HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $187M
This Quarter Return
-1.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow %
100%
Top 10 Hldgs %
96.46%
Holding
21
New
21
Increased
–
Reduced
–
Closed
–

Top Buys

1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
$51.7M
2
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
$22.8M
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
$16.2M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
$15.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
$9.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.52%
2 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$37.1B
$51.7M 35.94%
+1,494,873
New +$51.7M
DFSD icon
2
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.12B
$22.8M 15.88%
+487,246
New +$22.8M
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$64B
$16.2M 11.26%
+126,917
New +$16.2M
DUHP icon
4
Dimensional US High Profitability ETF
DUHP
$9.26B
$15.4M 10.71%
+456,183
New +$15.4M
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$10.2B
$9.59M 6.67%
+371,148
New +$9.59M
DFCF icon
6
Dimensional Core Fixed Income ETF
DFCF
$7.45B
$7.47M 5.19%
+181,009
New +$7.47M
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$5.93B
$6.12M 4.25%
+233,487
New +$6.12M
DFSV icon
8
Dimensional US Small Cap Value ETF
DFSV
$5.36B
$4.73M 3.29%
+153,827
New +$4.73M
INDA icon
9
iShares MSCI India ETF
INDA
$9.17B
$2.65M 1.84%
+50,312
New +$2.65M
SPY icon
10
SPDR S&P 500 ETF Trust
SPY
$658B
$2.06M 1.43%
+3,507
New +$2.06M
DFIV icon
11
Dimensional International Value ETF
DFIV
$13.1B
$1.73M 1.2%
+48,677
New +$1.73M
DFAW icon
12
Dimensional World Equity ETF
DFAW
$851M
$464K 0.32%
+7,432
New +$464K
NVDA icon
13
NVIDIA
NVDA
$4.24T
$404K 0.28%
+3,006
New +$404K
AAPL icon
14
Apple
AAPL
$3.45T
$349K 0.24%
+1,395
New +$349K
EFV icon
15
iShares MSCI EAFE Value ETF
EFV
$27.8B
$336K 0.23%
+6,397
New +$336K
VDC icon
16
Vanguard Consumer Staples ETF
VDC
$7.6B
$335K 0.23%
+1,587
New +$335K
VBR icon
17
Vanguard Small-Cap Value ETF
VBR
$31.4B
$333K 0.23%
+1,678
New +$333K
AGG icon
18
iShares Core US Aggregate Bond ETF
AGG
$131B
$328K 0.23%
+3,385
New +$328K
TSLA icon
19
Tesla
TSLA
$1.08T
$299K 0.21%
+741
New +$299K
QQQ icon
20
Invesco QQQ Trust
QQQ
$364B
$273K 0.19%
+535
New +$273K
IBIT icon
21
iShares Bitcoin Trust
IBIT
$80.7B
$238K 0.17%
+4,492
New +$238K