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The Analysis of PHILLIPS FINANCIAL MANAGEMENT, LLC's Holdings & P&L

Currently, PHILLIPS FINANCIAL MANAGEMENT, LLC holds 283 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in DUSB (+60.6K shares, valued at $3.1M), LNG (+2.3K shares, valued at $664.3K), IBDS (+20.0K shares, valued at $484.8K); decreased their positions in IVV (-30.2K shares, valued at $19.8M), IXUS (-157.3K shares, valued at $13.6M), IJH (-192.0K shares, valued at $13.0M); initiated new positions in LNG (+2.3K shares, valued at $664.3K), IBMS (+13.6K shares, valued at $350.6K), COP (+2.2K shares, valued at $284.9K).

1M P&L

+28.7M+2.06%

3M P&L

-59.7M-4.02%

HY P&L

+33.0M+2.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.3B

96.2%

2Banks - Diversified9.2M

0.7%

3Consumer Electronics5.5M

0.4%

Top Industries by Stock Count

1N/A216 stocks

79.7%

2Drug Manufacturers - General5 stocks

1.8%

3Semiconductors4 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR222.3K shares-11.97%2026-03-312026-04-16

DFCF DIMENSIONAL ETF TRUST2.5M shares-4.24%2026-03-312026-04-16

DFIC DIMENSIONAL ETF TRUST2.6M shares-8.44%2026-03-312026-04-16

DFSD DIMENSIONAL ETF TRUST1.7M shares-2.97%2026-03-312026-04-16

DFLV DIMENSIONAL ETF TRUST1.4M shares-3.61%2026-03-312026-04-16

DFAT DIMENSIONAL ETF TRUST757.8K shares-6.12%2026-03-312026-04-16

DUHP DIMENSIONAL ETF TRUST1.2M shares-7.26%2026-03-312026-04-16

DFEM DIMENSIONAL ETF TRUST1.1M shares-8.57%2026-03-312026-04-16

Sponsored

VXUS VANGUARD STAR FDS486.1K shares-13.86%2026-03-312026-04-16

IJH ISHARES TR551.8K shares-25.81%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS61.1K shares-10.82%2026-03-312026-04-16

DFAS DIMENSIONAL ETF TRUST434.2K shares-6.66%2026-03-312026-04-16

IVE ISHARES TR138.9K shares-21.41%2026-03-312026-04-16

DFAC DIMENSIONAL ETF TRUST720.8K shares-2.83%2026-03-312026-04-16

IXUS ISHARES TR318.5K shares-33.06%2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS568.5K shares-11.75%2026-03-312026-04-16

Sponsored

DUSB DIMENSIONAL ETF TRUST515.0K shares13.33%2026-03-312026-04-16

VO VANGUARD INDEX FDS89.4K shares-11.57%2026-03-312026-04-16

LRGF ISHARES TR285.8K shares-7.71%2026-03-312026-04-16

AGG ISHARES TR185.5K shares-22.82%2026-03-312026-04-16

USHY ISHARES TR494.7K shares-13.98%2026-03-312026-04-16

VOOV VANGUARD ADMIRAL FDS INC83.9K shares-14.10%2026-03-312026-04-16

DFAR DIMENSIONAL ETF TRUST695.0K shares-7.31%2026-03-312026-04-16

VBR VANGUARD INDEX FDS56.6K shares-16.51%2026-03-312026-04-16

Sponsored

BND VANGUARD BD INDEX FDS165.0K shares-20.77%2026-03-312026-04-16

IJS ISHARES TR83.7K shares-26.49%2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST186.2K shares-1.23%2026-03-312026-04-16

VTI VANGUARD INDEX FDS28.5K shares3.97%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS108.1K shares-10.36%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO30.3K shares0.09%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T13.4K shares-3.66%2026-03-312026-04-16

MGC VANGUARD WORLD FD35.9K shares-17.70%2026-03-312026-04-16

Sponsored

IAGG ISHARES TR162.1K shares-27.03%2026-03-312026-04-16

INTF ISHARES TR201.7K shares-13.04%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F99.2K shares-14.50%2026-03-312026-04-16

VTV VANGUARD INDEX FDS37.5K shares-11.96%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS81.6K shares-24.75%2026-03-312026-04-16

USRT ISHARES TR122.2K shares-25.73%2026-03-312026-04-16

BIV VANGUARD BD INDEX FDS88.2K shares-25.20%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR250.5K shares-4.42%2026-03-312026-04-16

Sponsored

MGV VANGUARD WORLD FD43.5K shares-19.66%2026-03-312026-04-16

DFSV DIMENSIONAL ETF TRUST176.1K shares-1.72%2026-03-312026-04-16

ISTB ISHARES TR126.7K shares-26.09%2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS78.2K shares-23.68%2026-03-312026-04-16

DFAX DIMENSIONAL ETF TRUST179.8K shares-0.75%2026-03-312026-04-16

AAPL APPLE INC21.5K shares-5.72%2026-03-312026-04-16

EFA ISHARES TR53.5K shares-26.31%2026-03-312026-04-16

SCHZ SCHWAB STRATEGIC TR187.9K shares-4.49%2026-03-312026-04-16

Sponsored

GNR SPDR INDEX SHS FDS55.1K shares-8.89%2026-03-312026-04-16

NVDA NVIDIA CORPORATION23.5K shares-1.70%2026-03-312026-04-16

VTIP VANGUARD MALVERN FDS81.7K shares-19.71%2026-03-312026-04-16

VIOO VANGUARD ADMIRAL FDS INC35.3K shares-1.31%2026-03-312026-04-16

MUB ISHARES TR36.4K shares-36.00%2026-03-312026-04-16

VV VANGUARD INDEX FDS12.7K shares-24.76%2026-03-312026-04-16

SUB ISHARES TR34.8K shares-18.49%2026-03-312026-04-16

IVOO VANGUARD ADMIRAL FDS INC32.2K shares-4.87%2026-03-312026-04-16

Sponsored

IWB ISHARES TR10.1K shares-5.65%2026-03-312026-04-16

IJR ISHARES TR28.8K shares-23.34%2026-03-312026-04-16

ICSH ISHARES TR67.2K shares-18.38%2026-03-312026-04-16

IBDR ISHARES TR137.3K shares17.05%2026-03-312026-04-16

IWR ISHARES TR34.2K shares-20.04%2026-03-312026-04-16

VB VANGUARD INDEX FDS11.8K shares-1.88%2026-03-312026-04-16

SCHP SCHWAB STRATEGIC TR114.2K shares2.03%2026-03-312026-04-16

TIP ISHARES TR27.3K shares-29.82%2026-03-312026-04-16

Sponsored

VCSH VANGUARD SCOTTSDALE FDS37.9K shares-9.47%2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR101.4K shares-2.93%2026-03-312026-04-16

MSFT MICROSOFT CORP7.9K shares-6.83%2026-03-312026-04-16

IEFA ISHARES TR32.2K shares-14.32%2026-03-312026-04-16

SMLF ISHARES TR37.3K shares-5.98%2026-03-312026-04-16

ATO ATMOS ENERGY CORP15.2K shares0.05%2026-03-312026-04-16

VMBS VANGUARD SCOTTSDALE FDS56.7K shares0.00%2026-03-312026-04-16

LLY ELI LILLY & CO2.9K shares-9.52%2026-03-312026-04-16

Sponsored

IBTG ISHARES TR108.3K shares22.67%2026-03-312026-04-16

ALPHABET INC ALPHABET INC7.6K shares-8.46%2026-03-312026-04-16

AMZN AMAZON COM INC10.2K shares-1.14%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS42.0K shares-5.68%2026-03-312026-04-16

ITOT ISHARES TR14.2K shares-15.64%2026-03-312026-04-16

IBHF ISHARES TR85.4K shares30.56%2026-03-312026-04-16

GLD SPDR GOLD TR4.4K shares-17.68%2026-03-312026-04-16

IWD ISHARES TR8.9K shares-5.09%2026-03-312026-04-16

Sponsored

IBDS ISHARES TR77.4K shares34.86%2026-03-312026-04-16

DISV DIMENSIONAL ETF TRUST47.0K shares18.67%2026-03-312026-04-16

VOE VANGUARD INDEX FDS9.9K shares0.00%2026-03-312026-04-16

VXF VANGUARD INDEX FDS8.7K shares-10.81%2026-03-312026-04-16

ALPHABET INC ALPHABET INC6.1K shares-8.89%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares20.89%2026-03-312026-04-16

SPIP SPDR SERIES TRUST58.6K shares-24.23%2026-03-312026-04-16

IBMO ISHARES TR59.2K shares0.00%2026-03-312026-04-16

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST15.7K shares-25.83%2026-03-312026-04-16

STIP ISHARES TR14.5K shares-22.48%2026-03-312026-04-16

TSLA TESLA INC4.0K shares-0.55%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F26.9K shares-14.43%2026-03-312026-04-16

IBMP ISHARES TR56.8K shares0.00%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS30.4K shares0.00%2026-03-312026-04-16

IJJ ISHARES TR10.1K shares-14.03%2026-03-312026-04-16

IMTB ISHARES TR29.8K shares-27.84%2026-03-312026-04-16

Sponsored

IGIB ISHARES TR24.2K shares-42.18%2026-03-312026-04-16

IBMQ ISHARES TR49.2K shares0.00%2026-03-312026-04-16

RWR SPDR SERIES TRUST12.2K shares-41.00%2026-03-312026-04-16

SCHM SCHWAB STRATEGIC TR39.5K shares-9.24%2026-03-312026-04-16

VUG VANGUARD INDEX FDS2.8K shares-2.34%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST23.8K shares0.26%2026-03-312026-04-16

EMGF ISHARES INC19.0K shares-11.09%2026-03-312026-04-16

IUSB ISHARES TR24.6K shares-3.58%2026-03-312026-04-16

Sponsored

VIOV VANGUARD ADMIRAL FDS INC11.1K shares-5.39%2026-03-312026-04-16

IGE ISHARES TR17.6K shares-1.39%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR12.4K shares-26.97%2026-03-312026-04-16

INFL LISTED FDS TR20.8K shares0.00%2026-03-312026-04-16

WMT WALMART INC8.3K shares-1.90%2026-03-312026-04-16

IUSV ISHARES TR9.9K shares-16.48%2026-03-312026-04-16

VDE VANGUARD WORLD FD5.7K shares-20.34%2026-03-312026-04-16

FNDX SCHWAB STRATEGIC TR35.6K shares-10.14%2026-03-312026-04-16

Sponsored

DFNM DIMENSIONAL ETF TRUST20.6K shares0.00%2026-03-312026-04-16

META META PLATFORMS INC1.6K shares-0.25%2026-03-312026-04-16

IBTH ISHARES TR38.6K shares107.85%2026-03-312026-04-16

DFUS DIMENSIONAL ETF TRUST12.2K shares-7.83%2026-03-312026-04-16

SLV ISHARES SILVER TR12.4K shares-13.88%2026-03-312026-04-16

WMB WILLIAMS COS INC11.3K shares-0.46%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS12.7K shares-18.44%2026-03-312026-04-16

IBMR ISHARES TR31.8K shares0.00%2026-03-312026-04-16

Sponsored

NPO ENPRO INC3.2K shares17.62%2026-03-312026-04-16

BROADCOM INC BROADCOM INC2.4K shares-8.61%2026-03-312026-04-16

V VISA INC2.4K shares-6.79%2026-03-312026-04-16

VNQI VANGUARD INTL EQUITY INDEX F15.3K shares0.00%2026-03-312026-04-16

VAW VANGUARD WORLD FD3.0K shares-27.13%2026-03-312026-04-16

LNG CHENIERE ENERGY INC2.3K sharesnew addition2026-03-312026-04-16

IBHG ISHARES TR30.0K shares200.00%2026-03-312026-04-16

ATEC ALPHATEC HLDGS INC59.6K shares0.00%2026-03-312026-04-16

Sponsored

STLD STEEL DYNAMICS INC3.5K shares92.76%2026-03-312026-04-16

ONB OLD NATL BANCORP IND28.4K shares0.08%2026-03-312026-04-16

SDY SPDR SERIES TRUST4.2K shares-13.36%2026-03-312026-04-16

LNC LINCOLN NATL CORP IND17.1K shares-22.09%2026-03-312026-04-16

XOM EXXON MOBIL CORP3.6K shares-1.17%2026-03-312026-04-16

FELE FRANKLIN ELEC INC6.5K shares-4.99%2026-03-312026-04-16

MA MASTERCARD INCORPORATED1.2K shares-4.27%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR4.4K shares-1.54%2026-03-312026-04-16

Sponsored

JNJ JOHNSON & JOHNSON2.4K shares-17.59%2026-03-312026-04-16

NFLX NETFLIX INC.5.8K shares0.26%2026-03-312026-04-16

IEMG ISHARES INC8.0K shares-23.64%2026-03-312026-04-16

ABBV ABBVIE INC2.5K shares-15.00%2026-03-312026-04-16

ACWX ISHARES TR8.0K shares0.00%2026-03-312026-04-16

HD HOME DEPOT INC1.6K shares3.86%2026-03-312026-04-16

DE DEERE & CO900 shares-6.44%2026-03-312026-04-16

IGSB ISHARES TR9.1K shares-24.86%2026-03-312026-04-16

Sponsored

IWF ISHARES TR1.1K shares-5.89%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF11.5K shares-7.58%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION436 shares2.59%2026-03-312026-04-16

CAT CATERPILLAR INC598 shares-18.19%2026-03-312026-04-16

IVW ISHARES TR3.7K shares-3.46%2026-03-312026-04-16

IWM ISHARES TR1.6K shares-18.56%2026-03-312026-04-16

SHY ISHARES TR4.9K shares-0.95%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR672 shares-23.38%2026-03-312026-04-16

Sponsored

ABT ABBOTT LABORATORIES3.7K shares0.43%2026-03-312026-04-16

EPD ENTERPRISE PRODS PARTNERS L10.0K shares0.00%2026-03-312026-04-16

DCOR DIMENSIONAL ETF TRUST5.1K shares-1.76%2026-03-312026-04-16

IWN ISHARES TR1.9K shares-52.62%2026-03-312026-04-16

IBMS ISHARES TR13.6K sharesnew addition2026-03-312026-04-16

TXN TEXAS INSTRS INC1.7K shares-1.11%2026-03-312026-04-16

BRO BROWN & BROWN INC4.9K shares-2.19%2026-03-312026-04-16

KO COCA COLA CO4.1K shares-17.66%2026-03-312026-04-16

Sponsored

FDX FEDEX CORP863 shares-4.96%2026-03-312026-04-16

PEP PEPSICO INC1.9K shares-15.49%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC1.0K shares0.20%2026-03-312026-04-16

CVX CHEVRON CORPORATION1.4K shares-5.65%2026-03-312026-04-16

IVOV VANGUARD ADMIRAL FDS INC2.9K shares0.00%2026-03-312026-04-16

COP CONOCOPHILLIPS2.2K sharesnew addition2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC838 shares19.20%2026-03-312026-04-16

PG PROCTER & GAMBLE CO1.9K shares11.07%2026-03-312026-04-16

Sponsored

BMAY INNOVATOR ETFS TRUST6.1K shares0.00%2026-03-312026-04-16

SPHY SPDR SERIES TRUST11.6K shares-0.89%2026-03-312026-04-16

LOW LOWES COS INC1.1K shares-1.88%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE933 shares-10.12%2026-03-312026-04-16

AMGN AMGEN INC742 shares-0.40%2026-03-312026-04-16

PGR PROGRESSIVE CORP1.3K shares-1.35%2026-03-312026-04-16

SPYG SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC727 sharesnew addition2026-03-312026-04-16

Sponsored

SPYV SPDR SERIES TRUST4.3K shares0.00%2026-03-312026-04-16

BAC BANK AMERICA CORP5.0K shares-10.97%2026-03-312026-04-16

ICE INTERCONTINENTAL EXCHANGE IN1.5K shares1.38%2026-03-312026-04-16

FICO FAIR ISAAC CORP219 shares-3.52%2026-03-312026-04-16

ADP AUTOMATIC DATA PROCESSING IN1.1K shares-12.72%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC2.0K shares-1.57%2026-03-312026-04-16

GEV GE VERNOVA INC259 sharesnew addition2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-04-16

Sponsored

ORCL ORACLE CORP1.5K shares-19.77%2026-03-312026-04-16

IBDU ISHARES TR9.3K shares0.00%2026-03-312026-04-16

SPIB SPDR SERIES TRUST6.3K shares-3.16%2026-03-312026-04-16

WM WASTE MGMT INC DEL921 shares-9.53%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP979 sharesnew addition2026-03-312026-04-16

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-04-16

ASML ASML HLDG NV153 sharesnew addition2026-03-312026-04-16

AIG AMERICAN INTL GROUP INC2.7K shares-13.61%2026-03-312026-04-16

Sponsored

DFAW DIMENSIONAL ETF TRUST2.6K shares-37.85%2026-03-312026-04-16

XLY SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-04-16

DFEV DIMENSIONAL ETF TRUST5.4K shares-10.71%2026-03-312026-04-16

IBDT ISHARES TR7.5K shares0.00%2026-03-312026-04-16

SPMD SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-16

IBTI ISHARES TR8.4K shares0.59%2026-03-312026-04-16

SCZ ISHARES TR2.3K shares0.00%2026-03-312026-04-16

IWV ISHARES TR473 shares0.00%2026-03-312026-04-16

Sponsored

XLV SELECT SECTOR SPDR TR1.1K shares0.00%2026-03-312026-04-16

SPYM SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-04-16

SPSB SPDR SERIES TRUST5.1K shares-35.22%2026-03-312026-04-16

EVLV EVOLV TECHNOLOGIES HLDNGS IN24.4K shares0.00%2026-03-312026-04-16

DVY ISHARES TR952 shares-38.74%2026-03-312026-04-16

KMAY INNOVATOR ETFS TRUST4.9K shares0.00%2026-03-312026-04-16

ICVT ISHARES TR1.4K shares0.00%2026-03-312026-04-16

IMAY INNOVATOR ETFS TRUST4.5K shares0.00%2026-03-312026-04-16

Sponsored

IWO ISHARES TR430 shares0.00%2026-03-312026-04-16

XLF SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-04-16

SPSM SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR2.0K shares-35.45%2026-03-312026-04-16

XLI SELECT SECTOR SPDR TR728 shares0.00%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR4.5K shares-20.34%2026-03-312026-04-16

DFIP DIMENSIONAL ETF TRUST2.6K shares0.00%2026-03-312026-04-16

VPL VANGUARD INTL EQUITY INDEX F1.1K shares-67.67%2026-03-312026-04-16

Sponsored

GVI ISHARES TR863 shares0.12%2026-03-312026-04-16

IBDV ISHARES TR4.0K shares0.00%2026-03-312026-04-16

VONG VANGUARD SCOTTSDALE FDS792 shares0.00%2026-03-312026-04-16

PMAR INNOVATOR ETFS TRUST1.8K shares0.00%2026-03-312026-04-16

ESGD ISHARES TR843 shares0.00%2026-03-312026-04-16

CWB SPDR SERIES TRUST814 shares0.00%2026-03-312026-04-16

VGK VANGUARD INTL EQUITY INDEX F842 shares-52.62%2026-03-312026-04-16

VBK VANGUARD INDEX FDS214 shares-38.68%2026-03-312026-04-16

Sponsored

VOOG VANGUARD ADMIRAL FDS INC157 shares-53.82%2026-03-312026-04-16

DFAU DIMENSIONAL ETF TRUST1.4K shares-15.59%2026-03-312026-04-16

REET ISHARES TR2.3K shares-47.96%2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F422 shares0.00%2026-03-312026-04-16

IEV ISHARES TR819 shares-65.28%2026-03-312026-04-16

INOV INNOVATOR ETFS TRUST1.5K shares0.00%2026-03-312026-04-16

DGRO ISHARES TR751 shares0.00%2026-03-312026-04-16

SCHE SCHWAB STRATEGIC TR1.6K shares-27.94%2026-03-312026-04-16

Sponsored

IMAR INNOVATOR ETFS TRUST1.7K shares0.00%2026-03-312026-04-16

PNOV INNOVATOR ETFS TRUST1.2K shares0.00%2026-03-312026-04-16

VGSH VANGUARD SCOTTSDALE FDS814 shares0.00%2026-03-312026-04-16

IOO ISHARES TR386 shares-12.07%2026-03-312026-04-16

VFH VANGUARD WORLD FD379 shares0.00%2026-03-312026-04-16

EFV ISHARES TR562 shares0.00%2026-03-312026-04-16

KMAR INNOVATOR ETFS TRUST1.3K shares0.00%2026-03-312026-04-16

DIHP DIMENSIONAL ETF TRUST1.2K shares0.00%2026-03-312026-04-16

Sponsored

ESGV VANGUARD WORLD FD347 shares0.00%2026-03-312026-04-16

DFAI DIMENSIONAL ETF TRUST980 shares-57.80%2026-03-312026-04-16

EMXC ISHARES INC473 shares0.00%2026-03-312026-04-16

HYG ISHARES TR464 shares0.00%2026-03-312026-04-16

ICLN ISHARES TR1.9K shares0.00%2026-03-312026-04-16

EFG ISHARES TR302 shares0.00%2026-03-312026-04-16

SCHV SCHWAB STRATEGIC TR1.1K shares-47.70%2026-03-312026-04-16

LQD ISHARES TR277 shares-90.57%2026-03-312026-04-16

Sponsored

IYE ISHARES TR457 shares0.00%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR1.0K shares0.00%2026-03-312026-04-16

OEF ISHARES TR90 shares0.00%2026-03-312026-04-16

XLP SELECT SECTOR SPDR TR330 shares0.00%2026-03-312026-04-16

SHV ISHARES TR243 shares0.00%2026-03-312026-04-16

IBDW ISHARES TR1.3K shares0.00%2026-03-312026-04-16

KNOV INNOVATOR ETFS TRUST890 shares0.00%2026-03-312026-04-16

VGT VANGUARD WORLD FD36 shares-45.45%2026-03-312026-04-16

Sponsored

SCHD SCHWAB STRATEGIC TR812 shares0.00%2026-03-312026-04-16

VOT VANGUARD INDEX FDS95 shares0.00%2026-03-312026-04-16

IBB ISHARES TR121 shares0.00%2026-03-312026-04-16

ESML ISHARES TR429 shares0.00%2026-03-312026-04-16

XNTK SPDR SERIES TRUST72 shares0.00%2026-03-312026-04-16

SCHJ SCHWAB STRATEGIC TR687 shares0.00%2026-03-312026-04-16

XLC SELECT SECTOR SPDR TR135 shares0.00%2026-03-312026-04-16

SPEM SPDR INDEX SHS FDS299 shares0.00%2026-03-312026-04-16

Sponsored

SPAB SPDR SERIES TRUST504 shares0.60%2026-03-312026-04-16

MTUM ISHARES TR45 shares0.00%2026-03-312026-04-16

IHI ISHARES TR200 shares0.00%2026-03-312026-04-16

MBB ISHARES TR102 shares0.00%2026-03-312026-04-16

XHB SPDR SERIES TRUST95 shares0.00%2026-03-312026-04-16

SLYG SPDR SERIES TRUST96 shares0.00%2026-03-312026-04-16

CNRG SPDR SERIES TRUST92 shares0.00%2026-03-312026-04-16

BLV VANGUARD BD INDEX FDS115 shares0.00%2026-03-312026-04-16

Sponsored

IWS ISHARES TR48 shares-98.92%2026-03-312026-04-16

EWI ISHARES INC111 shares0.00%2026-03-312026-04-16

XES SPDR SERIES TRUST50 shares0.00%2026-03-312026-04-16

SLYV SPDR SERIES TRUST56 shares0.00%2026-03-312026-04-16

EEM ISHARES TR82 shares0.00%2026-03-312026-04-16

IDV ISHARES TR44 shares0.00%2026-03-312026-04-16

PFF ISHARES TR41 shares0.00%2026-03-312026-04-16

VTC VANGUARD SCOTTSDALE FDS16 shares0.00%2026-03-312026-04-16

Sponsored

GOVT ISHARES TR53 shares-83.74%2026-03-312026-04-16

ARTY ISHARES TR10 shares0.00%2026-03-312026-04-16

IXC ISHARES TR1 shares0.00%2026-03-312026-04-16

IVV

ISHARES TR

-11.97%

Shares222.3K

Event2026-03-31

Filed2026-04-16

DFCF

DIMENSIONAL ETF TRUST

-4.24%

Shares2.5M

Event2026-03-31

Filed2026-04-16

DFIC

DIMENSIONAL ETF TRUST

-8.44%

Shares2.6M

Event2026-03-31

Filed2026-04-16

DFSD

DIMENSIONAL ETF TRUST

-2.97%

Shares1.7M

Event2026-03-31

Filed2026-04-16

DFLV

DIMENSIONAL ETF TRUST

-3.61%

Shares1.4M

Event2026-03-31

Filed2026-04-16

DFAT

DIMENSIONAL ETF TRUST

-6.12%

Shares757.8K

Event2026-03-31

Filed2026-04-16

DUHP

DIMENSIONAL ETF TRUST

-7.26%

Shares1.2M

Event2026-03-31

Filed2026-04-16

DFEM

DIMENSIONAL ETF TRUST

-8.57%

Shares1.1M

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

-13.86%

Shares486.1K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

-25.81%

Shares551.8K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-10.82%

Shares61.1K

Event2026-03-31

Filed2026-04-16

DFAS

DIMENSIONAL ETF TRUST

-6.66%

Shares434.2K

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

-21.41%

Shares138.9K

Event2026-03-31

Filed2026-04-16

DFAC

DIMENSIONAL ETF TRUST

-2.83%

Shares720.8K

Event2026-03-31

Filed2026-04-16

IXUS

ISHARES TR

-33.06%

Shares318.5K

Event2026-03-31

Filed2026-04-16

BNDX

VANGUARD CHARLOTTE FDS

-11.75%

Shares568.5K

Event2026-03-31

Filed2026-04-16

DUSB

DIMENSIONAL ETF TRUST

13.33%

Shares515.0K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-11.57%

Shares89.4K

Event2026-03-31

Filed2026-04-16

LRGF

ISHARES TR

-7.71%

Shares285.8K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

-22.82%

Shares185.5K

Event2026-03-31

Filed2026-04-16

USHY

ISHARES TR

-13.98%

Shares494.7K

Event2026-03-31

Filed2026-04-16

VOOV

VANGUARD ADMIRAL FDS INC

-14.10%

Shares83.9K

Event2026-03-31

Filed2026-04-16

DFAR

DIMENSIONAL ETF TRUST

-7.31%

Shares695.0K

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

-16.51%

Shares56.6K

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

-20.77%

Shares165.0K

Event2026-03-31

Filed2026-04-16

IJS

ISHARES TR

-26.49%

Shares83.7K

Event2026-03-31

Filed2026-04-16

DFIV

DIMENSIONAL ETF TRUST

-1.23%

Shares186.2K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

3.97%

Shares28.5K

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

-10.36%

Shares108.1K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

0.09%

Shares30.3K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-3.66%

Shares13.4K

Event2026-03-31

Filed2026-04-16

MGC

VANGUARD WORLD FD

-17.70%

Shares35.9K

Event2026-03-31

Filed2026-04-16

IAGG

ISHARES TR

-27.03%

Shares162.1K

Event2026-03-31

Filed2026-04-16

INTF

ISHARES TR

-13.04%

Shares201.7K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

-14.50%

Shares99.2K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

-11.96%

Shares37.5K

Event2026-03-31

Filed2026-04-16

VNQ

VANGUARD INDEX FDS

-24.75%

Shares81.6K

Event2026-03-31

Filed2026-04-16

USRT

ISHARES TR

-25.73%

Shares122.2K

Event2026-03-31

Filed2026-04-16

BIV

VANGUARD BD INDEX FDS

-25.20%

Shares88.2K

Event2026-03-31

Filed2026-04-16

SCHX

SCHWAB STRATEGIC TR

-4.42%

Shares250.5K

Event2026-03-31

Filed2026-04-16

MGV

VANGUARD WORLD FD

-19.66%

Shares43.5K

Event2026-03-31

Filed2026-04-16

DFSV

DIMENSIONAL ETF TRUST

-1.72%

Shares176.1K

Event2026-03-31

Filed2026-04-16

ISTB

ISHARES TR

-26.09%

Shares126.7K

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD BD INDEX FDS

-23.68%

Shares78.2K

Event2026-03-31

Filed2026-04-16

DFAX

DIMENSIONAL ETF TRUST

-0.75%

Shares179.8K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-5.72%

Shares21.5K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

-26.31%

Shares53.5K

Event2026-03-31

Filed2026-04-16

SCHZ

SCHWAB STRATEGIC TR

-4.49%

Shares187.9K

Event2026-03-31

Filed2026-04-16

GNR

SPDR INDEX SHS FDS

-8.89%

Shares55.1K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-1.70%

Shares23.5K

Event2026-03-31

Filed2026-04-16

VTIP

VANGUARD MALVERN FDS

-19.71%

Shares81.7K

Event2026-03-31

Filed2026-04-16

VIOO

VANGUARD ADMIRAL FDS INC

-1.31%

Shares35.3K

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

-36.00%

Shares36.4K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-24.76%

Shares12.7K

Event2026-03-31

Filed2026-04-16

SUB

ISHARES TR

-18.49%

Shares34.8K

Event2026-03-31

Filed2026-04-16

IVOO

VANGUARD ADMIRAL FDS INC

-4.87%

Shares32.2K

Event2026-03-31

Filed2026-04-16

IWB

ISHARES TR

-5.65%

Shares10.1K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-23.34%

Shares28.8K

Event2026-03-31

Filed2026-04-16

ICSH

ISHARES TR

-18.38%

Shares67.2K

Event2026-03-31

Filed2026-04-16

IBDR

ISHARES TR

17.05%

Shares137.3K

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

-20.04%

Shares34.2K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-1.88%

Shares11.8K

Event2026-03-31

Filed2026-04-16

SCHP

SCHWAB STRATEGIC TR

2.03%

Shares114.2K

Event2026-03-31

Filed2026-04-16

TIP

ISHARES TR

-29.82%

Shares27.3K

Event2026-03-31

Filed2026-04-16

VCSH

VANGUARD SCOTTSDALE FDS

-9.47%

Shares37.9K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

-2.93%

Shares101.4K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-6.83%

Shares7.9K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

-14.32%

Shares32.2K

Event2026-03-31

Filed2026-04-16

SMLF

ISHARES TR

-5.98%

Shares37.3K

Event2026-03-31

Filed2026-04-16

ATO

ATMOS ENERGY CORP

0.05%

Shares15.2K

Event2026-03-31

Filed2026-04-16

VMBS

VANGUARD SCOTTSDALE FDS

0.00%

Shares56.7K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

-9.52%

Shares2.9K

Event2026-03-31

Filed2026-04-16

IBTG

ISHARES TR

22.67%

Shares108.3K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-8.46%

Shares7.6K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-1.14%

Shares10.2K

Event2026-03-31

Filed2026-04-16

VTEB

VANGUARD MUN BD FDS

-5.68%

Shares42.0K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

-15.64%

Shares14.2K

Event2026-03-31

Filed2026-04-16

IBHF

ISHARES TR

30.56%

Shares85.4K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

-17.68%

Shares4.4K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

-5.09%

Shares8.9K

Event2026-03-31

Filed2026-04-16

IBDS

ISHARES TR

34.86%

Shares77.4K

Event2026-03-31

Filed2026-04-16

DISV

DIMENSIONAL ETF TRUST

18.67%

Shares47.0K

Event2026-03-31

Filed2026-04-16

VOE

VANGUARD INDEX FDS

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-16

VXF

VANGUARD INDEX FDS

-10.81%

Shares8.7K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-8.89%

Shares6.1K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

20.89%

Shares3.3K

Event2026-03-31

Filed2026-04-16

SPIP

SPDR SERIES TRUST

-24.23%

Shares58.6K

Event2026-03-31

Filed2026-04-16

IBMO

ISHARES TR

0.00%

Shares59.2K

Event2026-03-31

Filed2026-04-16

SPDR SERIES TRUST

-25.83%

Shares15.7K

Event2026-03-31

Filed2026-04-16

STIP

ISHARES TR

-22.48%

Shares14.5K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

-0.55%

Shares4.0K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

-14.43%

Shares26.9K

Event2026-03-31

Filed2026-04-16

IBMP

ISHARES TR

0.00%

Shares56.8K

Event2026-03-31

Filed2026-04-16

SPDW

SPDR INDEX SHS FDS

0.00%

Shares30.4K

Event2026-03-31

Filed2026-04-16

IJJ

ISHARES TR

-14.03%

Shares10.1K

Event2026-03-31

Filed2026-04-16

IMTB

ISHARES TR

-27.84%

Shares29.8K

Event2026-03-31

Filed2026-04-16

IGIB

ISHARES TR

-42.18%

Shares24.2K

Event2026-03-31

Filed2026-04-16

IBMQ

ISHARES TR

0.00%

Shares49.2K

Event2026-03-31

Filed2026-04-16

RWR

SPDR SERIES TRUST

-41.00%

Shares12.2K

Event2026-03-31

Filed2026-04-16

SCHM

SCHWAB STRATEGIC TR

-9.24%

Shares39.5K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

-2.34%

Shares2.8K

Event2026-03-31

Filed2026-04-16

DFUV

DIMENSIONAL ETF TRUST

0.26%

Shares23.8K

Event2026-03-31

Filed2026-04-16

EMGF

ISHARES INC

-11.09%

Shares19.0K

Event2026-03-31

Filed2026-04-16

IUSB

ISHARES TR

-3.58%

Shares24.6K

Event2026-03-31

Filed2026-04-16

VIOV

VANGUARD ADMIRAL FDS INC

-5.39%

Shares11.1K

Event2026-03-31

Filed2026-04-16

IGE

ISHARES TR

-1.39%

Shares17.6K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

-26.97%

Shares12.4K

Event2026-03-31

Filed2026-04-16

INFL

LISTED FDS TR

0.00%

Shares20.8K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-1.90%

Shares8.3K

Event2026-03-31

Filed2026-04-16

IUSV

ISHARES TR

-16.48%

Shares9.9K

Event2026-03-31

Filed2026-04-16

VDE

VANGUARD WORLD FD

-20.34%

Shares5.7K

Event2026-03-31

Filed2026-04-16

FNDX

SCHWAB STRATEGIC TR

-10.14%

Shares35.6K

Event2026-03-31

Filed2026-04-16

DFNM

DIMENSIONAL ETF TRUST

0.00%

Shares20.6K

Event2026-03-31

Filed2026-04-16