$732 Million is the total value of PHILLIPS FINANCIAL MANAGEMENT, LLC's 86 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 10.0% |
ISHARES TR | 42 | Q3 2023 | 10.7% |
ISHARES TR | 42 | Q3 2023 | 8.8% |
ISHARES TR | 42 | Q3 2023 | 8.9% |
VANGUARD TOTAL BOND MARKET INDEX FUND | 42 | Q3 2023 | 7.9% |
VANGUARD REIT ETF | 42 | Q3 2023 | 5.2% |
ISHARES TR | 42 | Q3 2023 | 4.9% |
VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 5.2% |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 42 | Q3 2023 | 4.3% |
ISHARES TR | 42 | Q3 2023 | 6.1% |
View PHILLIPS FINANCIAL MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-25 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-24 |
13F-HR | 2022-11-08 |
13F-HR | 2022-07-22 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-07 |
View PHILLIPS FINANCIAL MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.