Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHILLIPS FINANCIAL MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 263 | 1,221,200,741 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $120,362,147 | 228,943 | 0.01 | 0.01 | 1,180 | 0.52 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $70,154,011 | 1,154,989 | 0.01 | 0.01 | 916,065 | 383.41 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 3 | $57,818,724 | 852,030 | 0.00 | 0.00 | -13,973 | -1.61 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 4 | $51,278,937 | 274,498 | 0.00 | 0.00 | -9,272 | -3.27 | 03-31-2024 |
