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Phillips Financial Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Phillips Financial Management’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$932K Buy
38,095
+34,842
+1,071% +$852K 0.07% 109
2025
Q1 		$76.8K Buy
+3,253
New +$76.8K 0.01% 202