HT Partners

HT Partners as of Dec. 31, 2014

Portfolio Holdings for HT Partners

HT Partners holds 36 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 17.6 $28M 561k 49.82
Vanguard Dividend Appreciation ETF (VIG) 16.6 $26M 324k 81.16
Johnson & Johnson (JNJ) 7.9 $13M 120k 104.57
Vanguard Short Term Corporate Bond ETF (VCSH) 5.9 $9.4M 118k 79.63
Consumer Discretionary SPDR (XLY) 4.4 $7.0M 97k 72.15
iShares Dow Jones US Financial (IYF) 4.4 $6.9M 77k 90.20
Consumer Staples Select Sect. SPDR (XLP) 4.3 $6.9M 141k 48.49
iShares Dow Jones US Technology (IYW) 4.3 $6.8M 65k 104.40
iShares Dow Jones US Utilities (IDU) 4.2 $6.6M 56k 118.27
iShares S&P Global Technology Sect. (IXN) 2.8 $4.5M 47k 94.88
iShares S&P Global Healthcare Sect. (IXJ) 2.7 $4.3M 43k 99.55
iShares S&P Global Consumer Staple (KXI) 2.7 $4.3M 48k 89.61
iShares S&P Global Utilities Sector (JXI) 2.7 $4.2M 86k 49.17
iShares S&P Global Consumer Dis Sec (RXI) 2.6 $4.2M 49k 85.14
iShares S&P Global Industrials Sec (EXI) 2.6 $4.1M 58k 70.50
iShares Lehman Short Treasury Bond (SHV) 2.3 $3.6M 33k 110.25
iShares Lehman Aggregate Bond (AGG) 2.2 $3.5M 32k 110.13
iShares S&P Global Financials Sect. (IXG) 2.0 $3.1M 55k 56.45
iShares S&P Global Infrastructure Index (IGF) 1.5 $2.4M 56k 42.16
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.4 $2.2M 41k 53.12
iShares Russell 1000 Growth Index (IWF) 0.7 $1.1M 12k 95.65
Vanguard Short-Term Bond ETF (BSV) 0.7 $1.1M 14k 79.94
iShares S&P Global Telecommunicat. (IXP) 0.6 $992k 17k 60.07
iShares S&P 100 Index (OEF) 0.4 $629k 6.9k 90.91
Eli Lilly & Co. (LLY) 0.4 $593k 8.6k 69.04
Exxon Mobil Corporation (XOM) 0.3 $436k 4.7k 92.47
General Electric Company 0.3 $415k 16k 25.26
At&t (T) 0.2 $383k 11k 33.55
Jp Morgan Alerian Mlp Index 0.2 $378k 8.2k 46.00
Berkshire Hathaway Inc. Class B 0.2 $370k 2.5k 150.10
Microsoft Corporation (MSFT) 0.2 $346k 7.5k 46.42
Chevron Corporation (CVX) 0.2 $269k 2.4k 112.08
Wal-Mart Stores (WMT) 0.1 $236k 2.7k 85.91
Verizon Communications (VZ) 0.1 $230k 4.9k 46.84
Wells Fargo & Company (WFC) 0.1 $201k 3.7k 54.75
Sch Us Mid-cap Etf etf (SCHM) 0.1 $208k 5.1k 40.66