The Analysis of Hippocratic Financial Advisors, LLC's Holdings & P&L


Currently, Hippocratic Financial Advisors, LLC holds 33 types of securities in its portfolio with a total value $228.0M. In the most recent quarter, they have increased their positions in IWB (+12.7K shares, valued at $4.5M), BIL (+47.4K shares, valued at $4.3M), DUHP (+59.1K shares, valued at $2.2M); decreased their positions in DFAC (-26.3K shares, valued at $1.0M), DFSD (-8.0K shares, valued at $385.0K), VYM (-2.4K shares, valued at $356.8K); initiated new positions in BSV (+4.2K shares, valued at $327.7K), VGIT (+4.4K shares, valued at $261.6K), SCHP (+9.7K shares, valued at $257.8K).


1M P&L
+5.6M+2.36%
3M P&L
+6.1M+2.56%
HY P&L
+17.3M+7.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A226.7M
99.5%
2Semiconductors484.5K
0.2%
3Consumer Electronics431.0K
0.2%

Top Industries by Stock Count

1N/A29 stocks
90.6%
2Internet Retail1 stocks
3.1%
3Consumer Electronics1 stocks
3.1%
Stock Holdings
IWB
ISHARES TR
9.04%
Shares153.2K
Event2026-03-31
Filed2026-04-21
DUHP
DIMENSIONAL ETF TRUST
7.72%
Shares825.0K
Event2026-03-31
Filed2026-04-21
DMX
DOUBLELINE ETF TRUST
3.41%
Shares558.3K
Event2026-03-31
Filed2026-04-21
BIL
SPDR SERIES TRUST
21.18%
Shares271.4K
Event2026-03-31
Filed2026-04-21
DFIC
DIMENSIONAL ETF TRUST
1.67%
Shares573.8K
Event2026-03-31
Filed2026-04-21
DFAC
DIMENSIONAL ETF TRUST
-9.62%
Shares246.6K
Event2026-03-31
Filed2026-04-21
DFEM
DIMENSIONAL ETF TRUST
0.99%
Shares269.1K
Event2026-03-31
Filed2026-04-21
DBND
DOUBLELINE ETF TRUST
5.30%
Shares189.9K
Event2026-03-31
Filed2026-04-21
DFSV
DIMENSIONAL ETF TRUST
2.56%
Shares184.7K
Event2026-03-31
Filed2026-04-21
XLU
SELECT SECTOR SPDR TR
0.47%
Shares138.8K
Event2026-03-31
Filed2026-04-21
VDC
VANGUARD WORLD FD
0.04%
Shares24.7K
Event2026-03-31
Filed2026-04-21
VYM
VANGUARD WHITEHALL FDS
-7.90%
Shares28.1K
Event2026-03-31
Filed2026-04-21
DFIV
DIMENSIONAL ETF TRUST
-1.80%
Shares67.8K
Event2026-03-31
Filed2026-04-21
INDA
ISHARES TR
16.05%
Shares76.3K
Event2026-03-31
Filed2026-04-21
DFSD
DIMENSIONAL ETF TRUST
-13.60%
Shares51.1K
Event2026-03-31
Filed2026-04-21
IBIT
ISHARES BITCOIN TRUST ETF
33.46%
Shares62.4K
Event2026-03-31
Filed2026-04-21
SPY
STATE STR SPDR S&P 500 ETF T
0.09%
Shares3.5K
Event2026-03-31
Filed2026-04-21
DFCF
DIMENSIONAL ETF TRUST
-19.74%
Shares19.5K
Event2026-03-31
Filed2026-04-21
NVDA
NVIDIA CORPORATION
4.91%
Shares2.8K
Event2026-03-31
Filed2026-04-21
AAPL
APPLE INC
16.62%
Shares1.7K
Event2026-03-31
Filed2026-04-21
EFV
ISHARES TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-04-21
SCHX
SCHWAB STRATEGIC TR
23.06%
Shares14.1K
Event2026-03-31
Filed2026-04-21
DFAW
DIMENSIONAL ETF TRUST
-27.20%
Shares4.9K
Event2026-03-31
Filed2026-04-21
VWO
VANGUARD INTL EQUITY INDEX F
63.69%
Shares6.2K
Event2026-03-31
Filed2026-04-21
BSV
VANGUARD BD INDEX FDS
New
Shares4.2K
Event2026-03-31
Filed2026-04-21
VBR
VANGUARD INDEX FDS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-21
VGIT
VANGUARD SCOTTSDALE FDS
New
Shares4.4K
Event2026-03-31
Filed2026-04-21
SCHP
SCHWAB STRATEGIC TR
New
Shares9.7K
Event2026-03-31
Filed2026-04-21
SCHF
SCHWAB STRATEGIC TR
New
Shares10.1K
Event2026-03-31
Filed2026-04-21
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares2.5K
Event2026-03-31
Filed2026-04-21
SPYM
SPDR SERIES TRUST
3.97%
Shares2.9K
Event2026-03-31
Filed2026-04-21
AMZN
AMAZON COM INC
11.88%
Shares989
Event2026-03-31
Filed2026-04-21
SDVY
FIRST TR EXCHANGE TRADED FD
New
Shares5.2K
Event2026-03-31
Filed2026-04-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available