HT Partners

HT Partners as of Dec. 31, 2022

Portfolio Holdings for HT Partners

HT Partners holds 45 positions in its portfolio as reported in the December 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) 34.8 $106M 2.4M 44.81
Ishares Tr Msci Eafe Etf (EFA) 13.6 $41M 631k 65.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 12.6 $38M 774k 49.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.0 $18M 385k 47.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.0 $18M 241k 75.28
Ishares Tr Msci Emg Mkt Etf (EEM) 3.8 $12M 306k 37.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $9.9M 236k 41.97
Vanguard Bd Index Fds Intermed Term (BIV) 2.7 $8.3M 112k 74.32
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $8.3M 43k 191.19
Vanguard Bd Index Fds Long Term Bond (BLV) 2.5 $7.7M 106k 72.44
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.5 $4.6M 101k 45.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $4.6M 61k 75.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $4.5M 114k 38.98
Johnson & Johnson (JNJ) 0.9 $2.7M 15k 176.65
Microsoft Corporation (MSFT) 0.7 $2.2M 9.3k 239.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.8M 27k 67.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.7M 20k 86.19
Eli Lilly & Co. (LLY) 0.5 $1.5M 4.2k 365.84
Apple (AAPL) 0.5 $1.5M 12k 129.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.3M 18k 71.84
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.1M 13k 88.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $995k 3.2k 308.90
Alphabet Cap Stk Cl C (GOOG) 0.3 $784k 8.8k 88.73
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $500k 5.6k 89.99
Etf Ser Solutions Defiance Next (FIVG) 0.2 $472k 16k 29.87
Abbvie (ABBV) 0.1 $443k 2.7k 161.61
Amazon (AMZN) 0.1 $434k 5.2k 84.00
Exxon Mobil Corporation (XOM) 0.1 $424k 3.8k 110.30
Visa Com Cl A (V) 0.1 $422k 2.0k 207.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $409k 1.1k 382.43
Pepsi (PEP) 0.1 $375k 2.1k 180.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $352k 2.3k 151.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $332k 2.3k 141.25
Nike CL B (NKE) 0.1 $300k 2.6k 117.01
Procter & Gamble Company (PG) 0.1 $295k 1.9k 151.56
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $285k 3.8k 74.55
Vanguard Index Fds Value Etf (VTV) 0.1 $276k 2.0k 140.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $266k 1.0k 266.28
Danaher Corporation (DHR) 0.1 $263k 992.00 265.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $261k 5.0k 51.72
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $246k 1.2k 203.81
At&t (T) 0.1 $209k 11k 18.41
Verizon Communications (VZ) 0.1 $203k 5.1k 39.40
Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.1 $202k 6.0k 33.41
NVIDIA Corporation (NVDA) 0.1 $201k 1.4k 146.14