We are live on ! Find out more
HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $228M
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
-1.08%
1 Year Est. Return
+11.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$168M
AUM Growth
+$24.1M
Cap. Flow
+$26.3M
Cap. Flow %
15.65%
Top 10 Hldgs %
95.58%
Holding
22
New
1
Increased
14
Reduced
4
Closed
2

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.6M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.49M
3
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.8M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.5M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.03M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$299K
2
QQQ icon
Invesco QQQ Trust
QQQ
+$273K
3
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$36.3K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$28.3K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.5K

Sector Composition

Rank Sector Weight
1 Technology 0.39%
2 Consumer Discretionary 0%
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
$54.5M 32.47%
1,653,037
+158,164
+11% +$5.49M
DFSD
2
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.03B
$25M 14.86%
525,264
+38,018
+8% +$1.8M
DUHP icon
3
Dimensional US High Profitability ETF
DUHP
$12.3B
$16.6M 9.86%
499,943
+43,760
+10% +$1.5M
VYM icon
4
Vanguard High Dividend Yield ETF
VYM
$81.1B
$16.4M 9.77%
127,268
+351
+0.3% +$45.9K
BIL icon
5
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$14.6M 8.7%
+159,286
New +$14.6M
DFIC icon
6
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$10.8M 6.42%
388,320
+17,172
+5% +$469K
DFCF icon
7
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$8.15M 4.85%
193,789
+12,780
+7% +$533K
DFEM icon
8
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$6.65M 3.96%
251,211
+17,724
+8% +$471K
DFSV
9
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$4.9M 2.91%
173,901
+20,074
+13% +$607K
INDA icon
10
iShares MSCI India ETF
INDA
$6.71B
$2.96M 1.76%
57,487
+7,175
+14% +$361K
SPY icon
11
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$1.99M 1.19%
3,558
+51
+1% +$30K
DFIV icon
12
Dimensional International Value ETF
DFIV
$20.7B
$1.92M 1.14%
48,855
+178
+0.4% +$6.79K
IBIT icon
13
iShares Bitcoin Trust
IBIT
$47.2B
$1.12M 0.67%
24,015
+19,523
+435% +$1.03M
DFAW icon
14
Dimensional World Equity ETF
DFAW
$1.55B
$458K 0.27%
7,479
+47
+0.6% +$2.98K
AAPL icon
15
Apple
AAPL
$4.89T
$344K 0.2%
1,547
+152
+11% +$35.2K
EFV icon
16
iShares MSCI EAFE Value ETF
EFV
$27.6B
$339K 0.2%
5,755
-642
-10% -$36.3K
VDC icon
17
Vanguard Consumer Staples ETF
VDC
$7.86B
$319K 0.19%
1,456
-131
-8% -$28.3K
VBR icon
18
Vanguard Small-Cap Value ETF
VBR
$37.1B
$313K 0.19%
1,678
– –
NVDA icon
19
NVIDIA
NVDA
$5.01T
$310K 0.18%
2,859
-147
-5% -$18.6K
AGG icon
20
iShares Core US Aggregate Bond ETF
AGG
$138B
$309K 0.18%
3,124
-261
-8% -$25.5K
QQQ icon
21
Invesco QQQ Trust
QQQ
$455B
– –
-535
Closed -$273K
TSLA icon
22
Tesla
TSLA
$1.24T
– –
-741
Closed -$299K

Similar funds

CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return
APSI
Asset Planning Services Inc Covington, Louisiana $228M AUM 36.27% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $228M AUM
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
CNHF
Conrad N. Hilton Foundation Agoura Hills, California $228M AUM 15.24% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $228M AUM 13.5% 1-Year Est. Return
ATWA
Arbor Trust Wealth Advisors Ann Arbor, Michigan $228M AUM 17.56% 1-Year Est. Return

Hippocratic Financial Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Hippocratic Financial Advisors held 22 positions worth $168M, up 17% from $144M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Hippocratic Financial Advisors deployed $26.3M of net new capital in Q1 2025, opening 1 new position and adding to 14 existing holdings. Its largest new stake was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 159,286 shares worth $14.6M.

By sector, the portfolio is most concentrated in Technology at 0.39% of assets, down from 0.52% a quarter earlier, followed by Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI EAFE Value ETF, an estimated $36.3K trimmed.

  • Hippocratic Financial Advisors's largest Q1 2025 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 159,286 shares worth $14.6M.
  • Hippocratic Financial Advisors added most to Dimensional US Core Equity 2 ETF in Q1 2025, an estimated $5.49M increase.
  • Hippocratic Financial Advisors's biggest Q1 2025 reduction was iShares MSCI EAFE Value ETF, cutting an estimated $36.3K.
  • Hippocratic Financial Advisors fully exited Tesla in Q1 2025, selling an estimated $299K.
  • Hippocratic Financial Advisors's ten largest holdings make up 96% of its $168M portfolio in Q1 2025.
  • Hippocratic Financial Advisors opened 1 new position and closed 2 in Q1 2025.
  • Hippocratic Financial Advisors's portfolio value rose 17% quarter-over-quarter to $168M.

Based on Hippocratic Financial Advisors's 13F filing for Q1 2025, filed 1 May 2025.