HT Partners as of Dec. 31, 2017
Portfolio Holdings for HT Partners
HT Partners holds 22 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab U S Broad Market ETF (SCHB) | 36.7 | $90M | 1.4M | 64.86 | |
Vanguard Europe Pacific ETF (VEA) | 19.6 | $48M | 1.1M | 45.12 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 10.3 | $25M | 228k | 110.60 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 8.0 | $20M | 361k | 54.24 | |
Vanguard Short-Term Bond ETF (BSV) | 7.4 | $18M | 231k | 79.07 | |
Vanguard Emerging Markets ETF (VWO) | 4.7 | $12M | 250k | 46.55 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 4.0 | $9.7M | 185k | 52.43 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 3.9 | $9.5M | 113k | 83.61 | |
Vanguard Long-Term Bond ETF (BLV) | 3.3 | $8.0M | 85k | 94.36 | |
Johnson & Johnson (JNJ) | 0.5 | $1.2M | 8.5k | 139.25 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $587k | 9.2k | 64.11 | |
At&t (T) | 0.2 | $447k | 12k | 38.79 | |
Microsoft Corporation (MSFT) | 0.2 | $400k | 4.7k | 85.97 | |
Berkshire Hathaway (BRK.B) | 0.2 | $395k | 2.0k | 197.50 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $373k | 349.00 | 1068.77 | |
Proshares Tr S&p 500 Aristo (NOBL) | 0.1 | $342k | 5.3k | 64.04 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $351k | 331.00 | 1060.42 | |
Eli Lilly & Co. (LLY) | 0.1 | $319k | 3.8k | 84.68 | |
Rydex S&P Equal Weight ETF | 0.1 | $235k | 2.3k | 101.64 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $217k | 3.8k | 56.75 | |
Dowdupont | 0.1 | $228k | 3.2k | 71.81 | |
Vanguard Total World Stock Idx (VT) | 0.1 | $204k | 2.7k | 74.75 |