0001085146-16-002679.txt : 20160127 0001085146-16-002679.hdr.sgml : 20160127 20160126190340 ACCESSION NUMBER: 0001085146-16-002679 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160127 DATE AS OF CHANGE: 20160126 EFFECTIVENESS DATE: 20160127 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: 161362756 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 12-31-2015 12-31-2015 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 01-26-2016 0 60 330689 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE DCP MIDSTREAM PARTNERS LPCOM UT LTD PTN23311P10021010700SHSOLE 0010700ENTERPRISE PRODS PARTNERS LCOM29379210731914644SHSOLE 0014644ISHARES17 AMT-FREE ETF464289271182866826SHSOLE 0066826ISHARES16 AMT-FREE ETF464289313181468433SHSOLE 0068433ISHARES GOLD TRUSTISHARES46428510522721505SHSOLE 0021505ISHARES TRTIPS BD ETF464287176563051021SHSOLE 0051021ISHARES TRCORE S&P500 ETF46428720028245148821SHSOLE 00148821ISHARES TRCORE US AGGBD ET46428722621343196099SHSOLE 00196099ISHARES TRNA NAT RES46428737485934746SHSOLE 0034746ISHARES TRS&P 500 VAL ETF46428740827506335485SHSOLE 00335485ISHARES TRMSCI EAFE ETF46428746512561230229SHSOLE 00230229ISHARES TRRUS MID-CAP ETF464287499279319050SHSOLE 0019050ISHARES TRCORE S&P MCP ETF46428750730905243194SHSOLE 00243194ISHARES TRRUS 1000 VAL ETF464287598136415072SHSOLE 0015072ISHARES TRRUS 1000 ETF464287622236922649SHSOLE 0022649ISHARES TRSP SMCP600VL ETF46428787913013133340SHSOLE 00133340ISHARES TR19 AMT-FREE MN46429B564106941805SHSOLE 0041805ISHARES TR18 AMT-FREE ETF46429B580173968170SHSOLE 0068170ISHARES TRCORE MSCITOTAL46432F83410943240033SHSOLE 00240033ISHARES TRCORE ST USDB ETF46432F859329633119SHSOLE 0033119JPMORGAN CHASE & COCOM46625H10084214681SHSOLE 0014681LINCOLN NATL CORP INDCOM534187109149335738SHSOLE 0035738OLD NATL BANCORP INDCOM68003310731626391SHSOLE 0026391SCHWAB STRATEGIC TRUS LCAP VA ETF80852440944511255SHSOLE 0011255SPDR INDEX SHS FDSGLB NAT RESRCE78463X541118041360SHSOLE 0041360SPDR INDEX SHS FDSS&P WRLD EX US78463X88982134509SHSOLE 0034509SPDR SERIES TRUSTINTR TRM CORP BD78464A375128438126SHSOLE 0038126SPDR SERIES TRUSTBRC HGH YLD BD78464A4174795145027SHSOLE 00145027SPDR SERIES TRUSTNUVN BR SHT MUNI78464A42546919196SHSOLE 0019196SPDR SERIES TRUSTNUVN BRCLY MUNI78464A45825210266SHSOLE 0010266SPDR SERIES TRUSTBARC SHT TR CP78464A474101633380SHSOLE 0033380SPDR SERIES TRUSTDJ REIT ETF78464A6078810100425SHSOLE 00100425SPDR SERIES TRUSTBARCLYS TIPS ETF78464A656261347529SHSOLE 0047529VANGUARD ADMIRAL FDS INC500 VAL IDX FD921932703252732018SHSOLE 0032018VANGUARD ADMIRAL FDS INCSMLCP 600 VAL92193277887410407SHSOLE 0010407VANGUARD ADMIRAL FDS INCMIDCP 400 IDX921932885147417251SHSOLE 0017251VANGUARD BD INDEX FD INCLONG TERM BOND921937793125814189SHSOLE 0014189VANGUARD BD INDEX FD INCINTERMED TERM921937819540264169SHSOLE 0064169VANGUARD BD INDEX FD INCSHORT TRM BOND921937827369646209SHSOLE 0046209VANGUARD BD INDEX FD INCTOTAL BND MRKT92193783517818219001SHSOLE 00219001VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J40718945356112SHSOLE 00356112VANGUARD INDEX FDSS&P 500 ETF SHS922908363256314803SHSOLE 0014803VANGUARD INDEX FDSREIT ETF92290855315124198297SHSOLE 00198297VANGUARD INDEX FDSSM CP VAL ETF922908611417646591SHSOLE 0046591VANGUARD INDEX FDSMID CAP ETF922908629611355973SHSOLE 0055973VANGUARD INDEX FDSLARGE CAP ETF922908637181420995SHSOLE 0020995VANGUARD INDEX FDSEXTEND MKT ETF92290865297913042SHSOLE 0013042VANGUARD INDEX FDSVALUE ETF922908744316841865SHSOLE 0041865VANGUARD INDEX FDSTOTAL STK MKT922908769180518793SHSOLE 0018793VANGUARD INTL EQUITY INDEX FGLB EX US ETF92204267671114889SHSOLE 0014889VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277513782344027SHSOLE 00344027VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858120540645SHSOLE 0040645VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF92204287459212756SHSOLE 0012756VANGUARD MALVERN FDSSTRM INFPROIDX922020805398782630SHSOLE 0082630VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409456457706SHSOLE 0057706VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8708810104052SHSOLE 00104052VANGUARD STAR FDVG TL INTL STK F9219097687978191271SHSOLE 00191271VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858170349874SHSOLE 0049874VANGUARD WORLD FDMEGA CAP VAL ETF921910840425177458SHSOLE 0077458VANGUARD WORLD FDMEGA CAP INDEX921910873300146419SHSOLE 0046419