Institutional Manager · CIK 0002055803
Hippocratic Financial Advisors, LLC
WESTLAKE VILLAGE, CA · File #028-24952
Latest AUM
$216.9M
Positions
28
Top-10 Concentration
86.9%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 140,497 | $52.5M | 24.19% |
| 2 | DIMENSIONAL ETF TRUST | 25434V831 | 765,881 | $29.1M | 13.43% |
| 3 | DOUBLELINE ETF TRUST | 25861R709 | 539,903 | $27.3M | 12.57% |
| 4 | SPDR SERIES TRUST | 78468R663 | 223,947 | $20.5M | 9.43% |
| 5 | DIMENSIONAL ETF TRUST | 25434V799 | 564,385 | $19.4M | 8.97% |
| 6 | DIMENSIONAL ETF TRUST | 25434V708 | 272,913 | $10.8M | 4.98% |
| 7 | DIMENSIONAL ETF TRUST | 25434V732 | 266,474 | $8.8M | 4.06% |
| 8 | DOUBLELINE ETF TRUST | 25861R105 | 180,353 | $8.4M | 3.85% |
| 9 | DIMENSIONAL ETF TRUST | 25434V815 | 180,097 | $5.9M | 2.73% |
| 10 | SELECT SECTOR SPDR TR | 81369Y886 | 138,098 | $5.9M | 2.72% |
| 11 | VANGUARD WORLD FD | 92204A207 | 24,644 | $5.2M | 2.40% |
| 12 | VANGUARD WHITEHALL FDS | 921946406 | 30,497 | $4.4M | 2.02% |
| 13 | ISHARES TR | 46429B598 | 65,782 | $3.6M | 1.64% |
| 14 | DIMENSIONAL ETF TRUST | 25434V807 | 69,059 | $3.4M | 1.59% |
| 15 | DIMENSIONAL ETF TRUST | 25434V864 | 59,099 | $2.8M | 1.31% |
| 16 | SPDR S&P 500 ETF TR | SPY | 3,460 | $2.4M | 1.09% |
| 17 | ISHARES BITCOIN TRUST ETF | IBIT | 46,749 | $2.3M | 1.07% |
| 18 | DIMENSIONAL ETF TRUST | 25434V872 | 24,242 | $1.0M | 0.48% |
| 19 | DIMENSIONAL ETF TRUST | 25434V617 | 6,709 | $496,332 | 0.23% |
| 20 | NVIDIA CORPORATION | NVDA | 2,648 | $493,852 | 0.23% |