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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
+1.28%
1 Year Est. Return
+11.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$217M
AUM Growth
+$9.08M
Cap. Flow
+$6.63M
Cap. Flow %
3.06%
Top 10 Hldgs %
86.93%
Holding
29
New
2
Increased
14
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
DMX
DoubleLine Multi-Sector Income ETF
DMX
+$3.17M
2
IWB icon
iShares Russell 1000 ETF
IWB
+$2.89M
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.05M
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$1.03M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$838K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.49M
2
MSFT icon
Microsoft
MSFT
+$205K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$130K
4
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$33.4K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$27.9K

Sector Composition

Rank Sector Weight
1 Technology 0.41%
2 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
1
iShares Russell 1000 ETF
IWB
$47.7B
$52.5M 24.19%
140,497
+7,791
+6% +$2.89M
DUHP icon
2
Dimensional US High Profitability ETF
DUHP
$12.3B
$29.1M 13.43%
765,881
+54,241
+8% +$2.05M
DMX
3
DoubleLine Multi-Sector Income ETF
DMX
$98M
$27.3M 12.57%
539,903
+62,856
+13% +$3.17M
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$20.5M 9.43%
223,947
-70,906
-24% -$6.49M
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$19.4M 8.97%
564,385
+25,098
+5% +$838K
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$10.8M 4.98%
272,913
-3,339
-1% -$130K
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$8.81M 4.06%
266,474
+9,390
+4% +$307K
DBND icon
8
DoubleLine Opportunistic Bond ETF
DBND
$734M
$8.36M 3.85%
180,353
+22,034
+14% +$1.03M
DFSV
9
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$5.92M 2.73%
180,097
+4,733
+3% +$152K
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$5.9M 2.72%
138,098
+15,500
+13% +$686K
VDC icon
11
Vanguard Consumer Staples ETF
VDC
$7.86B
$5.21M 2.4%
24,644
+3,714
+18% +$790K
VYM icon
12
Vanguard High Dividend Yield ETF
VYM
$81.1B
$4.38M 2.02%
30,497
-188
-0.6% -$26.7K
INDA icon
13
iShares MSCI India ETF
INDA
$6.71B
$3.56M 1.64%
65,782
+6,414
+11% +$346K
DFIV icon
14
Dimensional International Value ETF
DFIV
$20.7B
$3.45M 1.59%
69,059
+6,863
+11% +$326K
DFSD
15
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.03B
$2.83M 1.31%
59,099
-693
-1% -$33.4K
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$2.36M 1.09%
3,460
-7
-0.2% -$4.73K
IBIT icon
17
iShares Bitcoin Trust
IBIT
$47.2B
$2.32M 1.07%
46,749
+9,753
+26% +$554K
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$1.03M 0.48%
24,242
-651
-3% -$27.9K
DFAW icon
19
Dimensional World Equity ETF
DFAW
$1.55B
$496K 0.23%
6,709
+119
+2% +$8.66K
NVDA icon
20
NVIDIA
NVDA
$5.01T
$494K 0.23%
2,648
– –
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$27.6B
$411K 0.19%
5,755
– –
AAPL icon
22
Apple
AAPL
$4.89T
$396K 0.18%
1,456
– –
SCHX icon
23
Schwab US Large- Cap ETF
SCHX
$70.9B
$309K 0.14%
11,471
– –
VBR icon
24
Vanguard Small-Cap Value ETF
VBR
$37.1B
$280K 0.13%
1,323
– –
SPYM
25
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$220K 0.1%
2,744
+8
+0.3% +$636
1
2

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Hippocratic Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Hippocratic Financial Advisors held 29 positions worth $217M, up 4.4% from $208M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hippocratic Financial Advisors deployed $6.63M of net new capital in Q4 2025, opening 2 new positions and adding to 14 existing holdings. Its largest new stake was Amazon: 884 shares worth $204K.

By sector, the portfolio is most concentrated in Technology at 0.41% of assets, down from 0.51% a quarter earlier, followed by Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $6.49M trimmed.

  • Hippocratic Financial Advisors's largest Q4 2025 buy was Amazon: 884 shares worth $204K.
  • Hippocratic Financial Advisors added most to DoubleLine Multi-Sector Income ETF in Q4 2025, an estimated $3.17M increase.
  • Hippocratic Financial Advisors's biggest Q4 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $6.49M.
  • Hippocratic Financial Advisors fully exited Microsoft in Q4 2025, selling an estimated $205K.
  • Hippocratic Financial Advisors's ten largest holdings make up 87% of its $217M portfolio in Q4 2025.
  • Hippocratic Financial Advisors opened 2 new positions and closed 1 in Q4 2025.
  • Hippocratic Financial Advisors's portfolio value rose 4.4% quarter-over-quarter to $217M.

Based on Hippocratic Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.