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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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PHILLIPS FINANCIAL MANAGEMENT LLC

Time Period2018-12-31

Total Holdings77

Total Value ($x1000)468,008
Activities
New8

Increased33

Unchanged6

Decreased30

Sold Out1

Top 10 Stock Holdingstotal 59.17%
IVV8.95

IJH8.86

AGG7.91

IVE6.9

IXUS6.45

 
BNDX5.11

VNQ4.57

IJS3.73

BND3.53

VEU3.16

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
8.95%
CORE S&P500 ETF
IJH
8.86%
CORE S&P MCP ETF
AGG
7.91%
CORE TOTUSBD ETF
IVE
6.9%
S&P 500 VAL ETF
IXUS
6.45%
CORE MSCITOTAL
BNDX
5.11%
INTL BD IDX ETF
VNQ
4.57%
REIT ETF
IJS
3.73%
SP SMCP600VL ETF
BND
3.53%
TOTAL BND MRKT
VEU
3.16%
ALLWRLD EX US
VCIT
2.98%
INT-TERM CORP
IAGG
1.91%
CORE INTL AGGR
LRGF
1.8%
FCTSLC MSCI US
EFA
1.76%
MSCI EAFE ETF
VXUS
1.67%
VG TL INTL STK F
TIP
1.66%
TIPS BD ETF
ISTB
1.44%
CORE STRM USBD
VO
1.37%
MID CAP ETF
BIV
1.24%
INTERMED TERM
MGV
1.11%
MEGA CAP VAL ETF
IJJ
1.02%
S&P MC 400VL ETF
BSV
1%
SHORT TRM BOND
VBR
0.95%
SM CP VAL ETF
RWR
0.95%
DJ REIT ETF
VCSH
0.92%
SHRT TRM CORP BD
INTF
0.92%
FCTSL MSCI INT
JNK
0.9%
BRC HGH YLD BD
VTIP
0.89%
STRM INFPROIDX
VOO
0.86%
SHS
VTEB
0.83%
TAX-EXEMPT BD
VTV
0.78%
VALUE ETF
MGC
0.75%
MEGA CAP INDEX
VOOV
0.74%
500 VAL IDX FD
MUAH
0.56%
19 AMT-FREE MN
IJR
0.55%
CORE S&P SCP ETF
IWR
0.54%
RUS MID-CAP ETF
IPE
0.5%
BARCLYS TIPS ETF
MUB
0.5%
NAT AMT FREE BD
IWB
0.48%
RUS 1000 ETF
IBMI
0.46%
IBONDS SEP2020
GNR
0.46%
GLB NAT RESRCE
VV
0.46%
LARGE CAP ETF
IUSB
0.41%
CORE TL USD BD
IEFA
0.4%
CORE MSCI EAFE
IVOO
0.4%
MIDCP 400 IDX
VTI
0.38%
TOTAL STK MKT
IWD
0.36%
RUS 1000 VAL ETF
IBMJ
0.35%
IBONDS DEC 21
VEA
0.31%
FTSE DEV MKT ETF
SMLF
0.3%
MSCI USA SMLCP
EMGF
0.29%
FACTORSELECT MSC
JPM
0.28%
COM
SPYV
0.28%
S&P 500 VALUE
VWO
0.27%
FTSE EMR MKT ETF
USHY
0.27%
BROAD USD HIGH
BLV
0.27%
LONG TERM BOND
SDY
0.27%
S&P DIVID ETF
SCHZ
0.25%
US AGGREGATE B
ICSH
0.22%
LIQUID INC ETF
IWW
0.22%
RUS 3000 VAL ETF
STIP
0.21%
0-5 YR TIPS ETF
ITOT
0.2%
CORE S&P TTL STK
ITR
0.2%
INTR TRM CORP BD
LNC
0.19%
COM
SCHV
0.18%
US LCAP VA ETF
GWL
0.17%
S&P WRLD EX US
SCHX
0.16%
US LRG CAP ETF
VGK
0.14%
FTSE EUROPE ETF
SCHM
0.14%
US MID-CAP ETF
VNQI
0.14%
GLB EX US ETF
IGE
0.13%
NA NAT RES
IAU
0.1%
ISHARES
SCPB
0.09%
BARC SHT TR CP
SCHH
0.09%
US REIT ETF
ONB
0.09%
COM
IBMK
0.08%
IBONDS DEC 22
WMB
0.05%
COM
REET
0.41%
GLOBAL REIT ETF