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| Name: |
PHILLIPS FINANCIAL MANAGEMENT LLC |
| City: |
FORT WAYNE |
| State: |
IN |
| Zip: |
46804 |
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data |
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| Holdings
Found :
18 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFGX |
Dimensional Global Ex Us Co... |
135 |
New |
$0.00 |
$391,000 |
7,370 |
0.03% |
391,000 |
7,370 |
0.082 |
N/A |
|
|
FB |
Meta Platforms Inc |
153 |
New |
$476.20 |
$281,000 |
578 |
0.02% |
281,000 |
578 |
0 |
Internet Service Prov... |
|
|
STLD |
Steel Dynamics Inc |
157 |
New |
$135.18 |
$247,000 |
1,664 |
0.02% |
247,000 |
1,664 |
0.001 |
Steel & Iron |
|
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EPD |
Enterprise Products Partner... |
158 |
New |
$28.80 |
$245,000 |
8,380 |
0.02% |
245,000 |
8,380 |
0 |
Independent Oil & Gas |
|
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DFGP |
Dimensional Global Core Plu... |
159 |
New |
$0.00 |
$242,000 |
4,538 |
0.02% |
242,000 |
4,538 |
0.05 |
N/A |
|
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PGR |
Progressive Corp |
160 |
New |
$215.76 |
$235,000 |
1,138 |
0.02% |
235,000 |
1,138 |
0 |
Property & Casualty I... |
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JNJ |
Johnson & Johnson |
162 |
New |
$149.91 |
$231,000 |
1,460 |
0.02% |
231,000 |
1,460 |
0 |
Drug Manufacturers - ... |
|
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PEP |
Pepsico Inc |
163 |
New |
$179.79 |
$228,000 |
1,300 |
0.02% |
228,000 |
1,300 |
0 |
Beverage Soft Drinks... |
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KR |
Kroger Co |
164 |
New |
$55.90 |
$226,000 |
3,954 |
0.02% |
226,000 |
3,954 |
0.001 |
Grocery Stores |
|
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AVGO |
Broadcom Limited |
166 |
New |
$1,332.80 |
$224,000 |
169 |
0.02% |
224,000 |
169 |
0 |
Semiconductor- Broad... |
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KO |
Coca-Cola Co |
170 |
New |
$63.26 |
$211,000 |
3,455 |
0.02% |
211,000 |
3,455 |
0 |
Beverage Soft Drinks... |
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ICE |
Intercontinental Exchange Inc |
171 |
New |
$133.99 |
$206,000 |
1,502 |
0.02% |
206,000 |
1,502 |
0.026 |
Business Services |
|
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SIVR |
Aberdeen Standard Physical ... |
172 |
New |
$26.97 |
$206,000 |
8,641 |
0.02% |
206,000 |
8,641 |
0 |
Closed - End Fund - Debt |
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PG |
Procter & Gamble Co |
173 |
New |
$166.85 |
$205,000 |
1,266 |
0.02% |
205,000 |
1,266 |
0 |
Cleaning Products |
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UNH |
Unitedhealth Group Inc |
175 |
New |
$512.81 |
$203,000 |
410 |
0.02% |
203,000 |
410 |
0 |
Health Care Plans |
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IBDV |
Ishares Ibonds Dec 2030 Ter... |
217 |
New |
$0.00 |
$24,000 |
1,140 |
0% |
24,000 |
1,140 |
0 |
N/A |
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EMB |
iShares JPMorgan USD Emerg ... |
225 |
New |
$88.66 |
$19,000 |
209 |
0% |
19,000 |
209 |
0 |
Closed - End Fund - E... |
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IRBO |
Ishares Robotics And Artifi... |
256 |
New |
$0.00 |
$0 |
10 |
0% |
0 |
10 |
0 |
N/A |
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