HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $228M
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.34M
3
+$2.27M
4
DMX
DoubleLine Multi-Sector Income ETF
DMX
+$929K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$677K

Top Sells

1
+$1.06M
2
+$387K
3
+$362K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$204K
5
TSLA icon
Tesla
TSLA
+$201K

Sector Composition

1 Technology 0.4%
2 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
1
iShares Russell 1000 ETF
IWB
$47.7B
$54.6M 23.96%
153,195
+12,698
DUHP icon
2
Dimensional US High Profitability ETF
DUHP
$11.9B
$30.3M 13.3%
825,016
+59,135
DMX
3
DoubleLine Multi-Sector Income ETF
DMX
$90M
$28M 12.26%
558,329
+18,426
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$45.9B
$24.9M 10.91%
271,386
+47,439
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$13.8B
$20.4M 8.94%
573,822
+9,437
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$45.9B
$9.58M 4.2%
246,649
-26,264
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.74B
$9.3M 4.08%
269,104
+2,630
DBND icon
8
DoubleLine Opportunistic Bond ETF
DBND
$723M
$8.7M 3.82%
189,909
+9,556
DFSV icon
9
Dimensional US Small Cap Value ETF
DFSV
$7.61B
$6.47M 2.84%
184,703
+4,606
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$6.37M 2.79%
138,751
+653
VDC icon
11
Vanguard Consumer Staples ETF
VDC
$7.92B
$5.54M 2.43%
24,654
+10
VYM icon
12
Vanguard High Dividend Yield ETF
VYM
$78B
$4.16M 1.82%
28,088
-2,409
DFIV icon
13
Dimensional International Value ETF
DFIV
$19.5B
$3.58M 1.57%
67,814
-1,245
INDA icon
14
iShares MSCI India ETF
INDA
$6.61B
$3.58M 1.57%
76,342
+10,560
DFSD icon
15
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.77B
$2.44M 1.07%
51,059
-8,040
IBIT icon
16
iShares Bitcoin Trust
IBIT
$47.9B
$2.4M 1.05%
62,389
+15,640
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$763B
$2.25M 0.99%
3,463
+3
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$10.4B
$821K 0.36%
19,457
-4,785
NVDA icon
19
NVIDIA
NVDA
$4.97T
$484K 0.21%
2,778
+130
AAPL icon
20
Apple
AAPL
$4.51T
$431K 0.19%
1,698
+242
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$29.7B
$428K 0.19%
5,755
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$70.8B
$362K 0.16%
14,116
+2,645
DFAW icon
23
Dimensional World Equity ETF
DFAW
$1.36B
$360K 0.16%
4,884
-1,825
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$336K 0.15%
6,217
+2,419
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$44.3B
$328K 0.14%
+4,179
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