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 78.93% of HT Partners's stock portfolio.
  • Added to shares of these 10 stocks: AAPL, SCHB, IYW, VTV, IWR, BNDX, VEA, BSV, BND, VCSH.
  • Started 3 new stock positions in VTV, IYW, IWR.
  • Reduced shares in these 3 stocks: EFA, VZ, EEM.
  • HT Partners was a net buyer of stock by $2.0M.
  • HT Partners has $263M in assets under management (AUM), dropping by 6.09%.

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Portfolio Holdings for HT Partners

Companies in the HT Partners portfolio as of the September 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) 41.5 $109M 1.4M 79.64
Ishares Tr Msci Eafe Etf (EFA) 16.9 $45M 701k 63.65
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 8.1 $21M 366k 58.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.7 $18M 212k 83.05
Ishares Tr Msci Emg Mkt Etf (EEM) 5.7 $15M 342k 44.09
Vanguard Bd Index Fds Intermed Term (BIV) 3.4 $8.8M 94k 93.48
Vanguard Bd Index Fds Long Term Bond (BLV) 3.3 $8.7M 78k 111.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $7.3M 82k 88.22
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.0 $5.4M +3% 131k 40.90
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.9 $4.9M 90k 54.28
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $3.7M 22k 170.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.4 $3.6M +2% 43k 82.86
Johnson & Johnson (JNJ) 0.9 $2.3M 15k 148.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.8M 42k 43.23

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Microsoft Corporation (MSFT) 0.5 $1.4M 6.8k 210.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $718k 8.9k 80.60
Eli Lilly & Co. (LLY) 0.2 $646k 4.4k 147.93
Alphabet Cap Stk Cl A (GOOGL) 0.2 $639k +3% 436.00 1465.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $547k +4% 2.6k 213.09
Alphabet Cap Stk Cl C (GOOG) 0.2 $522k 355.00 1470.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $430k 1.3k 334.63
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $420k 5.8k 72.21
Apple (AAPL) 0.1 $371k +405% 3.2k 115.94
Ishares Tr National Mun Etf (MUB) 0.1 $365k 3.1k 115.95
Facebook Cl A (FB) 0.1 $344k 1.3k 261.60
At&t (T) 0.1 $343k 12k 28.53
Verizon Communications (VZ) 0.1 $338k -6% 5.7k 59.47
Amazon (AMZN) 0.1 $302k 96.00 3145.83
Danaher Corporation (DHR) 0.1 $278k 1.3k 215.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $278k 1.0k 278.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $256k 2.4k 108.20
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $245k 3.8k 64.07
Ishares Tr U.s. Tech Etf (IYW) 0.1 $213k NEW 708.00 300.85
Vanguard Index Fds Value Etf (VTV) 0.1 $206k NEW 2.0k 104.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $202k NEW 3.5k 57.45

Past Filings by HT Partners

SEC 13F filings are viewable for HT Partners going back to 2013

View all past filings