0001085146-14-001368.txt : 20140721 0001085146-14-001368.hdr.sgml : 20140721 20140721170731 ACCESSION NUMBER: 0001085146-14-001368 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140721 DATE AS OF CHANGE: 20140721 EFFECTIVENESS DATE: 20140721 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: 14985157 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 06-30-2014 06-30-2014 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 07-16-2014 0 65 334982 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE GENERAL ELECTRIC COCOM36960410352119887SHSOLE 0019887ISHARESTIPS BD ETF464287176361731419SHSOLE 0031419ISHARESCORE S&P500 ETF46428720028706145289SHSOLE 00145289ISHARESCORE TOTUSBD ETF46428722612965118932SHSOLE 00118932ISHARESNA NAT RES464287374141928710SHSOLE 0028710ISHARESS&P 500 VAL ETF46428740828026309488SHSOLE 00309488ISHARESMSCI EAFE ETF46428746517148254195SHSOLE 00254195ISHARESRUS MID-CAP ETF464287499318419847SHSOLE 0019847ISHARESCORE S&P MCP ETF46428750732191228028SHSOLE 00228028ISHARESRUS 1000 VAL ETF464287598171617014SHSOLE 0017014ISHARESRUS 1000 ETF464287622263524010SHSOLE 0024010ISHARESSP SMCP600VL ETF46428787913776121250SHSOLE 00121250ISHARESSHT NTLAMTFR ETF464288158143813536SHSOLE 0013536ISHARESMSCI ACWI ETF46428825750310543SHSOLE 0010543ISHARES17 AMT-FREE ETF464289271157728567SHSOLE 0028567ISHARES16 AMT-FREE ETF464289313169131555SHSOLE 0031555ISHARES15 AMT-FREE ETF464289339109020603SHSOLE 0020603ISHARES GOLD TRUSTISHARES46428510530423440SHSOLE 0023440ISHARES S&P GSCI COMMODITY IUNIT BEN INT46428R10743313132SHSOLE 0013132ISHARES TR18 AMT-FREE ETF46429B580112344051SHSOLE 0044051ISHARES TRCORE MSCITOTAL46432F834302951154SHSOLE 0051154ISHARES TRCORE ST USDB ETF46432F859135713529SHSOLE 0013529JPMORGAN CHASE & COCOM46625H10078114050SHSOLE 0014050LINCOLN NATL CORP INDCOM534187109289355840SHSOLE 0055840OLD NATL BANCORP INDCOM68003310738227171SHSOLE 0027171SMITH A OCOM83186520966914060SHSOLE 0014060SPDR INDEX SHS FDSGLB NAT RESRCE78463X541205738850SHSOLE 0038850SPDR INDEX SHS FDSDJ INTL RL ETF78463X86350711459SHSOLE 0011459SPDR INDEX SHS FDSS&P WRLD EX US78463X889102934467SHSOLE 0034467SPDR S&P 500 ETF TRTR UNIT78462F103210310712SHSOLE 0010712SPDR SERIES TRUSTINTR TRM CORP BD78464A375133138724SHSOLE 0038724SPDR SERIES TRUSTBRC HGH YLD BD78464A4174422106905SHSOLE 00106905SPDR SERIES TRUSTNUVN BR SHT MUNI78464A42553421953SHSOLE 0021953SPDR SERIES TRUSTBARC SHT TR CP78464A474269887763SHSOLE 0087763SPDR SERIES TRUSTDJ REIT ETF78464A60710453124906SHSOLE 00124906SPDR SERIES TRUSTBARCLYS TIPS ETF78464A656400169878SHSOLE 0069878SPDR SERIES TRUSTS&P DIVID ETF78464A76376710061SHSOLE 0010061US BANCORP DELCOM NEW902973304106124606SHSOLE 0024606VANGUARD ADMIRAL FDS INC500 VAL IDX FD921932703310435660SHSOLE 0035660VANGUARD ADMIRAL FDS INCSMLCP 600 VAL921932778131913444SHSOLE 0013444VANGUARD ADMIRAL FDS INCMIDCP 400 IDX921932885287730166SHSOLE 0030166VANGUARD BD INDEX FD INCINTERMED TERM921937819707383736SHSOLE 0083736VANGUARD BD INDEX FD INCSHORT TRM BOND921937827494561649SHSOLE 0061649VANGUARD BD INDEX FD INCTOTAL BND MRKT92193783520985256166SHSOLE 00256166VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4076617128676SHSOLE 00128676VANGUARD INDEX FDSS&P 500 ETF SHS922908363336218677SHSOLE 0018677VANGUARD INDEX FDSREIT ETF92290855313434177867SHSOLE 00177867VANGUARD INDEX FDSSM CP VAL ETF922908611527750685SHSOLE 0050685VANGUARD INDEX FDSMID CAP ETF922908629745863126SHSOLE 0063126VANGUARD INDEX FDSLARGE CAP ETF922908637194221541SHSOLE 0021541VANGUARD INDEX FDSEXTEND MKT ETF922908652138816083SHSOLE 0016083VANGUARD INDEX FDSVALUE ETF922908744366245081SHSOLE 0045081VANGUARD INDEX FDSTOTAL STK MKT922908769215221172SHSOLE 0021172VANGUARD INTL EQUITY INDEX FGLB EX US ETF92204267667611579SHSOLE 0011579VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277517540337753SHSOLE 00337753VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858197845050SHSOLE 0045050VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF92204287482213981SHSOLE 0013981VANGUARD MALVERN FDSSTRM INFPROIDX922020805449789885SHSOLE 0089885VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409398249642SHSOLE 0049642VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870501958182SHSOLE 0058182VANGUARD STAR FDVG TL INTL STK F92190976810034186259SHSOLE 00186259VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858149035477SHSOLE 0035477VANGUARD WORLD FDMEGA CAP VAL ETF921910840499585306SHSOLE 0085306VANGUARD WORLD FDMEGA CAP INDEX921910873349452037SHSOLE 0052037WILLIAMS COS INC DELCOM96945710072312498SHSOLE 0012498