Hippocratic Financial Advisors, LLC Long-Term Concentrated

CIK: 0002055803 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 27, 2025

Total Value ($000): $207,851 (100.0% shares, 0.0% debt)

Holdings (27)

IWB ISHARES TR 23.3%

Value ($000) $48,501 Shares 132,706 Est. Cost $340.16 Unrealized —

BIL SPDR SERIES TRUST 13.0%

Value ($000) $27,053 Shares 294,853 Est. Cost $91.73 Unrealized —

DUHP DIMENSIONAL ETF TRUST 12.9%

Value ($000) $26,879 Shares 711,640 Est. Cost $34.36 Unrealized —

DMX DOUBLELINE ETF TRUST 11.6%

Value ($000) $24,189 Shares 477,047 Est. Cost $50.46 Unrealized —

DFIC DIMENSIONAL ETF TRUST 8.5%

Value ($000) $17,683 Shares 539,287 Est. Cost $27.43 Unrealized —

DFAC DIMENSIONAL ETF TRUST 5.1%

Value ($000) $10,655 Shares 276,252 Est. Cost $34.44 Unrealized —

DFEM DIMENSIONAL ETF TRUST 4.0%

Value ($000) $8,245 Shares 257,084 Est. Cost $26.26 Unrealized —

DBND DOUBLELINE ETF TRUST 3.5%

Value ($000) $7,367 Shares 158,319 Est. Cost $46.27 Unrealized —

DFSV DIMENSIONAL ETF TRUST 2.7%

Value ($000) $5,584 Shares 175,364 Est. Cost $30.48 Unrealized —

XLU SELECT SECTOR SPDR TR 2.6%

Value ($000) $5,346 Shares 61,299 Est. Cost $81.95 Unrealized —

VDC VANGUARD WORLD FD 2.2%

Value ($000) $4,473 Shares 20,930 Est. Cost $218.05 Unrealized —

VYM VANGUARD WHITEHALL FDS 2.1%

Value ($000) $4,325 Shares 30,685 Est. Cost $127.58 Unrealized —

INDA ISHARES TR 1.5%

Value ($000) $3,091 Shares 59,368 Est. Cost $52.48 Unrealized —

DFSD DIMENSIONAL ETF TRUST 1.4%

Value ($000) $2,881 Shares 59,792 Est. Cost $46.93 Unrealized —

DFIV DIMENSIONAL ETF TRUST 1.4%

Value ($000) $2,869 Shares 62,196 Est. Cost $37.38 Unrealized —

IBIT ISHARES BITCOIN TRUST ETF 1.2%

Value ($000) $2,405 Shares 36,996 Est. Cost $52.77 Unrealized —

SPY SPDR S&P 500 ETF TR 1.1%

Value ($000) $2,310 Shares 3,467 Est. Cost $585.70 Unrealized —

DFCF DIMENSIONAL ETF TRUST 0.5%

Value ($000) $1,064 Shares 24,893 Est. Cost $41.32 Unrealized —

NVDA NVIDIA CORPORATION 0.2%

Value ($000) $494 Shares 2,648 Est. Cost $137.79 Unrealized +26.5%

DFAW DIMENSIONAL ETF TRUST 0.2%

Value ($000) $474 Shares 6,590 Est. Cost $62.78 Unrealized —

EFV ISHARES TR 0.2%

Value ($000) $390 Shares 5,755 Est. Cost $52.47 Unrealized —

AAPL APPLE INC 0.2%

Value ($000) $371 Shares 1,456 Est. Cost $234.14 Unrealized -3.7%

SCHX SCHWAB STRATEGIC TR 0.1%

Value ($000) $302 Shares 11,471 Est. Cost $26.34 Unrealized —

VBR VANGUARD INDEX FDS 0.1%

Value ($000) $276 Shares 1,323 Est. Cost $198.18 Unrealized —

SPYM SPDR SERIES TRUST 0.1%

Value ($000) $214 Shares 2,736 Est. Cost $78.34 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 0.1%

Value ($000) $206 Shares 3,798 Est. Cost $54.18 Unrealized —

MSFT MICROSOFT CORP 0.1%

Value ($000) $205 Shares 396 Est. Cost $508.71 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IWB	ISHARES TR	132,706	$48,501	23.3%	$340.16	—	RUS 1000 ETF	464287622
BIL	SPDR SERIES TRUST	294,853	$27,053	13.0%	$91.73	—	BLOOMBERG 1-3 MO	78468R663
DUHP	DIMENSIONAL ETF TRUST	711,640	$26,879	12.9%	$34.36	—	US HIGH PROFITAB	25434V831
DMX	DOUBLELINE ETF TRUST	477,047	$24,189	11.6%	$50.46	—	MULTI SECTOR INC	25861R709
DFIC	DIMENSIONAL ETF TRUST	539,287	$17,683	8.5%	$27.43	—	INTL CORE EQUITY	25434V799
DFAC	DIMENSIONAL ETF TRUST	276,252	$10,655	5.1%	$34.44	—	US CORE EQUITY 2	25434V708
DFEM	DIMENSIONAL ETF TRUST	257,084	$8,245	4.0%	$26.26	—	EMERGING MKTS CO	25434V732
DBND	DOUBLELINE ETF TRUST	158,319	$7,367	3.5%	$46.27	—	OPPORTUNISTIC CO	25861R105
DFSV	DIMENSIONAL ETF TRUST	175,364	$5,584	2.7%	$30.48	—	US SMALL CAP VAL	25434V815
XLU	SELECT SECTOR SPDR TR	61,299	$5,346	2.6%	$81.95	—	SBI INT-UTILS	81369Y886
VDC	VANGUARD WORLD FD	20,930	$4,473	2.2%	$218.05	—	CONSUM STP ETF	92204A207
VYM	VANGUARD WHITEHALL FDS	30,685	$4,325	2.1%	$127.58	—	HIGH DIV YLD	921946406
INDA	ISHARES TR	59,368	$3,091	1.5%	$52.48	—	MSCI INDIA ETF	46429B598
DFSD	DIMENSIONAL ETF TRUST	59,792	$2,881	1.4%	$46.93	—	SHORT DURATION F	25434V864
DFIV	DIMENSIONAL ETF TRUST	62,196	$2,869	1.4%	$37.38	—	INTERNATNAL VAL	25434V807
IBIT	ISHARES BITCOIN TRUST ETF	36,996	$2,405	1.2%	$52.77	—	SHS BEN INT	46438F101
SPY	SPDR S&P 500 ETF TR	3,467	$2,310	1.1%	$585.70	—	TR UNIT	78462F103
DFCF	DIMENSIONAL ETF TRUST	24,893	$1,064	0.5%	$41.32	—	CORE FIXED INCOM	25434V872
NVDA	NVIDIA CORPORATION	2,648	$494	0.2%	$137.79	+26.5%	COM	67066G104
DFAW	DIMENSIONAL ETF TRUST	6,590	$474	0.2%	$62.78	—	WORLD EQUITY ETF	25434V617
EFV	ISHARES TR	5,755	$390	0.2%	$52.47	—	EAFE VALUE ETF	464288877
AAPL	APPLE INC	1,456	$371	0.2%	$234.14	-3.7%	COM	037833100
SCHX	SCHWAB STRATEGIC TR	11,471	$302	0.1%	$26.34	—	US LRG CAP ETF	808524201
VBR	VANGUARD INDEX FDS	1,323	$276	0.1%	$198.18	—	SM CP VAL ETF	922908611
SPYM	SPDR SERIES TRUST	2,736	$214	0.1%	$78.34	—	PORTFOLIO S&P500	78464A854
VWO	VANGUARD INTL EQUITY INDEX F	3,798	$206	0.1%	$54.18	—	FTSE EMR MKT ETF	922042858
MSFT	MICROSOFT CORP	396	$205	0.1%	$508.71	0.0%	COM	594918104