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 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

TOTAL AUM$167.95M20 positions
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 357.2%4โ€“1038.4%11โ€“254.4%TOP 1095.6%0%100%
Top 3$96.06M57.2%
4โ€“10$64.46M38.4%
11โ€“25$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

SOLE
US CORE EQUITY 2
Shares1.65M
TypeSH
Market value$54.53M
32.47%
Sole
0.00
Shared
0.00
None
1.65M

DIMENSIONAL ETF TRUST

SOLE
SHORT DURATION F
Shares525.26K
TypeSH
Market value$24.96M
14.86%
Sole
0.00
Shared
0.00
None
525.26K

DIMENSIONAL ETF TRUST

SOLE
US HIGH PROFITAB
Shares499.94K
TypeSH
Market value$16.57M
9.86%
Sole
0.00
Shared
0.00
None
499.94K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares127.27K
TypeSH
Market value$16.41M
9.77%
Sole
0.00
Shared
0.00
None
127.27K

SPDR SER TR

SOLE
BLOOMBERG 1-3 MO
Shares159.29K
TypeSH
Market value$14.61M
8.70%
Sole
0.00
Shared
0.00
None
159.29K

DIMENSIONAL ETF TRUST

SOLE
INTL CORE EQUITY
Shares388.32K
TypeSH
Market value$10.78M
6.42%
Sole
0.00
Shared
0.00
None
388.32K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares193.79K
TypeSH
Market value$8.15M
4.85%
Sole
0.00
Shared
0.00
None
193.79K

DIMENSIONAL ETF TRUST

SOLE
EMERGING MKTS CO
Shares251.21K
TypeSH
Market value$6.65M
3.96%
Sole
0.00
Shared
0.00
None
251.21K

DIMENSIONAL ETF TRUST

SOLE
US SMALL CAP VAL
Shares173.90K
TypeSH
Market value$4.90M
2.91%
Sole
0.00
Shared
0.00
None
173.90K

ISHARES TR

SOLE
MSCI INDIA ETF
Shares57.49K
TypeSH
Market value$2.96M
1.76%
Sole
0.00
Shared
0.00
None
57.49K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares3.56K
TypeSH
Market value$1.99M
1.19%
Sole
0.00
Shared
0.00
None
3.56K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares48.85K
TypeSH
Market value$1.92M
1.14%
Sole
0.00
Shared
0.00
None
48.85K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares24.02K
TypeSH
Market value$1.12M
0.67%
Sole
0.00
Shared
0.00
None
24.02K

DIMENSIONAL ETF TRUST

SOLE
WORLD EQUITY ETF
Shares7.48K
TypeSH
Market value$458.3K
0.27%
Sole
0.00
Shared
0.00
None
7.48K

APPLE INC

SOLE
COM
Shares1.55K
TypeSH
Market value$343.6K
0.20%
Sole
0.00
Shared
0.00
None
1.55K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares5.75K
TypeSH
Market value$339.2K
0.20%
Sole
0.00
Shared
0.00
None
5.75K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares1.46K
TypeSH
Market value$318.6K
0.19%
Sole
0.00
Shared
0.00
None
1.46K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares1.68K
TypeSH
Market value$312.6K
0.19%
Sole
0.00
Shared
0.00
None
1.68K

NVIDIA CORPORATION

SOLE
COM
Shares2.86K
TypeSH
Market value$309.9K
0.18%
Sole
0.00
Shared
0.00
None
2.86K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares3.12K
TypeSH
Market value$309.0K
0.18%
Sole
0.00
Shared
0.00
None
3.12K
HIPPOCRATIC FINANCIAL ADVISORS, LLC 13F Holdings โ€” 20 Positions | Finecho