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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 51 | $10,155,340 | 321,270 | 0.00 | 0.00 | 64,044 | 24.90 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 52 | $10,107,788 | 162,140 | 0.00 | 0.00 | 30,223 | 22.91 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 53 | $10,092,373 | 91,317 | 0.00 | 0.00 | -12,207 | -11.79 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 54 | $9,185,462 | 156,615 | 0.00 | 0.00 | -6,424 | -3.94 | 03-31-2024 |
