Hippocratic Financial Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Hippocratic Financial Advisors, LLC reported 21 stock positions worth $143.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 35.9% of the portfolio, followed by Dimensional Short Duration (DFSD, 15.9%) and Vanguard High DVD Yield ETF (VYM, 11.3%).
- Most Recent 13F
- Q3 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002055803
- Portfolio Value
- $143.9M (Q4 2024)
- SEC Filing
- 0002055803-25-000002 ↗ filed Feb 12, 2025
Holdings Value
Holdings 21 stocks · $143.9M
| DFAC Dimensional US Core Equity 2 | 35.94% | 1,494,873 | $51.7M | — |
| DFSD Dimensional Short Duration | 15.88% | 487,246 | $22.8M | — |
| VYM Vanguard High DVD Yield ETF | 11.26% | 126,917 | $16.2M | — |
| DUHP Dimensional US High Profi Et | 10.71% | 456,183 | $15.4M | — |
| DFIC Dimensional International Co. | 6.67% | 371,148 | $9.6M | — |
| DFCF Dimensional Core Fixed Inc. | 5.19% | 181,009 | $7.5M | — |
| DFEM Dimensional Emrg MRKT Core | 4.25% | 233,487 | $6.1M | — |
| DFSV Dimensional US Small Cap Val | 3.29% | 153,827 | $4.7M | — |
| INDA iShares MSCI India ETF | 1.84% | 50,312 | $2.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 3,507 | $2.1M | — |
| DFIV Dimensional International Va | 1.20% | 48,677 | $1.7M | — |
| DFAW Dimensional World Eqty ETF | 0.32% | 7,432 | $464K | — |
| NVDA Nvidia Corp. | 0.28% | 3,006 | $404K | — |
| AAPL Apple Inc. | 0.24% | 1,395 | $349K | — |
| EFV iShares MSCI Eafe Value ETF | 0.23% | 6,397 | $336K | — |
| VDC Vanguard Consumer Staple ETF | 0.23% | 1,587 | $335K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 1,678 | $333K | — |
| AGG iShares Core U.S. Aggregate | 0.23% | 3,385 | $328K | — |
| TSLA Tesla Inc. | 0.21% | 741 | $299K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 535 | $273K | — |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 4,492 | $238K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 51 | $254.1M | IWB, BIL, DMX, DFIC, DFEM |
| Q2 2026 | 39 | $265.1M | IWB, DUHP, BIL, DMX, DFIC |
| Q1 2026 | 33 | $228.0M | IWB, DUHP, DMX, BIL, DFIC |
| Q4 2025 | 28 | $216.9M | IWB, DUHP, DMX, BIL, DFIC |
| Q3 2025 | 27 | $207.9M | IWB, BIL, DUHP, DMX, DFIC |
| Q2 2025 | 24 | $187.2M | IWB, DUHP, BIL, DMX, DFIC |
| Q1 2025 | 20 | $168.0M | DFAC, DFSD, DUHP, VYM, BIL |
| Q4 2024 | 21 | $143.9M | DFAC, DFSD, VYM, DUHP, DFIC |