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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 101 | $3,732,020 | 7,135 | 0.00 | 0.00 | -29 | -0.40 | 03-31-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 102 | $3,445,332 | 34,651 | 0.00 | 0.00 | 499 | 1.46 | 03-31-2024 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 103 | $3,428,302 | 59,180 | 0.00 | 0.00 | -468 | -0.78 | 03-31-2024 |
| APPLE INC | COM | 104 | $3,416,190 | 19,922 | 0.00 | 0.00 | -1,109 | -5.27 | 03-31-2024 |
