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 24 equity positions with a total reported market value of $187.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

24
Positions
$187.21M
Total AUM (reported)
3.23M
Total Shares

Allocation by class

TOTAL AUM$187.21M24 positions
RUS 1000 ETF$44.04M23.5%
US HIGH PROFITAB$24.37M13.0%
BLOOMBERG 1-3 MO$21.94M11.7%
MULTI SECTOR INC$21.84M11.7%
INTL CORE EQUITY$16.26M8.7%
US CORE EQUITY 2$10.08M5.4%
EMERGING MKTS CO$7.57M4.0%

Portfolio Concentration

Top 348.3%4โ€“1038.5%11โ€“2513.2%TOP 1086.8%0%100%
Top 3$90.34M48.3%
4โ€“10$72.16M38.5%
11โ€“25$24.71M13.2%

Top 3 weight

48.3%

Top 10 weight

86.8%

Voting Authority Distribution

Total shares with voting rights: 3.23M

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

3.23M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole24
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings24
Rows:

ISHARES TR

SOLE
RUS 1000 ETF
Shares129.69K
TypeSH
Market value$44.04M
23.52%
Sole
0.00
Shared
0.00
None
129.69K

DIMENSIONAL ETF TRUST

SOLE
US HIGH PROFITAB
Shares685.22K
TypeSH
Market value$24.37M
13.02%
Sole
0.00
Shared
0.00
None
685.22K

SPDR SERIES TRUST

SOLE
BLOOMBERG 1-3 MO
Shares239.15K
TypeSH
Market value$21.94M
11.72%
Sole
0.00
Shared
0.00
None
239.15K

DOUBLELINE ETF TRUST

SOLE
MULTI SECTOR INC
Shares432.89K
TypeSH
Market value$21.84M
11.66%
Sole
0.00
Shared
0.00
None
432.89K

DIMENSIONAL ETF TRUST

SOLE
INTL CORE EQUITY
Shares523.02K
TypeSH
Market value$16.26M
8.69%
Sole
0.00
Shared
0.00
None
523.02K

DIMENSIONAL ETF TRUST

SOLE
US CORE EQUITY 2
Shares281.27K
TypeSH
Market value$10.08M
5.38%
Sole
0.00
Shared
0.00
None
281.27K

DIMENSIONAL ETF TRUST

SOLE
EMERGING MKTS CO
Shares254.89K
TypeSH
Market value$7.57M
4.04%
Sole
0.00
Shared
0.00
None
254.89K

DOUBLELINE ETF TRUST

SOLE
OPPORTUNISTIC CO
Shares141.46K
TypeSH
Market value$6.54M
3.49%
Sole
0.00
Shared
0.00
None
141.46K

DIMENSIONAL ETF TRUST

SOLE
US SMALL CAP VAL
Shares174.28K
TypeSH
Market value$5.13M
2.74%
Sole
0.00
Shared
0.00
None
174.28K

SELECT SECTOR SPDR TR

SOLE
SBI INT-UTILS
Shares58.10K
TypeSH
Market value$4.74M
2.53%
Sole
0.00
Shared
0.00
None
58.10K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares32.20K
TypeSH
Market value$4.29M
2.29%
Sole
0.00
Shared
0.00
None
32.20K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares19.25K
TypeSH
Market value$4.22M
2.25%
Sole
0.00
Shared
0.00
None
19.25K

ISHARES TR

SOLE
MSCI INDIA ETF
Shares56.77K
TypeSH
Market value$3.16M
1.69%
Sole
0.00
Shared
0.00
None
56.77K

DIMENSIONAL ETF TRUST

SOLE
SHORT DURATION F
Shares62.34K
TypeSH
Market value$2.99M
1.60%
Sole
0.00
Shared
0.00
None
62.34K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares56.17K
TypeSH
Market value$2.41M
1.29%
Sole
0.00
Shared
0.00
None
56.17K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares35.50K
TypeSH
Market value$2.17M
1.16%
Sole
0.00
Shared
0.00
None
35.50K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares3.46K
TypeSH
Market value$2.14M
1.14%
Sole
0.00
Shared
0.00
None
3.46K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares26.20K
TypeSH
Market value$1.11M
0.59%
Sole
0.00
Shared
0.00
None
26.20K

DIMENSIONAL ETF TRUST

SOLE
WORLD EQUITY ETF
Shares8.04K
TypeSH
Market value$539.5K
0.29%
Sole
0.00
Shared
0.00
None
8.04K

NVIDIA CORPORATION

SOLE
COM
Shares2.65K
TypeSH
Market value$419.5K
0.22%
Sole
0.00
Shared
0.00
None
2.65K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares5.75K
TypeSH
Market value$365.3K
0.20%
Sole
0.00
Shared
0.00
None
5.75K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares3.12K
TypeSH
Market value$309.9K
0.17%
Sole
0.00
Shared
0.00
None
3.12K

APPLE INC

SOLE
COM
Shares1.46K
TypeSH
Market value$298.7K
0.16%
Sole
0.00
Shared
0.00
None
1.46K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares1.50K
TypeSH
Market value$291.5K
0.16%
Sole
0.00
Shared
0.00
None
1.50K
HIPPOCRATIC FINANCIAL ADVISORS, LLC 13F Holdings โ€” 24 Positions | Finecho