Hippocratic Financial Advisors, LLC Long-Term Concentrated

Name: Hippocratic Financial Advisors, LLC Q2 2025 13F Filing | 13F Explorer
Creator: Hippocratic Financial Advisors, LLC
Published: 2025-07-15

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 Share Price $339.57 Est. Cost/Share $313.90 Unrealized @ Report Date +8.2%

DUHP DIMENSIONAL ETF TRUST 13.0%

Value $24.37M Shares 685,215 Share Price $35.56 Est. Cost/Share $34.26 Unrealized @ Report Date +3.8%

BIL SPDR SERIES TRUST 11.7%

Value $21.94M Shares 239,153 Share Price $91.73 Est. Cost/Share $91.59 Unrealized @ Report Date +0.2%

DMX DOUBLELINE ETF TRUST 11.7%

Value $21.84M Shares 432,891 Share Price $50.44 Est. Cost/Share $49.67 Unrealized @ Report Date +1.5%

DFIC DIMENSIONAL ETF TRUST 8.7%

Value $16.26M Shares 523,024 Share Price $31.09 Est. Cost/Share $27.47 Unrealized @ Report Date +13.2%

DFAC DIMENSIONAL ETF TRUST 5.4%

Value $10.08M Shares 281,270 Share Price $35.84 Est. Cost/Share $35.17 Unrealized @ Report Date +1.9%

DFEM DIMENSIONAL ETF TRUST 4.0%

Value $7.565M Shares 254,889 Share Price $29.68 Est. Cost/Share $27.14 Unrealized @ Report Date +9.4%

DBND DOUBLELINE ETF TRUST 3.5%

Value $6.541M Shares 141,462 Share Price $46.24 Est. Cost/Share $45.65 Unrealized @ Report Date +1.3%

DFSV DIMENSIONAL ETF TRUST 2.7%

Value $5.129M Shares 174,276 Share Price $29.43 Est. Cost/Share $31.50 Unrealized @ Report Date -6.6%

XLU SELECT SECTOR SPDR TR 2.5%

Value $4.744M Shares 58,098 Share Price $81.66 * Est. Cost/Share $39.84 Unrealized @ Report Date +2.5%

VYM VANGUARD WHITEHALL FDS 2.3%

Value $4.293M Shares 32,200 Share Price $133.31 Est. Cost/Share $130.39 Unrealized @ Report Date +2.2%

VDC VANGUARD WORLD FD 2.3%

Value $4.217M Shares 19,254 Share Price $219.00 Est. Cost/Share $219.01 Unrealized @ Report Date -0.0%

INDA ISHARES TR 1.7%

Value $3.161M Shares 56,766 Share Price $55.68 Est. Cost/Share $54.48 Unrealized @ Report Date +2.2%

DFSD DIMENSIONAL ETF TRUST 1.6%

Value $2.993M Shares 62,336 Share Price $48.01 Est. Cost/Share $47.30 Unrealized @ Report Date +1.5%

DFIV DIMENSIONAL ETF TRUST 1.3%

Value $2.406M Shares 56,170 Share Price $42.83 Est. Cost/Share $37.20 Unrealized @ Report Date +15.1%

IBIT ISHARES BITCOIN TRUST ETF 1.2%

Value $2.173M Shares 35,497 Share Price $61.21 Est. Cost/Share $53.22 Unrealized @ Report Date +15.0%

SPY SPDR S&P 500 ETF TR 1.1%

Value $2.141M Shares 3,465 Share Price $617.85 Est. Cost/Share $589.14 Unrealized @ Report Date +4.9%

DFCF DIMENSIONAL ETF TRUST 0.6%

Value $1.107M Shares 26,202 Share Price $42.26 Est. Cost/Share $42.08 Unrealized @ Report Date +0.4%

DFAW DIMENSIONAL ETF TRUST 0.3%

Value $540K Shares 8,043 Share Price $67.08 Est. Cost/Share $63.83 Unrealized @ Report Date +5.1%

NVDA NVIDIA CORPORATION 0.2%

Value $419K Shares 2,655 Share Price $157.99 Est. Cost/Share $137.79 Unrealized @ Report Date +14.6%

EFV ISHARES TR 0.2%

Value $365K Shares 5,755 Share Price $63.48 Est. Cost/Share $54.77 Unrealized @ Report Date +15.9%

AGG ISHARES TR 0.2%

Value $310K Shares 3,124 Share Price $99.20 Est. Cost/Share $98.49 Unrealized @ Report Date +0.7%

AAPL APPLE INC 0.2%

Value $299K Shares 1,456 Share Price $205.16 Est. Cost/Share $234.14 Unrealized @ Report Date -12.6%

VBR VANGUARD INDEX FDS 0.2%

Value $292K Shares 1,495 Share Price $195.01 Est. Cost/Share $205.28 Unrealized @ Report Date -5.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
IWB	ISHARES TR	129,694	$44.04M	23.5%	$339.57	$313.90	+8.2%	RUS 1000 ETF	464287622
DUHP	DIMENSIONAL ETF TRUST	685,215	$24.37M	13.0%	$35.56	$34.26	+3.8%	US HIGH PROFITAB	25434V831
BIL	SPDR SERIES TRUST	239,153	$21.94M	11.7%	$91.73	$91.59	+0.2%	BLOOMBERG 1-3 MO	78468R663
DMX	DOUBLELINE ETF TRUST	432,891	$21.84M	11.7%	$50.44	$49.67	+1.5%	MULTI SECTOR INC	25861R709
DFIC	DIMENSIONAL ETF TRUST	523,024	$16.26M	8.7%	$31.09	$27.47	+13.2%	INTL CORE EQUITY	25434V799
DFAC	DIMENSIONAL ETF TRUST	281,270	$10.08M	5.4%	$35.84	$35.17	+1.9%	US CORE EQUITY 2	25434V708
DFEM	DIMENSIONAL ETF TRUST	254,889	$7.565M	4.0%	$29.68	$27.14	+9.4%	EMERGING MKTS CO	25434V732
DBND	DOUBLELINE ETF TRUST	141,462	$6.541M	3.5%	$46.24	$45.65	+1.3%	OPPORTUNISTIC CO	25861R105
DFSV	DIMENSIONAL ETF TRUST	174,276	$5.129M	2.7%	$29.43	$31.50	-6.6%	US SMALL CAP VAL	25434V815
XLU	SELECT SECTOR SPDR TR	58,098	$4.744M	2.5%	$81.66 *	$39.84	+2.5%	SBI INT-UTILS	81369Y886
VYM	VANGUARD WHITEHALL FDS	32,200	$4.293M	2.3%	$133.31	$130.39	+2.2%	HIGH DIV YLD	921946406
VDC	VANGUARD WORLD FD	19,254	$4.217M	2.3%	$219.00	$219.01	-0.0%	CONSUM STP ETF	92204A207
INDA	ISHARES TR	56,766	$3.161M	1.7%	$55.68	$54.48	+2.2%	MSCI INDIA ETF	46429B598
DFSD	DIMENSIONAL ETF TRUST	62,336	$2.993M	1.6%	$48.01	$47.30	+1.5%	SHORT DURATION F	25434V864
DFIV	DIMENSIONAL ETF TRUST	56,170	$2.406M	1.3%	$42.83	$37.20	+15.1%	INTERNATNAL VAL	25434V807
IBIT	ISHARES BITCOIN TRUST ETF	35,497	$2.173M	1.2%	$61.21	$53.22	+15.0%	SHS BEN INT	46438F101
SPY	SPDR S&P 500 ETF TR	3,465	$2.141M	1.1%	$617.85	$589.14	+4.9%	TR UNIT	78462F103
DFCF	DIMENSIONAL ETF TRUST	26,202	$1.107M	0.6%	$42.26	$42.08	+0.4%	CORE FIXED INCOM	25434V872
DFAW	DIMENSIONAL ETF TRUST	8,043	$540K	0.3%	$67.08	$63.83	+5.1%	WORLD EQUITY ETF	25434V617
NVDA	NVIDIA CORPORATION	2,655	$419K	0.2%	$157.99	$137.79	+14.6%	COM	67066G104
EFV	ISHARES TR	5,755	$365K	0.2%	$63.48	$54.77	+15.9%	EAFE VALUE ETF	464288877
AGG	ISHARES TR	3,124	$310K	0.2%	$99.20	$98.49	+0.7%	CORE US AGGBD ET	464287226
AAPL	APPLE INC	1,456	$299K	0.2%	$205.16	$234.14	-12.6%	COM	037833100
VBR	VANGUARD INDEX FDS	1,495	$292K	0.2%	$195.01	$205.28	-5.0%	SM CP VAL ETF	922908611