Phillips Financial Management
$1.4B Assets Reported
316 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 222,342 | $145M | 10.5% |
| DFCF | DIMENSIONAL ETF TRUST | 2,526,277 | $107M | 7.7% |
| DFIC | DIMENSIONAL ETF TRUST | 2,611,359 | $93M | 6.7% |
| DFSD | DIMENSIONAL ETF TRUST | 1,714,301 | $82M | 6.0% |
| DFLV | DIMENSIONAL ETF TRUST | 1,411,955 | $50M | 3.7% |
| DFAT | DIMENSIONAL ETF TRUST | 757,816 | $47M | 3.4% |
| DUHP | DIMENSIONAL ETF TRUST | 1,248,706 | $46M | 3.3% |
| DFEM | DIMENSIONAL ETF TRUST | 1,107,968 | $38M | 2.8% |
| VXUS | VANGUARD STAR FDS | 486,052 | $37M | 2.7% |
| IJH | ISHARES TR | 551,833 | $37M | 2.7% |
Track Phillips Financial Management's 13F portfolio: $1.4B in reported holdings, 316 positions. Top holdings, AUM, and quarterly changes on SentiSense.