HIPPOCRATIC FINANCIAL ADVISORS, LLC

PrivateCIK: 2055803
Location

WESTLAKE VILLAGE, CA

๐Ÿ“‹ What this filing means

HIPPOCRATIC FINANCIAL ADVISORS, LLC filed this quarterly 13Fโ€‘HR report disclosing 21 equity positions with a total reported market value of $143.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

21
Positions
$143.86M
Total AUM (reported)
3.64M
Total Shares

Allocation by class

TOTAL AUM$143.86M21 positions
US CORE EQUITY 2$51.71M35.9%
SHORT DURATION F$22.84M15.9%
HIGH DIV YLD$16.19M11.3%
US HIGH PROFITAB$15.41M10.7%
INTL CORE EQUITY$9.59M6.7%
CORE FIXED INCOM$7.47M5.2%
EMERGING MKTS CO$6.12M4.3%

Portfolio Concentration

Top 363.1%4โ€“1033.4%11โ€“253.5%TOP 1096.5%0%100%
Top 3$90.74M63.1%
4โ€“10$48.03M33.4%
11โ€“25$5.09M3.5%

Top 3 weight

63.1%

Top 10 weight

96.5%

Voting Authority Distribution

Total shares with voting rights: 3.64M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.64M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole21
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings21
Rows:

DIMENSIONAL ETF TRUST

SOLE
US CORE EQUITY 2
Shares1.49M
TypeSH
Market value$51.71M
35.94%
Sole
0.00
Shared
0.00
None
1.49M

DIMENSIONAL ETF TRUST

SOLE
SHORT DURATION F
Shares487.25K
TypeSH
Market value$22.84M
15.88%
Sole
0.00
Shared
0.00
None
487.25K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares126.92K
TypeSH
Market value$16.19M
11.26%
Sole
0.00
Shared
0.00
None
126.92K

DIMENSIONAL ETF TRUST

SOLE
US HIGH PROFITAB
Shares456.18K
TypeSH
Market value$15.41M
10.71%
Sole
0.00
Shared
0.00
None
456.18K

DIMENSIONAL ETF TRUST

SOLE
INTL CORE EQUITY
Shares371.15K
TypeSH
Market value$9.59M
6.67%
Sole
0.00
Shared
0.00
None
371.15K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares181.01K
TypeSH
Market value$7.47M
5.19%
Sole
0.00
Shared
0.00
None
181.01K

DIMENSIONAL ETF TRUST

SOLE
EMERGING MKTS CO
Shares233.49K
TypeSH
Market value$6.12M
4.25%
Sole
0.00
Shared
0.00
None
233.49K

DIMENSIONAL ETF TRUST

SOLE
US SMALL CAP VAL
Shares153.83K
TypeSH
Market value$4.73M
3.29%
Sole
0.00
Shared
0.00
None
153.83K

ISHARES TR

SOLE
MSCI INDIA ETF
Shares50.31K
TypeSH
Market value$2.65M
1.84%
Sole
0.00
Shared
0.00
None
50.31K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares3.51K
TypeSH
Market value$2.06M
1.43%
Sole
0.00
Shared
0.00
None
3.51K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares48.68K
TypeSH
Market value$1.73M
1.20%
Sole
0.00
Shared
0.00
None
48.68K

DIMENSIONAL ETF TRUST

SOLE
WORLD EQUITY ETF
Shares7.43K
TypeSH
Market value$464.2K
0.32%
Sole
0.00
Shared
0.00
None
7.43K

NVIDIA CORPORATION

SOLE
COM
Shares3.01K
TypeSH
Market value$403.7K
0.28%
Sole
0.00
Shared
0.00
None
3.01K

APPLE INC

SOLE
COM
Shares1.40K
TypeSH
Market value$349.4K
0.24%
Sole
0.00
Shared
0.00
None
1.40K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares6.40K
TypeSH
Market value$335.7K
0.23%
Sole
0.00
Shared
0.00
None
6.40K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares1.59K
TypeSH
Market value$335.5K
0.23%
Sole
0.00
Shared
0.00
None
1.59K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares1.68K
TypeSH
Market value$332.5K
0.23%
Sole
0.00
Shared
0.00
None
1.68K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares3.38K
TypeSH
Market value$327.9K
0.23%
Sole
0.00
Shared
0.00
None
3.38K

TESLA INC

SOLE
COM
Shares741.00
TypeSH
Market value$299.2K
0.21%
Sole
0.00
Shared
0.00
None
741.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares535.00
TypeSH
Market value$273.5K
0.19%
Sole
0.00
Shared
0.00
None
535.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares4.49K
TypeSH
Market value$238.3K
0.17%
Sole
0.00
Shared
0.00
None
4.49K
HIPPOCRATIC FINANCIAL ADVISORS, LLC 13F Holdings โ€” 21 Positions | Finecho