0001085146-15-001006.txt : 20150429 0001085146-15-001006.hdr.sgml : 20150429 20150429101218 ACCESSION NUMBER: 0001085146-15-001006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150429 DATE AS OF CHANGE: 20150429 EFFECTIVENESS DATE: 20150429 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: 15810468 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 03-31-2015 03-31-2015 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 04-27-2015 0 64 365431 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE DCP MIDSTREAM PARTNERS LPCOM UT LTD PTN23311P10044911300SHSOLE 0011300ENTERPRISE PRODS PARTNERS LCOM29379210749614644SHSOLE 0014644GENERAL ELECTRIC COCOM36960410345616887SHSOLE 0016887ISHARESMSCI ACWI US ETF46428824048210365SHSOLE 0010365ISHARES17 AMT-FREE ETF464289271178532467SHSOLE 0032467ISHARES16 AMT-FREE ETF464289313182334203SHSOLE 0034203ISHARES15 AMT-FREE ETF464289339119622784SHSOLE 0022784ISHARES GOLD TRUSTISHARES46428510524320980SHSOLE 0020980ISHARES TRTIPS BD ETF464287176416836188SHSOLE 0036188ISHARES TRCORE S&P500 ETF46428720030641145037SHSOLE 00145037ISHARES TRCORE US AGGBD ET46428722621051188642SHSOLE 00188642ISHARES TRNA NAT RES464287374125831444SHSOLE 0031444ISHARES TRS&P 500 VAL ETF46428740829980318022SHSOLE 00318022ISHARES TRMSCI EAFE ETF46428746515605236294SHSOLE 00236294ISHARES TRRUS MID-CAP ETF464287499341519563SHSOLE 0019563ISHARES TRCORE S&P MCP ETF46428750735861235172SHSOLE 00235172ISHARES TRRUS 1000 VAL ETF464287598162415515SHSOLE 0015515ISHARES TRRUS 1000 ETF464287622274723351SHSOLE 0023351ISHARES TRSP SMCP600VL ETF46428787914927124832SHSOLE 00124832ISHARES TR19 AMT-FREE MN46429B56444917566SHSOLE 0017566ISHARES TR18 AMT-FREE ETF46429B580157761725SHSOLE 0061725ISHARES TRCORE MSCITOTAL46432F8348119141075SHSOLE 00141075ISHARES TRCORE ST USDB ETF46432F859330432710SHSOLE 0032710JPMORGAN CHASE & COCOM46625H10083513206SHSOLE 0013206LINCOLN NATL CORP INDCOM534187109299752117SHSOLE 0052117OLD NATL BANCORP INDCOM68003310758141095SHSOLE 0041095SCHWAB STRATEGIC TRUS LCAP VA ETF80852440946010420SHSOLE 0010420SMITH A OCOM83186520991414060SHSOLE 0014060SPDR INDEX SHS FDSGLB NAT RESRCE78463X541148933045SHSOLE 0033045SPDR INDEX SHS FDSS&P WRLD EX US78463X889100634467SHSOLE 0034467SPDR SERIES TRUSTINTR TRM CORP BD78464A375134038627SHSOLE 0038627SPDR SERIES TRUSTBRC HGH YLD BD78464A4175580141164SHSOLE 00141164SPDR SERIES TRUSTNUVN BR SHT MUNI78464A42546719229SHSOLE 0019229SPDR SERIES TRUSTBARC SHT TR CP78464A474127141373SHSOLE 0041373SPDR SERIES TRUSTDJ REIT ETF78464A6079519103638SHSOLE 00103638SPDR SERIES TRUSTBARCLYS TIPS ETF78464A656448278035SHSOLE 0078035VANGUARD ADMIRAL FDS INC500 VAL IDX FD921932703287931716SHSOLE 0031716VANGUARD ADMIRAL FDS INCSMLCP 600 VAL921932778113611011SHSOLE 0011011VANGUARD ADMIRAL FDS INCMIDCP 400 IDX921932885202119637SHSOLE 0019637VANGUARD BD INDEX FD INCLONG TERM BOND921937793136914189SHSOLE 0014189VANGUARD BD INDEX FD INCINTERMED TERM921937819612870833SHSOLE 0070833VANGUARD BD INDEX FD INCSHORT TRM BOND921937827406250443SHSOLE 0050443VANGUARD BD INDEX FD INCTOTAL BND MRKT92193783520064240236SHSOLE 00240236VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J40716861311725SHSOLE 00311725VANGUARD INDEX FDSS&P 500 ETF SHS922908363300215606SHSOLE 0015606VANGUARD INDEX FDSREIT ETF92290855315157185021SHSOLE 00185021VANGUARD INDEX FDSSM CP VAL ETF922908611520947344SHSOLE 0047344VANGUARD INDEX FDSMID CAP ETF922908629752957856SHSOLE 0057856VANGUARD INDEX FDSLARGE CAP ETF922908637203321033SHSOLE 0021033VANGUARD INDEX FDSEXTEND MKT ETF922908652129013835SHSOLE 0013835VANGUARD INDEX FDSVALUE ETF922908744358742176SHSOLE 0042176VANGUARD INDEX FDSTOTAL STK MKT922908769209619233SHSOLE 0019233VANGUARD INTL EQUITY INDEX FGLB EX US ETF92204267681513966SHSOLE 0013966VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277518017356206SHSOLE 00356206VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858200446205SHSOLE 0046205VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF92204287478614106SHSOLE 0014106VANGUARD MALVERN FDSSTRM INFPROIDX922020805418885775SHSOLE 0085775VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409477459437SHSOLE 0059437VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870738883794SHSOLE 0083794VANGUARD STAR FDVG TL INTL STK F9219097689901189170SHSOLE 00189170VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858151536889SHSOLE 0036889VANGUARD WORLD FDMEGA CAP VAL ETF921910840491580740SHSOLE 0080740VANGUARD WORLD FDMEGA CAP INDEX921910873347148509SHSOLE 0048509WILLIAMS COS INC DELCOM96945710063712198SHSOLE 0012198