PHILLIPS FINANCIAL MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Fort Wayne, IN
CIK
0001350660
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 237 1,077,609 13F-HR 8/11/2023 000139834423014669 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2023 237 1,036,178 13F-HR 5/8/2023 000139834423009111 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2022 225 983,031 13F-HR 1/24/2023 000139834423000933 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q3 2022 224 907,290 13F-HR 11/8/2022 000139834422021631 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q2 2022 104 922,605 13F-HR 7/22/2022 000139834422013908 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2022 139 1,056,825 13F-HR 5/6/2022 000139834422008917 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2021 90 1,020,870 13F-HR 2/7/2022 000139834422002272 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q3 2021 90 966,020 13F-HR 11/9/2021 000110465921136114 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q2 2021 89 970,334 13F-HR 8/10/2021 000110465921102697 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2021 85 813,243 13F-HR 5/17/2021 000110465921067556 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2020 86 732,277 13F-HR 2/16/2021 000110465921023444 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q3 2020 84 639,087 13F-HR 11/6/2020 000110465920122438 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q2 2020 83 610,906 13F-HR 8/7/2020 000110465920091928 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2020 82 504,203 13F-HR 5/15/2020 000110465920062359 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2019 78 609,977 13F-HR 2/19/2020 000110465920022772 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q3 2019 76 568,706 13F-HR 11/12/2019 000110465919062398 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q2 2019 76 546,024 13F-HR 8/6/2019 000114420419037864 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2019 78 524,509 13F-HR 5/7/2019 000114420419024212 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2018 77 468,008 13F-HR 2/4/2019 000114420419004598 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q3 2018 71 486,023 13F-HR 11/14/2018 000114420418060008 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q2 2018 69 473,525 13F-HR 8/9/2018 000114420418043313 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2018 70 461,489 13F-HR 5/11/2018 000114420418027397 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2017 68 474,428 13F-HR 2/1/2018 000114420418005166 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q3 2017 71 456,697 13F-HR 11/14/2017 000114420417058501 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q2 2017 70 437,817 13F-HR 8/11/2017 000114420417042311 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2017 68 412,694 13F-HR 5/11/2017 000114420417026261 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2016 67 399,582 13F-HR 2/1/2017 000114420417005250 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q3 2016 66 376,148 13F-HR 11/1/2016 000114420416130636 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q2 2016 63 373,515 13F-HR 8/8/2016 000114420416117225 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2016 61 360,458 13F-HR 5/5/2016 000114420416099246 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2015 60 330,689 13F-HR 1/27/2016 000108514616002679 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q3 2015 63 342,987 13F-HR 10/23/2015 000108514615002070 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q2 2015 63 361,987 13F-HR 7/28/2015 000108514615001525 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2015 64 365,431 13F-HR 4/29/2015 000108514615001006 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2014 68 349,026 13F-HR 1/23/2015 000108514615000145 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q3 2014 70 330,979 13F-HR 10/22/2014 000108514614001932 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q2 2014 65 334,982 13F-HR 7/21/2014 000108514614001368 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q1 2014 65 318,206 13F-HR 4/25/2014 000108514614000913 PHILLIPS FINANCIAL MANAGEMENT, LLC
Q4 2013 61 301,527 13F-HR 1/23/2014 000108514614000138 PHILLIPS FINANCIAL MANAGEMENT, LLC