Hippocratic Financial Advisors, LLC Long-Term Concentrated

Name: Hippocratic Financial Advisors, LLC Q1 2025 13F Filing | 13F Explorer
Creator: Hippocratic Financial Advisors, LLC
Published: 2025-05-01

Location: Westlake Village, CA

CIK: 0002055803 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 1, 2025

Total Value: $168M (100.0% shares, 0.0% debt)

Holdings (20)

DFAC DIMENSIONAL ETF TRUST 32.5%

Value $54.53M Shares 1,653,037 Share Price $32.99 Est. Cost/Share $35.17 Unrealized @ Report Date -6.2%

DFSD DIMENSIONAL ETF TRUST 14.9%

Value $24.96M Shares 525,264 Share Price $47.52 Est. Cost/Share $47.30 Unrealized @ Report Date +0.5%

DUHP DIMENSIONAL ETF TRUST 9.9%

Value $16.57M Shares 499,943 Share Price $33.14 Est. Cost/Share $34.58 Unrealized @ Report Date -4.2%

VYM VANGUARD WHITEHALL FDS 9.8%

Value $16.41M Shares 127,268 Share Price $128.96 Est. Cost/Share $130.39 Unrealized @ Report Date -1.1%

BIL SPDR SER TR 8.7%

Value $14.61M Shares 159,286 Share Price $91.73 Est. Cost/Share $91.59 Unrealized @ Report Date +0.2%

DFIC DIMENSIONAL ETF TRUST 6.4%

Value $10.78M Shares 388,320 Share Price $27.77 Est. Cost/Share $26.84 Unrealized @ Report Date +3.4%

DFCF DIMENSIONAL ETF TRUST 4.9%

Value $8.151M Shares 193,789 Share Price $42.06 Est. Cost/Share $42.08 Unrealized @ Report Date -0.0%

DFEM DIMENSIONAL ETF TRUST 4.0%

Value $6.647M Shares 251,211 Share Price $26.46 Est. Cost/Share $27.14 Unrealized @ Report Date -2.5%

DFSV DIMENSIONAL ETF TRUST 2.9%

Value $4.895M Shares 173,901 Share Price $28.15 Est. Cost/Share $31.50 Unrealized @ Report Date -10.6%

INDA ISHARES TR 1.8%

Value $2.959M Shares 57,487 Share Price $51.48 Est. Cost/Share $54.48 Unrealized @ Report Date -5.5%

SPY SPDR S&P 500 ETF TR 1.2%

Value $1.99M Shares 3,558 Share Price $559.40 Est. Cost/Share $589.14 Unrealized @ Report Date -5.1%

DFIV DIMENSIONAL ETF TRUST 1.1%

Value $1.923M Shares 48,855 Share Price $39.36 Est. Cost/Share $36.67 Unrealized @ Report Date +7.3%

IBIT ISHARES BITCOIN TRUST ETF 0.7%

Value $1.124M Shares 24,015 Share Price $46.81 Est. Cost/Share $51.87 Unrealized @ Report Date -9.8%

DFAW DIMENSIONAL ETF TRUST 0.3%

Value $458K Shares 7,479 Share Price $61.28 Est. Cost/Share $63.92 Unrealized @ Report Date -4.1%

AAPL APPLE INC 0.2%

Value $344K Shares 1,547 Share Price $222.12 Est. Cost/Share $234.14 Unrealized @ Report Date -5.5%

EFV ISHARES TR 0.2%

Value $339K Shares 5,755 Share Price $58.94 Est. Cost/Share $54.77 Unrealized @ Report Date +7.6%

VDC VANGUARD WORLD FD 0.2%

Value $319K Shares 1,456 Share Price $218.82 Est. Cost/Share $216.68 Unrealized @ Report Date +1.0%

VBR VANGUARD INDEX FDS 0.2%

Value $313K Shares 1,678 Share Price $186.29 Est. Cost/Share $205.28 Unrealized @ Report Date -9.3%

NVDA NVIDIA CORPORATION 0.2%

Value $310K Shares 2,859 Share Price $108.38 Est. Cost/Share $137.79 Unrealized @ Report Date -21.4%

AGG ISHARES TR 0.2%

Value $309K Shares 3,124 Share Price $98.92 Est. Cost/Share $98.49 Unrealized @ Report Date +0.4%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
DFAC	DIMENSIONAL ETF TRUST	1,653,037	$54.53M	32.5%	$32.99	$35.17	-6.2%	US CORE EQUITY 2	25434V708
DFSD	DIMENSIONAL ETF TRUST	525,264	$24.96M	14.9%	$47.52	$47.30	+0.5%	SHORT DURATION F	25434V864
DUHP	DIMENSIONAL ETF TRUST	499,943	$16.57M	9.9%	$33.14	$34.58	-4.2%	US HIGH PROFITAB	25434V831
VYM	VANGUARD WHITEHALL FDS	127,268	$16.41M	9.8%	$128.96	$130.39	-1.1%	HIGH DIV YLD	921946406
BIL	SPDR SER TR	159,286	$14.61M	8.7%	$91.73	$91.59	+0.2%	BLOOMBERG 1-3 MO	78468R663
DFIC	DIMENSIONAL ETF TRUST	388,320	$10.78M	6.4%	$27.77	$26.84	+3.4%	INTL CORE EQUITY	25434V799
DFCF	DIMENSIONAL ETF TRUST	193,789	$8.151M	4.9%	$42.06	$42.08	-0.0%	CORE FIXED INCOM	25434V872
DFEM	DIMENSIONAL ETF TRUST	251,211	$6.647M	4.0%	$26.46	$27.14	-2.5%	EMERGING MKTS CO	25434V732
DFSV	DIMENSIONAL ETF TRUST	173,901	$4.895M	2.9%	$28.15	$31.50	-10.6%	US SMALL CAP VAL	25434V815
INDA	ISHARES TR	57,487	$2.959M	1.8%	$51.48	$54.48	-5.5%	MSCI INDIA ETF	46429B598
SPY	SPDR S&P 500 ETF TR	3,558	$1.99M	1.2%	$559.40	$589.14	-5.1%	TR UNIT	78462F103
DFIV	DIMENSIONAL ETF TRUST	48,855	$1.923M	1.1%	$39.36	$36.67	+7.3%	INTERNATNAL VAL	25434V807
IBIT	ISHARES BITCOIN TRUST ETF	24,015	$1.124M	0.7%	$46.81	$51.87	-9.8%	SHS BEN INT	46438F101
DFAW	DIMENSIONAL ETF TRUST	7,479	$458K	0.3%	$61.28	$63.92	-4.1%	WORLD EQUITY ETF	25434V617
AAPL	APPLE INC	1,547	$344K	0.2%	$222.12	$234.14	-5.5%	COM	037833100
EFV	ISHARES TR	5,755	$339K	0.2%	$58.94	$54.77	+7.6%	EAFE VALUE ETF	464288877
VDC	VANGUARD WORLD FD	1,456	$319K	0.2%	$218.82	$216.68	+1.0%	CONSUM STP ETF	92204A207
VBR	VANGUARD INDEX FDS	1,678	$313K	0.2%	$186.29	$205.28	-9.3%	SM CP VAL ETF	922908611
NVDA	NVIDIA CORPORATION	2,859	$310K	0.2%	$108.38	$137.79	-21.4%	COM	67066G104
AGG	ISHARES TR	3,124	$309K	0.2%	$98.92	$98.49	+0.4%	CORE US AGGBD ET	464287226