Portfolio (Quarterly)
Guide ↗
PHILLIPS FINANCIAL MANAGEMENT, LLC
· CIK 0001350660| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SCHI | SCHWAB STRATEGIC TR | — | 1,218 | $28K | 0.00% | SOLD |
| 22 | FNDE | SCHWAB STRATEGIC TR | — | 745 | $27K | 0.00% | SOLD |
| 23 | FNDA | SCHWAB STRATEGIC TR | — | 837 | $26K | 0.00% | SOLD |
| 24 | — | SCHWAB STRATEGIC TR | — | 871 | $22K | 0.00% | SOLD |
| 25 | EWA | ISHARES INC | — | 775 | $20K | 0.00% | SOLD |
| 26 | SCHR | SCHWAB STRATEGIC TR | — | 809 | $20K | 0.00% | SOLD |
| 27 | XLU | SELECT SECTOR SPDR TR | — | 274 | $12K | 0.00% | SOLD |
| 28 | FNDC | SCHWAB STRATEGIC TR | — | 211 | $9K | 0.00% | SOLD |
| 29 | SCHC | SCHWAB STRATEGIC TR | — | 194 | $9K | 0.00% | SOLD |
| 30 | SCHH | SCHWAB STRATEGIC TR | — | 286 | $6K | — | SOLD |
| 31 | EBND | SPDR SERIES TRUST | — | 271 | $6K | — | SOLD |
| 32 | EWJ | ISHARES INC | — | 50 | $4K | — | SOLD |
| 33 | IYR | ISHARES TR | — | 20 | $2K | — | SOLD |
Sector Allocation
Financial Services
38.4%
Technology
21.5%
Healthcare
7.9%
Communication Services
7.8%
Consumer Cyclical
6.3%
Industrials
5.0%
Utilities
4.4%
Energy
4.4%
Consumer Defensive
3.4%
Basic Materials
0.9%