HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $187M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$21.8M
3
+$7.33M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.59M
5
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$6.54M

Top Sells

1
+$49.2M
2
+$22.2M
3
+$12.7M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$7.08M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$57.5K

Sector Composition

1 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
1
iShares Russell 1000 ETF
IWB
$44.7B
$44M 23.52%
+129,694
DUHP icon
2
Dimensional US High Profitability ETF
DUHP
$9.64B
$24.4M 13.02%
685,215
+185,272
BIL icon
3
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$21.9M 11.72%
239,153
+79,867
DMX
4
DoubleLine Multi-Sector Income ETF
DMX
$52.5M
$21.8M 11.66%
+432,891
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$16.3M 8.69%
523,024
+134,704
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$37.9B
$10.1M 5.38%
281,270
-1,371,767
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.39B
$7.57M 4.04%
254,889
+3,678
DBND icon
8
DoubleLine Opportunistic Bond ETF
DBND
$553M
$6.54M 3.49%
+141,462
DFSV icon
9
Dimensional US Small Cap Value ETF
DFSV
$5.21B
$5.13M 2.74%
174,276
+375
XLU icon
10
Utilities Select Sector SPDR Fund
XLU
$22.5B
$4.74M 2.53%
+58,098
VYM icon
11
Vanguard High Dividend Yield ETF
VYM
$64.9B
$4.29M 2.29%
32,200
-95,068
VDC icon
12
Vanguard Consumer Staples ETF
VDC
$7.46B
$4.22M 2.25%
19,254
+17,798
INDA icon
13
iShares MSCI India ETF
INDA
$9.57B
$3.16M 1.69%
56,766
-721
DFSD icon
14
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.28B
$2.99M 1.6%
62,336
-462,928
DFIV icon
15
Dimensional International Value ETF
DFIV
$13.6B
$2.41M 1.29%
56,170
+7,315
IBIT icon
16
iShares Bitcoin Trust
IBIT
$81.5B
$2.17M 1.16%
35,497
+11,482
SPY icon
17
SPDR S&P 500 ETF Trust
SPY
$660B
$2.14M 1.14%
3,465
-93
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$8.15B
$1.11M 0.59%
26,202
-167,587
DFAW icon
19
Dimensional World Equity ETF
DFAW
$880M
$540K 0.29%
8,043
+564
NVDA icon
20
NVIDIA
NVDA
$4.46T
$419K 0.22%
2,655
-204
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$27.4B
$365K 0.2%
5,755
AGG icon
22
iShares Core US Aggregate Bond ETF
AGG
$133B
$310K 0.17%
3,124
AAPL icon
23
Apple
AAPL
$3.74T
$299K 0.16%
1,456
-91
VBR icon
24
Vanguard Small-Cap Value ETF
VBR
$31B
$292K 0.16%
1,495
-183