HT Partners

HT Partners as of Dec. 31, 2019

Portfolio Holdings for HT Partners

HT Partners holds 33 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 41.0 $103M 1.3M 76.88
Vanguard Europe Pacific ETF (VEA) 19.8 $50M 1.1M 44.06
Vanguard Charlotte Fds intl bd idx etf (BNDX) 8.3 $21M 368k 56.58
Vanguard Short-Term Bond ETF (BSV) 8.1 $20M 252k 80.61
Vanguard Emerging Markets ETF (VWO) 5.8 $14M 325k 44.47
Vanguard Intermediate-Term Bond ETF (BIV) 3.9 $9.8M 113k 87.22
Vanguard Long-Term Bond ETF (BLV) 3.6 $9.1M 91k 100.34
Vanguard Mortgage Bkd Sects ETF (VMBS) 2.2 $5.5M 104k 53.17
Vanguard Short Term Corporate Bond ETF (VCSH) 2.2 $5.4M 67k 81.03
Johnson & Johnson (JNJ) 0.8 $2.1M 15k 145.85
Microsoft Corporation (MSFT) 0.4 $1.1M 6.8k 157.72
Vanguard Total Bond Market ETF (BND) 0.4 $960k 12k 83.84
Vanguard Total Stock Market ETF (VTI) 0.4 $898k 5.5k 163.60
Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $636k 8.3k 76.87
Eli Lilly & Co. (LLY) 0.2 $574k 4.4k 131.44
Berkshire Hathaway (BRK.B) 0.2 $552k 2.4k 226.51
Alphabet Inc Class A cs (GOOGL) 0.2 $559k 417.00 1340.53
At&t (T) 0.2 $470k 12k 39.09
Alphabet Inc Class C cs (GOOG) 0.2 $468k 350.00 1337.14
Spdr S&p 500 Etf (SPY) 0.2 $414k 1.3k 322.18
Proshares Tr S&p 500 Aristo (NOBL) 0.2 $431k 5.7k 75.55
Verizon Communications (VZ) 0.1 $372k 6.1k 61.40
iShares MSCI EAFE Index Fund (EFA) 0.1 $387k 5.6k 69.35
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $359k 3.1k 114.04
Exxon Mobil Corporation (XOM) 0.1 $286k 4.1k 69.82
Invesco S&p 500 Equal Weight Etf (RSP) 0.1 $269k 2.3k 115.60
Consumer Staples Select Sect. SPDR (XLP) 0.1 $241k 3.8k 63.02
Facebook Inc cl a (META) 0.1 $241k 1.2k 205.63
Apple (AAPL) 0.1 $218k 741.00 294.20
Vanguard Value ETF (VTV) 0.1 $236k 2.0k 119.92
Vanguard Total World Stock Idx (VT) 0.1 $221k 2.7k 80.98
Invesco Qqq Trust Series 1 (QQQ) 0.1 $213k 1.0k 213.00
iShares Russell Midcap Index Fund (IWR) 0.1 $210k 3.5k 59.73