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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 301 | $72,128 | 1,252 | 0.00 | 0.00 | 501 | 66.71 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 302 | $71,136 | 390 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 303 | $68,895 | 2,322 | 0.00 | 0.00 | 79 | 3.52 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 304 | $53,928 | 370 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
