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 27 equity positions with a total reported market value of $207.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

27
Positions
$207.85M
Total AUM (reported)
3.42M
Total Shares

Allocation by class

TOTAL AUM$207.85M27 positions
RUS 1000 ETF$48.50M23.3%
BLOOMBERG 1-3 MO$27.05M13.0%
US HIGH PROFITAB$26.88M12.9%
MULTI SECTOR INC$24.19M11.6%
INTL CORE EQUITY$17.68M8.5%
US CORE EQUITY 2$10.66M5.1%
EMERGING MKTS CO$8.24M4.0%

Portfolio Concentration

Top 349.3%4โ€“1038.0%11โ€“2512.5%Rest0.2%TOP 1087.3%0%100%
Top 3$102.43M49.3%
4โ€“10$79.07M38.0%
11โ€“25$25.94M12.5%
Rest$410.9K0.2%

Top 3 weight

49.3%

Top 10 weight

87.3%

Voting Authority Distribution

Total shares with voting rights: 3.42M

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

3.42M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole27
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings27
Rows:

ISHARES TR

SOLE
RUS 1000 ETF
Shares132.71K
TypeSH
Market value$48.50M
23.33%
Sole
0.00
Shared
0.00
None
132.71K

SPDR SERIES TRUST

SOLE
BLOOMBERG 1-3 MO
Shares294.85K
TypeSH
Market value$27.05M
13.02%
Sole
0.00
Shared
0.00
None
294.85K

DIMENSIONAL ETF TRUST

SOLE
US HIGH PROFITAB
Shares711.64K
TypeSH
Market value$26.88M
12.93%
Sole
0.00
Shared
0.00
None
711.64K

DOUBLELINE ETF TRUST

SOLE
MULTI SECTOR INC
Shares477.05K
TypeSH
Market value$24.19M
11.64%
Sole
0.00
Shared
0.00
None
477.05K

DIMENSIONAL ETF TRUST

SOLE
INTL CORE EQUITY
Shares539.29K
TypeSH
Market value$17.68M
8.51%
Sole
0.00
Shared
0.00
None
539.29K

DIMENSIONAL ETF TRUST

SOLE
US CORE EQUITY 2
Shares276.25K
TypeSH
Market value$10.66M
5.13%
Sole
0.00
Shared
0.00
None
276.25K

DIMENSIONAL ETF TRUST

SOLE
EMERGING MKTS CO
Shares257.08K
TypeSH
Market value$8.24M
3.97%
Sole
0.00
Shared
0.00
None
257.08K

DOUBLELINE ETF TRUST

SOLE
OPPORTUNISTIC CO
Shares158.32K
TypeSH
Market value$7.37M
3.54%
Sole
0.00
Shared
0.00
None
158.32K

DIMENSIONAL ETF TRUST

SOLE
US SMALL CAP VAL
Shares175.36K
TypeSH
Market value$5.58M
2.69%
Sole
0.00
Shared
0.00
None
175.36K

SELECT SECTOR SPDR TR

SOLE
SBI INT-UTILS
Shares61.30K
TypeSH
Market value$5.35M
2.57%
Sole
0.00
Shared
0.00
None
61.30K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares20.93K
TypeSH
Market value$4.47M
2.15%
Sole
0.00
Shared
0.00
None
20.93K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares30.68K
TypeSH
Market value$4.33M
2.08%
Sole
0.00
Shared
0.00
None
30.68K

ISHARES TR

SOLE
MSCI INDIA ETF
Shares59.37K
TypeSH
Market value$3.09M
1.49%
Sole
0.00
Shared
0.00
None
59.37K

DIMENSIONAL ETF TRUST

SOLE
SHORT DURATION F
Shares59.79K
TypeSH
Market value$2.88M
1.39%
Sole
0.00
Shared
0.00
None
59.79K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares62.20K
TypeSH
Market value$2.87M
1.38%
Sole
0.00
Shared
0.00
None
62.20K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares37K
TypeSH
Market value$2.40M
1.16%
Sole
0.00
Shared
0.00
None
37K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares3.47K
TypeSH
Market value$2.31M
1.11%
Sole
0.00
Shared
0.00
None
3.47K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares24.89K
TypeSH
Market value$1.06M
0.51%
Sole
0.00
Shared
0.00
None
24.89K

NVIDIA CORPORATION

SOLE
COM
Shares2.65K
TypeSH
Market value$494.1K
0.24%
Sole
0.00
Shared
0.00
None
2.65K

DIMENSIONAL ETF TRUST

SOLE
WORLD EQUITY ETF
Shares6.59K
TypeSH
Market value$473.6K
0.23%
Sole
0.00
Shared
0.00
None
6.59K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares5.75K
TypeSH
Market value$390.4K
0.19%
Sole
0.00
Shared
0.00
None
5.75K

APPLE INC

SOLE
COM
Shares1.46K
TypeSH
Market value$370.7K
0.18%
Sole
0.00
Shared
0.00
None
1.46K

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares11.47K
TypeSH
Market value$302.1K
0.15%
Sole
0.00
Shared
0.00
None
11.47K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares1.32K
TypeSH
Market value$276.1K
0.13%
Sole
0.00
Shared
0.00
None
1.32K

SPDR SERIES TRUST

SOLE
PORTFOLIO S&P500
Shares2.74K
TypeSH
Market value$214.3K
0.10%
Sole
0.00
Shared
0.00
None
2.74K
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HIPPOCRATIC FINANCIAL ADVISORS, LLC 13F Holdings โ€” 27 Positions | Finecho