HT Partners
Latest statistics and disclosures from HT Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, EFA, BNDX, BSV, EEM, and represent 76.28% of HT Partners's stock portfolio.
- Added to shares of these 10 stocks: VEA, VCSH, IWR, BNDX, BSV, VMBS, AAPL, FIVG, MSFT, BLV.
- Started 11 new stock positions in VXUS, NKE, PEP, FIVG, IWD, INTC, TSLA, ABBV, V, PG. XOM.
- Reduced shares in these 10 stocks: SCHB (-$9.2M), VTI, EFA, EEM, DHR, SCHX, NOBL, SPY, GOOG, RSP.
- HT Partners was a net buyer of stock by $5.8M.
- HT Partners has $296M in assets under management (AUM), dropping by 12.47%.
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Portfolio Holdings for HT Partners
Companies in the HT Partners portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 39.0 | $116M | -7% | 1.3M | 90.99 | |
Ishares Tr Msci Eafe Etf (EFA) | 17.2 | $51M | 698k | 72.96 | ||
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 7.7 | $23M | +7% | 392k | 58.55 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.4 | $19M | +7% | 228k | 82.90 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 5.9 | $18M | 341k | 51.67 | ||
Vanguard Bd Index Fds Intermed Term (BIV) | 3.1 | $9.2M | +4% | 99k | 92.85 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 3.0 | $8.9M | +5% | 82k | 109.64 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 2.8 | $8.2M | +33% | 174k | 47.21 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.6 | $7.7M | +5% | 87k | 88.19 | |
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 2.1 | $6.1M | +24% | 113k | 54.07 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.8 | $5.3M | +46% | 63k | 83.25 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $4.0M | -6% | 21k | 194.64 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $2.4M | +16% | 49k | 50.11 | |
Johnson & Johnson (JNJ) | 0.8 | $2.4M | +2% | 16k | 157.40 | |
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Microsoft Corporation (MSFT) | 0.7 | $2.0M | +30% | 8.9k | 222.44 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $1.8M | +666% | 27k | 68.56 | |
Apple (AAPL) | 0.3 | $1.0M | +141% | 7.7k | 132.70 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $783k | +2% | 447.00 | 1751.68 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $772k | -4% | 8.5k | 90.98 | |
Eli Lilly & Co. (LLY) | 0.3 | $748k | 4.4k | 168.93 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $642k | +7% | 2.8k | 231.77 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $617k | 352.00 | 1752.84 | ||
Etf Ser Solutions Defiance Next (FIVG) | 0.2 | $589k | NEW | 18k | 33.60 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $471k | 1.3k | 373.81 | ||
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $443k | -4% | 5.5k | 79.86 | |
Amazon (AMZN) | 0.1 | $407k | +30% | 125.00 | 3256.00 | |
Facebook Cl A (FB) | 0.1 | $403k | +12% | 1.5k | 273.41 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $369k | 3.2k | 117.14 | ||
Nike CL B (NKE) | 0.1 | $362k | NEW | 2.6k | 141.35 | |
At&t (T) | 0.1 | $358k | +3% | 12k | 28.79 | |
Verizon Communications (VZ) | 0.1 | $335k | 5.7k | 58.70 | ||
Pepsi (PEP) | 0.1 | $333k | NEW | 2.2k | 148.13 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $317k | NEW | 2.3k | 136.52 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $314k | 1.0k | 314.00 | ||
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $301k | 2.4k | 127.38 | ||
Abbvie (ABBV) | 0.1 | $294k | NEW | 2.7k | 107.26 | |
Procter & Gamble Company (PG) | 0.1 | $271k | NEW | 1.9k | 139.12 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $258k | 3.8k | 67.47 | ||
Vanguard Index Fds Value Etf (VTV) | 0.1 | $234k | 2.0k | 118.90 | ||
Danaher Corporation (DHR) | 0.1 | $231k | -19% | 1.0k | 221.69 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $227k | NEW | 3.8k | 60.28 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $222k | +268% | 2.6k | 84.99 | |
Tesla Motors (TSLA) | 0.1 | $217k | NEW | 307.00 | 706.84 | |
Exxon Mobil Corporation (XOM) | 0.1 | $215k | NEW | 5.2k | 41.24 | |
Intel Corporation (INTC) | 0.1 | $211k | NEW | 4.2k | 49.75 | |
Visa Com Cl A (V) | 0.1 | $210k | NEW | 962.00 | 218.30 |
Past Filings by HT Partners
SEC 13F filings are viewable for HT Partners going back to 2013
- HT Partners 2020 Q4 filed Jan. 13, 2021
- HT Partners 2020 Q3 filed Oct. 16, 2020
- HT Partners 2020 Q2 filed July 14, 2020
- HT Partners 2020 Q1 filed April 13, 2020
- HT Partners 2019 Q4 filed Jan. 15, 2020
- HT Partners 2019 Q3 filed Oct. 8, 2019
- HT Partners 2019 Q2 filed July 9, 2019
- HT Partners 2019 Q1 filed April 8, 2019
- HT Partners 2018 Q4 filed Jan. 11, 2019
- HT Partners 2018 Q3 filed Oct. 15, 2018
- HT Partners 2018 Q2 filed July 18, 2018
- HT Partners 2018 Q1 filed April 11, 2018
- HT Partners 2017 Q4 filed Jan. 11, 2018
- HT Partners 2017 Q3 filed Oct. 11, 2017
- HT Partners 2017 Q2 filed July 7, 2017
- HT Partners 2017 Q1 filed April 5, 2017