Avoid Fraud, Get The Facts, And Find The Best
Legal Name: PHILLIPS FINANCIAL MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 6, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
179,832 |
$53,462k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
262,327 |
$51,102k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
353,725 |
$39,328k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
330,380 |
$38,800k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
622,887 |
$36,786k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
429,032 |
$24,584k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
269,859 |
$23,575k |
|
|
ISHARES (464287879)
|
133,981 |
$19,967k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
217,803 |
$18,052k |
|
|
ISHARES TR (46434V282)
|
524,829 |
$16,779k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
168,407 |
$15,099k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
280,459 |
$14,406k |
|
|
ISHARES TR (46435G672)
|
212,729 |
$11,578k |
|
|
ISHARES (464287465)
|
137,597 |
$9,085k |
|
|
ISHARES TR (46434V274)
|
337,186 |
$8,876k |
|
|
ISHARES TR (464287176)
|
70,262 |
$8,056k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
142,580 |
$7,565k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
44,785 |
$7,539k |
|
|
Ishares Core 1-5 Year Usd Bond Etf (46432F859)
|
149,759 |
$7,531k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
70,867 |
$6,118k |
|
|
VANGUARD WORLD FD (921910840)
|
69,437 |
$5,631k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
71,211 |
$5,586k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
36,582 |
$4,790k |
|
|
SPDR SERIES TRUST (78464A607)
|
47,976 |
$4,733k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
57,983 |
$4,660k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
16,847 |
$4,573k |
|
|
SPDR SERIES TRUST (78464A417)
|
41,888 |
$4,542k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
54,545 |
$4,393k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
82,637 |
$4,375k |
|
|
VANGUARD MALVERN FDS (922020805)
|
84,340 |
$4,157k |
|
|
Vanguard Mega Cap (921910873)
|
39,065 |
$3,989k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
35,712 |
$3,988k |
|
|
VANGUARD ADMIRAL FDS INC (921932703)
|
33,478 |
$3,794k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
33,368 |
$3,762k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
53,869 |
$3,033k |
|
|
ISHARES TR (46434V290)
|
72,870 |
$2,942k |
|
|
IShares IBonds Sep 2019 Muni ( (46429B564)
|
110,819 |
$2,818k |
|
|
ISHARES INC (46434G889)
|
59,152 |
$2,515k |
|
|
VANGUARD INDEX FDS (922908637)
|
18,469 |
$2,508k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
15,042 |
$2,470k |
|
|
ISHARES (464287705)
|
15,378 |
$2,468k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
22,848 |
$2,432k |
|
|
SPDR SERIES TRUST (78464A656)
|
42,994 |
$2,416k |
|
|
ISHARES TR (46434V571)
|
92,711 |
$2,367k |
|
|
ISHARES TR (46434V613)
|
43,014 |
$2,217k |
|
|
VANGUARD ADMIRAL FDS INC (921932885)
|
16,544 |
$2,177k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
33,844 |
$2,091k |
|
|
SPDR S&P GLOBAL NATURAL RESOURCES ETF (78463X541)
|
44,744 |
$2,060k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
13,509 |
$2,042k |
|
|
ISHARES TR (46435U853)
|
48,404 |
$1,975k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
14,904 |
$1,911k |
|
|
ISHARES TR (46434V647)
|
72,314 |
$1,862k |
|
|
VANGUARD INDEX FDS (922908652)
|
13,972 |
$1,666k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
36,520 |
$1,530k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
13,450 |
$1,529k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
13,554 |
$1,372k |
|
|
ISHARES TRUST EDGE US FIXD INM ETF (46435U796)
|
13,043 |
$1,316k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
30,072 |
$1,297k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
23,434 |
$1,239k |
|
|
ISHARES (46429B747)
|
11,393 |
$1,140k |
|
|
VANGUARD BD INDEX FD INC (921937793)
|
11,531 |
$1,119k |
|
|
LINCOLN NATL CORP (534187109)
|
16,910 |
$1,108k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
14,962 |
$1,058k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
15,652 |
$1,051k |
|
|
SPDR SERIES TRUST (78464A375)
|
27,598 |
$962k |
|
|
S&P WRLD EX US (78463X889)
|
30,279 |
$900k |
|
|
SPDR SERIES TRUST (78464A508)
|
27,216 |
$858k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
11,927 |
$657k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
10,559 |
$626k |
|
|
ISHARES TR (464287663)
|
10,334 |
$589k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
38,808 |
$514k |
|
|
OLD NATL BANCORP IND (680033107)
|
26,652 |
$447k |
|
|
SPDR SERIES TRUST (78464A474)
|
13,373 |
$410k |
|
|
ISHARES TR (46435G755)
|
14,902 |
$389k |
|
|
ISHARES NORTH AMERICAN NATURAL RESOURCES (464287374)
|
12,000 |
$368k |
|
|
Williams Cos Inc/The (969457100)
|
11,198 |
$314k |
|
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