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 33 equity positions with a total reported market value of $227.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

33
Positions
$227.99M
Total AUM (reported)
3.82M
Total Shares

Allocation by class

TOTAL AUM$227.99M33 positions
RUS 1000 ETF$54.62M24.0%
US HIGH PROFITAB$30.33M13.3%
MULTI SECTOR INC$27.96M12.3%
STATE STREET SPD$25.09M11.0%
INTL CORE EQUITY$20.39M8.9%
US CORE EQUITY 2$9.58M4.2%
EMERGING MKTS CO$9.30M4.1%

Portfolio Concentration

Top 349.5%4โ€“1037.6%11โ€“2512.1%Rest0.8%TOP 1087.1%0%100%
Top 3$112.91M49.5%
4โ€“10$85.68M37.6%
11โ€“25$27.50M12.1%
Rest$1.91M0.8%

Top 3 weight

49.5%

Top 10 weight

87.1%

Voting Authority Distribution

Total shares with voting rights: 3.82M

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

3.82M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole33
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings33
Rows:

ISHARES TR

SOLE
RUS 1000 ETF
Shares153.19K
TypeSH
Market value$54.62M
23.96%
Sole
0.00
Shared
0.00
None
153.19K

DIMENSIONAL ETF TRUST

SOLE
US HIGH PROFITAB
Shares825.02K
TypeSH
Market value$30.33M
13.30%
Sole
0.00
Shared
0.00
None
825.02K

DOUBLELINE ETF TRUST

SOLE
MULTI SECTOR INC
Shares558.33K
TypeSH
Market value$27.96M
12.26%
Sole
0.00
Shared
0.00
None
558.33K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares271.39K
TypeSH
Market value$24.87M
10.91%
Sole
0.00
Shared
0.00
None
271.39K

DIMENSIONAL ETF TRUST

SOLE
INTL CORE EQUITY
Shares573.82K
TypeSH
Market value$20.39M
8.94%
Sole
0.00
Shared
0.00
None
573.82K

DIMENSIONAL ETF TRUST

SOLE
US CORE EQUITY 2
Shares246.65K
TypeSH
Market value$9.58M
4.20%
Sole
0.00
Shared
0.00
None
246.65K

DIMENSIONAL ETF TRUST

SOLE
EMERGING MKTS CO
Shares269.10K
TypeSH
Market value$9.30M
4.08%
Sole
0.00
Shared
0.00
None
269.10K

DOUBLELINE ETF TRUST

SOLE
OPPORTUNISTIC CO
Shares189.91K
TypeSH
Market value$8.70M
3.82%
Sole
0.00
Shared
0.00
None
189.91K

DIMENSIONAL ETF TRUST

SOLE
US SMALL CAP VAL
Shares184.70K
TypeSH
Market value$6.47M
2.84%
Sole
0.00
Shared
0.00
None
184.70K

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares138.75K
TypeSH
Market value$6.37M
2.79%
Sole
0.00
Shared
0.00
None
138.75K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares24.65K
TypeSH
Market value$5.54M
2.43%
Sole
0.00
Shared
0.00
None
24.65K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares28.09K
TypeSH
Market value$4.16M
1.82%
Sole
0.00
Shared
0.00
None
28.09K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares67.81K
TypeSH
Market value$3.58M
1.57%
Sole
0.00
Shared
0.00
None
67.81K

ISHARES TR

SOLE
MSCI INDIA ETF
Shares76.34K
TypeSH
Market value$3.58M
1.57%
Sole
0.00
Shared
0.00
None
76.34K

DIMENSIONAL ETF TRUST

SOLE
SHORT DURATION F
Shares51.06K
TypeSH
Market value$2.44M
1.07%
Sole
0.00
Shared
0.00
None
51.06K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares62.39K
TypeSH
Market value$2.40M
1.05%
Sole
0.00
Shared
0.00
None
62.39K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares3.46K
TypeSH
Market value$2.25M
0.99%
Sole
0.00
Shared
0.00
None
3.46K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares19.46K
TypeSH
Market value$821.5K
0.36%
Sole
0.00
Shared
0.00
None
19.46K

NVIDIA CORPORATION

SOLE
COM
Shares2.78K
TypeSH
Market value$484.5K
0.21%
Sole
0.00
Shared
0.00
None
2.78K

APPLE INC

SOLE
COM
Shares1.70K
TypeSH
Market value$431.0K
0.19%
Sole
0.00
Shared
0.00
None
1.70K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares5.75K
TypeSH
Market value$427.9K
0.19%
Sole
0.00
Shared
0.00
None
5.75K

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares14.12K
TypeSH
Market value$361.9K
0.16%
Sole
0.00
Shared
0.00
None
14.12K

DIMENSIONAL ETF TRUST

SOLE
WORLD EQUITY ETF
Shares4.88K
TypeSH
Market value$360.3K
0.16%
Sole
0.00
Shared
0.00
None
4.88K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares6.22K
TypeSH
Market value$336.0K
0.15%
Sole
0.00
Shared
0.00
None
6.22K

VANGUARD BD INDEX FDS

SOLE
SHORT TRM BOND
Shares4.18K
TypeSH
Market value$327.7K
0.14%
Sole
0.00
Shared
0.00
None
4.18K
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HIPPOCRATIC FINANCIAL ADVISORS, LLC 13F Holdings โ€” 33 Positions | Finecho