HT Partners

HT Partners as of Dec. 31, 2023

Portfolio Holdings for HT Partners

HT Partners holds 51 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 49.3 $124M 2.2M 55.67
Ishares Tr Msci Eafe Etf (EFA) 18.6 $47M 618k 75.35
Ishares Tr Msci Emg Mkt Etf (EEM) 6.1 $15M 384k 40.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.7 $12M 245k 47.90
Vanguard Index Fds Total Stk Mkt (VTI) 3.9 $9.9M 42k 237.22
Microsoft Corporation (MSFT) 1.4 $3.6M 9.5k 376.04
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.2 $3.0M 30k 102.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $2.9M 59k 49.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $2.5M 32k 77.02
Eli Lilly & Co. (LLY) 1.0 $2.5M 4.2k 582.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.4M 58k 41.10
Johnson & Johnson (JNJ) 0.9 $2.3M 14k 156.74
Apple (AAPL) 0.8 $2.1M 11k 192.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $2.1M 27k 77.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.9M 25k 73.55
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.7M 12k 139.69
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.2M 8.7k 140.93
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $1.2M 16k 76.38
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $1.1M 15k 74.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M 3.0k 356.66
NVIDIA Corporation (NVDA) 0.4 $990k 2.0k 495.22
Amazon (AMZN) 0.3 $760k 5.0k 151.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $682k 8.8k 77.37
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $667k 14k 46.36
Meta Platforms Cl A (META) 0.3 $634k 1.8k 353.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $629k 1.3k 475.31
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $504k 5.3k 95.20
Abbvie (ABBV) 0.2 $446k 2.9k 154.97
Etf Ser Solutions Defiance Next (FIVG) 0.2 $435k 12k 35.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $410k 1.0k 409.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $405k 7.9k 51.05
Visa Com Cl A (V) 0.2 $388k 1.5k 260.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $384k 2.3k 165.25
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $367k 2.3k 157.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $338k 5.8k 57.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $331k 3.1k 105.23
Ishares Tr U.s. Tech Etf (IYW) 0.1 $321k 2.6k 122.75
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $304k 1.3k 232.64
Vanguard Index Fds Value Etf (VTV) 0.1 $294k 2.0k 149.50
CoStar (CSGP) 0.1 $292k 3.3k 87.39
Exxon Mobil Corporation (XOM) 0.1 $292k 2.9k 99.98
Procter & Gamble Company (PG) 0.1 $286k 1.9k 146.54
Nike CL B (NKE) 0.1 $278k 2.6k 108.57
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $275k 3.8k 72.03
Pepsi (PEP) 0.1 $263k 1.6k 169.84
Tesla Motors (TSLA) 0.1 $251k 1.0k 248.48
Danaher Corporation (DHR) 0.1 $230k 992.00 231.34
Ishares Tr Core S&p500 Etf (IVV) 0.1 $224k 468.00 477.63
Intel Corporation (INTC) 0.1 $209k 4.2k 50.25
Cisco Systems (CSCO) 0.1 $200k 4.0k 50.52
At&t (T) 0.1 $190k 11k 16.78