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Holdings
PHILLIPS FINANCIAL MANAGEMENT, LLC
Changes:
All
|
New
|
Increased
|
Decreased
|
Sold Out
Portfolio as of:
Most recent
06/30/2023
03/31/2023
12/31/2022
09/30/2022
06/30/2022
03/31/2022
12/31/2021
09/30/2021
06/30/2021
03/31/2021
12/31/2020
09/30/2020
06/30/2020
03/31/2020
12/31/2019
09/30/2019
06/30/2019
03/31/2019
12/31/2018
09/30/2018
06/30/2018
03/31/2018
12/31/2017
09/30/2017
06/30/2017
03/31/2017
12/31/2016
09/30/2016
06/30/2016
03/31/2016
12/31/2015
09/30/2015
06/30/2015
03/31/2015
12/31/2014
09/30/2014
06/30/2014
03/31/2014
12/31/2013
09/30/2013
06/30/2013
03/31/2013
12/31/2012
09/30/2012
06/30/2012
03/31/2012
12/31/2011
09/30/2011
06/30/2011
03/31/2011
12/31/2010
09/30/2010
06/30/2010
03/31/2010
12/31/2009
09/30/2009
06/30/2009
03/31/2009
12/31/2008
09/30/2008
06/30/2008
03/31/2008
12/31/2007
09/30/2007
06/30/2007
03/31/2007
12/31/2006
09/30/2006
06/30/2006
03/31/2006
12/31/2005
Name
Ticker
Class
Shares
Change
Value
Change
% Port
% OS
Hist
Date
SEMPRA
SRE
Common
0
-1,361
0
-205,729,000
0.00
0.00
Hist
06/30/2023
iSHARES TRUST
IDRV
Common
0
-882
0
-33,834,000
0.00
0.00
Hist
06/30/2023
SPDR INDEX SHS FDS
DWX
Common
0
-316
0
-10,832,000
0.00
0.00
Hist
06/30/2023
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