HT Partners
Latest statistics and disclosures from HT Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, EFA, EEM, VEA, VTI, and represent 82.15% of HT Partners's stock portfolio.
- Added to shares of these 10 stocks: VEA, VWO, SCHB, VTI, BND, VTEB, BNDX, BSV, NVDA, EMR.
- Started 1 new stock position in EMR.
- Reduced shares in these 10 stocks: VT, , INTC, , EFA, AAPL, EEM, ITOT, MSFT, PEP.
- Sold out of its positions in CSCO, INTC, TSLA.
- HT Partners was a net buyer of stock by $5.2M.
- HT Partners has $276M in assets under management (AUM), dropping by 10.09%.
- Central Index Key (CIK): 0001552999
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Portfolio Holdings for HT Partners
HT Partners holds 49 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 49.4 | $136M | 2.2M | 61.05 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 17.8 | $49M | 615k | 79.86 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 5.7 | $16M | 383k | 41.08 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.2 | $14M | +16% | 286k | 50.17 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 4.1 | $11M | +4% | 44k | 259.90 |
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| Microsoft Corporation (MSFT) | 1.4 | $4.0M | 9.4k | 420.71 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $3.3M | +37% | 80k | 41.77 |
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| Eli Lilly & Co. (LLY) | 1.2 | $3.3M | 4.3k | 777.96 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.2 | $3.2M | +10% | 65k | 49.19 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.1 | $3.0M | -8% | 27k | 110.50 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $2.7M | +10% | 36k | 76.67 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $2.3M | 27k | 84.09 |
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| Johnson & Johnson (JNJ) | 0.8 | $2.3M | 14k | 158.19 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $2.2M | +19% | 30k | 72.63 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $2.0M | +12% | 2.3k | 903.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.8M | 12k | 150.93 |
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| Apple (AAPL) | 0.7 | $1.8M | -2% | 11k | 171.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.3M | 8.7k | 152.26 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $1.3M | +11% | 17k | 75.40 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.3M | 3.0k | 420.52 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.4 | $1.2M | +12% | 17k | 72.33 |
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| Amazon (AMZN) | 0.3 | $904k | 5.0k | 180.38 |
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| Meta Platforms Cl A (META) | 0.3 | $870k | 1.8k | 485.58 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $741k | +8% | 9.6k | 77.31 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $727k | +10% | 16k | 45.61 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $722k | +79% | 14k | 50.60 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $692k | 1.3k | 523.07 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $568k | +5% | 5.6k | 101.41 |
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| Abbvie (ABBV) | 0.2 | $499k | -4% | 2.7k | 182.10 |
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| Etf Ser Solutions Defiance Next (FIVG) | 0.2 | $478k | 12k | 39.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $444k | 1.0k | 444.01 |
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| Visa Com Cl A (V) | 0.2 | $417k | 1.5k | 279.08 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $416k | 2.3k | 179.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $396k | 2.3k | 169.37 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $365k | +3% | 6.0k | 60.30 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $353k | 2.6k | 135.06 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $330k | -2% | 2.8k | 116.24 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $326k | 1.3k | 249.86 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $324k | -10% | 2.8k | 115.30 |
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| CoStar (CSGP) | 0.1 | $323k | 3.3k | 96.60 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $321k | 2.0k | 162.86 |
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| Procter & Gamble Company (PG) | 0.1 | $316k | 1.9k | 162.25 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $292k | 3.8k | 76.36 |
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| Danaher Corporation (DHR) | 0.1 | $248k | 992.00 | 249.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $246k | 468.00 | 525.73 |
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| Pepsi (PEP) | 0.1 | $243k | -10% | 1.4k | 175.01 |
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| Nike CL B (NKE) | 0.1 | $241k | 2.6k | 93.98 |
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| Emerson Electric (EMR) | 0.1 | $219k | NEW | 1.9k | 113.42 |
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| At&t (T) | 0.1 | $194k | -2% | 11k | 17.60 |
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Past Filings by HT Partners
SEC 13F filings are viewable for HT Partners going back to 2013
- HT Partners 2024 Q1 filed April 18, 2024
- HT Partners 2023 Q4 filed Jan. 18, 2024
- HT Partners 2023 Q3 filed Oct. 16, 2023
- HT Partners 2023 Q2 filed July 12, 2023
- HT Partners 2023 Q1 filed April 26, 2023
- HT Partners 2022 Q4 filed Jan. 26, 2023
- HT Partners 2022 Q3 filed Oct. 21, 2022
- HT Partners 2022 Q2 filed July 19, 2022
- HT Partners 2022 Q1 filed April 12, 2022
- HT Partners 2021 Q4 filed Jan. 19, 2022
- HT Partners 2021 Q3 filed Oct. 13, 2021
- HT Partners 2021 Q2 filed July 21, 2021
- HT Partners 2021 Q1 filed April 16, 2021
- HT Partners 2020 Q4 filed Jan. 13, 2021
- HT Partners 2020 Q3 filed Oct. 16, 2020
- HT Partners 2020 Q2 filed July 14, 2020