Hippocratic Financial Advisors, LLC Long-Term Concentrated

Location: Westlake Village, CA

CIK: 0002055803 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 15, 2025

Total Value: $187M (100.0% shares, 0.0% debt)

Holdings (24)

IWB ISHARES TR 23.5%
Value $44.04M Shares 129,694 Est. Cost $339.57 Unrealized
DUHP DIMENSIONAL ETF TRUST 13.0%
Value $24.37M Shares 685,215 Est. Cost $34.23 Unrealized
BIL SPDR SERIES TRUST 11.7%
Value $21.94M Shares 239,153 Est. Cost $91.73 Unrealized
DMX DOUBLELINE ETF TRUST 11.7%
Value $21.84M Shares 432,891 Est. Cost $50.44 Unrealized
DFIC DIMENSIONAL ETF TRUST 8.7%
Value $16.26M Shares 523,024 Est. Cost $27.26 Unrealized
DFAC DIMENSIONAL ETF TRUST 5.4%
Value $10.08M Shares 281,270 Est. Cost $34.44 Unrealized
DFEM DIMENSIONAL ETF TRUST 4.0%
Value $7.565M Shares 254,889 Est. Cost $26.26 Unrealized
DBND DOUBLELINE ETF TRUST 3.5%
Value $6.541M Shares 141,462 Est. Cost $46.24 Unrealized
DFSV DIMENSIONAL ETF TRUST 2.7%
Value $5.129M Shares 174,276 Est. Cost $30.48 Unrealized
XLU SELECT SECTOR SPDR TR 2.5%
Value $4.744M Shares 58,098 Est. Cost $81.66 Unrealized
VYM VANGUARD WHITEHALL FDS 2.3%
Value $4.293M Shares 32,200 Est. Cost $127.58 Unrealized
VDC VANGUARD WORLD FD 2.3%
Value $4.217M Shares 19,254 Est. Cost $218.42 Unrealized
INDA ISHARES TR 1.7%
Value $3.161M Shares 56,766 Est. Cost $52.50 Unrealized
DFSD DIMENSIONAL ETF TRUST 1.6%
Value $2.993M Shares 62,336 Est. Cost $46.93 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.3%
Value $2.406M Shares 56,170 Est. Cost $36.44 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 1.2%
Value $2.173M Shares 35,497 Est. Cost $52.26 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value $2.141M Shares 3,465 Est. Cost $585.70 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.6%
Value $1.107M Shares 26,202 Est. Cost $41.32 Unrealized
DFAW DIMENSIONAL ETF TRUST 0.3%
Value $540K Shares 8,043 Est. Cost $62.78 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $419K Shares 2,655 Est. Cost $137.79 Unrealized -8.7%
EFV ISHARES TR 0.2%
Value $365K Shares 5,755 Est. Cost $52.47 Unrealized
AGG ISHARES TR 0.2%
Value $310K Shares 3,124 Est. Cost $96.87 Unrealized
AAPL APPLE INC 0.2%
Value $299K Shares 1,456 Est. Cost $234.14 Unrealized -14.0%
VBR VANGUARD INDEX FDS 0.2%
Value $292K Shares 1,495 Est. Cost $198.18 Unrealized