Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHILLIPS FINANCIAL MANAGEMENT LLC | 08-08-2024 | 06-30-2024 | 272 | 1,212,383,065 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 101 | $3,675,313 | 37,423 | 0.00 | 0.00 | -10,000 | -21.09 | 06-30-2024 |
| ISHARES TR | RUS 1000 ETF | 102 | $3,415,462 | 11,479 | 0.00 | 0.00 | -198 | -1.70 | 06-30-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 103 | $3,340,324 | 33,574 | 0.00 | 0.00 | -1,077 | -3.11 | 06-30-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 104 | $3,297,920 | 65,814 | 0.00 | 0.00 | 5,448 | 9.02 | 06-30-2024 |
