Portfolio (Quarterly)
Guide ↗
Hippocratic Financial Advisors, LLC
· CIK 0002055803| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | — | 158,526.0 | $64.9M | 24.49% | NEW | — | $409.50 | +2.9% |
| 2 | DUHP | DIMENSIONAL ETF TRUST | — | 864,360.0 | $36.1M | 13.61% | NEW | — | $41.73 | +1.8% |
| 3 | BIL | SPDR SERIES TRUST | — | 363,706.0 | $33.3M | 12.57% | NEW | — | $91.64 | -0.2% |
| 4 | — | DOUBLELINE ETF TRUST | — | 591,868.0 | $29.7M | 11.22% | NEW | — | $50.24 | — |
| 5 | DFIC | DIMENSIONAL ETF TRUST | — | 586,032.0 | $21.8M | 8.24% | NEW | — | $37.26 | +5.9% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | — | 257,723.0 | $11.4M | 4.31% | NEW | — | $44.36 | +3.1% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | — | 275,412.0 | $11.2M | 4.22% | NEW | — | $40.64 | +0.9% |
| 8 | DBND | DOUBLELINE ETF TRUST | — | 201,663.0 | $9.2M | 3.47% | NEW | — | $45.59 | -2.0% |
| 9 | DFSV | DIMENSIONAL ETF TRUST | — | 189,323.0 | $7.3M | 2.77% | NEW | — | $38.79 | +4.3% |
| 10 | XLU | SELECT SECTOR SPDR TR | — | 146,230.0 | $6.6M | 2.50% | NEW | — | $45.34 | -5.0% |
| 11 | VDC | VANGUARD WORLD FD | — | 25,990.0 | $5.9M | 2.21% | NEW | — | $225.49 | +1.3% |
| 12 | VYM | VANGUARD WHITEHALL FDS | — | 28,564.0 | $4.5M | 1.70% | NEW | — | $158.03 | +3.9% |
| 13 | DFIV | DIMENSIONAL ETF TRUST | — | 79,531.0 | $4.3M | 1.62% | NEW | — | $54.02 | +9.1% |
| 14 | INDA | ISHARES TR | — | 81,777.0 | $4.0M | 1.52% | NEW | — | $49.39 | +1.1% |
| 15 | DFSD | DIMENSIONAL ETF TRUST | — | 50,723.0 | $2.4M | 0.91% | NEW | — | $47.75 | -1.2% |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 2,979.0 | $2.2M | 0.84% | NEW | — | $746.77 | +3.1% |
| 17 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 66,816.0 | $2.2M | 0.84% | NEW | — | $33.29 | +35.9% |
| 18 | DFCF | DIMENSIONAL ETF TRUST | — | 19,640.0 | $829K | 0.31% | NEW | — | $42.21 | -1.9% |
| 19 | NVDA | NVIDIA CORPORATION | Technology | 3,346.0 | $670K | 0.25% | NEW | — | $200.09 | +15.1% |
| 20 | AAPL | APPLE INC | Technology | 1,728.0 | $500K | 0.19% | NEW | — | $289.39 | +10.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
72.9%
Technology
19.2%
Consumer Cyclical
7.9%