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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 251 | $230,978 | 1,460 | 0.00 | 1,460 | +Inf | 03-31-2024 | |
| PEPSICO INC | COM | 252 | $227,513 | 1,300 | 0.00 | 1,300 | +Inf | 03-31-2024 | |
| KROGER CO | COM | 253 | $225,897 | 3,954 | 0.00 | 3,954 | +Inf | 03-31-2024 | |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 254 | $224,169 | 7,208 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
