Filed: 2/12/2025ACC: 0002055803-25-000002
๐ What this filing means
HIPPOCRATIC FINANCIAL ADVISORS, LLC filed this quarterly 13FโHR 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
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 3$90.74M63.1%
4โ10$48.03M33.4%
11โ25$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
SOLEShares1.49M
TypeSH
Market value$51.71M
35.94%
Sole
0.00
Shared
0.00
None
1.49M
DIMENSIONAL ETF TRUST
SOLEShares487.25K
TypeSH
Market value$22.84M
15.88%
Sole
0.00
Shared
0.00
None
487.25K
VANGUARD WHITEHALL FDS
SOLEShares126.92K
TypeSH
Market value$16.19M
11.26%
Sole
0.00
Shared
0.00
None
126.92K
DIMENSIONAL ETF TRUST
SOLEShares456.18K
TypeSH
Market value$15.41M
10.71%
Sole
0.00
Shared
0.00
None
456.18K
DIMENSIONAL ETF TRUST
SOLEShares371.15K
TypeSH
Market value$9.59M
6.67%
Sole
0.00
Shared
0.00
None
371.15K
DIMENSIONAL ETF TRUST
SOLEShares181.01K
TypeSH
Market value$7.47M
5.19%
Sole
0.00
Shared
0.00
None
181.01K
DIMENSIONAL ETF TRUST
SOLEShares233.49K
TypeSH
Market value$6.12M
4.25%
Sole
0.00
Shared
0.00
None
233.49K
DIMENSIONAL ETF TRUST
SOLEShares153.83K
TypeSH
Market value$4.73M
3.29%
Sole
0.00
Shared
0.00
None
153.83K
ISHARES TR
SOLEShares50.31K
TypeSH
Market value$2.65M
1.84%
Sole
0.00
Shared
0.00
None
50.31K
SPDR S&P 500 ETF TR
SOLEShares3.51K
TypeSH
Market value$2.06M
1.43%
Sole
0.00
Shared
0.00
None
3.51K
DIMENSIONAL ETF TRUST
SOLEShares48.68K
TypeSH
Market value$1.73M
1.20%
Sole
0.00
Shared
0.00
None
48.68K
DIMENSIONAL ETF TRUST
SOLEShares7.43K
TypeSH
Market value$464.2K
0.32%
Sole
0.00
Shared
0.00
None
7.43K
NVIDIA CORPORATION
SOLEShares3.01K
TypeSH
Market value$403.7K
0.28%
Sole
0.00
Shared
0.00
None
3.01K
APPLE INC
SOLEShares1.40K
TypeSH
Market value$349.4K
0.24%
Sole
0.00
Shared
0.00
None
1.40K
ISHARES TR
SOLEShares6.40K
TypeSH
Market value$335.7K
0.23%
Sole
0.00
Shared
0.00
None
6.40K
VANGUARD WORLD FD
SOLEShares1.59K
TypeSH
Market value$335.5K
0.23%
Sole
0.00
Shared
0.00
None
1.59K
VANGUARD INDEX FDS
SOLEShares1.68K
TypeSH
Market value$332.5K
0.23%
Sole
0.00
Shared
0.00
None
1.68K
ISHARES TR
SOLEShares3.38K
TypeSH
Market value$327.9K
0.23%
Sole
0.00
Shared
0.00
None
3.38K
TESLA INC
SOLEShares741.00
TypeSH
Market value$299.2K
0.21%
Sole
0.00
Shared
0.00
None
741.00
INVESCO QQQ TR
SOLEShares535.00
TypeSH
Market value$273.5K
0.19%
Sole
0.00
Shared
0.00
None
535.00
ISHARES BITCOIN TRUST ETF
SOLEShares4.49K
TypeSH
Market value$238.3K
0.17%
Sole
0.00
Shared
0.00
None
4.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.49M | SH | $51.71M 35.94% | 0.00 | 0.00 | 1.49M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 487.25K | SH | $22.84M 15.88% | 0.00 | 0.00 | 487.25K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 126.92K | SH | $16.19M 11.26% | 0.00 | 0.00 | 126.92K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 456.18K | SH | $15.41M 10.71% | 0.00 | 0.00 | 456.18K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 371.15K | SH | $9.59M 6.67% | 0.00 | 0.00 | 371.15K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 181.01K | SH | $7.47M 5.19% | 0.00 | 0.00 | 181.01K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 233.49K | SH | $6.12M 4.25% | 0.00 | 0.00 | 233.49K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 153.83K | SH | $4.73M 3.29% | 0.00 | 0.00 | 153.83K |
ISHARES TRSOLE | MSCI INDIA ETF | 50.31K | SH | $2.65M 1.84% | 0.00 | 0.00 | 50.31K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.51K | SH | $2.06M 1.43% | 0.00 | 0.00 | 3.51K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 48.68K | SH | $1.73M 1.20% | 0.00 | 0.00 | 48.68K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 7.43K | SH | $464.2K 0.32% | 0.00 | 0.00 | 7.43K |
NVIDIA CORPORATIONSOLE | COM | 3.01K | SH | $403.7K 0.28% | 0.00 | 0.00 | 3.01K |
APPLE INCSOLE | COM | 1.40K | SH | $349.4K 0.24% | 0.00 | 0.00 | 1.40K |
ISHARES TRSOLE | EAFE VALUE ETF | 6.40K | SH | $335.7K 0.23% | 0.00 | 0.00 | 6.40K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 1.59K | SH | $335.5K 0.23% | 0.00 | 0.00 | 1.59K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 1.68K | SH | $332.5K 0.23% | 0.00 | 0.00 | 1.68K |
ISHARES TRSOLE | CORE US AGGBD ET | 3.38K | SH | $327.9K 0.23% | 0.00 | 0.00 | 3.38K |
TESLA INCSOLE | COM | 741.00 | SH | $299.2K 0.21% | 0.00 | 0.00 | 741.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 535.00 | SH | $273.5K 0.19% | 0.00 | 0.00 | 535.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 4.49K | SH | $238.3K 0.17% | 0.00 | 0.00 | 4.49K |