0001085146-15-000145.txt : 20150123 0001085146-15-000145.hdr.sgml : 20150123 20150123072029 ACCESSION NUMBER: 0001085146-15-000145 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150123 DATE AS OF CHANGE: 20150123 EFFECTIVENESS DATE: 20150123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PHILLIPS FINANCIAL MANAGEMENT, LLC CENTRAL INDEX KEY: 0001350660 IRS NUMBER: 201131890 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11590 FILM NUMBER: 15543353 BUSINESS ADDRESS: STREET 1: 6920 POINTE INVERNESS WAY STREET 2: SUITE 230 CITY: FORT WAYNE STATE: IN ZIP: 46804 BUSINESS PHONE: 260-420-7732 MAIL ADDRESS: STREET 1: 6920 POINTE INVERNESS WAY STREET 2: SUITE 230 CITY: FORT WAYNE STATE: IN ZIP: 46804 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001350660 XXXXXXXX 12-31-2014 12-31-2014 PHILLIPS FINANCIAL MANAGEMENT, LLC

6920 POINTE INVERNESS WAY SUITE 230 FORT WAYNE IN 46804

13F HOLDINGS REPORT 028-11590 N Jeanine M. Herold (260) 420-7732 /s/ Jeanine M. Herold Fort Wayne IN 01-12-2015 0 68 349026 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE DCP MIDSTREAM PARTNERS LPCOM UT LTD PTN23311P10051711300SHSOLE 0011300ENTERPRISE PRODS PARTNERS LCOM29379210749814644SHSOLE 0014644GENERAL ELECTRIC COCOM36960410341317132SHSOLE 0017132ISHARESSELECT DIVID ETF46428716878610024SHSOLE 0010024ISHARESTIPS BD ETF464287176393934885SHSOLE 0034885ISHARESCORE S&P500 ETF46428720029501144813SHSOLE 00144813ISHARESCORE TOTUSBD ETF46428722618269164689SHSOLE 00164689ISHARESNA NAT RES464287374100927644SHSOLE 0027644ISHARESS&P 500 VAL ETF46428740828611311512SHSOLE 00311512ISHARESMSCI EAFE ETF46428746514544246091SHSOLE 00246091ISHARESRUS MID-CAP ETF464287499323919663SHSOLE 0019663ISHARESCORE S&P MCP ETF46428750733626235622SHSOLE 00235622ISHARESRUS 1000 VAL ETF464287598159915574SHSOLE 0015574ISHARESRUS 1000 ETF464287622264823457SHSOLE 0023457ISHARESSP SMCP600VL ETF46428787914225125070SHSOLE 00125070ISHARESMSCI ACWI US ETF46428824043310343SHSOLE 0010343ISHARES17 AMT-FREE ETF464289271175431917SHSOLE 0031917ISHARES16 AMT-FREE ETF464289313182434198SHSOLE 0034198ISHARES15 AMT-FREE ETF464289339120022784SHSOLE 0022784ISHARES GOLD TRUSTISHARES46428510524620980SHSOLE 0020980ISHARES S&P GSCI COMMODITY IUNIT BEN INT46428R10720610177SHSOLE 0010177ISHARES TR19 AMT-FREE MN46429B56439715607SHSOLE 0015607ISHARES TR18 AMT-FREE ETF46429B580142755600SHSOLE 0055600ISHARES TRCORE MSCITOTAL46432F8345435104624SHSOLE 00104624ISHARES TRCORE STRM USBD46432F859228122740SHSOLE 0022740JPMORGAN CHASE & COCOM46625H10077913192SHSOLE 0013192LINCOLN NATL CORP INDCOM534187109294353889SHSOLE 0053889OLD NATL BANCORP INDCOM68003310757841215SHSOLE 0041215SMITH A OCOM83186520977314060SHSOLE 0014060SPDR INDEX SHS FDSGLB NAT RESRCE78463X541155536192SHSOLE 0036192SPDR INDEX SHS FDSDJ INTL RL ETF78463X86345911001SHSOLE 0011001SPDR INDEX SHS FDSS&P WRLD EX US78463X88990034467SHSOLE 0034467SPDR SERIES TRUSTINTR TRM CORP BD78464A375132738591SHSOLE 0038591SPDR SERIES TRUSTBRC HGH YLD BD78464A4175391140256SHSOLE 00140256SPDR SERIES TRUSTNUVN BR SHT MUNI78464A42551321096SHSOLE 0021096SPDR SERIES TRUSTBARC SHT TR CP78464A474204066770SHSOLE 0066770SPDR SERIES TRUSTDJ REIT ETF78464A60710492110385SHSOLE 00110385SPDR SERIES TRUSTBARCLYS TIPS ETF78464A656447779274SHSOLE 0079274SPDR SERIES TRUSTS&P DIVID ETF78464A76378210023SHSOLE 0010023US BANCORP DELCOM NEW90297330499722892SHSOLE 0022892VANGUARD ADMIRAL FDS INC500 VAL IDX FD921932703284532215SHSOLE 0032215VANGUARD ADMIRAL FDS INCSMLCP 600 VAL921932778113111605SHSOLE 0011605VANGUARD ADMIRAL FDS INCMIDCP 400 IDX921932885224423419SHSOLE 0023419VANGUARD BD INDEX FD INCLONG TERM BOND921937793137514189SHSOLE 0014189VANGUARD BD INDEX FD INCINTERMED TERM921937819623672852SHSOLE 0072852VANGUARD BD INDEX FD INCSHORT TRM BOND921937827417452074SHSOLE 0052074VANGUARD BD INDEX FD INCTOTAL BND MRKT92193783520883251065SHSOLE 00251065VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J40714082263684SHSOLE 00263684VANGUARD INDEX FDSS&P 500 ETF SHS922908363314716959SHSOLE 0016959VANGUARD INDEX FDSREIT ETF92290855315813186542SHSOLE 00186542VANGUARD INDEX FDSSM CP VAL ETF922908611499948479SHSOLE 0048479VANGUARD INDEX FDSMID CAP ETF922908629719259140SHSOLE 0059140VANGUARD INDEX FDSLARGE CAP ETF922908637196921211SHSOLE 0021211VANGUARD INDEX FDSEXTEND MKT ETF922908652124114390SHSOLE 0014390VANGUARD INDEX FDSVALUE ETF922908744352542407SHSOLE 0042407VANGUARD INDEX FDSTOTAL STK MKT922908769208119952SHSOLE 0019952VANGUARD INTL EQUITY INDEX FGLB EX US ETF92204267665712186SHSOLE 0012186VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277516080351568SHSOLE 00351568VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858182145978SHSOLE 0045978VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF92204287471114060SHSOLE 0014060VANGUARD MALVERN FDSSTRM INFPROIDX922020805419186864SHSOLE 0086864VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409435954637SHSOLE 0054637VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870651875007SHSOLE 0075007VANGUARD STAR FDVG TL INTL STK F9219097689061191408SHSOLE 00191408VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858127934721SHSOLE 0034721VANGUARD WORLD FDMEGA CAP VAL ETF921910840490382114SHSOLE 0082114VANGUARD WORLD FDMEGA CAP INDEX921910873335648562SHSOLE 0048562WILLIAMS COS INC DELCOM96945710052012198SHSOLE 0012198