SEC Form 13F

PHILLIPS FINANCIAL MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$1,364,273,027
Positions291

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$151,274,852201,998
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$109,700,8812,598,931
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$91,841,6352,464,885
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$83,889,6331,756,850
DIMENSIONAL ETF TRUSTDFLVUS LARG VALU ETF$53,928,5861,363,899
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$49,815,430712,667
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$48,676,3901,166,460
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$41,884,8861,030,632
VANGUARD STAR FDSVXUSVG TL INTL STK F$35,844,717419,285
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$35,625,73151,871

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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