932 $57,659,210 4.53%
4.
Dimensional Etf Trust
 2,204,876 $56,985,022 4.48%
5.
Ishares Trust
 IEF 833,829 $51,955,860 4.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)