Notify me when PHILLIPS FINANCIAL MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 307 | $1,551,778,482 | +$53,331,446 | -$40,630,710 | +$12,700,736 | IVV, DFCF, DFIC, DFSD, DUHP | 13F-HR | 26 Jan 2026, 16:57 |
| Q3 2025 | 305 | $1,515,852,117 | +$88,174,481 | -$22,054,148 | +$66,120,333 | IVV, DFCF, DFIC, DFSD, IJH | 13F-HR | 24 Oct 2025, 11:18 |
| Q2 2025 | 279 | $1,378,208,007 | +$37,105,565 | -$26,985,399 | +$10,120,166 | IVV, DFCF, DFIC, DFSD, IJH | 13F-HR | 30 Jul 2025, 13:44 |
| Q1 2025 | 258 | $1,293,932,199 | +$56,628,056 | -$25,196,901 | +$31,431,155 | IVV, DFCF, DFIC, DFSD, IJH | 13F-HR | 30 Apr 2025, 15:05 |
| Q4 2024 | 259 | $1,271,554,772 | +$132,090,921 | -$110,367,866 | +$21,723,055 | IVV, DFCF, DFSD, DFIC, IJH | 13F-HR | 10 Feb 2025, 10:16 |
| Q3 2024 | 276 | $1,289,706,441 | +$47,279,806 | -$44,053,764 | +$3,226,042 | IVV, IJH, IXUS, IVE, DFCF | 13F-HR | 07 Nov 2024, 11:38 |
| Q2 2024 | 271 | $1,212,383,065 | +$30,964,978 | -$34,923,679 | -$3,958,701 | IVV, IJH, IXUS, IVE, VXUS | 13F-HR | 08 Aug 2024, 11:50 |
| Q1 2024 | 263 | $1,221,200,741 | +$102,132,751 | -$28,437,235 | +$73,695,516 | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 23 Apr 2024, 09:03 |
| Q4 2023 | 252 | $1,151,274,186 | +$42,413,734 | -$39,583,759 | +$2,829,975 | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 25 Jan 2024, 15:11 |
| Q3 2023 | 238 | $1,054,493,192 | +$35,538,621 | -$19,678,029 | +$15,860,592 | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 09 Nov 2023, 08:54 |
| Q2 2023 | 236 | $1,077,609,941 | +$42,218,730 | -$31,391,986 | +$10,826,744 | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 11 Aug 2023, 14:59 |
| Q1 2023 | 236 | $1,036,178,777 | +$33,636,529 | -$14,611,181 | +$19,025,348 | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 08 May 2023, 14:25 |
| Q4 2022 | 225 | $983,031,077 | +$62,564,992 | -$50,467,055 | +$12,097,937 | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 24 Jan 2023, 12:59 |
| Q3 2022 | 223 | $907,289,000 | +$57,694,270 | -$18,968,461 | +$38,725,809 | IVV, IJH, IVE, IXUS, AGG | 13F-HR | 08 Nov 2022, 14:34 |
| Q2 2022 | 104 | $922,605,000 | +$62,990,297 | -$74,844,649 | -$11,854,352 | IVV, IJH, IVE, IXUS, LRGF | 13F-HR | 22 Jul 2022, 11:04 |
| Q1 2022 | 139 | $1,056,825,000 | +$90,308,669 | -$5,779,096 | +$84,529,573 | IVV, IJH, LRGF, AGG, IVE | 13F-HR | 06 May 2022, 12:04 |
| Q4 2021 | 90 | $1,020,870,000 | +$36,850,975 | -$22,181,107 | +$14,669,868 | IVV, IJH, AGG, LRGF, IXUS | 13F-HR | 07 Feb 2022, 14:55 |
| Q3 2021 | 90 | $966,020,000 | +$72,239,644 | -$65,833,858 | +$6,405,786 | IVV, IJH, AGG, LRGF, IXUS | 13F-HR | 09 Nov 2021, 11:47 |
| Q2 2021 | 89 | $970,333,000 | +$130,727,446 | -$7,057,984 | +$123,669,462 | IVV, IJH, AGG, IXUS, IVE | 13F-HR | 10 Aug 2021, 12:42 |
| Q1 2021 | 85 | $813,243,000 | +$54,927,186 | -$13,184,774 | +$41,742,412 | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 17 May 2021, 09:58 |
| Q4 2020 | 86 | $732,277,000 | +$40,167,625 | -$8,210,494 | +$31,957,131 | IVV, IJH, AGG, IXUS, IVE | 13F-HR | 16 Feb 2021, 12:15 |
| Q3 2020 | 84 | $639,087,000 | +$22,361,539 | -$15,030,183 | +$7,331,356 | IVV, AGG, IJH, IVE, IXUS | 13F-HR | 06 Nov 2020, 15:01 |
| Q2 2020 | 83 | $608,047,000 | +$34,892,003 | -$10,567,324 | +$24,324,679 | IVV, AGG, IJH, IVE, IXUS | 13F-HR | 07 Aug 2020, 14:41 |
| Q1 2020 | 82 | $502,071,000 | +$46,828,064 | -$29,090,176 | +$17,737,888 | IVV, AGG, IJH, IVE, IXUS | 13F-HR | 15 May 2020, 13:13 |
| Q4 2019 | 78 | $609,977,000 | +$21,751,279 | -$4,913,811 | +$16,837,468 | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 19 Feb 2020, 15:37 |
| Q3 2019 | 76 | $568,706,000 | +$29,097,786 | -$8,069,342 | +$21,028,444 | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 12 Nov 2019, 12:41 |
| Q2 2019 | 76 | $546,024,000 | +$18,530,732 | -$15,429,798 | +$3,100,934 | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 06 Aug 2019, 15:43 |
| Q1 2019 | 78 | $524,509,000 | +$26,052,511 | -$15,462,277 | +$10,590,234 | IVV, IJH, IVE, AGG, IXUS | 13F-HR | 07 May 2019, 16:00 |
| Q4 2018 | 77 | $468,008,000 | +$40,936,344 | -$11,146,343 | +$29,790,001 | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 04 Feb 2019, 12:02 |
| Q3 2018 | 70 | $486,023,000 | +$14,718,027 | -$12,076,403 | +$2,641,624 | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 14 Nov 2018, 16:52 |
| Q2 2018 | 69 | $473,525,000 | +$8,272,682 | -$3,185,816 | +$5,086,866 | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 09 Aug 2018, 16:27 |
| Q1 2018 | 70 | $461,489,000 | +$11,306,753 | -$5,908,407 | +$5,398,346 | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 11 May 2018, 10:35 |
| Q4 2017 | 68 | $474,428,000 | +$9,720,086 | -$11,398,634 | -$1,678,548 | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 01 Feb 2018, 16:17 |
| Q3 2017 | 70 | $456,697,000 | +$19,707,595 | -$5,839,291 | +$13,868,304 | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 13 Nov 2017, 18:21 |
| Q2 2017 | 70 | $437,817,000 | +$13,312,784 | -$4,179,652 | +$9,133,132 | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 11 Aug 2017, 11:50 |
| Q1 2017 | 68 | $412,694,000 | +$14,218,278 | -$5,187,807 | +$9,030,471 | IJH, IVE, IVV, AGG, IXUS | 13F-HR | 11 May 2017, 09:23 |
| Q4 2016 | 67 | $399,582,000 | +$12,517,227 | -$4,504,995 | +$8,012,232 | IJH, IVE, IVV, AGG, BNDX | 13F-HR | 01 Feb 2017, 10:10 |
| Q3 2016 | 66 | $376,148,000 | +$12,171,512 | -$3,845,173 | +$8,326,339 | IJH, IVV, IVE, AGG, BNDX | 13F-HR | 31 Oct 2016, 18:44 |
| Q2 2016 | 63 | $373,515,000 | +$5,015,727 | -$7,153,114 | -$2,137,387 | IJH, IVE, IVV, AGG, BNDX | 13F-HR | 08 Aug 2016, 16:10 |
| Q1 2016 | 61 | $360,458,000 | +$9,253,327 | -$3,742,929 | +$5,510,398 | IJH, IVV, IVE, AGG, BNDX | 13F-HR | 05 May 2016, 16:13 |
| Q4 2015 | 60 | $330,479,000 | +$8,399,826 | -$2,828,985 | +$5,570,841 | IJH, IVV, IVE, AGG, BNDX | 13F-HR | 26 Jan 2016, 19:03 |
| Q3 2015 | 63 | $342,987,000 | +$4,980,959 | -$6,887,769 | -$1,906,810 | IJH, IVV, IVE, AGG, BNDX | 13F-HR | 22 Oct 2015, 19:43 |
| Q2 2015 | 63 | $361,987,000 | +$8,698,312 | -$3,991,938 | +$4,706,374 | IJH, IVV, IVE, AGG, BND | 13F-HR | 28 Jul 2015, 16:53 |
| Q1 2015 | 64 | $365,431,000 | +$11,675,751 | -$8,586,383 | +$3,089,368 | IJH, IVV, IVE, AGG, BND | 13F-HR | 29 Apr 2015, 10:12 |
| Q4 2014 | 68 | $349,026,000 | +$12,375,997 | -$7,553,070 | +$4,822,927 | IJH, IVV, IVE, BND, AGG | 13F-HR | 23 Jan 2015, 07:20 |
| Q3 2014 | 70 | $330,979,000 | +$17,721,445 | -$6,451,656 | +$11,269,789 | IJH, IVV, IVE, BND, AGG | 13F-HR | 21 Oct 2014, 21:19 |
| Q2 2014 | 65 | $334,479,000 | +$11,811,656 | -$4,897,709 | +$6,913,947 | IJH, IVV, IVE, BND, VEU | 13F-HR | 21 Jul 2014, 17:07 |
| Q1 2014 | 65 | $318,206,000 | +$14,256,128 | -$4,628,647 | +$9,627,481 | IJH, IVV, IVE, BND, EFA | 13F-HR | 25 Apr 2014, 15:02 |
| Q4 2013 | 61 | $301,024,000 | $0 | $0 | $0 | IJH, IVV, IVE, BND, EFA | 13F-HR | 23 Jan 2014, 07:36 |