HT Partners

HT Partners as of Sept. 30, 2022

Portfolio Holdings for HT Partners

HT Partners holds 45 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 43.4 $102M 2.4M 41.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 15.9 $37M 771k 48.14
Ishares Tr Msci Eafe Etf (EFA) 15.1 $36M 633k 56.01
Ishares Tr Msci Emg Mkt Etf (EEM) 4.6 $11M 306k 34.88
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $8.3M 46k 179.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $7.0M 192k 36.36
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.5 $3.6M 46k 78.87
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $2.5M 53k 47.73
Johnson & Johnson (JNJ) 1.0 $2.5M 15k 163.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $2.3M 63k 36.49
Microsoft Corporation (MSFT) 0.9 $2.2M 9.4k 232.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $2.2M 29k 74.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $1.7M 27k 62.14
Apple (AAPL) 0.7 $1.6M 12k 138.23
Eli Lilly & Co. (LLY) 0.6 $1.4M 4.2k 323.24
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.2M 13k 95.69
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $989k 14k 73.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $915k 13k 71.36
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $873k 12k 71.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $872k 3.3k 266.91
Alphabet Cap Stk Cl C (GOOG) 0.4 $850k 8.8k 96.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $680k 16k 42.35
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $636k 14k 45.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $615k 8.3k 74.34
Amazon (AMZN) 0.2 $546k 4.8k 113.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $500k 1.4k 357.14
Etf Ser Solutions Defiance Next (FIVG) 0.2 $486k 17k 28.53
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $445k 5.6k 80.02
Abbvie (ABBV) 0.2 $368k 2.7k 134.26
Visa Com Cl A (V) 0.1 $349k 2.0k 177.88
Pepsi (PEP) 0.1 $339k 2.1k 163.14
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $316k 2.3k 136.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $299k 2.3k 127.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $267k 1.0k 267.00
Exxon Mobil Corporation (XOM) 0.1 $266k 3.0k 87.30
Tesla Motors (TSLA) 0.1 $262k 988.00 265.18
Danaher Corporation (DHR) 0.1 $256k 992.00 258.06
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $255k 3.8k 66.68
Meta Platforms Cl A (META) 0.1 $250k 1.8k 135.72
Procter & Gamble Company (PG) 0.1 $246k 1.9k 126.28
Vanguard Index Fds Value Etf (VTV) 0.1 $243k 2.0k 123.48
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $227k 1.2k 187.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $225k 4.9k 45.77
Nike CL B (NKE) 0.1 $213k 2.6k 83.17
At&t (T) 0.1 $174k 11k 15.37