Hippocratic Financial Advisors, LLC Long-Term Concentrated

Name: Hippocratic Financial Advisors, LLC Q4 2024 13F Filing | 13F Explorer
Creator: Hippocratic Financial Advisors, LLC
Published: 2025-02-12

Location: Westlake Village, CA

CIK: 0002055803 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 12, 2025

Total Value: $144M (100.0% shares, 0.0% debt)

Holdings (21)

DFAC DIMENSIONAL ETF TRUST 35.9%

Value $51.71M Shares 1,494,873 Share Price $34.59 Est. Cost/Share $35.22 Unrealized @ Report Date -1.8%

DFSD DIMENSIONAL ETF TRUST 15.9%

Value $22.84M Shares 487,246 Share Price $46.88 Est. Cost/Share $47.31 Unrealized @ Report Date -0.9%

VYM VANGUARD WHITEHALL FDS 11.3%

Value $16.19M Shares 126,917 Share Price $127.58 Est. Cost/Share $130.39 Unrealized @ Report Date -2.2%

DUHP DIMENSIONAL ETF TRUST 10.7%

Value $15.41M Shares 456,183 Share Price $33.79 Est. Cost/Share $34.60 Unrealized @ Report Date -2.3%

DFIC DIMENSIONAL ETF TRUST 6.7%

Value $9.592M Shares 371,148 Share Price $25.85 Est. Cost/Share $26.82 Unrealized @ Report Date -3.6%

DFCF DIMENSIONAL ETF TRUST 5.2%

Value $7.47M Shares 181,009 Share Price $41.27 Est. Cost/Share $42.10 Unrealized @ Report Date -2.0%

DFEM DIMENSIONAL ETF TRUST 4.3%

Value $6.115M Shares 233,487 Share Price $26.19 Est. Cost/Share $27.18 Unrealized @ Report Date -3.6%

DFSV DIMENSIONAL ETF TRUST 3.3%

Value $4.735M Shares 153,827 Share Price $30.78 Est. Cost/Share $31.66 Unrealized @ Report Date -2.8%

INDA ISHARES TR 1.8%

Value $2.648M Shares 50,312 Share Price $52.64 Est. Cost/Share $55.07 Unrealized @ Report Date -4.4%

SPY SPDR S&P 500 ETF TR 1.4%

Value $2.055M Shares 3,507 Share Price $586.08 Est. Cost/Share $589.16 Unrealized @ Report Date -0.5%

DFIV DIMENSIONAL ETF TRUST 1.2%

Value $1.727M Shares 48,677 Share Price $35.48 Est. Cost/Share $36.67 Unrealized @ Report Date -3.2%

DFAW DIMENSIONAL ETF TRUST 0.3%

Value $464K Shares 7,432 Share Price $62.46 Est. Cost/Share $63.92 Unrealized @ Report Date -2.3%

NVDA NVIDIA CORPORATION 0.3%

Value $404K Shares 3,006 Share Price $134.29 Est. Cost/Share $137.79 Unrealized @ Report Date -2.6%

AAPL APPLE INC 0.2%

Value $349K Shares 1,395 Share Price $250.46 Est. Cost/Share $234.51 Unrealized @ Report Date +6.3%

EFV ISHARES TR 0.2%

Value $336K Shares 6,397 Share Price $52.47 Est. Cost/Share $54.77 Unrealized @ Report Date -4.2%

VDC VANGUARD WORLD FD 0.2%

Value $335K Shares 1,587 Share Price $211.38 Est. Cost/Share $216.68 Unrealized @ Report Date -2.4%

VBR VANGUARD INDEX FDS 0.2%

Value $333K Shares 1,678 Share Price $198.18 Est. Cost/Share $205.28 Unrealized @ Report Date -3.5%

AGG ISHARES TR 0.2%

Value $328K Shares 3,385 Share Price $96.87 Est. Cost/Share $98.49 Unrealized @ Report Date -1.6%

TSLA TESLA INC 0.2%

Value $299K Shares 741 Share Price $403.84 Est. Cost/Share $321.74 Unrealized @ Report Date +25.5%

QQQ INVESCO QQQ TR 0.2%

Value $273K Shares 535 Share Price $511.16 Est. Cost/Share $505.80 Unrealized @ Report Date +1.1%

IBIT ISHARES BITCOIN TRUST ETF 0.2%

Value $238K Shares 4,492 Share Price $53.05 Est. Cost/Share $47.21 Unrealized @ Report Date +12.4%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
DFAC	DIMENSIONAL ETF TRUST	1,494,873	$51.71M	35.9%	$34.59	$35.22	-1.8%	US CORE EQUITY 2	25434V708
DFSD	DIMENSIONAL ETF TRUST	487,246	$22.84M	15.9%	$46.88	$47.31	-0.9%	SHORT DURATION F	25434V864
VYM	VANGUARD WHITEHALL FDS	126,917	$16.19M	11.3%	$127.58	$130.39	-2.2%	HIGH DIV YLD	921946406
DUHP	DIMENSIONAL ETF TRUST	456,183	$15.41M	10.7%	$33.79	$34.60	-2.3%	US HIGH PROFITAB	25434V831
DFIC	DIMENSIONAL ETF TRUST	371,148	$9.592M	6.7%	$25.85	$26.82	-3.6%	INTL CORE EQUITY	25434V799
DFCF	DIMENSIONAL ETF TRUST	181,009	$7.47M	5.2%	$41.27	$42.10	-2.0%	CORE FIXED INCOM	25434V872
DFEM	DIMENSIONAL ETF TRUST	233,487	$6.115M	4.3%	$26.19	$27.18	-3.6%	EMERGING MKTS CO	25434V732
DFSV	DIMENSIONAL ETF TRUST	153,827	$4.735M	3.3%	$30.78	$31.66	-2.8%	US SMALL CAP VAL	25434V815
INDA	ISHARES TR	50,312	$2.648M	1.8%	$52.64	$55.07	-4.4%	MSCI INDIA ETF	46429B598
SPY	SPDR S&P 500 ETF TR	3,507	$2.055M	1.4%	$586.08	$589.16	-0.5%	TR UNIT	78462F103
DFIV	DIMENSIONAL ETF TRUST	48,677	$1.727M	1.2%	$35.48	$36.67	-3.2%	INTERNATNAL VAL	25434V807
DFAW	DIMENSIONAL ETF TRUST	7,432	$464K	0.3%	$62.46	$63.92	-2.3%	WORLD EQUITY ETF	25434V617
NVDA	NVIDIA CORPORATION	3,006	$404K	0.3%	$134.29	$137.79	-2.6%	COM	67066G104
AAPL	APPLE INC	1,395	$349K	0.2%	$250.46	$234.51	+6.3%	COM	037833100
EFV	ISHARES TR	6,397	$336K	0.2%	$52.47	$54.77	-4.2%	EAFE VALUE ETF	464288877
VDC	VANGUARD WORLD FD	1,587	$335K	0.2%	$211.38	$216.68	-2.4%	CONSUM STP ETF	92204A207
VBR	VANGUARD INDEX FDS	1,678	$333K	0.2%	$198.18	$205.28	-3.5%	SM CP VAL ETF	922908611
AGG	ISHARES TR	3,385	$328K	0.2%	$96.87	$98.49	-1.6%	CORE US AGGBD ET	464287226
TSLA	TESLA INC	741	$299K	0.2%	$403.84	$321.74	+25.5%	COM	88160R101
QQQ	INVESCO QQQ TR	535	$273K	0.2%	$511.16	$505.80	+1.1%	UNIT SER 1	46090E103
IBIT	ISHARES BITCOIN TRUST ETF	4,492	$238K	0.2%	$53.05	$47.21	+12.4%	SHS BEN INT	46438F101