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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DFGX +7,370+$391
META +578+$281
STLD +1,664+$247
EPD +8,380+$245
DFGP +4,538+$242
PGR +1,138+$235
JNJ +1,460+$231
PEP +1,300+$228
KR +3,954+$226
AVGO +169+$224
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SRE -2,776-$207
AUUD -37,824-$9
IEI -37-$4
TLT -20-$2
TFLO -43-$2
IYT -8-$2
EZU -1$UNCH
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +916,065+$3,936
DFIC +208,873+$6,796
DFLV +120,964+$5,195
DFSD +115,962+$5,470
DFCF +108,643+$4,315
DFEM +98,352+$2,749
DUSB +66,732+$3,386
DUHP +64,044+$2,796
DFAR +35,995+$672
DFAS +30,223+$2,243
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DFAC -103,102-$592
LRGF -74,208-$293
INTF -57,691-$652
DFAX -31,670-$503
IAGG -23,053-$1,087
IXUS -13,973+$1,589
IJR -12,207-$1,114
AGG -11,663-$1,707
ISTB -11,220-$571
Phillips Financial Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $1,221,205
At 12/31/2023: $1,151,274

Phillips Financial Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Phillips Financial Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Phillips Financial Management LLC
As of  03/31/2024, we find all stocks held by Phillips Financial Management LLC to be as follows, presented in the table below with each row detailing each Phillips Financial Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Phillips Financial Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Phillips Financial Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (IVV) 228,943 +1,180 $120,362
     IVV228,943+1,180$120,362
ISHARES TR (IJH) 1,154,989 +916,065 $70,154
     IJH1,154,989+916,065$70,154
ISHARES TR (IXUS) 852,030 -13,973 $57,819
     IXUS852,030-13,973$57,819
ISHARES TR (IVE) 274,498 -9,272 $51,279
     IVE274,498-9,272$51,279
ISHARES TR (AGG) 419,816 -11,663 $41,117
     AGG419,816-11,663$41,117
VANGUARD STAR FDS (VXUS) 654,097 +14,190 $39,442
     VXUS654,097+14,190$39,442
VANGUARD INDEX FDS (VOO) 71,496 -4,246 $34,368
     VOO71,496-4,246$34,368
DIMENSIONAL ETF TRUST (DFIC) 1,199,361 +208,873 $32,083
     DFIC1,199,361+208,873$32,083
ISHARES TR (LRGF) 596,019 -74,208 $32,072
     LRGF596,019-74,208$32,072
VANGUARD CHARLOTTE FDS (BNDX) 617,104 +8,888 $30,355
     BNDX617,104+8,888$30,355
DIMENSIONAL ETF TRUST (DFSD) 624,410 +115,962 $29,372
     DFSD624,410+115,962$29,372
DIMENSIONAL ETF TRUST (DFAC) 890,430 -103,102 $28,449
     DFAC890,430-103,102$28,449
VANGUARD INDEX FDS (VO) 110,073 -1,788 $27,503
     VO110,073-1,788$27,503
DIMENSIONAL ETF TRUST (DFCF) 646,207 +108,643 $27,108
     DFCF646,207+108,643$27,108
VANGUARD ADMIRAL FDS INC (VOOV) 126,188 -9,648 $22,773
     VOOV126,188-9,648$22,773
VANGUARD BD INDEX FDS (BND) 311,809 +8,160 $22,647
     BND311,809+8,160$22,647
ISHARES TR (IJS) 203,822 -2,834 $20,945
     IJS203,822-2,834$20,945
DIMENSIONAL ETF TRUST (DFAT) 379,533 +22,013 $20,658
     DFAT379,533+22,013$20,658
ISHARES TR (IAGG) 412,441 -23,053 $20,601
     IAGG412,441-23,053$20,601
DIMENSIONAL ETF TRUST (DFLV) 654,144 +120,964 $19,618
     DFLV654,144+120,964$19,618
VANGUARD INDEX FDS (VNQ) 199,924 +2,771 $17,289
     VNQ199,924+2,771$17,289
VANGUARD SCOTTSDALE FDS (VCIT) 209,026 +5,443 $16,829
     VCIT209,026+5,443$16,829
ISHARES TR (USHY) 445,595 +1,554 $16,304
     USHY445,595+1,554$16,304
ISHARES TR (INTF) 533,232 -57,691 $15,912
     INTF533,232-57,691$15,912
ISHARES TR (ISTB) 315,886 -11,220 $14,986
     ISTB315,886-11,220$14,986
VANGUARD INDEX FDS (VBR) 74,707 -3,273 $14,335
     VBR74,707-3,273$14,335
VANGUARD BD INDEX FDS (BIV) 188,096 +18,866 $14,182
     BIV188,096+18,866$14,182
DIMENSIONAL ETF TRUST (DFEM) 555,267 +98,352 $14,154
     DFEM555,267+98,352$14,154
ISHARES TR (USRT) 219,258 +3,602 $11,796
     USRT219,258+3,602$11,796
DIMENSIONAL ETF TRUST (DUHP) 321,270 +64,044 $10,155
     DUHP321,270+64,044$10,155
DIMENSIONAL ETF TRUST (DFAS) 162,140 +30,223 $10,108
     DFAS162,140+30,223$10,108
ISHARES TR (IJR) 91,317 -12,207 $10,092
     IJR91,317-12,207$10,092
VANGUARD INTL EQUITY INDEX F (VEU) 156,615 -6,424 $9,185
     VEU156,615-6,424$9,185
VANGUARD BD INDEX FDS (BSV) 118,176 -9 $9,061
     BSV118,176-9$9,061
DIMENSIONAL ETF TRUST (DFAR) 396,302 +35,995 $8,865
     DFAR396,302+35,995$8,865
VANGUARD WORLD FD (MGC) 46,994 -2,172 $8,782
     MGC46,994-2,172$8,782
VANGUARD SCOTTSDALE FDS (VCSH) 113,305 +4,045 $8,760
     VCSH113,305+4,045$8,760
ISHARES TR (TIP) 80,795 -574 $8,678
     TIP80,795-574$8,678
VANGUARD INDEX FDS (VTI) 27,991 -497 $7,275
     VTI27,991-497$7,275
VANGUARD WORLD FD (MGV) 59,762 -180 $7,142
     MGV59,762-180$7,142
ISHARES TR (ICSH) 138,756 -3,247 $7,016
     ICSH138,756-3,247$7,016
DIMENSIONAL ETF TRUST (DFAX) 265,183 -31,670 $6,746
     DFAX265,183-31,670$6,746
ISHARES TR (MUB) 58,769 +4,947 $6,324
     MUB58,769+4,947$6,324
ISHARES TR (EFA) 79,081 -5,928 $6,315
     EFA79,081-5,928$6,315
VANGUARD MALVERN FDS (VTIP) 128,667 +1,836 $6,162
     VTIP128,667+1,836$6,162
VANGUARD INDEX FDS (VTV) 37,295 -197 $6,074
     VTV37,295-197$6,074
ISHARES TR (SUB) 55,697 +979 $5,833
     SUB55,697+979$5,833
DIMENSIONAL ETF TRUST (DUSB) 113,508 +66,732 $5,740
     DUSB113,508+66,732$5,740
ISHARES TR (SMLF) 87,949 -9,140 $5,592
     SMLF87,949-9,140$5,592
DIMENSIONAL ETF TRUST (DFIV) 148,790 +577 $5,468
     DFIV148,790+577$5,468
SCHWAB STRATEGIC TR 84,273 -882 $5,230
     SCHX84,273-882$5,230
DIMENSIONAL ETF TRUST (DFSV) 172,124 +3,226 $5,181
     DFSV172,124+3,226$5,181
SCHWAB STRATEGIC TR 108,896 +15,656 $5,009
     SCHZ108,896+15,656$5,009
VANGUARD ADMIRAL FDS INC (IVOO) 47,162 +7,881 $4,858
     IVOO47,162+7,881$4,858
VANGUARD ADMIRAL FDS INC (VIOO) 47,423 -4,544 $4,813
     VIOO47,423-4,544$4,813
SPDR SER TR (SPIP) 174,170 -5,021 $4,462
     SPIP174,170-5,021$4,462
VANGUARD INDEX FDS (VV) 18,504 -192 $4,437
     VV18,504-192$4,437
SPDR S&P 500 ETF TR (SPY) 7,135 -29 $3,732
     SPY7,135-29$3,732
ISHARES TR (STIP) 34,651 +499 $3,445
     STIP34,651+499$3,445
SPDR INDEX SHS FDS (GNR) 59,180 -468 $3,428
     GNR59,180-468$3,428
APPLE INC 19,922 -1,109 $3,416
     AAPL19,922-1,109$3,416
ISHARES TR (IWB) 11,677 -7 $3,363
     IWB11,677-7$3,363
ISHARES TR (IEFA) 43,620 -763 $3,237
     IEFA43,620-763$3,237
ISHARES INC (EMGF) 70,041 -5,026 $3,120
     EMGF70,041-5,026$3,120
JPMORGAN CHASE & CO 15,539 +238 $3,113
     JPM15,539+238$3,113
ISHARES TR (IWR) 36,830 UNCH $3,097
     IWR36,830UNCH$3,097
VANGUARD MUN BD FDS (VTEB) 60,366 -2,911 $3,055
     VTEB60,366-2,911$3,055
ISHARES TR (IGIB) 57,963 -2,553 $2,991
     IGIB57,963-2,553$2,991
ATMOS ENERGY CORP 25,060 +9 $2,979
     ATO25,060+9$2,979
DIMENSIONAL ETF TRUST (DFNM) 61,310 +3,537 $2,948
     DFNM61,310+3,537$2,948
VANGUARD INDEX FDS (VB) 12,734 -59 $2,911
     VB12,734-59$2,911
VANGUARD SCOTTSDALE FDS (VMBS) 63,298 UNCH $2,887
     VMBS63,298UNCH$2,887
SCHWAB STRATEGIC TR 53,971 +1,395 $2,658
     SCHA53,971+1,395$2,658
ISHARES TR (ITOT) 22,635 -800 $2,610
     ITOT22,635-800$2,610
ISHARES TR (IUSB) 55,757 -7,192 $2,542
     IUSB55,757-7,192$2,542
SPDR SER TR (JNK) 26,325 -598 $2,506
     JNK26,325-598$2,506
ISHARES TR (IBTE) 99,288 +2,905 $2,377
     IBTE99,288+2,905$2,377
ISHARES TR (IJJ) 19,854 -2,384 $2,349
     IJJ19,854-2,384$2,349
SPDR SER TR (RWR) 24,595 +11 $2,318
     RWR24,595+11$2,318
ISHARES TR (IMTB) 53,352 +2,136 $2,289
     IMTB53,352+2,136$2,289
ISHARES TR (IBDP) 89,805 +11,507 $2,250
     IBDP89,805+11,507$2,250
ISHARES TR (SHY) 27,439 -517 $2,244
     SHY27,439-517$2,244
VANGUARD INDEX FDS (VOE) 13,729 UNCH $2,140
     VOE13,729UNCH$2,140
ISHARES TR (IWD) 11,273 -678 $2,019
     IWD11,273-678$2,019
ISHARES TR (IBDQ) 77,651 +14,437 $1,927
     IBDQ77,651+14,437$1,927
MICROSOFT CORP 4,322 +208 $1,818
     MSFT4,322+208$1,818
VANGUARD INDEX FDS (VXF) 10,019 -290 $1,756
     VXF10,019-290$1,756
ISHARES TR (IBTF) 72,367 +5,240 $1,681
     IBTF72,367+5,240$1,681
ISHARES TR (IBMM) 64,008 -7,369 $1,661
     IBMM64,008-7,369$1,661
ISHARES TR (IBDR) 67,439 +17,107 $1,608
     IBDR67,439+17,107$1,608
ISHARES TR (IBHD) 65,431 +431 $1,526
     IBHD65,431+431$1,526
VANGUARD INTL EQUITY INDEX F (VWO) 35,033 -2,250 $1,463
     VWO35,033-2,250$1,463
ISHARES TR (IBHE) 60,432 +10,432 $1,413
     IBHE60,432+10,432$1,413
VANGUARD ADMIRAL FDS INC (VIOV) 15,885 +1,891 $1,405
     VIOV15,885+1,891$1,405
SCHWAB STRATEGIC TR 17,037 +462 $1,387
     SCHM17,037+462$1,387
ISHARES TR (IUSV) 13,919 -203 $1,259
     IUSV13,919-203$1,259
SPDR GOLD TR (GLD) 6,064 UNCH $1,247
     GLD6,064UNCH$1,247
VANGUARD ADMIRAL FDS INC (IVOV) 13,558 UNCH $1,231
     IVOV13,558UNCH$1,231
ISHARES TR (IBTG) 52,242 +22,242 $1,186
     IBTG52,242+22,242$1,186
SPDR INDEX SHS FDS (SPDW) 32,373 UNCH $1,160
     SPDW32,373UNCH$1,160
AMAZON COM INC 6,366 -204 $1,148
     AMZN6,366-204$1,148
ISHARES TR (IBMP) 44,996 -4,825 $1,133
     IBMP44,996-4,825$1,133
ISHARES TR (IBMO) 43,603 -7,551 $1,105
     IBMO43,603-7,551$1,105
ISHARES TR (IBMN) 40,804 -7,109 $1,080
     IBMN40,804-7,109$1,080
VANGUARD WORLD FD (VDE) 7,853 -447 $1,034
     VDE7,853-447$1,034
VANGUARD TAX MANAGED FDS (VEA) 19,502 -70 $978
     VEA19,502-70$978
DIMENSIONAL ETF TRUST (DFUV) 23,253 -141 $951
     DFUV23,253-141$951
BERKSHIRE HATHAWAY INC DEL      $929
     BRK.B2,209-74$929
ALPHABET INC 5,907 +30 $892
     GOOGL5,907+30$892
ISHARES TR (IGE) 19,151 -365 $862
     IGE19,151-365$862
ELI LILLY & CO 1,106 +58 $860
     LLY1,106+58$860
SCHWAB STRATEGIC TR 16,494 +2,912 $860
     SCHP16,494+2,912$860
ALPHATEC HLDGS INC 60,567 -4,129 $835
     ATEC60,567-4,129$835
DIMENSIONAL ETF TRUST (DFUS) 14,643 +18 $834
     DFUS14,643+18$834
NVIDIA CORPORATION 911 +109 $823
     NVDA911+109$823
VANGUARD WORLD FD (VAW) 4,027 -202 $823
     VAW4,027-202$823
ISHARES GOLD TR (IAU) 18,269 UNCH $767
     IAU18,269UNCH$767
ISHARES TR (IWN) 4,568 UNCH $725
     IWN4,568UNCH$725
FRANKLIN ELEC INC 6,536 +4 $698
     FELE6,536+4$698
VANGUARD INTL EQUITY INDEX F (VNQI) 16,435 +1,768 $693
     VNQI16,435+1,768$693
SPDR SER TR (SDY) 5,233 -123 $687
     SDY5,233-123$687
ISHARES TR (IGSB) 12,870 -327 $660
     IGSB12,870-327$660
ABBVIE INC 3,405 +157 $620
     ABBV3,405+157$620
ISHARES TR (DVY) 5,027 -143 $619
     DVY5,027-143$619
ISHARES TR (IWS) 4,758 -195 $596
     IWS4,758-195$596
LINCOLN NATL CORP IND 18,598 -400 $594
     LNC18,598-400$594
ISHARES TR (IBHF) 25,436 +436 $587
     IBHF25,436+436$587
ISHARES INC (IEMG) 11,192 -26 $577
     IEMG11,192-26$577
DIMENSIONAL ETF TRUST (DISV) 20,321 +1,816 $553
     DISV20,321+1,816$553
ALPHABET INC 3,355 -107 $511
     GOOG3,355-107$511
TESLA INC 2,889 +365 $508
     TSLA2,889+365$508
HOME DEPOT INC 1,298 +58 $498
     HD1,298+58$498
ISHARES U S ETF TR (NEAR) 9,879 +3,214 $498
     NEAR9,879+3,214$498
OLD NATL BANCORP IND 27,958 +20 $487
     ONB27,958+20$487
ISHARES TR (IBMQ) 17,309 -6,668 $437
     IBMQ17,309-6,668$437
ISHARES TR (LQD) 3,912 +8 $426
     LQD3,912+8$426
ISHARES TR (ACWX) 7,951 UNCH $425
     ACWX7,951UNCH$425
WILLIAMS COS INC 10,777 +18 $420
     WMB10,777+18$420
DIMENSIONAL ETF TRUST (DFGX) 7,370 +7,370 $391
     DFGX7,370+7,370$391
WALMART INC 6,459 +4,341 $389
     WMT6,459+4,341$389
ISHARES SILVER TR (SLV) 16,841 UNCH $383
     SLV16,841UNCH$383
VISA INC 1,316 +10 $367
     V1,316+10$367
VANGUARD INTL EQUITY INDEX F (VGK) 5,256 UNCH $354
     VGK5,256UNCH$354
DIMENSIONAL ETF TRUST (DFIS) 14,086 UNCH $353
     DFIS14,086UNCH$353
ISHARES TR (IVW) 4,177 -25 $353
     IVW4,177-25$353
LOWES COS INC 1,380 +365 $352
     LOW1,380+365$352
INVESCO QQQ TR 786 -131 $349
     QQQ786-131$349
SPDR SER TR (SPIB) 10,500 +36 $343
     SPIB10,500+36$343
SPDR SER TR (SPHY) 14,522 +556 $341
     SPHY14,522+556$341
SPDR SER TR (SPYV) 6,782 UNCH $340
     SPYV6,782UNCH$340
MASTERCARD INCORPORATED 666 +15 $321
     MA666+15$321
SPDR SER TR (SPSB) 10,058 -2,972 $299
     SPSB10,058-2,972$299
ISHARES TR (IWF) 874 -68 $295
     IWF874-68$295
FAIR ISAAC CORP 232 +9 $290
     FICO232+9$290
ABBOTT LABS 2,538 +435 $288
     ABT2,538+435$288
HP INC 9,492 +25 $287
     HPQ9,492+25$287
META PLATFORMS INC 578 +578 $281
     META578+578$281
VANGUARD INTL EQUITY INDEX F (VPL) 3,673 UNCH $279
     VPL3,673UNCH$279
DIMENSIONAL ETF TRUST (DFIP) 6,728 UNCH $278
     DFIP6,728UNCH$278
ELEVANCE HEALTH INC 484 +8 $251
     ELV484+8$251
STEEL DYNAMICS INC 1,664 +1,664 $247
     STLD1,664+1,664$247
ENTERPRISE PRODS PARTNERS L 8,380 +8,380 $245
     EPD8,380+8,380$245
DIMENSIONAL ETF TRUST (DFGP) 4,538 +4,538 $242
     DFGP4,538+4,538$242
PROGRESSIVE CORP 1,138 +1,138 $235
     PGR1,138+1,138$235
COMMUNITY HEALTH SYS INC NEW 66,610 UNCH $233
     CYH66,610UNCH$233
JOHNSON & JOHNSON 1,460 +1,460 $231
     JNJ1,460+1,460$231
PEPSICO INC 1,300 +1,300 $228
     PEP1,300+1,300$228
KROGER CO 3,954 +3,954 $226
     KR3,954+3,954$226
BROADCOM INC 169 +169 $224
     AVGO169+169$224
BARCLAYS BANK PLC 7,208 UNCH $224
     DJP7,208UNCH$224
ISHARES TR (HYG) 2,868 -361 $223
     HYG2,868-361$223
VANGUARD INDEX FDS (VUG) 643 UNCH $221
     VUG643UNCH$221
DIMENSIONAL ETF TRUST (DFAW) 3,605 +1,935 $213
     DFAW3,605+1,935$213
COCA COLA CO 3,455 +3,455 $211
     KO3,455+3,455$211
INTERCONTINENTAL EXCHANGE IN (ICE) 1,502 +1,502 $206
     ICE1,502+1,502$206
ABRDN SILVER ETF TRUST (SIVR) 8,641 +8,641 $206
     SIVR8,641+8,641$206
PROCTER AND GAMBLE CO 1,266 +1,266 $205
     PG1,266+1,266$205
ADOBE INC 404 +2 $204
     ADBE404+2$204
UNITEDHEALTH GROUP INC 410 +410 $203
     UNH410+410$203
SPDR INDEX SHS FDS (RWO) 4,704 +28 $201
     RWO4,704+28$201
ISHARES INC (EPP) 4,382 UNCH $188
     EPP4,382UNCH$188
SELECT SECTOR SPDR TR (XLK) 859 -129 $179
     XLK859-129$179
SPDR SER TR (SPMD) 3,195 UNCH $170
     SPMD3,195UNCH$170
ISHARES TR (GVI) 1,564 -144 $163
     GVI1,564-144$163
ISHARES TR (IBDS) 6,235 +3,763 $148
     IBDS6,235+3,763$148
ISHARES TR (IWV) 489 UNCH $147
     IWV489UNCH$147
DIMENSIONAL ETF TRUST (DIHP) 5,351 UNCH $144
     DIHP5,351UNCH$144
ISHARES TR (IEV) 2,555 UNCH $142
     IEV2,555UNCH$142
ISHARES TR (IGEB) 3,080 UNCH $138
     IGEB3,080UNCH$138
ISHARES TR (IBDT) 5,509 +3,197 $137
     IBDT5,509+3,197$137
SELECT SECTOR SPDR TR (XLE) 1,456 UNCH $137
     XLE1,456UNCH$137
ISHARES TR (SCZ) 2,140 UNCH $136
     SCZ2,140UNCH$136
ISHARES TR (IBDU) 5,538 +3,052 $126
     IBDU5,538+3,052$126
SPDR SER TR (SPLG) 2,025 UNCH $125
     SPLG2,025UNCH$125
ISHARES TR (MBB) 1,308 -48 $121
     MBB1,308-48$121
ISHARES TR (REET) 4,975 UNCH $118
     REET4,975UNCH$118
SPDR SER TR (SPSM) 2,578 UNCH $111
     SPSM2,578UNCH$111
PROSPECT CAP CORP      $99
     NOTE 6100,000UNCH$99
ISHARES TR (IOO) 1,043 -139 $93
     IOO1,043-139$93
DIMENSIONAL ETF TRUST (DFEV) 3,532 +1,224 $92
     DFEV3,532+1,224$92
ISHARES TR (IJT) 701 UNCH $92
     IJT701UNCH$92
VANGUARD INTL EQUITY INDEX F (VT) 812 UNCH $90
     VT812UNCH$90
SCHWAB STRATEGIC TR 2,273 UNCH $89
     SCHF2,273UNCH$89
SELECT SECTOR SPDR TR (XLY) 390 UNCH $72
     XLY390UNCH$72
DIMENSIONAL ETF TRUST (DFAU) 1,940 +1 $71
     DFAU1,940+1$71
VANGUARD SCOTTSDALE FDS (VONG) 792 UNCH $69
     VONG792UNCH$69
DIMENSIONAL ETF TRUST (DFAI) 2,243 -332 $68
     DFAI2,243-332$68
SELECT SECTOR SPDR TR (XLV) 370 UNCH $55
     XLV370UNCH$55
SCHWAB STRATEGIC TR 680 UNCH $52
     SCHV680UNCH$52
REDWOOD TRUST INC      $50
     NOTE 550,000UNCH$50
VANGUARD SCOTTSDALE FDS (VGSH) 857 UNCH $50
     VGSH857UNCH$50
ISHARES TR (DGRO) 751 UNCH $44
     DGRO751UNCH$44
ISHARES INC (EWT) 900 UNCH $44
     EWT900UNCH$44
SCHWAB STRATEGIC TR 1,558 -124 $39
     SCHE1,558-124$39
ISHARES TR (EEM) 910 UNCH $37
     EEM910UNCH$37
VANGUARD BD INDEX FDS (BLV) 416 +90 $30
     BLV416+90$30
VANGUARD INDEX FDS (VBK) 108 UNCH $28
     VBK108UNCH$28
ISHARES INC (EWY) 405 UNCH $27
     EWY405UNCH$27
ISHARES TR (IBB) 196 -54 $27
     IBB196-54$27
ISHARES TR (SHV) 243 +214 $27
     SHV243+214$27
ISHARES INC (EWC) 650 UNCH $25
     EWC650UNCH$25
SELECT SECTOR SPDR TR (XLP) 330 UNCH $25
     XLP330UNCH$25
ISHARES TR (IBDV) 1,140 +1,140 $24
     IBDV1,140+1,140$24
SCHWAB STRATEGIC TR 254 UNCH $24
     SCHG254UNCH$24
ISHARES TR (IYE) 457 UNCH $23
     IYE457UNCH$23
ISHARES TR (EFV) 405 -139 $22
     EFV405-139$22
SCHWAB STRATEGIC TR 270 UNCH $22
     SCHD270UNCH$22
ISHARES TR (WPS) 781 -714 $22
     WPS781-714$22
ISHARES TR (EFG) 201 -54 $21
     EFG201-54$21
ISHARES TR (EMB) 209 +209 $19
     EMB209+209$19
ISHARES INC (EWA) 775 UNCH $19
     EWA775UNCH$19
VANGUARD WORLD FD (VGT) 36 UNCH $19
     VGT36UNCH$19
ISHARES TR (IWM) 71 UNCH $15
     IWM71UNCH$15
ISHARES TR (USIG) 280 UNCH $14
     USIG280UNCH$14
ISHARES TR (IYM) 88 UNCH $13
     IYM88UNCH$13
SPDR SER TR (SPAB) 466 +2 $12
     SPAB466+2$12
SPDR INDEX SHS FDS (SPEM) 299 -226 $11
     SPEM299-226$11
SPDR SER TR (XNTK) 59 -10 $11
     XNTK59-10$11
DIMENSIONAL ETF TRUST (DCOR) 175 UNCH $10
     DCOR175UNCH$10
ISHARES TR (IHAK) 216 UNCH $10
     IHAK216UNCH$10
SPDR SER TR (CNRG) 132 UNCH $9
     CNRG132UNCH$9
ISHARES TR (IFRA) 201 -19 $9
     IFRA201-19$9
SPDR INDEX SHS FDS (GWX) 244 UNCH $8
     GWX244UNCH$8
SPDR INDEX SHS FDS (RWX) 325 UNCH $8
     RWX325UNCH$8
SPDR SER TR (SLYG) 96 UNCH $8
     SLYG96UNCH$8
ISHARES TR (XT) 111 UNCH $7
     XT111UNCH$7
ISHARES TR (IHI) 100 +10 $6
     IHI100+10$6
ISHARES TR (IXC) 107 -17 $5
     IXC107-17$5
SPDR SER TR (SLYV) 56 UNCH $5
     SLYV56UNCH$5
SPDR SER TR (XES) 50 UNCH $5
     XES50UNCH$5
ISHARES INC (EWJ) 50 UNCH $4
     EWJ50UNCH$4
ISHARES TR (QUAL) 24 -53 $4
     QUAL24-53$4
ISHARES TR (ESGU) 25 -32 $3
     ESGU25-32$3
SPDR SER TR (KOMP) 69 UNCH $3
     KOMP69UNCH$3
ISHARES TR (TECB) 56 UNCH $3
     TECB56UNCH$3
VANGUARD SCOTTSDALE FDS (VGIT) 43 UNCH $3
     VGIT43UNCH$3
ISHARES TR (IYR) 20 UNCH $2
     IYR20UNCH$2
ISHARES INC (EMXC) 12 -21 $1
     EMXC12-21$1
ISHARES TR (IDNA) 42 UNCH $1
     IDNA42UNCH$1
ISHARES TR (IYW) 11 -22 $1
     IYW11-22$1
ISHARES TR (OEF) 5 -10 $1
     OEF5-10$1
ISHARES TR (USMV) 8 -14 $1
     USMV8-14$1
ISHARES TR (IRBO) 10 +10 $0
     IRBO10+10$0
AUDDIA INC $0 (exited)
     AUUD0-37,824$0
ISHARES INC $0 (exited)
     EZU0-1$0
ISHARES TR $0 (exited)
     IEI0-37$0
ISHARES TR $0 (exited)
     IYT0-8$0
SEMPRA $0 (exited)
     SRE0-2,776$0
ISHARES TR $0 (exited)
     TFLO0-43$0
ISHARES TR 0 -20 $0 (exited)
     TLT0-20$0

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