Free Trial

Hippocratic Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Hippocratic Financial Advisors, LLC

Investment Activity

  • Hippocratic Financial Advisors, LLC has $187.21 million in total holdings as of June 30, 2025.
  • Hippocratic Financial Advisors, LLC owns shares of 24 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 53.59% of the portfolio was purchased this quarter.
  • About 48.78% of the portfolio was sold this quarter.
  • This quarter, Hippocratic Financial Advisors, LLC has purchased 20 new stocks and bought additional shares in 9 stocks.
  • Hippocratic Financial Advisors, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

DOUBLELINE ETF TRUST
$21,835,022

Largest New Holdings this Quarter

464287622 - iShares Russell 1000 ETF
$44,040,192 Holding
25861R709 - DOUBLELINE ETF TRUST
$21,835,022 Holding
25861R105 - DoubleLine Opportunistic Bond ETF
$6,541,203 Holding
81369Y886 - Utilities Select Sector SPDR Fund
$4,744,283 Holding

Largest Purchases this Quarter

iShares Russell 1000 ETF
129,694 shares (about $44.04M)
DOUBLELINE ETF TRUST
432,891 shares (about $21.84M)
SPDR Bloomberg 1-3 Month T-Bill ETF
79,867 shares (about $7.33M)
Dimensional US High Profitability ETF
185,272 shares (about $6.59M)
DoubleLine Opportunistic Bond ETF
141,462 shares (about $6.54M)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF
1,371,767 shares (about $49.16M)
Dimensional Short-Duration Fixed Income ETF
462,928 shares (about $22.23M)
Vanguard High Dividend Yield ETF
95,068 shares (about $12.67M)
Dimensional Core Fixed Income ETF
167,587 shares (about $7.08M)
SPDR S&P 500 ETF Trust
93 shares (about $57.46K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHippocratic Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$44,040,192$44,040,192 New Holding129,69423.5%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$24,366,256$6,588,275 37.1%685,21513.0%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$21,937,535$7,326,210 50.1%239,15311.7%ETF
DOUBLELINE ETF TRUST
$21,835,022$21,835,022 New Holding432,89111.7%MULTI SECTOR INC
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$16,260,821$4,187,949 34.7%523,0248.7%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$10,080,712$49,164,106 -83.0%281,2705.4%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$7,565,100$109,163 1.5%254,8894.0%ETF
DBND
DoubleLine Opportunistic Bond ETF
$6,541,203$6,541,203 New Holding141,4623.5%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$5,128,954$11,036 0.2%174,2762.7%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$4,744,283$4,744,283 New Holding58,0982.5%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,292,570$12,673,480 -74.7%32,2002.3%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$4,216,626$3,897,762 1,222.4%19,2542.3%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$3,160,737$40,145 -1.3%56,7661.7%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$2,992,751$22,225,171 -88.1%62,3361.6%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$2,405,774$313,303 15.0%56,1701.3%ETF
ISHARES BITCOIN TRUST ETF
$2,172,771$702,813 47.8%35,4971.2%SHS BEN INT
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,140,864$57,460 -2.6%3,4651.1%Finance
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$1,107,297$7,082,230 -86.5%26,2020.6%ETF
DIMENSIONAL ETF TRUST
$539,524$37,833 7.5%8,0430.3%WORLD EQUITY ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$419,464$32,230 -7.1%2,6550.2%Computer and Technology
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$365,3270.0%5,7550.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$309,9010.0%3,1240.2%Finance
Apple Inc. stock logo
AAPL
Apple
$298,712$18,670 -5.9%1,4560.2%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$291,540$35,687 -10.9%1,4950.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data