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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PHILLIPS FINANCIAL MANAGEMENT, LLC

Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001398344-25-008201

Total Value
$1.29B
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200244,566$137.4M10.62%
2DIMENSIONAL ETF TRUST25434V8721,913,355$80.5M6.22%
3DIMENSIONAL ETF TRUST25434V7992,505,201$69.6M5.38%
4DIMENSIONAL ETF TRUST25434V8641,318,522$62.7M4.84%
5ISHARES TR464287507789,327$46.1M3.56%
6VANGUARD STAR FDS921909768617,830$38.4M2.97%
7ISHARES TR46432F834544,978$38.0M2.94%
8DIMENSIONAL ETF TRUST25434V6661,236,631$37.8M2.92%
9VANGUARD INDEX FDS92290836368,205$35.1M2.71%
10ISHARES TR464287408183,276$34.9M2.70%
11DIMENSIONAL ETF TRUST25434V609667,003$34.3M2.65%
12DIMENSIONAL ETF TRUST25434V831985,640$32.7M2.52%
13VANGUARD CHARLOTTE FDS92203J407606,789$29.6M2.29%
14DIMENSIONAL ETF TRUST25434V7321,082,926$28.7M2.21%
15ISHARES TR464287226276,715$27.4M2.12%
16VANGUARD INDEX FDS922908629103,601$26.8M2.07%
17DIMENSIONAL ETF TRUST25434V708757,053$25.0M1.93%
18ISHARES TR46434V282389,048$22.5M1.74%
19DIMENSIONAL ETF TRUST25434V500374,665$22.4M1.73%
20VANGUARD ADMIRAL FDS INC921932703106,732$19.7M1.52%
21ISHARES TR46435U853514,841$19.0M1.46%
22VANGUARD BD INDEX FDS921937835219,021$16.1M1.24%
23DIMENSIONAL ETF TRUST25434V591294,688$14.9M1.16%
24VANGUARD SCOTTSDALE FDS92206C870175,113$14.3M1.11%
25DIMENSIONAL ETF TRUST25434V823601,887$14.3M1.11%
26ISHARES TR46435G672261,128$13.1M1.01%
27ISHARES TR464287879131,502$12.8M0.99%
28VANGUARD INDEX FDS92290861168,764$12.8M0.99%
29ISHARES TR46434V274395,301$12.2M0.94%
30VANGUARD INDEX FDS922908553120,279$10.9M0.84%
31ISHARES TR464288521172,791$10.0M0.77%
32VANGUARD BD INDEX FDS921937819129,033$9.9M0.76%
33ISHARES TR46432F859195,716$9.5M0.73%
34VANGUARD WORLD FD92191087344,553$9.0M0.69%
35VANGUARD BD INDEX FDS921937827107,185$8.4M0.65%
36VANGUARD INTL EQUITY INDEX F922042775127,883$7.8M0.60%
37VANGUARD INDEX FDS92290876927,859$7.7M0.59%
38VANGUARD WORLD FD92191084056,350$7.3M0.56%
39DIMENSIONAL ETF TRUST25434V807175,143$6.9M0.53%
40ISHARES TR46428841464,144$6.8M0.52%
41VANGUARD SCOTTSDALE FDS92206C40982,001$6.5M0.50%
42ISHARES TR46434V878127,040$6.4M0.50%
43VANGUARD INDEX FDS92290874435,897$6.2M0.48%
44SCHWAB STRATEGIC TR808524201256,744$5.7M0.44%
45ISHARES TR46428780453,823$5.6M0.43%
46DIMENSIONAL ETF TRUST25434V880204,278$5.4M0.41%
47VANGUARD MALVERN FDS922020805104,855$5.2M0.40%
48SCHWAB STRATEGIC TR808524839222,106$5.1M0.40%
49ISHARES TR46428746562,285$5.1M0.39%
50ISHARES TR46428815846,425$4.9M0.38%
51ISHARES TR46428717643,982$4.9M0.38%
52DIMENSIONAL ETF TRUST25434V815173,346$4.9M0.38%
53APPLE INCAAPL21,858$4.9M0.38%
54VANGUARD INDEX FDS92290863716,850$4.3M0.33%
55JPMORGAN CHASE & CO.VYLD16,145$4.0M0.31%
56VANGUARD ADMIRAL FDS INC92193288539,595$3.9M0.30%
57ISHARES TR46434V29059,488$3.7M0.29%
58SPDR S&P 500 ETF TRSPY6,537$3.7M0.28%
59VANGUARD ADMIRAL FDS INC92193282836,024$3.5M0.27%
60ISHARES TR46428762211,196$3.4M0.27%
61SPDR INDEX SHS FDS78463X54158,377$3.1M0.24%
62ISHARES TR46428749936,514$3.1M0.24%
63VANGUARD MUN BD FDS92290774660,067$3.0M0.23%
64ISHARES TR46432F84237,207$2.8M0.22%
65VANGUARD INDEX FDS92290875112,607$2.8M0.22%
66SCHWAB STRATEGIC TR808524607114,074$2.7M0.21%
67VANGUARD SCOTTSDALE FDS92206C77157,486$2.7M0.21%
68ISHARES TR46428863848,461$2.5M0.20%
69SCHWAB STRATEGIC TR80852487091,177$2.5M0.19%
70SPDR SER TR78464A65692,720$2.4M0.19%
71ISHARES TR46434VBD194,310$2.4M0.18%
72ATMOS ENERGY CORPATO15,139$2.3M0.18%
73ISHARES TR46429B74722,602$2.3M0.18%
74ISHARES TR46435GAA089,833$2.2M0.17%
75SPDR SER TR78464A60721,915$2.2M0.17%
76ISHARES TR46428715017,743$2.2M0.17%
77SPDR SER TR78468R62222,298$2.1M0.16%
78MICROSOFT CORPMSFT5,610$2.1M0.16%
79ISHARES TR46428745724,169$2.0M0.15%
80ISHARES TR46428759810,510$2.0M0.15%
81ISHARES INC46434G88941,953$2.0M0.15%
82ISHARES TR46435G41741,072$1.8M0.14%
83VANGUARD INDEX FDS92290851210,894$1.7M0.14%
84DIMENSIONAL ETF TRUST25434V84936,726$1.7M0.14%
85SPDR GOLD TRGLD6,056$1.7M0.13%
86NVIDIA CORPORATIONNVDA15,960$1.7M0.13%
87VANGUARD INDEX FDS9229086529,752$1.7M0.13%
88ISHARES TR46434V61333,247$1.5M0.12%
89ISHARES TR46428770512,318$1.5M0.11%
90DIMENSIONAL ETF TRUST25434V78149,764$1.4M0.11%
91SCHWAB STRATEGIC TR80852450855,252$1.4M0.11%
92ISHARES TR46436E86661,223$1.4M0.11%
93AMAZON COM INCAMZN7,207$1.4M0.11%
94VANGUARD INTL EQUITY INDEX F92204285829,430$1.3M0.10%
95ISHARES TR46436E85855,785$1.3M0.10%
96ISHARES TR46435U25949,533$1.3M0.10%
97BERKSHIRE HATHAWAY INC DELBRK-A2,268$1.2M0.09%
98ISHARES TR46435U28346,980$1.2M0.09%
99VANGUARD ADMIRAL FDS INC92193277813,980$1.2M0.09%
100SPDR INDEX SHS FDS78463X88931,845$1.2M0.09%
101ALPHABET INCGOOG7,136$1.1M0.09%
102ISHARES TR46428766311,896$1.1M0.08%
103ISHARES TR46435U43240,804$1.1M0.08%
104ISHARES TR46435U16845,432$1.1M0.08%
105ISHARES GOLD TRIAU17,649$1.0M0.08%
106ELI LILLY & COLLY1,226$1.0M0.08%
107VANGUARD TAX-MANAGED FDS92194385819,397$985,9670.08%
108TESLA INCTSLA3,746$970,7490.08%
109DIMENSIONAL ETF TRUST25434V72423,537$969,9550.07%
110VANGUARD WORLD FD92204A3067,259$941,5650.07%
111DIMENSIONAL ETF TRUST25434V40113,535$818,5870.06%
112ISHARES TR46428737417,939$815,6860.06%
113LINCOLN NATL CORP IND53418710921,592$775,3740.06%
114ISHARES TR46435UAA931,980$773,2760.06%
115ALPHABET INCGOOG4,486$700,8480.05%
116VANGUARD WORLD FD92204A8013,709$700,2960.05%
117ISHARES TR4642876304,568$689,6770.05%
118SPDR SER TR78464A7635,059$686,4050.05%
119WILLIAMS COS INC96945710011,218$670,3880.05%
120WALMART INCWMT7,360$646,0910.05%
121ISHARES TR46428864612,230$640,5100.05%
122VANGUARD INTL EQUITY INDEX F92204267615,803$639,3890.05%
123ABBVIE INCABBV2,952$618,5770.05%
124VISA INCV1,762$617,5170.05%
125FRANKLIN ELEC INCFELE6,576$617,3550.05%
126ALPHATEC HLDGS INCATEC60,553$614,0070.05%
127META PLATFORMS INCMETA1,062$612,1020.05%
128ISHARES TR4642874734,790$603,3960.05%
129OLD NATL BANCORP IND68003310728,296$599,5920.05%
130ISHARES TR46436E52825,436$590,6240.05%
131ISHARES TR46435U32523,280$588,7510.05%
132ISHARES INC46434G10310,884$587,4310.05%
133ISHARES TR46436E16321,849$547,0990.04%
134ISHARES SILVER TRSLV16,841$521,9030.04%
135BROWN & BROWN INCBRO4,111$511,4060.04%
136KROGER COKR7,422$502,4010.04%
137MASTERCARD INCORPORATEDMA878$481,2520.04%
138VANGUARD INDEX FDS9229087361,275$472,7960.04%
139HOME DEPOT INCHD1,266$463,8500.04%
140ISHARES TR4642882407,951$440,8830.03%
141DIMENSIONAL ETF TRUST25434V6177,068$433,1260.03%
142FAIR ISAAC CORPFICO232$427,8450.03%
143INVESCO QQQ TRIVZ795$372,9540.03%
144PROGRESSIVE CORP7433151031,308$370,1770.03%
145ISHARES BITCOIN TRUST ETFIBIT7,900$369,8210.03%
146COSTCO WHSL CORP NEW22160K105384$363,6110.03%
147ISHARES TR4642873093,897$361,7630.03%
148ISHARES TR4642872423,293$357,9270.03%
149JOHNSON & JOHNSONJNJ2,112$350,2760.03%
150ABBOTT LABSABLZF2,638$349,9390.03%
151ISHARES U S ETF TR46431W5076,773$344,5240.03%
152ENTERPRISE PRODS PARTNERS L2937921079,922$338,7370.03%
153SPDR SER TR78468R60614,361$336,3350.03%
154NETFLIX INCNFLX358$333,8460.03%
155ISHARES TR464287614874$315,5930.02%
156ISHARES TR46436E84113,547$303,7240.02%
157DIMENSIONAL ETF TRUST25434V6254,871$298,7250.02%
158EXXON MOBIL CORPXOM2,495$296,7560.02%
159COCA COLA COKO4,093$293,1410.02%
160UNITEDHEALTH GROUP INCUNH558$292,2530.02%
161PROCTER AND GAMBLE CO7427181091,667$284,1070.02%
162ABRDN SILVER ETF TRUSTSIVR8,641$280,9190.02%
163LOWES COS INC5486611071,140$265,8880.02%
164VANGUARD ADMIRAL FDS INC9219328442,862$263,4270.02%
165AUTOMATIC DATA PROCESSING INADP843$257,5620.02%
166INTERCONTINENTAL EXCHANGE IN45866F1041,488$256,6800.02%
167AMGEN INCAMGN793$247,0720.02%
168TRAVELERS COMPANIES INCTRV919$243,0390.02%
169VANGUARD INTL EQUITY INDEX F9220428663,325$240,9300.02%
170SPDR SER TR78464A4747,944$239,1150.02%
171BROADCOM INCAVGO1,366$228,7090.02%
172HP INCHPQ8,107$224,4830.02%
173STEEL DYNAMICS INCSTLD1,766$220,8470.02%
174SPDR SER TR78464A3756,633$220,4950.02%
175ISHARES TR4642871681,633$219,2810.02%
176CHEVRON CORP NEWCVX1,292$216,1590.02%
177ISHARES TR46436E2059,251$213,9760.02%
178RTX CORPORATIONRTX1,522$201,6040.02%
179ELEVANCE HEALTH INCELV463$201,3860.02%
180ISHARES TR46435U5157,523$190,0310.01%
181ISHARES INC4642866654,138$182,4860.01%
182SELECT SECTOR SPDR TR81369Y803859$177,3660.01%
183SPDR SER TR78464A8473,195$163,5200.01%
184ISHARES TR464287689473$150,2440.01%
185DIMENSIONAL ETF TRUST25434V7405,515$149,1860.01%
186ISHARES TR4642878612,555$148,7010.01%
187ISHARES TR4642882732,334$148,2790.01%
188ISHARES TR4642886121,315$139,3680.01%
189VANGUARD ADMIRAL FDS INC921932505413$138,1400.01%
190SPDR SER TR78464A8542,025$133,1640.01%
191VANGUARD INTL EQUITY INDEX F9220428741,777$124,7630.01%
192SELECT SECTOR SPDR TR81369Y5061,314$122,7930.01%
193ISHARES TR4642885131,486$117,2420.01%
194DIMENSIONAL ETF TRUST25434V5832,167$115,7830.01%
195DIMENSIONAL ETF TRUST25434V8562,601$109,5310.01%
196ISHARES TR46434V6474,500$109,1700.01%
197SCHWAB STRATEGIC TR8085248055,362$106,0600.01%
198SPDR SER TR78468R8532,480$101,0850.01%
199ISHARES TR46436E7264,049$87,9440.01%
200ISHARES TR464287887661$82,2950.01%
201SELECT SECTOR SPDR TR81369Y407390$77,0090.01%
202SCHWAB STRATEGIC TR8085247713,253$76,8030.01%
203EVOLV TECHNOLOGIES HLDNGS INEVLVW24,408$76,1530.01%
204DIMENSIONAL ETF TRUST25434V1041,946$74,8130.01%
205VANGUARD SCOTTSDALE FDS92206C680792$73,4900.01%
206DIMENSIONAL ETF TRUST25434V5751,385$72,3660.01%
207DIMENSIONAL ETF TRUST25434V2032,285$71,3740.01%
208ISHARES TR46435G516843$68,8650.01%
209VANGUARD INDEX FDS922908595243$61,1800.00%
210SCHWAB STRATEGIC TR8085244092,040$54,2230.00%
211SELECT SECTOR SPDR TR81369Y209370$54,0240.00%
212ISHARES TR46435G3422,287$51,3200.00%
213VANGUARD SCOTTSDALE FDS92206C102857$50,2970.00%
214SPDR SER TR78464A508974$49,7420.00%
215VANGUARD INTL EQUITY INDEX F922042742422$48,9310.00%
216VANGUARD WORLD FD92204A405403$48,1460.00%
217ISHARES TR46434V621751$46,3970.00%
218SCHWAB STRATEGIC TR8085247061,558$42,9540.00%
219ISHARES INC46434G772900$42,7320.00%
220ISHARES TR464287572439$42,2710.00%
221ISHARES TR464288588450$42,2010.00%
222VANGUARD BD INDEX FDS921937793569$40,0690.00%
223ISHARES TR464288877621$36,6260.00%
224VANGUARD WORLD FD921910733347$33,9890.00%
225DIMENSIONAL ETF TRUST25434V7651,216$32,7590.00%
226ISHARES TR464288885320$31,9650.00%
227ISHARES TR464287655150$29,9240.00%
228SELECT SECTOR SPDR TR81369Y308330$26,9510.00%
229ISHARES TR464288679243$26,8420.00%
230ISHARES INC464286509650$26,4880.00%
231ISHARES TR46436E4861,274$26,4360.00%
232SCHWAB STRATEGIC TR8085243001,016$25,4410.00%
233ISHARES TR464287556196$25,0680.00%
234SCHWAB STRATEGIC TR808524797812$22,7010.00%
235ISHARES TR464287796457$22,5300.00%
236ISHARES TR4642882241,925$21,9840.00%
237ISHARES INC464286772405$21,8860.00%
238VANGUARD WORLD FD92204A70236$19,5260.00%
239ISHARES TR464288281209$18,9330.00%
240ISHARES INC464286103775$18,1660.00%
241SCHWAB STRATEGIC TR808524714687$16,9280.00%
242ISHARES TR46435U663429$16,4780.00%
243SPDR SER TR78464A649485$12,3800.00%
244ISHARES TR464288810200$12,0380.00%
245SPDR INDEX SHS FDS78463X509299$11,7770.00%
246SPDR SER TR78464A10259$11,3170.00%
247SPDR SER TR78464A88895$9,2060.00%
248SPDR INDEX SHS FDS78463X871250$8,0020.00%
249SPDR SER TR78464A20196$7,9680.00%
250SPDR SER TR78468R65592$4,6320.00%
251SPDR SER TR78464A30056$4,3900.00%
252ISHARES TR464287341100$4,2030.00%
253ISHARES TR46428748132$3,7600.00%
254SPDR SER TR78468R54950$3,5680.00%
255ISHARES INC46434G82250$3,4280.00%
256VANGUARD SCOTTSDALE FDS92206C70643$2,5540.00%
257ISHARES TR46428773920$1,9150.00%
258ISHARES TR46435U55610$3150.00%