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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
+4.65%
1 Year Est. Return
+11.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$208M
AUM Growth
+$20.6M
Cap. Flow
+$11.8M
Cap. Flow %
5.67%
Top 10 Hldgs %
87.32%
Holding
28
New
4
Increased
14
Reduced
7
Closed
1

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.1M
2
DMX
DoubleLine Multi-Sector Income ETF
DMX
+$2.23M
3
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$969K
5
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$778K

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$310K
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$208K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$187K
4
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$122K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$101K

Sector Composition

Rank Sector Weight
1 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
1
iShares Russell 1000 ETF
IWB
$47.7B
$48.5M 23.33%
132,706
+3,012
+2% +$1.06M
BIL icon
2
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$27.1M 13.02%
294,853
+55,700
+23% +$5.1M
DUHP icon
3
Dimensional US High Profitability ETF
DUHP
$12.3B
$26.9M 12.93%
711,640
+26,425
+4% +$969K
DMX
4
DoubleLine Multi-Sector Income ETF
DMX
$98M
$24.2M 11.64%
477,047
+44,156
+10% +$2.23M
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$17.7M 8.51%
539,287
+16,263
+3% +$519K
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$10.7M 5.13%
276,252
-5,018
-2% -$187K
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$8.24M 3.97%
257,084
+2,195
+0.9% +$67.7K
DBND icon
8
DoubleLine Opportunistic Bond ETF
DBND
$734M
$7.37M 3.54%
158,319
+16,857
+12% +$778K
DFSV
9
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$5.58M 2.69%
175,364
+1,088
+0.6% +$34K
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$5.35M 2.57%
122,598
+6,402
+6% +$271K
VDC icon
11
Vanguard Consumer Staples ETF
VDC
$7.86B
$4.47M 2.15%
20,930
+1,676
+9% +$367K
VYM icon
12
Vanguard High Dividend Yield ETF
VYM
$81.1B
$4.33M 2.08%
30,685
-1,515
-5% -$208K
INDA icon
13
iShares MSCI India ETF
INDA
$6.71B
$3.09M 1.49%
59,368
+2,602
+5% +$139K
DFSD
14
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.03B
$2.88M 1.39%
59,792
-2,544
-4% -$122K
DFIV icon
15
Dimensional International Value ETF
DFIV
$20.7B
$2.87M 1.38%
62,196
+6,026
+11% +$270K
IBIT icon
16
iShares Bitcoin Trust
IBIT
$47.2B
$2.4M 1.16%
36,996
+1,499
+4% +$97.5K
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$2.31M 1.11%
3,467
+2
+0.1% +$1.28K
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$1.06M 0.51%
24,893
-1,309
-5% -$55.5K
NVDA icon
19
NVIDIA
NVDA
$5.01T
$494K 0.24%
2,648
-7
-0.3% -$1.22K
DFAW icon
20
Dimensional World Equity ETF
DFAW
$1.55B
$474K 0.23%
6,590
-1,453
-18% -$101K
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$27.6B
$390K 0.19%
5,755
– –
AAPL icon
22
Apple
AAPL
$4.89T
$371K 0.18%
1,456
– –
SCHX icon
23
Schwab US Large- Cap ETF
SCHX
$70.9B
$302K 0.15%
+11,471
New +$291K
VBR icon
24
Vanguard Small-Cap Value ETF
VBR
$37.1B
$276K 0.13%
1,323
-172
-12% -$35.2K
SPYM
25
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$214K 0.1%
+2,736
New +$206K
1
2

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Hippocratic Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Hippocratic Financial Advisors held 28 positions worth $208M, up 11% from $187M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hippocratic Financial Advisors deployed $11.8M of net new capital in Q3 2025, opening 4 new positions and adding to 14 existing holdings. Its largest new stake was Schwab US Large- Cap ETF: 11,471 shares worth $302K.

By sector, the portfolio is most concentrated in Technology at 0.51% of assets, up from 0.38% a quarter earlier.

On the sell side, the largest reduction was Vanguard High Dividend Yield ETF, an estimated $208K trimmed.

  • Hippocratic Financial Advisors's largest Q3 2025 buy was Schwab US Large- Cap ETF: 11,471 shares worth $302K.
  • Hippocratic Financial Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025, an estimated $5.1M increase.
  • Hippocratic Financial Advisors's biggest Q3 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $208K.
  • Hippocratic Financial Advisors fully exited iShares Core US Aggregate Bond ETF in Q3 2025, selling an estimated $310K.
  • Hippocratic Financial Advisors's ten largest holdings make up 87% of its $208M portfolio in Q3 2025.
  • Hippocratic Financial Advisors opened 4 new positions and closed 1 in Q3 2025.
  • Hippocratic Financial Advisors's portfolio value rose 11% quarter-over-quarter to $208M.

Based on Hippocratic Financial Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.