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 28 equity positions with a total reported market value of $216.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

28
Positions
$216.93M
Total AUM (reported)
3.63M
Total Shares

Allocation by class

TOTAL AUM$216.93M28 positions
RUS 1000 ETF$52.47M24.2%
US HIGH PROFITAB$29.13M13.4%
MULTI SECTOR INC$27.28M12.6%
STATE STREET SPD$20.68M9.5%
INTL CORE EQUITY$19.45M9.0%
US CORE EQUITY 2$10.80M5.0%
EMERGING MKTS CO$8.81M4.1%

Portfolio Concentration

Top 350.2%4โ€“1036.7%11โ€“2512.8%Rest0.3%TOP 1086.9%0%100%
Top 3$108.87M50.2%
4โ€“10$79.71M36.7%
11โ€“25$27.74M12.8%
Rest$609.3K0.3%

Top 3 weight

50.2%

Top 10 weight

86.9%

Voting Authority Distribution

Total shares with voting rights: 3.63M

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

3.63M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole28
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings28
Rows:

ISHARES TR

SOLE
RUS 1000 ETF
Shares140.50K
TypeSH
Market value$52.47M
24.19%
Sole
0.00
Shared
0.00
None
140.50K

DIMENSIONAL ETF TRUST

SOLE
US HIGH PROFITAB
Shares765.88K
TypeSH
Market value$29.13M
13.43%
Sole
0.00
Shared
0.00
None
765.88K

DOUBLELINE ETF TRUST

SOLE
MULTI SECTOR INC
Shares539.90K
TypeSH
Market value$27.28M
12.57%
Sole
0.00
Shared
0.00
None
539.90K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares223.95K
TypeSH
Market value$20.46M
9.43%
Sole
0.00
Shared
0.00
None
223.95K

DIMENSIONAL ETF TRUST

SOLE
INTL CORE EQUITY
Shares564.38K
TypeSH
Market value$19.45M
8.97%
Sole
0.00
Shared
0.00
None
564.38K

DIMENSIONAL ETF TRUST

SOLE
US CORE EQUITY 2
Shares272.91K
TypeSH
Market value$10.80M
4.98%
Sole
0.00
Shared
0.00
None
272.91K

DIMENSIONAL ETF TRUST

SOLE
EMERGING MKTS CO
Shares266.47K
TypeSH
Market value$8.81M
4.06%
Sole
0.00
Shared
0.00
None
266.47K

DOUBLELINE ETF TRUST

SOLE
OPPORTUNISTIC CO
Shares180.35K
TypeSH
Market value$8.36M
3.85%
Sole
0.00
Shared
0.00
None
180.35K

DIMENSIONAL ETF TRUST

SOLE
US SMALL CAP VAL
Shares180.10K
TypeSH
Market value$5.92M
2.73%
Sole
0.00
Shared
0.00
None
180.10K

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares138.10K
TypeSH
Market value$5.90M
2.72%
Sole
0.00
Shared
0.00
None
138.10K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares24.64K
TypeSH
Market value$5.21M
2.40%
Sole
0.00
Shared
0.00
None
24.64K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares30.50K
TypeSH
Market value$4.38M
2.02%
Sole
0.00
Shared
0.00
None
30.50K

ISHARES TR

SOLE
MSCI INDIA ETF
Shares65.78K
TypeSH
Market value$3.56M
1.64%
Sole
0.00
Shared
0.00
None
65.78K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares69.06K
TypeSH
Market value$3.45M
1.59%
Sole
0.00
Shared
0.00
None
69.06K

DIMENSIONAL ETF TRUST

SOLE
SHORT DURATION F
Shares59.10K
TypeSH
Market value$2.83M
1.31%
Sole
0.00
Shared
0.00
None
59.10K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares3.46K
TypeSH
Market value$2.36M
1.09%
Sole
0.00
Shared
0.00
None
3.46K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares46.75K
TypeSH
Market value$2.32M
1.07%
Sole
0.00
Shared
0.00
None
46.75K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares24.24K
TypeSH
Market value$1.03M
0.48%
Sole
0.00
Shared
0.00
None
24.24K

DIMENSIONAL ETF TRUST

SOLE
WORLD EQUITY ETF
Shares6.71K
TypeSH
Market value$496.3K
0.23%
Sole
0.00
Shared
0.00
None
6.71K

NVIDIA CORPORATION

SOLE
COM
Shares2.65K
TypeSH
Market value$493.9K
0.23%
Sole
0.00
Shared
0.00
None
2.65K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares5.75K
TypeSH
Market value$411.0K
0.19%
Sole
0.00
Shared
0.00
None
5.75K

APPLE INC

SOLE
COM
Shares1.46K
TypeSH
Market value$395.8K
0.18%
Sole
0.00
Shared
0.00
None
1.46K

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares11.47K
TypeSH
Market value$308.7K
0.14%
Sole
0.00
Shared
0.00
None
11.47K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares1.32K
TypeSH
Market value$280.2K
0.13%
Sole
0.00
Shared
0.00
None
1.32K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares2.74K
TypeSH
Market value$220.1K
0.10%
Sole
0.00
Shared
0.00
None
2.74K
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HIPPOCRATIC FINANCIAL ADVISORS, LLC 13F Holdings โ€” 28 Positions | Finecho