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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
+6.8%
1 Year Est. Return
+11.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$187M
AUM Growth
+$19.3M
Cap. Flow
+$8.73M
Cap. Flow %
4.66%
Top 10 Hldgs %
86.8%
Holding
24
New
4
Increased
9
Reduced
9
Closed
–

Top Buys

Rank Stock Value
1
IWB icon
iShares Russell 1000 ETF
IWB
+$40.7M
2
DMX
DoubleLine Multi-Sector Income ETF
DMX
+$21.5M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.31M
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$6.46M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.19M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$45.8M
2
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$22M
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$6.99M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$53.2K

Sector Composition

Rank Sector Weight
1 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
1
iShares Russell 1000 ETF
IWB
$47.7B
$44M 23.52%
+129,694
New +$40.7M
DUHP icon
2
Dimensional US High Profitability ETF
DUHP
$12.3B
$24.4M 13.02%
685,215
+185,272
+37% +$6.19M
BIL icon
3
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$21.9M 11.72%
239,153
+79,867
+50% +$7.31M
DMX
4
DoubleLine Multi-Sector Income ETF
DMX
$98M
$21.8M 11.66%
+432,891
New +$21.5M
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$16.3M 8.69%
523,024
+134,704
+35% +$3.95M
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$10.1M 5.38%
281,270
-1,371,767
-83% -$45.8M
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$7.57M 4.04%
254,889
+3,678
+1% +$101K
DBND icon
8
DoubleLine Opportunistic Bond ETF
DBND
$734M
$6.54M 3.49%
+141,462
New +$6.46M
DFSV
9
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$5.13M 2.74%
174,276
+375
+0.2% +$10.4K
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$4.74M 2.53%
+116,196
New +$4.63M
VYM icon
11
Vanguard High Dividend Yield ETF
VYM
$81.1B
$4.29M 2.29%
32,200
-95,068
-75% -$12M
VDC icon
12
Vanguard Consumer Staples ETF
VDC
$7.86B
$4.22M 2.25%
19,254
+17,798
+1,222% +$3.9M
INDA icon
13
iShares MSCI India ETF
INDA
$6.71B
$3.16M 1.69%
56,766
-721
-1% -$38.5K
DFSD
14
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.03B
$2.99M 1.6%
62,336
-462,928
-88% -$22M
DFIV icon
15
Dimensional International Value ETF
DFIV
$20.7B
$2.41M 1.29%
56,170
+7,315
+15% +$298K
IBIT icon
16
iShares Bitcoin Trust
IBIT
$47.2B
$2.17M 1.16%
35,497
+11,482
+48% +$643K
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$2.14M 1.14%
3,465
-93
-3% -$53.2K
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$1.11M 0.59%
26,202
-167,587
-86% -$6.99M
DFAW icon
19
Dimensional World Equity ETF
DFAW
$1.55B
$540K 0.29%
8,043
+564
+8% +$35.3K
NVDA icon
20
NVIDIA
NVDA
$5.01T
$419K 0.22%
2,655
-204
-7% -$25.7K
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$27.6B
$365K 0.2%
5,755
– –
AGG icon
22
iShares Core US Aggregate Bond ETF
AGG
$138B
$310K 0.17%
3,124
– –
AAPL icon
23
Apple
AAPL
$4.89T
$299K 0.16%
1,456
-91
-6% -$18.4K
VBR icon
24
Vanguard Small-Cap Value ETF
VBR
$37.1B
$292K 0.16%
1,495
-183
-11% -$33.9K

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Hippocratic Financial Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Hippocratic Financial Advisors held 24 positions worth $187M, up 11% from $168M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hippocratic Financial Advisors deployed $8.73M of net new capital in Q2 2025, opening 4 new positions and adding to 9 existing holdings. Its largest new stake was iShares Russell 1000 ETF: 129,694 shares worth $44M.

By sector, the portfolio is most concentrated in Technology at 0.38% of assets, down from 0.39% a quarter earlier.

On the sell side, the largest reduction was Dimensional US Core Equity 2 ETF, an estimated $45.8M trimmed.

  • Hippocratic Financial Advisors's largest Q2 2025 buy was iShares Russell 1000 ETF: 129,694 shares worth $44M.
  • Hippocratic Financial Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025, an estimated $7.31M increase.
  • Hippocratic Financial Advisors's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $45.8M.
  • Hippocratic Financial Advisors's ten largest holdings make up 87% of its $187M portfolio in Q2 2025.
  • Hippocratic Financial Advisors opened 4 new positions and closed 0 in Q2 2025.
  • Hippocratic Financial Advisors's portfolio value rose 11% quarter-over-quarter to $187M.

Based on Hippocratic Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.