The Analysis of PHILLIPS FINANCIAL MANAGEMENT, LLC's Holdings


Currently, PHILLIPS FINANCIAL MANAGEMENT, LLC holds 305 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in DFCF (+332.8K shares, valued at $14.2M), DFSD (+171.9K shares, valued at $8.3M), DUSB (+118.1K shares, valued at $6.0M); decreased their positions in VCSH (-31.3K shares, valued at $2.5M), LRGF (-21.3K shares, valued at $1.5M), AGG (-13.5K shares, valued at $1.4M); initiated new positions in EMR (+2.6K shares, valued at $343.7K), GE (+1.1K shares, valued at $325.8K), BAC (+5.9K shares, valued at $303.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR253.3K shares2.76%2025-09-302025-10-24history
DFCF DIMENSIONAL ETF TRUST2.4M shares16.33%2025-09-302025-10-24history
DFIC DIMENSIONAL ETF TRUST2.7M shares6.49%2025-09-302025-10-24history
DFSD DIMENSIONAL ETF TRUST1.5M shares12.67%2025-09-302025-10-24history
IJH ISHARES TR774.0K shares-0.83%2025-09-302025-10-24history
DFLV DIMENSIONAL ETF TRUST1.4M shares7.11%2025-09-302025-10-24history
DUHP DIMENSIONAL ETF TRUST1.2M shares13.27%2025-09-302025-10-24history
DFAT DIMENSIONAL ETF TRUST763.5K shares7.82%2025-09-302025-10-24history
Sponsored
VXUS VANGUARD STAR FDS584.9K shares-1.55%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS68.8K shares0.09%2025-09-302025-10-24history
IXUS ISHARES TR493.1K shares-3.17%2025-09-302025-10-24history
DFEM DIMENSIONAL ETF TRUST1.2M shares5.69%2025-09-302025-10-24history
IVE ISHARES TR179.2K shares-1.00%2025-09-302025-10-24history
BNDX VANGUARD CHARLOTTE FDS639.3K shares5.40%2025-09-302025-10-24history
VO VANGUARD INDEX FDS102.2K shares-0.93%2025-09-302025-10-24history
DFAS DIMENSIONAL ETF TRUST437.2K shares8.13%2025-09-302025-10-24history
Sponsored
DFAC DIMENSIONAL ETF TRUST758.6K shares-0.36%2025-09-302025-10-24history
AGG ISHARES TR259.1K shares-4.95%2025-09-302025-10-24history
LRGF ISHARES TR357.4K shares-5.63%2025-09-302025-10-24history
USHY ISHARES TR551.0K shares5.29%2025-09-302025-10-24history
DUSB DIMENSIONAL ETF TRUST409.5K shares40.52%2025-09-302025-10-24history
VOOV VANGUARD ADMIRAL FDS INC99.5K shares-4.84%2025-09-302025-10-24history
DFAR DIMENSIONAL ETF TRUST696.2K shares10.99%2025-09-302025-10-24history
BND VANGUARD BD INDEX FDS212.1K shares-2.52%2025-09-302025-10-24history
Sponsored
VBR VANGUARD INDEX FDS68.0K shares-0.37%2025-09-302025-10-24history
IJS ISHARES TR122.9K shares-4.89%2025-09-302025-10-24history
VCIT VANGUARD SCOTTSDALE FDS156.7K shares-9.17%2025-09-302025-10-24history
IAGG ISHARES TR234.0K shares-7.09%2025-09-302025-10-24history
MGC VANGUARD WORLD FD44.3K shares-0.49%2025-09-302025-10-24history
INTF ISHARES TR297.1K shares-6.68%2025-09-302025-10-24history
VNQ VANGUARD INDEX FDS112.4K shares-4.65%2025-09-302025-10-24history
USRT ISHARES TR165.4K shares-2.28%2025-09-302025-10-24history
Sponsored
SPY SPDR S&P 500 ETF TR14.5K shares62.47%2025-09-302025-10-24history
BIV VANGUARD BD INDEX FDS122.8K shares-1.77%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.30.2K shares4.40%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS27.5K shares-1.48%2025-09-302025-10-24history
ISTB ISHARES TR180.5K shares-4.56%2025-09-302025-10-24history
DFIV DIMENSIONAL ETF TRUST189.2K shares1.71%2025-09-302025-10-24history
VEU VANGUARD INTL EQUITY INDEX F118.0K shares-6.63%2025-09-302025-10-24history
VTV VANGUARD INDEX FDS42.8K shares19.09%2025-09-302025-10-24history
Sponsored
BSV VANGUARD BD INDEX FDS98.9K shares-3.89%2025-09-302025-10-24history
MGV VANGUARD WORLD FD55.9K shares-0.68%2025-09-302025-10-24history
EFA ISHARES TR73.8K shares22.21%2025-09-302025-10-24history
SCHX SCHWAB STRATEGIC TR256.6K shares-1.09%2025-09-302025-10-24history
AAPL APPLE INC24.4K shares10.49%2025-09-302025-10-24history
DFAX DIMENSIONAL ETF TRUST186.8K shares0.01%2025-09-302025-10-24history
DFSV DIMENSIONAL ETF TRUST184.1K shares0.96%2025-09-302025-10-24history
IJR ISHARES TR49.2K shares-6.78%2025-09-302025-10-24history
Sponsored
MUB ISHARES TR50.4K shares-8.33%2025-09-302025-10-24history
VV VANGUARD INDEX FDS17.2K shares-0.98%2025-09-302025-10-24history
VTIP VANGUARD MALVERN FDS99.6K shares-2.38%2025-09-302025-10-24history
MSFT MICROSOFT CORP9.0K shares39.48%2025-09-302025-10-24history
SUB ISHARES TR43.6K shares4.96%2025-09-302025-10-24history
SCHZ SCHWAB STRATEGIC TR196.7K shares-0.78%2025-09-302025-10-24history
TIP ISHARES TR41.3K shares-4.91%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION23.4K shares35.41%2025-09-302025-10-24history
Sponsored
GNR SPDR INDEX SHS FDS70.6K shares1.06%2025-09-302025-10-24history
IWR ISHARES TR42.5K shares13.33%2025-09-302025-10-24history
VIOO VANGUARD ADMIRAL FDS INC35.9K shares-0.39%2025-09-302025-10-24history
IWB ISHARES TR10.7K shares-4.35%2025-09-302025-10-24history
IVOO VANGUARD ADMIRAL FDS INC33.8K shares-14.61%2025-09-302025-10-24history
ICSH ISHARES TR72.8K shares-11.18%2025-09-302025-10-24history
VCSH VANGUARD SCOTTSDALE FDS42.9K shares-42.17%2025-09-302025-10-24history
IEFA ISHARES TR38.1K shares-4.56%2025-09-302025-10-24history
Sponsored
SCHA SCHWAB STRATEGIC TR115.6K shares-0.83%2025-09-302025-10-24history
VB VANGUARD INDEX FDS12.5K shares-0.12%2025-09-302025-10-24history
SMLF ISHARES TR40.0K shares-5.42%2025-09-302025-10-24history
SCHP SCHWAB STRATEGIC TR109.4K shares14.11%2025-09-302025-10-24history
IBDQ ISHARES TR113.0K shares19.81%2025-09-302025-10-24history
VMBS VANGUARD SCOTTSDALE FDS56.9K shares0.00%2025-09-302025-10-24history
IBDR ISHARES TR107.3K shares19.96%2025-09-302025-10-24history
ATO ATMOS ENERGY CORP15.2K shares0.07%2025-09-302025-10-24history
Sponsored
ITOT ISHARES TR16.8K shares-4.16%2025-09-302025-10-24history
VTEB VANGUARD MUN BD FDS47.7K shares-15.70%2025-09-302025-10-24history
IGIB ISHARES TR43.8K shares-6.70%2025-09-302025-10-24history
LLY ELI LILLY & CO3.1K shares138.28%2025-09-302025-10-24history
RWR SPDR SERIES TRUST21.0K shares-0.19%2025-09-302025-10-24history
GLD SPDR GOLD TR5.9K shares1.57%2025-09-302025-10-24history
JNK SPDR SERIES TRUST21.4K shares-1.78%2025-09-302025-10-24history
SPIP SPDR SERIES TRUST79.5K shares-5.85%2025-09-302025-10-24history
Sponsored
AMZN AMAZON COM INC9.5K shares17.92%2025-09-302025-10-24history
GOOGL ALPHABET INC8.5K shares8.37%2025-09-302025-10-24history
STIP ISHARES TR19.9K shares-2.68%2025-09-302025-10-24history
VXF VANGUARD INDEX FDS9.7K shares0.00%2025-09-302025-10-24history
VOE VANGUARD INDEX FDS11.0K shares1.26%2025-09-302025-10-24history
IWD ISHARES TR9.4K shares-7.46%2025-09-302025-10-24history
TSLA TESLA INC4.0K shares3.64%2025-09-302025-10-24history
IBTF ISHARES TR74.1K shares35.57%2025-09-302025-10-24history
Sponsored
IMTB ISHARES TR39.0K shares-1.22%2025-09-302025-10-24history
VWO VANGUARD INTL EQUITY INDEX F31.6K shares22.36%2025-09-302025-10-24history
SCHM SCHWAB STRATEGIC TR54.7K shares-3.21%2025-09-302025-10-24history
IBTG ISHARES TR69.2K shares41.33%2025-09-302025-10-24history
GOOG ALPHABET INC6.5K shares33.40%2025-09-302025-10-24history
IJJ ISHARES TR11.7K shares-1.07%2025-09-302025-10-24history
IBMO ISHARES TR59.2K shares0.00%2025-09-302025-10-24history
IBHE ISHARES TR65.4K shares44.02%2025-09-302025-10-24history
Sponsored
DISV DIMENSIONAL ETF TRUST41.1K shares-5.09%2025-09-302025-10-24history
IBMP ISHARES TR56.8K shares0.00%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares18.94%2025-09-302025-10-24history
SPDW SPDR INDEX SHS FDS31.8K shares0.00%2025-09-302025-10-24history
VUG VANGUARD INDEX FDS2.8K shares233.89%2025-09-302025-10-24history
IBMN ISHARES TR48.3K shares0.00%2025-09-302025-10-24history
IBMQ ISHARES TR49.2K shares2.36%2025-09-302025-10-24history
IAU ISHARES GOLD TR17.3K shares-2.19%2025-09-302025-10-24history
Sponsored
IUSB ISHARES TR26.6K shares-17.96%2025-09-302025-10-24history
EMGF ISHARES INC21.5K shares-9.39%2025-09-302025-10-24history
META META PLATFORMS INC1.6K shares41.28%2025-09-302025-10-24history
IUSV ISHARES TR11.9K shares0.00%2025-09-302025-10-24history
IBDS ISHARES TR47.4K shares48.15%2025-09-302025-10-24history
VIOV VANGUARD ADMIRAL FDS INC11.7K shares-16.10%2025-09-302025-10-24history
IBHF ISHARES TR45.4K shares78.63%2025-09-302025-10-24history
DFUV DIMENSIONAL ETF TRUST23.7K shares0.32%2025-09-302025-10-24history
Sponsored
DFNM DIMENSIONAL ETF TRUST21.4K shares0.29%2025-09-302025-10-24history
FNDX SCHWAB STRATEGIC TR38.1K shares0.00%2025-09-302025-10-24history
VEA VANGUARD TAX-MANAGED FDS16.6K shares17.87%2025-09-302025-10-24history
AVGO BROADCOM INC3.0K shares53.00%2025-09-302025-10-24history
DFUS DIMENSIONAL ETF TRUST13.6K shares0.16%2025-09-302025-10-24history
INFL LISTED FDS TR20.8K shares0.00%2025-09-302025-10-24history
VDE VANGUARD WORLD FD7.2K shares-0.12%2025-09-302025-10-24history
V VISA INC2.7K shares29.60%2025-09-302025-10-24history
Sponsored
LNC LINCOLN NATL CORP IND21.9K shares1.18%2025-09-302025-10-24history
ATEC ALPHATEC HLDGS INC60.6K shares0.00%2025-09-302025-10-24history
IGE ISHARES TR17.9K shares-0.30%2025-09-302025-10-24history
VAW VANGUARD WORLD FD4.1K shares7.00%2025-09-302025-10-24history
WMT WALMART INC7.9K shares5.87%2025-09-302025-10-24history
IBMR ISHARES TR31.8K shares0.00%2025-09-302025-10-24history
ABBV ABBVIE INC3.3K shares17.28%2025-09-302025-10-24history
SLV ISHARES SILVER TR17.7K shares4.81%2025-09-302025-10-24history
Sponsored
VNQI VANGUARD INTL EQUITY INDEX F15.3K shares-2.96%2025-09-302025-10-24history
ADP AUTOMATIC DATA PROCESSING IN2.5K shares221.22%2025-09-302025-10-24history
WMB WILLIAMS COS INC11.4K shares1.09%2025-09-302025-10-24history
IEMG ISHARES INC10.8K shares-13.36%2025-09-302025-10-24history
SDY SPDR SERIES TRUST5.0K shares-0.49%2025-09-302025-10-24history
MA MASTERCARD INCORPORATED1.2K shares28.42%2025-09-302025-10-24history
IWN ISHARES TR4.0K shares-13.46%2025-09-302025-10-24history
NFLX NETFLIX INC568 shares-0.70%2025-09-302025-10-24history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF10.1K shares55.35%2025-09-302025-10-24history
FELE FRANKLIN ELEC INC6.9K shares4.59%2025-09-302025-10-24history
IGSB ISHARES TR12.2K shares-1.88%2025-09-302025-10-24history
HD HOME DEPOT INC1.6K shares10.79%2025-09-302025-10-24history
XLK SELECT SECTOR SPDR TR2.3K shares135.22%2025-09-302025-10-24history
IWS ISHARES TR4.5K shares0.00%2025-09-302025-10-24history
ONB OLD NATL BANCORP IND28.4K shares0.28%2025-09-302025-10-24history
PG PROCTER AND GAMBLE CO3.5K shares71.42%2025-09-302025-10-24history
Sponsored
IWF ISHARES TR1.1K shares28.26%2025-09-302025-10-24history
ABT ABBOTT LABS3.9K shares49.79%2025-09-302025-10-24history
ACWX ISHARES TR8.0K shares0.00%2025-09-302025-10-24history
QQQ INVESCO QQQ TR826 shares5.09%2025-09-302025-10-24history
ORCL ORACLE CORP1.8K shares14.86%2025-09-302025-10-24history
KR KROGER CO7.3K shares0.84%2025-09-302025-10-24history
IWM ISHARES TR2.0K shares1233.33%2025-09-302025-10-24history
BRO BROWN & BROWN INC5.1K shares22.78%2025-09-302025-10-24history
Sponsored
IVW ISHARES TR3.9K shares0.00%2025-09-302025-10-24history
COST COSTCO WHSL CORP NEW477 shares11.97%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON2.2K shares9.20%2025-09-302025-10-24history
SHY ISHARES TR5.0K shares-7.42%2025-09-302025-10-24history
CAT CATERPILLAR INC824 shares48.20%2025-09-302025-10-24history
SIVR ABRDN SILVER ETF TRUST8.6K shares0.00%2025-09-302025-10-24history
DCOR DIMENSIONAL ETF TRUST5.2K shares-4.63%2025-09-302025-10-24history
CVX CHEVRON CORP NEW2.3K shares55.81%2025-09-302025-10-24history
Sponsored
SPHY SPDR SERIES TRUST14.4K shares0.00%2025-09-302025-10-24history
EMR EMERSON ELEC CO2.6K sharesnew addition2025-09-302025-10-24history
FICO FAIR ISAAC CORP224 shares-5.08%2025-09-302025-10-24history
LQD ISHARES TR2.9K shares-14.72%2025-09-302025-10-24history
PGR PROGRESSIVE CORP1.3K shares-5.23%2025-09-302025-10-24history
GE GE AEROSPACE1.1K sharesnew addition2025-09-302025-10-24history
EPD ENTERPRISE PRODS PARTNERS L10.0K shares1.07%2025-09-302025-10-24history
RTX RTX CORPORATION1.9K shares8.60%2025-09-302025-10-24history
Sponsored
XOM EXXON MOBIL CORP2.8K shares16.93%2025-09-302025-10-24history
LOW LOWES COS INC1.2K shares0.08%2025-09-302025-10-24history
BAC BANK AMERICA CORP5.9K sharesnew addition2025-09-302025-10-24history
DFAW DIMENSIONAL ETF TRUST4.2K shares-36.20%2025-09-302025-10-24history
TXN TEXAS INSTRS INC1.6K sharesnew addition2025-09-302025-10-24history
KO COCA COLA CO4.5K shares6.52%2025-09-302025-10-24history
TRV TRAVELERS COMPANIES INC1.1K shares2.82%2025-09-302025-10-24history
VPL VANGUARD INTL EQUITY INDEX F3.3K shares0.00%2025-09-302025-10-24history
Sponsored
MCD MCDONALDS CORP954 sharesnew addition2025-09-302025-10-24history
IVOV VANGUARD ADMIRAL FDS INC2.9K shares-0.07%2025-09-302025-10-24history
BMAY INNOVATOR ETFS TRUST6.1K shares0.00%2025-09-302025-10-24history
SPYG SPDR SERIES TRUST2.5K sharesnew addition2025-09-302025-10-24history
COF CAPITAL ONE FINL CORP1.2K sharesnew addition2025-09-302025-10-24history
HPQ HP INC9.4K sharesnew addition2025-09-302025-10-24history
ICE INTERCONTINENTAL EXCHANGE IN1.5K shares0.00%2025-09-302025-10-24history
STLD STEEL DYNAMICS INC1.8K shares0.45%2025-09-302025-10-24history
Sponsored
NOW SERVICENOW INC269 sharesnew addition2025-09-302025-10-24history
CSCO CISCO SYS INC3.6K shares19.12%2025-09-302025-10-24history
COP CONOCOPHILLIPS2.6K sharesnew addition2025-09-302025-10-24history
AIG AMERICAN INTL GROUP INC3.1K sharesnew addition2025-09-302025-10-24history
SPSB SPDR SERIES TRUST7.9K shares0.00%2025-09-302025-10-24history
APP APPLOVIN CORP333 sharesnew addition2025-09-302025-10-24history
SPYV SPDR SERIES TRUST4.3K shares343.53%2025-09-302025-10-24history
PEP PEPSICO INC1.7K sharesnew addition2025-09-302025-10-24history
Sponsored
FDX FEDEX CORP994 sharesnew addition2025-09-302025-10-24history
HOOD ROBINHOOD MKTS INC1.6K sharesnew addition2025-09-302025-10-24history
DVY ISHARES TR1.6K shares-0.43%2025-09-302025-10-24history
ADBE ADOBE INC646 sharesnew addition2025-09-302025-10-24history
SRE SEMPRA2.5K sharesnew addition2025-09-302025-10-24history
SPIB SPDR SERIES TRUST6.5K shares-2.14%2025-09-302025-10-24history
GS GOLDMAN SACHS GROUP INC274 sharesnew addition2025-09-302025-10-24history
MO ALTRIA GROUP INC3.3K sharesnew addition2025-09-302025-10-24history
Sponsored
IBDU ISHARES TR9.3K shares0.00%2025-09-302025-10-24history
AMGN AMGEN INC762 shares-0.78%2025-09-302025-10-24history
XLY SELECT SECTOR SPDR TR889 shares127.95%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS747 shares5.51%2025-09-302025-10-24history
IBTH ISHARES TR9.2K shares2.49%2025-09-302025-10-24history
DFEV DIMENSIONAL ETF TRUST6.4K shares15.56%2025-09-302025-10-24history
LMT LOCKHEED MARTIN CORP407 sharesnew addition2025-09-302025-10-24history
GM GENERAL MTRS CO3.3K sharesnew addition2025-09-302025-10-24history
Sponsored
INTU INTUIT296 shares2.07%2025-09-302025-10-24history
BLK BLACKROCK INC173 sharesnew addition2025-09-302025-10-24history
C CITIGROUP INC2.0K sharesnew addition2025-09-302025-10-24history
LIN LINDE PLC424 sharesnew addition2025-09-302025-10-24history
DIS DISNEY WALT CO1.8K sharesnew addition2025-09-302025-10-24history
IBDT ISHARES TR7.5K shares0.00%2025-09-302025-10-24history
EPP ISHARES INC3.7K shares-10.80%2025-09-302025-10-24history
EVLV EVOLV TECHNOLOGIES HLDNGS IN24.4K shares0.00%2025-09-302025-10-24history
Sponsored
SPMD SPDR SERIES TRUST3.2K shares0.00%2025-09-302025-10-24history
IWV ISHARES TR473 shares0.00%2025-09-302025-10-24history
SCZ ISHARES TR2.3K shares0.00%2025-09-302025-10-24history
SPYM SPDR SERIES TRUST2.1K shares0.00%2025-09-302025-10-24history
IEV ISHARES TR2.6K shares0.00%2025-09-302025-10-24history
XLV SELECT SECTOR SPDR TR1.1K shares210.00%2025-09-302025-10-24history
VOOG VANGUARD ADMIRAL FDS INC340 shares-17.68%2025-09-302025-10-24history
VGK VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2025-09-302025-10-24history
Sponsored
GVI ISHARES TR1.3K shares0.15%2025-09-302025-10-24history
XLF SELECT SECTOR SPDR TR2.6K sharesnew addition2025-09-302025-10-24history
IWO ISHARES TR430 shares0.00%2025-09-302025-10-24history
XLE SELECT SECTOR SPDR TR1.5K shares15.07%2025-09-302025-10-24history
ICVT ISHARES TR1.4K shares-1.53%2025-09-302025-10-24history
IMAY INNOVATOR ETFS TRUST4.5K shares0.02%2025-09-302025-10-24history
REET ISHARES TR4.5K shares0.00%2025-09-302025-10-24history
SPSM SPDR SERIES TRUST2.5K shares0.00%2025-09-302025-10-24history
Sponsored
XLI SELECT SECTOR SPDR TR728 sharesnew addition2025-09-302025-10-24history
DFIP DIMENSIONAL ETF TRUST2.6K shares0.00%2025-09-302025-10-24history
SCHF SCHWAB STRATEGIC TR4.5K shares-15.22%2025-09-302025-10-24history
VBK VANGUARD INDEX FDS349 shares43.62%2025-09-302025-10-24history
VONG VANGUARD SCOTTSDALE FDS792 shares0.00%2025-09-302025-10-24history
IJT ISHARES TR661 shares0.00%2025-09-302025-10-24history
IBDV ISHARES TR4.0K shares0.00%2025-09-302025-10-24history
DFAI DIMENSIONAL ETF TRUST2.3K shares0.30%2025-09-302025-10-24history
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PMAR INNOVATOR ETFS TRUST1.8K shares0.05%2025-09-302025-10-24history
ESGD ISHARES TR843 shares0.00%2025-09-302025-10-24history
DFAU DIMENSIONAL ETF TRUST1.7K shares0.12%2025-09-302025-10-24history
CWB SPDR SERIES TRUST814 shares-45.48%2025-09-302025-10-24history
HYG ISHARES TR777 shares-42.99%2025-09-302025-10-24history
SCHV SCHWAB STRATEGIC TR2.0K shares0.00%2025-09-302025-10-24history
VT VANGUARD INTL EQUITY INDEX F422 shares0.00%2025-09-302025-10-24history
IOO ISHARES TR439 shares0.00%2025-09-302025-10-24history
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SCHE SCHWAB STRATEGIC TR1.6K shares0.00%2025-09-302025-10-24history
DGRO ISHARES TR751 shares0.00%2025-09-302025-10-24history
INOV INNOVATOR ETFS TRUST1.5K shares0.00%2025-09-302025-10-24history
IMAR INNOVATOR ETFS TRUST1.7K shares0.06%2025-09-302025-10-24history
PNOV INNOVATOR ETFS TRUST1.2K shares0.00%2025-09-302025-10-24history
VFH VANGUARD WORLD FD379 shares-5.96%2025-09-302025-10-24history
VGSH VANGUARD SCOTTSDALE FDS814 shares-5.02%2025-09-302025-10-24history
USMV ISHARES TR491 shares0.00%2025-09-302025-10-24history
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ESGV VANGUARD WORLD FD347 shares0.00%2025-09-302025-10-24history
QUAL ISHARES TR200 sharesnew addition2025-09-302025-10-24history
EFV ISHARES TR562 shares-9.65%2025-09-302025-10-24history
DIHP DIMENSIONAL ETF TRUST1.2K shares0.00%2025-09-302025-10-24history
MBB ISHARES TR371 shares-17.56%2025-09-302025-10-24history
EFG ISHARES TR302 shares-5.33%2025-09-302025-10-24history
EWC ISHARES INC650 shares0.00%2025-09-302025-10-24history
EWY ISHARES INC405 shares0.00%2025-09-302025-10-24history
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SCHG SCHWAB STRATEGIC TR1.0K shares0.00%2025-09-302025-10-24history
EMXC ISHARES INC473 sharesnew addition2025-09-302025-10-24history
OEF ISHARES TR90 sharesnew addition2025-09-302025-10-24history
ICLN ISHARES TR1.9K shares0.00%2025-09-302025-10-24history
IBB ISHARES TR196 shares0.00%2025-09-302025-10-24history
VOT VANGUARD INDEX FDS95 sharesnew addition2025-09-302025-10-24history
IBDW ISHARES TR1.3K shares0.00%2025-09-302025-10-24history
VGT VANGUARD WORLD FD36 shares0.00%2025-09-302025-10-24history
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SHV ISHARES TR243 shares0.00%2025-09-302025-10-24history
XLP SELECT SECTOR SPDR TR330 shares0.00%2025-09-302025-10-24history
SCHD SCHWAB STRATEGIC TR812 shares-30.66%2025-09-302025-10-24history
IYE ISHARES TR457 shares0.00%2025-09-302025-10-24history
EWA ISHARES INC775 shares0.00%2025-09-302025-10-24history
XNTK SPDR SERIES TRUST72 shares0.00%2025-09-302025-10-24history
ESML ISHARES TR429 shares0.00%2025-09-302025-10-24history
SCHJ SCHWAB STRATEGIC TR687 shares0.00%2025-09-302025-10-24history
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XLC SELECT SECTOR SPDR TR135 sharesnew addition2025-09-302025-10-24history
SPEM SPDR INDEX SHS FDS299 shares0.00%2025-09-302025-10-24history
SPAB SPDR SERIES TRUST494 shares1.02%2025-09-302025-10-24history
FNDF SCHWAB STRATEGIC TR296 shares0.00%2025-09-302025-10-24history
IHI ISHARES TR200 shares0.00%2025-09-302025-10-24history
XLU SELECT SECTOR SPDR TR137 shares0.00%2025-09-302025-10-24history
MTUM ISHARES TR45 shares0.00%2025-09-302025-10-24history
IDEV ISHARES TR138 sharesnew addition2025-09-302025-10-24history
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XHB SPDR SERIES TRUST95 shares0.00%2025-09-302025-10-24history
SLYG SPDR SERIES TRUST96 shares0.00%2025-09-302025-10-24history
IQLT ISHARES TR187 sharesnew addition2025-09-302025-10-24history
BLV VANGUARD BD INDEX FDS115 shares-43.90%2025-09-302025-10-24history
CNRG SPDR SERIES TRUST92 shares0.00%2025-09-302025-10-24history
EWI ISHARES INC111 shares0.00%2025-09-302025-10-24history
SLYV SPDR SERIES TRUST56 shares0.00%2025-09-302025-10-24history
IWP ISHARES TR32 shares0.00%2025-09-302025-10-24history
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EWJ ISHARES INC50 shares0.00%2025-09-302025-10-24history
XES SPDR SERIES TRUST50 shares0.00%2025-09-302025-10-24history
IXC ISHARES TR50 shares2.04%2025-09-302025-10-24history
IYR ISHARES TR20 shares0.00%2025-09-302025-10-24history
IDV ISHARES TR44 shares0.00%2025-09-302025-10-24history
PFF ISHARES TR41 shares-83.40%2025-09-302025-10-24history
VTC VANGUARD SCOTTSDALE FDS16 shares0.00%2025-09-302025-10-24history
GOVT ISHARES TR53 shares0.00%2025-09-302025-10-24history
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ARTY ISHARES TR10 shares0.00%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available