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Phillips Financial Management, LLC

Q1 2017 Holdings

Filed 2017-05-11 | 68 holdings | $412.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Intermediate-Term Bond Index Fund(BIV)COM921937819$5.3K62,6331.3%
Spdr High Yield Bond ETFCOM78464A417$5.7K154,5121.4%
Ishares Tips Bond ETF(TIP)COM464287176$6.5K56,5001.6%
Vanguard Mid-Cap Index Fund(VO)COM922908629$7.2K52,2661.7%
Spdr DOW Jones REIT ETF(RWR)COM78464A607$8.1K85,9612.0%
Vanguard Total International Stock ETF(VXUS)COM921909768$9.3K187,8672.2%
Vanguard Intermediate Term Corp Bond FD ETF(VCIT)COM92206C870$10.4K119,6492.5%
Ishares Msci Eafe ETF(EFA)COM464287465$13.1K213,1743.2%
Vanguard Ftse All-World EX US Index Fund(VEU)COM922042775$15.1K319,3953.7%
Vanguard Total Bond Market Index Fund(BND)COM921937835$16.4K200,4754.0%
Ishares S&P Small-Cap 600 Value ETF(IJS)COM464287879$18.1K135,0044.4%
Vanguard REIT ETF(VNQ)COM922908553$18.8K223,1164.6%
Vanguard Total International Bond ETF(BNDX)COM92203J407$22.5K413,7745.5%
Ishares Core Msci Total International Stock ETF(IXUS)COM46432F834$22.9K420,7235.6%
Ishares Aggregate Bond ETF(AGG)COM464287226$27.0K246,7026.5%
Ishares Core S&P 500 ETF(IVV)COM464287200$35.7K152,3428.6%
Ishares S&P 500 Value ETF(IVE)COM464287408$35.7K349,0228.7%
Ishares S&P Midcap Fund(IJH)COM464287507$42.0K250,84210.2%
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