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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 Period2019-03-31

Total Holdings78

Total Value ($x1000)524,509
Activities
New4

Increased25

Unchanged8

Decreased41

Sold Out3

Top 10 Stock Holdingstotal 58.87%
IVV9.57

IJH9.45

IVE7.11

AGG7.04

IXUS6.74

 
VNQ4.62

BNDX4.61

IJS3.8

BND3.16

VEU2.77

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.57%
CORE S&P500 ETF
IJH
9.45%
CORE S&P MCP ETF
IVE
7.11%
S&P 500 VAL ETF
AGG
7.04%
CORE TOTUSBD ETF
IXUS
6.74%
CORE MSCITOTAL
VNQ
4.62%
REIT ETF
BNDX
4.61%
INTL BD IDX ETF
IJS
3.8%
SP SMCP600VL ETF
BND
3.16%
TOTAL BND MRKT
VEU
2.77%
ALLWRLD EX US
VCIT
2.73%
INT-TERM CORP
LRGF
2.61%
FCTSLC MSCI US
IAGG
1.93%
CORE INTL AGGR
EFA
1.73%
MSCI EAFE ETF
TIP
1.56%
TIPS BD ETF
VXUS
1.5%
VG TL INTL STK F
VO
1.43%
MID CAP ETF
INTF
1.38%
FCTSL MSCI INT
ISTB
1.26%
CORE STRM USBD
BIV
1.13%
INTERMED TERM
MGV
1.05%
MEGA CAP VAL ETF
VBR
0.94%
SM CP VAL ETF
RWR
0.93%
DJ REIT ETF
BSV
0.9%
SHORT TRM BOND
VOO
0.88%
SHS
JNK
0.85%
BRC HGH YLD BD
IJR
0.83%
CORE S&P SCP ETF
VCSH
0.82%
SHRT TRM CORP BD
VTEB
0.79%
TAX-EXEMPT BD
VTIP
0.79%
STRM INFPROIDX
VTV
0.76%
VALUE ETF
MGC
0.76%
MEGA CAP INDEX
VOOV
0.68%
500 VAL IDX FD
MUB
0.57%
NAT AMT FREE BD
IWR
0.57%
RUS MID-CAP ETF
SUB
0.54%
SHT NTLAMTFR ETF
MUAH
0.54%
19 AMT-FREE MN
IWB
0.47%
RUS 1000 ETF
VV
0.46%
LARGE CAP ETF
IPE
0.46%
BARCLYS TIPS ETF
IBMI
0.45%
IBONDS SEP2020
GNR
0.44%
GLB NAT RESRCE
SMLF
0.42%
MSCI USA SMLCP
IJJ
0.41%
S&P MC 400VL ETF
EMGF
0.4%
FACTORSELECT MSC
IEFA
0.4%
CORE MSCI EAFE
IVOO
0.4%
MIDCP 400 IDX
IUSB
0.39%
CORE TL USD BD
VTI
0.38%
TOTAL STK MKT
IWD
0.36%
RUS 1000 VAL ETF
REET
0.35%
GLOBAL REIT ETF
VXF
0.31%
EXTEND MKT ETF
USHY
0.31%
BROAD USD HIGH
VEA
0.29%
FTSE DEV MKT ETF
JPM
0.27%
COM
SDY
0.26%
S&P DIVID ETF
VWO
0.26%
FTSE EMR MKT ETF
BLV
0.25%
LONG TERM BOND
SCHZ
0.22%
US AGGREGATE B
FIBR
0.22%
EDGE US FIXD INM
ITOT
0.22%
CORE S&P TTL STK
SPYV
0.2%
S&P 500 VALUE
LNC
0.2%
COM
STIP
0.19%
0-5 YR TIPS ETF
SCHX
0.19%
US LRG CAP ETF
ITR
0.18%
INTR TRM CORP BD
GWL
0.17%
S&P WRLD EX US
IWW
0.17%
RUS 3000 VAL ETF
VGK
0.12%
FTSE EUROPE ETF
VNQI
0.12%
GLB EX US ETF
SCHV
0.11%
US LCAP VA ETF
SCHM
0.11%
US MID-CAP ETF
IGE
0.1%
NA NAT RES
IAU
0.09%
ISHARES
ONB
0.09%
COM
SCPB
0.08%
BARC SHT TR CP
IBMK
0.07%
IBONDS DEC 22
WMB
0.06%
COM
IBMJ
0.35%
IBONDS DEC 21
ICSH
0.22%
LIQUID INC ETF
SCHH
0.09%
US REIT ETF