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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 51 | $11,408,109 | 189,882 | 0.00 | 0.00 | 27,742 | 17.11 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 52 | $9,649,815 | 436,643 | 0.00 | 0.00 | 40,341 | 10.18 | 06-30-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 53 | $9,293,444 | 121,166 | 0.00 | 0.00 | 2,990 | 2.53 | 06-30-2024 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 54 | $9,127,637 | 46,265 | 0.00 | 0.00 | -729 | -1.55 | 06-30-2024 |
