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HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $228M
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
-1.09%
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
+$14M
Cap. Flow %
6.15%
Top 10 Hldgs %
87.1%
Holding
34
New
6
Increased
19
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
IWB icon
iShares Russell 1000 ETF
IWB
+$4.73M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.34M
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.27M
4
DMX
DoubleLine Multi-Sector Income ETF
DMX
+$929K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$677K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.06M
2
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$387K
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$362K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$204K
5
TSLA icon
Tesla
TSLA
+$201K

Sector Composition

Rank Sector Weight
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
$48.4B
$54.6M 23.96%
153,195
+12,698
+9% +$4.73M
DUHP icon
2
Dimensional US High Profitability ETF
DUHP
$12.3B
$30.3M 13.3%
825,016
+59,135
+8% +$2.27M
DMX
3
DoubleLine Multi-Sector Income ETF
DMX
$98.2M
$28M 12.26%
558,329
+18,426
+3% +$929K
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$24.9M 10.91%
271,386
+47,439
+21% +$4.34M
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$20.4M 8.94%
573,822
+9,437
+2% +$343K
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$47.8B
$9.58M 4.2%
246,649
-26,264
-10% -$1.06M
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.99B
$9.3M 4.08%
269,104
+2,630
+1% +$93.4K
DBND icon
8
DoubleLine Opportunistic Bond ETF
DBND
$737M
$8.7M 3.82%
189,909
+9,556
+5% +$443K
DFSV
9
Dimensional US Small Cap Value ETF
DFSV
$8.15B
$6.47M 2.84%
184,703
+4,606
+3% +$163K
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$23.3B
$6.37M 2.79%
138,751
+653
+0.5% +$29.3K
VDC icon
11
Vanguard Consumer Staples ETF
VDC
$7.86B
$5.54M 2.43%
24,654
+10
+0% +$2.29K
VYM icon
12
Vanguard High Dividend Yield ETF
VYM
$80.2B
$4.16M 1.82%
28,088
-2,409
-8% -$362K
DFIV icon
13
Dimensional International Value ETF
DFIV
$20.7B
$3.58M 1.57%
67,814
-1,245
-2% -$66K
INDA icon
14
iShares MSCI India ETF
INDA
$6.81B
$3.58M 1.57%
76,342
+10,560
+16% +$541K
DFSD
15
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.04B
$2.44M 1.07%
51,059
-8,040
-14% -$387K
IBIT icon
16
iShares Bitcoin Trust
IBIT
$48.9B
$2.4M 1.05%
62,389
+15,640
+33% +$677K
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$2.25M 0.99%
3,463
+3
+0.1% +$2.04K
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$821K 0.36%
19,457
-4,785
-20% -$204K
NVDA icon
19
NVIDIA
NVDA
$5.02T
$484K 0.21%
2,778
+130
+5% +$23.9K
AAPL icon
20
Apple
AAPL
$4.81T
$431K 0.19%
1,698
+242
+17% +$63K
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$27.5B
$428K 0.19%
5,755
– –
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$71.8B
$362K 0.16%
14,116
+2,645
+23% +$71K
DFAW icon
23
Dimensional World Equity ETF
DFAW
$1.56B
$360K 0.16%
4,884
-1,825
-27% -$139K
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$336K 0.15%
6,217
+2,419
+64% +$136K
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$44.6B
$328K 0.14%
+4,179
New +$329K
1
2

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Hippocratic Financial Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Hippocratic Financial Advisors held 34 positions worth $228M, up 5.1% from $217M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hippocratic Financial Advisors deployed $14M of net new capital in Q1 2026, opening 6 new positions and adding to 19 existing holdings. Its largest new stake was Vanguard Short-Term Bond ETF: 4,179 shares worth $328K.

By sector, the portfolio is most concentrated in Technology at 0.4% of assets, down from 0.41% a quarter earlier, followed by Consumer Discretionary.

On the sell side, the largest reduction was Dimensional US Core Equity 2 ETF, an estimated $1.06M trimmed.

  • Hippocratic Financial Advisors's largest Q1 2026 buy was Vanguard Short-Term Bond ETF: 4,179 shares worth $328K.
  • Hippocratic Financial Advisors added most to iShares Russell 1000 ETF in Q1 2026, an estimated $4.73M increase.
  • Hippocratic Financial Advisors's biggest Q1 2026 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $1.06M.
  • Hippocratic Financial Advisors fully exited Tesla in Q1 2026, selling an estimated $201K.
  • Hippocratic Financial Advisors's ten largest holdings make up 87% of its $228M portfolio in Q1 2026.
  • Hippocratic Financial Advisors opened 6 new positions and closed 1 in Q1 2026.
  • Hippocratic Financial Advisors's portfolio value rose 5.1% quarter-over-quarter to $228M.

Based on Hippocratic Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.