HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $187M
This Quarter Return
-1.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
+$24.1M
Cap. Flow
+$25.9M
Cap. Flow %
15.39%
Top 10 Hldgs %
95.58%
Holding
22
New
1
Increased
14
Reduced
4
Closed
2

Top Buys

1
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.6M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.22M
3
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.81M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.45M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$914K

Top Sells

1
TSLA icon
Tesla
TSLA
+$299K
2
QQQ icon
Invesco QQQ Trust
QQQ
+$273K
3
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$37.8K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$28.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.8K

Sector Composition

1 Technology 0.39%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$37.7B
$54.5M 32.47%
1,653,037
+158,164
+11% +$5.22M
DFSD icon
2
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.18B
$25M 14.86%
525,264
+38,018
+8% +$1.81M
DUHP icon
3
Dimensional US High Profitability ETF
DUHP
$9.41B
$16.6M 9.86%
499,943
+43,760
+10% +$1.45M
VYM icon
4
Vanguard High Dividend Yield ETF
VYM
$65B
$16.4M 9.77%
127,268
+351
+0.3% +$45.3K
BIL icon
5
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
$14.6M 8.7%
+159,286
New +$14.6M
DFIC icon
6
Dimensional International Core Equity 2 ETF
DFIC
$10.4B
$10.8M 6.42%
388,320
+17,172
+5% +$477K
DFCF icon
7
Dimensional Core Fixed Income ETF
DFCF
$7.58B
$8.15M 4.85%
193,789
+12,780
+7% +$538K
DFEM icon
8
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.15B
$6.65M 3.96%
251,211
+17,724
+8% +$469K
DFSV icon
9
Dimensional US Small Cap Value ETF
DFSV
$5.33B
$4.9M 2.91%
173,901
+20,074
+13% +$565K
INDA icon
10
iShares MSCI India ETF
INDA
$9.38B
$2.96M 1.76%
57,487
+7,175
+14% +$369K
SPY icon
11
SPDR S&P 500 ETF Trust
SPY
$670B
$1.99M 1.19%
3,558
+51
+1% +$28.5K
DFIV icon
12
Dimensional International Value ETF
DFIV
$13.3B
$1.92M 1.14%
48,855
+178
+0.4% +$7.01K
IBIT icon
13
iShares Bitcoin Trust
IBIT
$87.7B
$1.12M 0.67%
24,015
+19,523
+435% +$914K
DFAW icon
14
Dimensional World Equity ETF
DFAW
$872M
$458K 0.27%
7,479
+47
+0.6% +$2.88K
AAPL icon
15
Apple
AAPL
$3.47T
$344K 0.2%
1,547
+152
+11% +$33.8K
EFV icon
16
iShares MSCI EAFE Value ETF
EFV
$28.1B
$339K 0.2%
5,755
-642
-10% -$37.8K
VDC icon
17
Vanguard Consumer Staples ETF
VDC
$7.61B
$319K 0.19%
1,456
-131
-8% -$28.7K
VBR icon
18
Vanguard Small-Cap Value ETF
VBR
$31.6B
$313K 0.19%
1,678
– –
NVDA icon
19
NVIDIA
NVDA
$4.33T
$310K 0.18%
2,859
-147
-5% -$15.9K
AGG icon
20
iShares Core US Aggregate Bond ETF
AGG
$132B
$309K 0.18%
3,124
-261
-8% -$25.8K
QQQ icon
21
Invesco QQQ Trust
QQQ
$373B
– –
-535
Closed -$273K
TSLA icon
22
Tesla
TSLA
$1.28T
– –
-741
Closed -$299K