IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Phillips Financial Management, LLC

Q3 2017 Holdings

Filed 2017-11-14 | 71 holdings | $456.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Small-Cap Value Index Fund(VBR)COM922908611$5.5K42,9171.2%
Vanguard Intermediate-Term Bond Index Fund(BIV)COM921937819$5.6K65,8001.2%
Spdr High Yield Bond ETFCOM78464A417$6.1K164,2221.3%
Ishares Core 1-5 Year USD Bond ETF(ISTB)COM46432F859$6.1K122,0141.3%
Spdr DOW Jones REIT ETF(RWR)COM78464A607$6.5K70,0341.4%
Ishares Tips Bond ETF(TIP)COM464287176$6.8K60,2511.5%
Vanguard Mid-Cap Index Fund(VO)COM922908629$7.6K51,8331.7%
Vanguard Total International Stock ETF(VXUS)COM921909768$10.1K185,0012.2%
Vanguard Intermediate Term Corp Bond FD ETF(VCIT)COM92206C870$11.1K125,8432.4%
Ishares Msci Eafe ETF(EFA)COM464287465$13.3K193,9722.9%
Vanguard Total Bond Market Index Fund(BND)COM921937835$16.4K200,0613.6%
Vanguard Ftse All-World EX US Index Fund(VEU)COM922042775$16.4K311,5943.6%
Ishares S&P Small-Cap 600 Value ETF(IJS)COM464287879$20.8K140,3014.6%
Vanguard REIT ETF(VNQ)COM922908553$21.6K260,1254.7%
Vanguard Total International Bond ETF(BNDX)COM92203J407$23.2K424,4305.1%
Ishares Core Msci Total International Stock ETF(IXUS)COM46432F834$27.9K457,4856.1%
Ishares Aggregate Bond ETF(AGG)COM464287226$35.4K323,1387.8%
Ishares S&P 500 Value ETF(IVE)COM464287408$38.7K358,6098.5%
Ishares Core S&P 500 ETF(IVV)COM464287200$39.8K157,2188.7%
Ishares S&P Midcap Fund(IJH)COM464287507$46.4K259,12810.2%
PreviousPage 2 of 2