Hippocratic Financial Advisors

WESTLAKE VILLAGE, CAfiles as Hippocratic Financial Advisors, LLC

$265m in 39 US stocks at the end of 30 June 2026. The top 10 are 87.4% of the money. It changed about 3.6% of the portfolio this quarter.

Value

$265m

Stocks

Top 10 share

87.4%

Turnover

3.6%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIWM
0.1% of the fund
Vanguard Index FDSVOO
0.1% of the fund
Ishares TRUSIG
<0.1% of the fund
Vanguard Index FDSVTI
<0.1% of the fund
Vanguard Scottsdale FDSVGLT
<0.1% of the fund
TeslaTSLA
<0.1% of the fund
Vaneck Bitcoin ETFHODL
<0.1% of the fund
Vanguard Specialized FundsVIG
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIWB
24.5% of the fund
+3%
Dimensional ETF TrustDUHP
13.6% of the fund
+5%
Spdr Series TrustBIL
12.6% of the fund
+34%
Doubleline ETF TrustDMX
11.2% of the fund
+6%
Dimensional ETF TrustDFIC
8.2% of the fund
+2%
Dimensional ETF TrustDFAC
4.3% of the fund
+4%
Dimensional ETF TrustDFEM
4.2% of the fund
+2%
Doubleline ETF TrustDBND
3.5% of the fund
+6%
Dimensional ETF TrustDFSV
2.8% of the fund
+3%
Select Sector Spdr TRXLU
2.5% of the fund
+5%
Vanguard World FDVDC
2.2% of the fund
+5%
Dimensional ETF TrustDFIV
1.6% of the fund
+17%
Ishares TRINDA
1.5% of the fund
+7%
Ishares Bitcoin Trust ETFIBIT
0.8% of the fund
+7%
NvidiaNVDA
0.3% of the fund
+20%
Dimensional World EquityDFAW
0.2% of the fund
+6%
Vanguard BD Index FDSBSV
0.2% of the fund
+31%
Schwab Strategic TRSCHP
0.1% of the fund
+28%
Vanguard Scottsdale FDSVGIT
0.1% of the fund
+13%
Amazon.comAMZN
<0.1% of the fund
+12%

Cut

Sold some of their stake.

State STR Spdr S&P 500 ETF TSPY
0.8% of the fund
-14%

Sold out

Sold their entire stake.

Ishares Gold TRIAU
-100%
First TR Exchange Traded FDSDVY
-100%

Holdings

Ishares TRIWB
Share
24.5%
Value
$65m
Shares
158,526
+3%
Dimensional ETF TrustDUHP
Share
13.6%
Value
$36m
Shares
864,360
+5%
Spdr Series TrustBIL
Share
12.6%
Value
$33m
Shares
363,706
+34%
Doubleline ETF TrustDMX
Share
11.2%
Value
$30m
Shares
591,868
+6%
Dimensional ETF TrustDFIC
Share
8.2%
Value
$22m
Shares
586,032
+2%
Dimensional ETF TrustDFAC
Share
4.3%
Value
$11m
Shares
257,723
+4%
Dimensional ETF TrustDFEM
Share
4.2%
Value
$11m
Shares
275,412
+2%
Doubleline ETF TrustDBND
Share
3.5%
Value
$9m
Shares
201,663
+6%
Dimensional ETF TrustDFSV
Share
2.8%
Value
$7m
Shares
189,323
+3%
Select Sector Spdr TRXLU
Share
2.5%
Value
$7m
Shares
146,230
+5%
Vanguard World FDVDC
Share
2.2%
Value
$6m
Shares
25,990
+5%
Vanguard Whitehall FDSVYM
Share
1.7%
Value
$5m
Shares
28,564
Held
Dimensional ETF TrustDFIV
Share
1.6%
Value
$4m
Shares
79,531
+17%
Ishares TRINDA
Share
1.5%
Value
$4m
Shares
81,777
+7%
Dimensional ETF TrustDFSD
Share
0.9%
Value
$2m
Shares
50,723
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.8%
Value
$2m
Shares
2,979
-14%
Ishares Bitcoin Trust ETFIBIT
Share
0.8%
Value
$2m
Shares
66,816
+7%
Dimensional ETF TrustDFCF
Share
0.3%
Value
$829,004
Shares
19,640
Held
NvidiaNVDA
Share
0.3%
Value
$669,501
Shares
3,346
+20%
AppleAAPL
Share
0.2%
Value
$500,058
Shares
1,728
Held
Ishares TREFV
Share
0.2%
Value
$440,545
Shares
5,755
Held
Dimensional World EquityDFAW
Share
0.2%
Value
$428,852
Shares
5,180
+6%
Vanguard BD Index FDSBSV
Share
0.2%
Value
$425,856
Shares
5,466
+31%
Schwab Strategic TRSCHX
Share
0.2%
Value
$415,434
Shares
14,116
Held
Vanguard Intl Equity Index FVWO
Share
0.1%
Value
$371,093
Shares
6,217
Held
Schwab Strategic TRSCHP
Share
0.1%
Value
$327,964
Shares
12,376
+28%
Vanguard Index FDSVBR
Share
0.1%
Value
$321,476
Shares
1,323
Held
Ishares TRIWM
Share
0.1%
Value
$299,248
Shares
996
New
Vanguard Index FDSVOO
Share
0.1%
Value
$298,076
Shares
434
New
Vanguard Scottsdale FDSVGIT
Share
0.1%
Value
$293,367
Shares
4,974
+13%
Schwab Strategic TRSCHF
Share
0.1%
Value
$280,601
Shares
10,130
Held
Ishares TRUSIG
Share
<0.1%
Value
$264,503
Shares
5,157
New
Amazon.comAMZN
Share
<0.1%
Value
$264,367
Shares
1,109
+12%
Vanguard Index FDSVTI
Share
<0.1%
Value
$254,217
Shares
687
New
Spdr Series TrustSPYM
Share
<0.1%
Value
$251,347
Shares
2,860
Held
Vanguard Scottsdale FDSVGLT
Share
<0.1%
Value
$220,168
Shares
3,990
New
TeslaTSLA
Share
<0.1%
Value
$216,609
Shares
515
New
Vaneck Bitcoin ETFHODL
Share
<0.1%
Value
$213,538
Shares
12,856
New
Vanguard Specialized FundsVIG
Share
<0.1%
Value
$203,730
Shares
861
New

Company	Share of fund	Value	Shares	Change
Ishares TRIWB	24.5%	$65m	158,526	+3%
Dimensional ETF TrustDUHP	13.6%	$36m	864,360	+5%
Spdr Series TrustBIL	12.6%	$33m	363,706	+34%
Doubleline ETF TrustDMX	11.2%	$30m	591,868	+6%
Dimensional ETF TrustDFIC	8.2%	$22m	586,032	+2%
Dimensional ETF TrustDFAC	4.3%	$11m	257,723	+4%
Dimensional ETF TrustDFEM	4.2%	$11m	275,412	+2%
Doubleline ETF TrustDBND	3.5%	$9m	201,663	+6%
Dimensional ETF TrustDFSV	2.8%	$7m	189,323	+3%
Select Sector Spdr TRXLU	2.5%	$7m	146,230	+5%
Vanguard World FDVDC	2.2%	$6m	25,990	+5%
Vanguard Whitehall FDSVYM	1.7%	$5m	28,564	Held
Dimensional ETF TrustDFIV	1.6%	$4m	79,531	+17%
Ishares TRINDA	1.5%	$4m	81,777	+7%
Dimensional ETF TrustDFSD	0.9%	$2m	50,723	Held
State STR Spdr S&P 500 ETF TSPY	0.8%	$2m	2,979	-14%
Ishares Bitcoin Trust ETFIBIT	0.8%	$2m	66,816	+7%
Dimensional ETF TrustDFCF	0.3%	$829,004	19,640	Held
NvidiaNVDA	0.3%	$669,501	3,346	+20%
AppleAAPL	0.2%	$500,058	1,728	Held
Ishares TREFV	0.2%	$440,545	5,755	Held
Dimensional World EquityDFAW	0.2%	$428,852	5,180	+6%
Vanguard BD Index FDSBSV	0.2%	$425,856	5,466	+31%
Schwab Strategic TRSCHX	0.2%	$415,434	14,116	Held
Vanguard Intl Equity Index FVWO	0.1%	$371,093	6,217	Held
Schwab Strategic TRSCHP	0.1%	$327,964	12,376	+28%
Vanguard Index FDSVBR	0.1%	$321,476	1,323	Held
Ishares TRIWM	0.1%	$299,248	996	New
Vanguard Index FDSVOO	0.1%	$298,076	434	New
Vanguard Scottsdale FDSVGIT	0.1%	$293,367	4,974	+13%
Schwab Strategic TRSCHF	0.1%	$280,601	10,130	Held
Ishares TRUSIG	<0.1%	$264,503	5,157	New
Amazon.comAMZN	<0.1%	$264,367	1,109	+12%
Vanguard Index FDSVTI	<0.1%	$254,217	687	New
Spdr Series TrustSPYM	<0.1%	$251,347	2,860	Held
Vanguard Scottsdale FDSVGLT	<0.1%	$220,168	3,990	New
TeslaTSLA	<0.1%	$216,609	515	New
Vaneck Bitcoin ETFHODL	<0.1%	$213,538	12,856	New
Vanguard Specialized FundsVIG	<0.1%	$203,730	861	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 41.6% since 30 June 2025.

Where the money is

Technology0.4%

Retail & consumer0.2%

Other99.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.