Portfolio (Quarterly)
Guide ↗
Hippocratic Financial Advisors, LLC
· CIK 0002055803| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | EFV | ISHARES TR | — | 5,755.0 | $441K | 0.17% | NEW | — | $76.55 | +8.4% |
| 22 | DFAW | DIMENSIONAL ETF TRUST | — | 5,180.0 | $429K | 0.16% | NEW | — | $82.79 | +3.4% |
| 23 | BSV | VANGUARD BD INDEX FDS | — | 5,466.0 | $426K | 0.16% | NEW | — | $77.91 | -0.9% |
| 24 | SCHX | SCHWAB STRATEGIC TR | — | 14,116.0 | $415K | 0.16% | NEW | — | $29.43 | +3.2% |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | — | 6,217.0 | $371K | 0.14% | NEW | — | $59.69 | +2.9% |
| 26 | SCHP | SCHWAB STRATEGIC TR | — | 12,376.0 | $328K | 0.12% | NEW | — | $26.50 | -2.5% |
| 27 | VBR | VANGUARD INDEX FDS | — | 1,323.0 | $321K | 0.12% | NEW | — | $242.99 | +1.7% |
| 28 | IWM | ISHARES TR | — | 996.0 | $299K | 0.11% | NEW | — | $300.45 | -1.5% |
| 29 | VOO | VANGUARD INDEX FDS | — | 434.0 | $298K | 0.11% | NEW | — | $686.81 | +3.1% |
| 30 | VGIT | VANGUARD SCOTTSDALE FDS | — | 4,974.0 | $293K | 0.11% | NEW | — | $58.98 | -1.8% |
| 31 | SCHF | SCHWAB STRATEGIC TR | — | 10,130.0 | $281K | 0.11% | NEW | — | $27.70 | +3.2% |
| 32 | USIG | ISHARES TR | — | 5,157.0 | $265K | 0.10% | NEW | — | $51.29 | -2.5% |
| 33 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,109.0 | $264K | 0.10% | NEW | — | $238.38 | +8.4% |
| 34 | VTI | VANGUARD INDEX FDS | — | 687.0 | $254K | 0.10% | NEW | — | $370.04 | +2.6% |
| 35 | SPYM | SPDR SERIES TRUST | — | 2,860.0 | $251K | 0.10% | NEW | — | $87.88 | +3.2% |
| 36 | VGLT | VANGUARD SCOTTSDALE FDS | — | 3,990.0 | $220K | 0.08% | NEW | — | $55.18 | -4.3% |
| 37 | TSLA | TESLA INC | Consumer Cyclical | 515.0 | $217K | 0.08% | NEW | — | $420.60 | -15.8% |
| 38 | HODL | VANECK BITCOIN ETF | — | 12,856.0 | $214K | 0.08% | NEW | — | $16.61 | +35.9% |
| 39 | VIG | VANGUARD SPECIALIZED FUNDS | — | 861.0 | $204K | 0.08% | NEW | — | $236.62 | +2.3% |
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%