Instuitional Investor - Phillips Financial Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Phillips Financial Management, Llc |
| Portfolio Value | $1,551,778,482 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 252,588 | $173,007,499 | 11.15% | |
| 2. | Dimensional Etf Trust | 2,638,266 | $112,284,611 | 7.24% | |
| 3. | Dimensional Etf Trust | 2,852,088 | $98,282,936 | 6.33% | |
| 4. | Dimensional Etf Trust | 1,766,837 | $84,719,823 | 5.46% | |
| 5. | Dimensional Etf Trust | 1,346,524 | $51,208,296 | 3.3% |