☆Hippocratic Financial Advisors, LLC
Quality Q
0.834
AUM ($M)
265
Positions
39
Turnover
0.04
Top-10 wt
87%
Herfindahl
0.121
History (qtrs)
6
Excess Return
—
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Holdings · 41 positions · portfolio value $265M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IWB funds › | ISHARES TR | ADD | — | 24.5% | +0.5% | 64.9 | 158,526 | +5,331 | 5 | — |
| ☆DUHP funds › | DIMENSIONAL ETF TRUST | ADD | — | 13.6% | +0.3% | 36.1 | 864,360 | +39,344 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | ADD | — | 12.6% | +1.7% | 33.3 | 363,706 | +92,320 | 5 | — |
| ☆DMX funds › | DOUBLELINE ETF TRUST | ADD | — | 11.2% | -1.0% | 29.7 | 591,868 | +33,539 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | ADD | — | 8.2% | -0.7% | 21.8 | 586,032 | +12,210 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | ADD | — | 4.3% | +0.1% | 11.4 | 257,723 | +11,074 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | ADD | — | 4.2% | +0.1% | 11.2 | 275,412 | +6,308 | 5 | — |
| ☆DBND funds › | DOUBLELINE ETF TRUST | ADD | — | 3.5% | -0.3% | 9.2 | 201,663 | +11,754 | 5 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.8% | -0.1% | 7.3 | 189,323 | +4,620 | 5 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | ADD | — | 2.5% | -0.3% | 6.6 | 146,230 | +7,479 | 5 | — |
| ☆VDC funds › | VANGUARD WORLD FD | ADD | — | 2.2% | -0.2% | 5.9 | 25,990 | +1,336 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 1.7% | -0.1% | 4.5 | 28,564 | +476 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.6% | +0.1% | 4.3 | 79,531 | +11,717 | 5 | — |
| ☆INDA funds › | ISHARES TR | ADD | — | 1.5% | -0.0% | 4.0 | 81,777 | +5,435 | 5 | — |
| ☆DFSD funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.9% | -0.2% | 2.4 | 50,723 | -336 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.8% | -0.1% | 2.2 | 2,979 | -484 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | ADD | — | 0.8% | -0.2% | 2.2 | 66,816 | +4,427 | 5 | — |
| ☆DFCF funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.3% | -0.0% | 0.8 | 19,640 | +183 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.3% | +0.0% | 0.7 | 3,346 | +568 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.2% | -0.0% | 0.5 | 1,728 | +30 | 5 | — |
| ☆EFV funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.4 | 5,755 | +0 | 5 | — |
| ☆DFAW funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.2% | +0.0% | 0.4 | 5,180 | +296 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.4 | 5,466 | +1,287 | 2 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.2% | -0.0% | 0.4 | 14,116 | +0 | 4 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | -0.0% | 0.4 | 6,217 | +0 | 4 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 0.3 | 12,376 | +2,688 | 2 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 1,323 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 996 | +996 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.3 | 434 | +434 | 1 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.1% | -0.0% | 0.3 | 4,974 | +581 | 2 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | -0.0% | 0.3 | 10,130 | +0 | 2 | — |
| ☆USIG funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 5,157 | +5,157 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,109 | +120 | 3 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.3 | 687 | +687 | 1 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 0.1% | -0.0% | 0.3 | 2,860 | +7 | 4 | — |
| ☆VGLT funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.1% | +0.1% | 0.2 | 3,990 | +3,990 | 1 | — |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.1% | +0.1% | 0.2 | 515 | +515 | 1 | — |
| ☆HODL funds › | VANECK BITCOIN ETF | NEW | — | 0.1% | +0.1% | 0.2 | 12,856 | +12,856 | 1 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | NEW | — | 0.1% | +0.1% | 0.2 | 861 | +861 | 1 | — |
| ☆IAU funds › | ISHARES GOLD TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,492 | 0 | — |
| ☆SDVY funds › | FIRST TR EXCHANGE TRADED FD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,192 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 265 | 39 | 0.04 | 87% | 0.121 | 0.833 | — | in |
| 2026Q1 | 228 | 33 | 0.02 | 87% | 0.118 | 0.833 | — | in |
| 2025Q4 | 217 | 28 | 0.04 | 87% | 0.118 | 0.778 | — | in |
| 2025Q3 | 208 | 27 | 0.02 | 87% | 0.118 | 0.809 | — | in |
| 2025Q2 | 187 | 24 | 0.52 | 87% | 0.116 | 0.061 | — | entered |
| 2025Q1 | 168 | 20 | 0.00 | 96% | 0.164 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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