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Krystal Boxell

Phillips Financial Management, Llc

Assets Managed
$1.379B
Holdings
283
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-11.14%(2Q avg: -4.38%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Phillips Financial Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 283 positions.

Assets under management

The assets under management (AUM) of Phillips Financial Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.379B in assets, with a quarterly growth rate of -11.14% and a 2-quarter average growth rate of -4.38%. The portfolio is managed by Krystal Boxell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -11.97%
10.54%
$145.236M
222,342 shares@ $653.22 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Decreased -4.24%
7.74%
$106.659M
2.526M shares@ $42.23 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -8.44%
6.73%
$92.782M
2.611M shares@ $35.53 avg price
DFSD
Dimensional Short Duration
Recent Activity
Decreased -2.97%
5.96%
$82.081M
1.714M shares@ $47.89 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Decreased -3.61%
3.66%
$50.421M
1.412M shares@ $35.71 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -6.11%
3.44%
$47.325M
757,816 shares@ $62.45 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -7.26%
3.33%
$45.902M
1.249M shares@ $36.77 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -8.56%
2.78%
$38.28M
1.108M shares@ $34.56 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -13.86%
2.72%
$37.479M
486,052 shares@ $77.11 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -25.81%
2.71%
$37.265M
551,833 shares@ $67.53 avg price

1-10 of 283