AI Portfolio Summary
In 2026 Q1, Hippocratic Financial Advisors, LLC maintained a portfolio of 34 distinct positions. The most significant new addition to the portfolio was VANGUARD BD INDEX FD, which now represents 0.14% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 9.0%. Conversely, Hippocratic Financial Advisors, LLC completely exited their position in TESLA INC.
Total Positions
34
Quarter
2026 Q1
Top Holding
IWB (24.0%)
Top 10 Concentration
87.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-34 of 34
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWB
ISHARES TR
|
ETF | 23.96% | 24.19% |
#1
Prev: #1
|
8.0 | 12,698 | 9.0% |
P
S
|
153,195 | $54,623,209 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 13.30% | 13.43% |
#2
Prev: #2
|
7.5 | 59,135 | 7.7% |
P
S
|
825,016 | $30,327,605 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DMX
DOUBLELINE ETF ...
|
ETF | 12.26% | 12.57% |
#3
Prev: #3
|
5.5 | 18,426 | 3.4% |
P
S
|
558,329 | $27,961,116 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 10.91% | 9.43% |
#4
Prev: #4
|
7.0 | 47,439 | 21.2% |
P
S
|
271,386 | $24,869,852 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 8.94% | 8.97% |
#5
Prev: #5
|
4.6 | 9,437 | 1.7% |
P
S
|
573,822 | $20,387,909 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 4.20% | 4.98% |
#6
Prev: #6
|
2.2 | -26,264 | -9.6% |
P
S
|
246,649 | $9,584,766 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 4.08% | 4.06% |
#7
Prev: #7
|
2.1 | 2,630 | 1.0% |
P
S
|
269,104 | $9,297,543 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DBND
DOUBLELINE ETF ...
|
ETF | 3.82% | 3.85% |
#8
Prev: #8
|
3.5 | 9,556 | 5.3% |
P
S
|
189,909 | $8,699,731 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 2.84% | 2.73% |
#9
Prev: #9
|
1.6 | 4,606 | 2.6% |
P
S
|
184,703 | $6,471,980 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 2.79% | 2.72% |
#10
Prev: #10
|
1.6 | 653 | 0.5% |
P
S
|
138,751 | $6,367,283 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 2.43% | 2.40% |
#11
Prev: #11
|
1.5 | 10 | 0.0% |
P
S
|
24,654 | $5,537,042 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.82% | 2.02% |
#12
Prev: #12
|
1.2 | -2,409 | -7.9% |
P
S
|
28,088 | $4,159,791 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.57% | 1.59% |
#13
1
Prev: #14
|
1.1 | -1,245 | -1.8% |
P
S
|
67,814 | $3,579,239 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
INDA
ISHARES TR
|
ETF | 1.57% | 1.64% |
#14
1
Prev: #13
|
2.6 | 10,560 | 16.1% |
P
S
|
76,342 | $3,575,864 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 1.07% | 1.31% |
#15
Prev: #15
|
0.9 | -8,040 | -13.6% |
P
S
|
51,059 | $2,444,705 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 1.05% | 1.07% |
#16
1
Prev: #17
|
2.9 | 15,640 | 33.5% |
P
S
|
62,389 | $2,396,985 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.99% | 1.09% |
#17
1
Prev: #16
|
0.9 | 3 | 0.1% |
P
S
|
3,463 | $2,252,127 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.36% | 0.48% |
#18
Prev: #18
|
0.6 | -4,785 | -19.7% |
P
S
|
19,457 | $821,475 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.21% | 0.23% |
#19
1
Prev: #20
|
0.6 | 130 | 4.9% |
P
S
|
2,778 | $484,483 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.19% | 0.18% |
#20
2
Prev: #22
|
2.1 | 242 | 16.6% |
P
S
|
1,698 | $430,968 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EFV
ISHARES TR
|
ETF | 0.19% | 0.19% |
#21
Prev: #21
|
1.1 | no change | no change |
P
S
|
5,755 | $427,884 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.16% | 0.14% |
#22
1
Prev: #23
|
2.6 | 2,645 | 23.1% |
P
S
|
14,116 | $361,934 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.16% | 0.23% |
#23
4
Prev: #19
|
0.1 | -1,825 | -27.2% |
P
S
|
4,884 | $360,342 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.15% | 0.09% |
#24
2
Prev: #26
|
3.1 | 2,419 | 63.7% |
P
S
|
6,217 | $336,029 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.14% | — |
#25
Prev: #—
|
3.6 | 4,179 | no change |
NEW
|
4,179 | $327,675 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.13% | 0.13% |
#26
2
Prev: #24
|
1.1 | no change | no change |
P
S
|
1,323 | $287,422 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.11% | — |
#27
Prev: #—
|
3.5 | 4,393 | no change |
NEW
|
4,393 | $261,603 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.11% | — |
#28
Prev: #—
|
3.5 | 9,688 | no change |
NEW
|
9,688 | $257,798 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.11% | — |
#29
Prev: #—
|
3.5 | 10,130 | no change |
NEW
|
10,130 | $250,718 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.10% | — |
#30
Prev: #—
|
3.5 | 2,492 | no change |
NEW
|
2,492 | $219,695 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.10% | 0.10% |
#31
6
Prev: #25
|
0.5 | 109 | 4.0% |
P
S
|
2,853 | $218,344 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.09% | 0.09% |
#32
5
Prev: #27
|
2.0 | 105 | 11.9% |
P
S
|
989 | $206,021 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 0.09% | — |
#33
Prev: #—
|
3.5 | 5,192 | no change |
NEW
|
5,192 | $204,721 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.00% | 0.09% |
Sold All 😨
(Was: #28) |
0.0 | -447 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-34 of 34 holdings