Filed: 5/1/2025ACC: 0002055803-25-000004
๐ What this filing means
HIPPOCRATIC FINANCIAL ADVISORS, LLC filed this quarterly 13FโHR report disclosing 20 equity positions with a total reported market value of $167.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$167.95M
Total AUM (reported)
4.13M
Total Shares
Allocation by class
US CORE EQUITY 2$54.53M32.5%
SHORT DURATION F$24.96M14.9%
US HIGH PROFITAB$16.57M9.9%
HIGH DIV YLD$16.41M9.8%
BLOOMBERG 1-3 MO$14.61M8.7%
INTL CORE EQUITY$10.78M6.4%
CORE FIXED INCOM$8.15M4.9%
Portfolio Concentration
Top 3$96.06M57.2%
4โ10$64.46M38.4%
11โ25$7.43M4.4%
Top 3 weight
57.2%
Top 10 weight
95.6%
Voting Authority Distribution
Total shares with voting rights: 4.13M
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
4.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings20
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.65M
TypeSH
Market value$54.53M
32.47%
Sole
0.00
Shared
0.00
None
1.65M
DIMENSIONAL ETF TRUST
SOLEShares525.26K
TypeSH
Market value$24.96M
14.86%
Sole
0.00
Shared
0.00
None
525.26K
DIMENSIONAL ETF TRUST
SOLEShares499.94K
TypeSH
Market value$16.57M
9.86%
Sole
0.00
Shared
0.00
None
499.94K
VANGUARD WHITEHALL FDS
SOLEShares127.27K
TypeSH
Market value$16.41M
9.77%
Sole
0.00
Shared
0.00
None
127.27K
SPDR SER TR
SOLEShares159.29K
TypeSH
Market value$14.61M
8.70%
Sole
0.00
Shared
0.00
None
159.29K
DIMENSIONAL ETF TRUST
SOLEShares388.32K
TypeSH
Market value$10.78M
6.42%
Sole
0.00
Shared
0.00
None
388.32K
DIMENSIONAL ETF TRUST
SOLEShares193.79K
TypeSH
Market value$8.15M
4.85%
Sole
0.00
Shared
0.00
None
193.79K
DIMENSIONAL ETF TRUST
SOLEShares251.21K
TypeSH
Market value$6.65M
3.96%
Sole
0.00
Shared
0.00
None
251.21K
DIMENSIONAL ETF TRUST
SOLEShares173.90K
TypeSH
Market value$4.90M
2.91%
Sole
0.00
Shared
0.00
None
173.90K
ISHARES TR
SOLEShares57.49K
TypeSH
Market value$2.96M
1.76%
Sole
0.00
Shared
0.00
None
57.49K
SPDR S&P 500 ETF TR
SOLEShares3.56K
TypeSH
Market value$1.99M
1.19%
Sole
0.00
Shared
0.00
None
3.56K
DIMENSIONAL ETF TRUST
SOLEShares48.85K
TypeSH
Market value$1.92M
1.14%
Sole
0.00
Shared
0.00
None
48.85K
ISHARES BITCOIN TRUST ETF
SOLEShares24.02K
TypeSH
Market value$1.12M
0.67%
Sole
0.00
Shared
0.00
None
24.02K
DIMENSIONAL ETF TRUST
SOLEShares7.48K
TypeSH
Market value$458.3K
0.27%
Sole
0.00
Shared
0.00
None
7.48K
APPLE INC
SOLEShares1.55K
TypeSH
Market value$343.6K
0.20%
Sole
0.00
Shared
0.00
None
1.55K
ISHARES TR
SOLEShares5.75K
TypeSH
Market value$339.2K
0.20%
Sole
0.00
Shared
0.00
None
5.75K
VANGUARD WORLD FD
SOLEShares1.46K
TypeSH
Market value$318.6K
0.19%
Sole
0.00
Shared
0.00
None
1.46K
VANGUARD INDEX FDS
SOLEShares1.68K
TypeSH
Market value$312.6K
0.19%
Sole
0.00
Shared
0.00
None
1.68K
NVIDIA CORPORATION
SOLEShares2.86K
TypeSH
Market value$309.9K
0.18%
Sole
0.00
Shared
0.00
None
2.86K
ISHARES TR
SOLEShares3.12K
TypeSH
Market value$309.0K
0.18%
Sole
0.00
Shared
0.00
None
3.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.65M | SH | $54.53M 32.47% | 0.00 | 0.00 | 1.65M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 525.26K | SH | $24.96M 14.86% | 0.00 | 0.00 | 525.26K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 499.94K | SH | $16.57M 9.86% | 0.00 | 0.00 | 499.94K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 127.27K | SH | $16.41M 9.77% | 0.00 | 0.00 | 127.27K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 159.29K | SH | $14.61M 8.70% | 0.00 | 0.00 | 159.29K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 388.32K | SH | $10.78M 6.42% | 0.00 | 0.00 | 388.32K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 193.79K | SH | $8.15M 4.85% | 0.00 | 0.00 | 193.79K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 251.21K | SH | $6.65M 3.96% | 0.00 | 0.00 | 251.21K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 173.90K | SH | $4.90M 2.91% | 0.00 | 0.00 | 173.90K |
ISHARES TRSOLE | MSCI INDIA ETF | 57.49K | SH | $2.96M 1.76% | 0.00 | 0.00 | 57.49K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.56K | SH | $1.99M 1.19% | 0.00 | 0.00 | 3.56K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 48.85K | SH | $1.92M 1.14% | 0.00 | 0.00 | 48.85K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 24.02K | SH | $1.12M 0.67% | 0.00 | 0.00 | 24.02K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 7.48K | SH | $458.3K 0.27% | 0.00 | 0.00 | 7.48K |
APPLE INCSOLE | COM | 1.55K | SH | $343.6K 0.20% | 0.00 | 0.00 | 1.55K |
ISHARES TRSOLE | EAFE VALUE ETF | 5.75K | SH | $339.2K 0.20% | 0.00 | 0.00 | 5.75K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 1.46K | SH | $318.6K 0.19% | 0.00 | 0.00 | 1.46K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 1.68K | SH | $312.6K 0.19% | 0.00 | 0.00 | 1.68K |
NVIDIA CORPORATIONSOLE | COM | 2.86K | SH | $309.9K 0.18% | 0.00 | 0.00 | 2.86K |
ISHARES TRSOLE | CORE US AGGBD ET | 3.12K | SH | $309.0K 0.18% | 0.00 | 0.00 | 3.12K |