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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 201 | $620,064 | 3,405 | 0.00 | 0.00 | 157 | 4.83 | 03-31-2024 |
| ISHARES TR | SELECT DIVID ETF | 202 | $619,237 | 5,027 | 0.00 | 0.00 | -143 | -2.77 | 03-31-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 203 | $596,320 | 4,758 | 0.00 | 0.00 | -195 | -3.94 | 03-31-2024 |
| LINCOLN NATL CORP IND | COM | 204 | $593,839 | 18,598 | 0.00 | 0.00 | -400 | -2.11 | 03-31-2024 |
