Long-term investor
Phillips Financial Management, LLC @phillipsfinancialmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001350660).
Record
- Tracked since 2025-06-30 (477 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 11.8% · long · since 2025-09-30
- 25434V872 · 9.1% · long · since 2025-09-30
- 25434V799 · 7.3% · long · since 2025-09-30
- 25434V864 · 7.2% · long · since 2025-09-30
- 25434V666 · 4.4% · long · since 2025-09-30
- 25434V609 · 3.7% · long · since 2025-09-30
- 25434V732 · 3.2% · long · since 2025-09-30
- 922908363 · 2.8% · long · since 2025-09-30
- 921909768 · 2.7% · long · since 2025-09-30
- 25434V500 · 2.6% · long · since 2025-09-30
- 464287507 · 2.4% · long · since 2025-09-30
- 25434V708 · 2.4% · long · since 2025-09-30