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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
-1.22%
1 Year Est. Return
+11.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$144M
AUM Growth
–
Cap. Flow
+$147M
Cap. Flow %
102.01%
Top 10 Hldgs %
96.46%
Holding
21
New
21
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$52.6M
2
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$23.1M
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$16.5M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$15.8M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$9.96M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 0.52%
2 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$51.7M 35.94%
+1,494,873
New +$52.6M
DFSD
2
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.03B
$22.8M 15.88%
+487,246
New +$23.1M
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$81.1B
$16.2M 11.26%
+126,917
New +$16.5M
DUHP icon
4
Dimensional US High Profitability ETF
DUHP
$12.3B
$15.4M 10.71%
+456,183
New +$15.8M
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$9.59M 6.67%
+371,148
New +$9.96M
DFCF icon
6
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$7.47M 5.19%
+181,009
New +$7.62M
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$6.12M 4.25%
+233,487
New +$6.35M
DFSV
8
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$4.73M 3.29%
+153,827
New +$4.87M
INDA icon
9
iShares MSCI India ETF
INDA
$6.71B
$2.65M 1.84%
+50,312
New +$2.77M
SPY icon
10
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$2.06M 1.43%
+3,507
New +$2.07M
DFIV icon
11
Dimensional International Value ETF
DFIV
$20.7B
$1.73M 1.2%
+48,677
New +$1.79M
DFAW icon
12
Dimensional World Equity ETF
DFAW
$1.55B
$464K 0.32%
+7,432
New +$475K
NVDA icon
13
NVIDIA
NVDA
$5.01T
$404K 0.28%
+3,006
New +$414K
AAPL icon
14
Apple
AAPL
$4.89T
$349K 0.24%
+1,395
New +$329K
EFV icon
15
iShares MSCI EAFE Value ETF
EFV
$27.6B
$336K 0.23%
+6,397
New +$350K
VDC icon
16
Vanguard Consumer Staples ETF
VDC
$7.86B
$335K 0.23%
+1,587
New +$344K
VBR icon
17
Vanguard Small-Cap Value ETF
VBR
$37.1B
$333K 0.23%
+1,678
New +$344K
AGG icon
18
iShares Core US Aggregate Bond ETF
AGG
$138B
$328K 0.23%
+3,385
New +$333K
TSLA icon
19
Tesla
TSLA
$1.24T
$299K 0.21%
+741
New +$238K
QQQ icon
20
Invesco QQQ Trust
QQQ
$455B
$273K 0.19%
+535
New +$271K
IBIT icon
21
iShares Bitcoin Trust
IBIT
$47.2B
$238K 0.17%
+4,492
New +$212K

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Hippocratic Financial Advisors's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Hippocratic Financial Advisors, which disclosed 21 positions worth $144M. Its ten largest holdings account for 96% of the portfolio.

Its largest position is Dimensional US Core Equity 2 ETF: 1,494,873 shares worth $51.7M.

By sector, the portfolio is most concentrated in Technology at 0.52% of assets, followed by Consumer Discretionary.

  • Hippocratic Financial Advisors's largest Q4 2024 buy was Dimensional US Core Equity 2 ETF: 1,494,873 shares worth $51.7M.
  • Hippocratic Financial Advisors's ten largest holdings make up 96% of its $144M portfolio in Q4 2024.
  • Hippocratic Financial Advisors disclosed 21 positions in Q4 2024, its first 13F filing on record.

Based on Hippocratic Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.