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Phillips Financial Management, LLC

Q4 2023 Holdings

Filed 2024-01-25 | 252 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(IJH)CORE S&P MCP ETF464287507$66.2M238,9245.8%
Ishares TR(IVV)CORE S&P500 ETF464287200$108.8M227,7639.4%
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