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 51 equity positions with a total reported market value of $254.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

51
Positions
$254.08M
Total AUM (reported)
3.37M
Total Shares

Allocation by class

TOTAL AUM$254.08M51 positions
RUS 1000 ETF$68.03M26.8%
ST STR BLO 1 ETF$51.51M20.3%
MULT SEC INC ETF$30.39M12.0%
INTL CORE EQUITY$22.78M9.0%
EMERGING MKTS CO$11.37M4.5%
US COR EQU 2 ETF$11.12M4.4%
OPPO CORE BD ETF$9.23M3.6%

Portfolio Concentration

Top 359.0%4โ€“1028.0%11โ€“259.9%Rest3.1%TOP 1087.0%0%100%
Top 3$149.93M59.0%
4โ€“10$71.05M28.0%
11โ€“25$25.25M9.9%
Rest$7.85M3.1%

Top 3 weight

59.0%

Top 10 weight

87.0%

Voting Authority Distribution

Total shares with voting rights: 3.37M

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

3.37M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole51
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings51
Rows:

ISHARES TR

SOLE
RUS 1000 ETF
Shares163.48K
TypeSH
Market value$68.03M
26.78%
Sole
0.00
Shared
0.00
None
163.48K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares562.09K
TypeSH
Market value$51.51M
20.27%
Sole
0.00
Shared
0.00
None
562.09K

DOUBLELINE ETF TRUST

SOLE
MULT SEC INC ETF
Shares619.71K
TypeSH
Market value$30.39M
11.96%
Sole
0.00
Shared
0.00
None
619.71K

DIMENSIONAL ETF TRUST

SOLE
INTL CORE EQUITY
Shares605.74K
TypeSH
Market value$22.78M
8.97%
Sole
0.00
Shared
0.00
None
605.74K

DIMENSIONAL ETF TRUST

SOLE
EMERGING MKTS CO
Shares286.15K
TypeSH
Market value$11.37M
4.47%
Sole
0.00
Shared
0.00
None
286.15K

DIMENSIONAL ETF TRUST

SOLE
US COR EQU 2 ETF
Shares250.16K
TypeSH
Market value$11.12M
4.38%
Sole
0.00
Shared
0.00
None
250.16K

DOUBLELINE ETF TRUST

SOLE
OPPO CORE BD ETF
Shares212.39K
TypeSH
Market value$9.23M
3.63%
Sole
0.00
Shared
0.00
None
212.39K

SELECT SECTOR SPDR TR

SOLE
ST STR UTIL ETF
Shares153.83K
TypeSH
Market value$6.07M
2.39%
Sole
0.00
Shared
0.00
None
153.83K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares26.32K
TypeSH
Market value$5.74M
2.26%
Sole
0.00
Shared
0.00
None
26.32K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares84.91K
TypeSH
Market value$4.74M
1.87%
Sole
0.00
Shared
0.00
None
84.91K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares27.26K
TypeSH
Market value$4.23M
1.67%
Sole
0.00
Shared
0.00
None
27.26K

ISHARES TR

SOLE
MSCI INDIA ETF
Shares88.44K
TypeSH
Market value$4.13M
1.62%
Sole
0.00
Shared
0.00
None
88.44K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares71.63K
TypeSH
Market value$3.39M
1.33%
Sole
0.00
Shared
0.00
None
71.63K

FIDELITY COVINGTON TRUST

SOLE
MSCI INFO TECH I
Shares10.08K
TypeSH
Market value$3.02M
1.19%
Sole
0.00
Shared
0.00
None
10.08K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares2.96K
TypeSH
Market value$2.26M
0.89%
Sole
0.00
Shared
0.00
None
2.96K

DIMENSIONAL ETF TRUST

SOLE
SHOR DUR FIX ETF
Shares46.33K
TypeSH
Market value$2.15M
0.85%
Sole
0.00
Shared
0.00
None
46.33K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares1.43K
TypeSH
Market value$1.06M
0.42%
Sole
0.00
Shared
0.00
None
1.43K

NVIDIA CORPORATION

SOLE
COM
Shares3.64K
TypeSH
Market value$832.2K
0.33%
Sole
0.00
Shared
0.00
None
3.64K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXE IN ETF
Shares18.95K
TypeSH
Market value$760.1K
0.30%
Sole
0.00
Shared
0.00
None
18.95K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares874.00
TypeSH
Market value$669.4K
0.26%
Sole
0.00
Shared
0.00
None
874.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.29K
TypeSH
Market value$643.4K
0.25%
Sole
0.00
Shared
0.00
None
1.29K

APPLE INC

SOLE
COM
Shares1.81K
TypeSH
Market value$604.0K
0.24%
Sole
0.00
Shared
0.00
None
1.81K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares799.00
TypeSH
Market value$559.8K
0.22%
Sole
0.00
Shared
0.00
None
799.00

MICROSOFT CORP

SOLE
COM
Shares936.00
TypeSH
Market value$480.2K
0.19%
Sole
0.00
Shared
0.00
None
936.00

ISHARES TR

SOLE
EAFE VALUE ETF
Shares5.75K
TypeSH
Market value$455.5K
0.18%
Sole
0.00
Shared
0.00
None
5.75K
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HIPPOCRATIC FINANCIAL ADVISORS, LLC 13F Holdings โ€” 51 Positions | Finecho