HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 9.21%
This Quarter Est. Return
1 Year Est. Return
+9.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.24M
3
+$1.1M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$998K
5
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$784K

Top Sells

1
+$310K
2
+$214K
3
+$194K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$123K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$104K

Sector Composition

1 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
1
iShares Russell 1000 ETF
IWB
$45.5B
$48.5M 23.33%
132,706
+3,012
BIL icon
2
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$27.1M 13.02%
294,853
+55,700
DUHP icon
3
Dimensional US High Profitability ETF
DUHP
$10.2B
$26.9M 12.93%
711,640
+26,425
DMX
4
DoubleLine Multi-Sector Income ETF
DMX
$58.5M
$24.2M 11.64%
477,047
+44,156
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$11.4B
$17.7M 8.51%
539,287
+16,263
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$39.9B
$10.7M 5.13%
276,252
-5,018
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.69B
$8.24M 3.97%
257,084
+2,195
DBND icon
8
DoubleLine Opportunistic Bond ETF
DBND
$603M
$7.37M 3.54%
158,319
+16,857
DFSV icon
9
Dimensional US Small Cap Value ETF
DFSV
$5.85B
$5.58M 2.69%
175,364
+1,088
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$21.6B
$5.35M 2.57%
61,299
+3,201
VDC icon
11
Vanguard Consumer Staples ETF
VDC
$7.25B
$4.47M 2.15%
20,930
+1,676
VYM icon
12
Vanguard High Dividend Yield ETF
VYM
$68.1B
$4.33M 2.08%
30,685
-1,515
INDA icon
13
iShares MSCI India ETF
INDA
$9.45B
$3.09M 1.49%
59,368
+2,602
DFSD icon
14
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.72B
$2.88M 1.39%
59,792
-2,544
DFIV icon
15
Dimensional International Value ETF
DFIV
$15B
$2.87M 1.38%
62,196
+6,026
IBIT icon
16
iShares Bitcoin Trust
IBIT
$71.9B
$2.4M 1.16%
36,996
+1,499
SPY icon
17
SPDR S&P 500 ETF Trust
SPY
$701B
$2.31M 1.11%
3,467
+2
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$8.55B
$1.06M 0.51%
24,893
-1,309
NVDA icon
19
NVIDIA
NVDA
$4.46T
$494K 0.24%
2,648
-7
DFAW icon
20
Dimensional World Equity ETF
DFAW
$966M
$474K 0.23%
6,590
-1,453
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$27.3B
$390K 0.19%
5,755
AAPL icon
22
Apple
AAPL
$4.15T
$371K 0.18%
1,456
SCHX icon
23
Schwab US Large- Cap ETF
SCHX
$63B
$302K 0.15%
+11,471
VBR icon
24
Vanguard Small-Cap Value ETF
VBR
$32B
$276K 0.13%
1,323
-172
SPYM
25
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.3B
$214K 0.1%
+2,736
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