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 |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 151 | $1,678,909 | 13,590 | 0.00 | 0.00 | 12,679 | 1391.77 | 06-30-2024 |
| ISHARES TR | IBONDS DEC | 152 | $1,667,088 | 64,008 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 153 | $1,533,838 | 18,332 | 0.00 | 0.00 | 2,447 | 15.40 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 154 | $1,509,506 | 34,495 | 0.00 | 0.00 | -538 | -1.54 | 06-30-2024 |
