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Phillips Financial Management, LLC

Q4 2015 Holdings

Filed 2016-01-27 | 60 holdings | $330.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(EFA)MSCI EAFE ETF464287465$12.6K230,2293.8%
Ishares TR(IJS)SP SMCP600VL ETF464287879$13.0K133,3403.9%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$13.8K344,0274.2%
Vanguard Index FDS(VNQ)REIT ETF922908553$15.1K198,2974.6%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$17.8K219,0015.4%
Vanguard Charlotte FDS(BNDX)INTL BD IDX ETF92203J407$18.9K356,1125.7%
Ishares TR(AGG)CORE US AGGBD ET464287226$21.3K196,0996.5%
Ishares TR(IVE)S&P 500 VAL ETF464287408$27.5K335,4858.3%
Ishares TR(IVV)CORE S&P500 ETF464287200$28.2K148,8218.5%
Ishares TR(IJH)CORE S&P MCP ETF464287507$30.9K243,1949.3%
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