HT Partners

HT Partners as of March 31, 2023

Portfolio Holdings for HT Partners

HT Partners holds 52 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 32.7 $111M 2.3M 47.85
Ishares Tr Msci Eafe Etf (EFA) 12.9 $44M 613k 71.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.8 $40M 787k 50.66
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.5 $22M 451k 48.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.3 $21M 280k 76.49
Ishares Tr Msci Emg Mkt Etf (EEM) 3.6 $12M 311k 39.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.5 $12M 261k 45.17
Vanguard Bd Index Fds Intermed Term (BIV) 3.0 $10M 133k 76.74
Vanguard Bd Index Fds Long Term Bond (BLV) 2.9 $9.7M 127k 76.64
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $8.8M 43k 204.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $5.6M 139k 40.40
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.6 $5.4M 116k 46.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $5.3M 70k 76.23
Clorox Company (CLX) 1.5 $5.1M 32k 158.24
Microsoft Corporation (MSFT) 0.8 $2.7M 9.5k 288.30
Johnson & Johnson (JNJ) 0.7 $2.3M 15k 155.00
Apple (AAPL) 0.6 $2.1M 13k 164.90
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.9M 27k 69.92
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.5M 16k 92.09
Eli Lilly & Co. (LLY) 0.4 $1.4M 4.2k 343.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.4M 19k 73.83
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.3M 13k 103.73
Etf Ser Solutions Defiance Next (FIVG) 0.3 $977k 30k 32.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $973k 3.2k 308.77
Alphabet Cap Stk Cl C (GOOG) 0.3 $919k 8.8k 104.00
NVIDIA Corporation (NVDA) 0.2 $554k 2.0k 277.77
Amazon (AMZN) 0.2 $543k 5.3k 103.29
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $489k 5.4k 91.24
Pepsi (PEP) 0.1 $488k 2.7k 182.30
Abbvie (ABBV) 0.1 $468k 2.9k 159.37
Exxon Mobil Corporation (XOM) 0.1 $452k 4.1k 109.66
Visa Com Cl A (V) 0.1 $449k 2.0k 225.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $430k 1.1k 409.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $377k 4.2k 90.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $354k 2.3k 152.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $335k 2.3k 144.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $321k 1.0k 320.93
Nike CL B (NKE) 0.1 $314k 2.6k 122.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $308k 5.6k 55.21
Procter & Gamble Company (PG) 0.1 $290k 1.9k 148.69
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $286k 3.8k 74.71
Vanguard Index Fds Value Etf (VTV) 0.1 $272k 2.0k 138.11
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $254k 1.2k 210.92
Danaher Corporation (DHR) 0.1 $250k 992.00 252.04
Meta Platforms Cl A (META) 0.1 $243k 1.1k 211.94
Ishares Tr U.s. Tech Etf (IYW) 0.1 $242k 2.6k 92.81
Tesla Motors (TSLA) 0.1 $234k 1.1k 207.46
At&t (T) 0.1 $218k 11k 19.25
Acadia Healthcare (ACHC) 0.1 $209k 2.9k 72.25
Cisco Systems (CSCO) 0.1 $207k 4.0k 52.28
Verizon Communications (VZ) 0.1 $206k 5.3k 38.89
Proshares Tr Ii Ultrashrt Euro Call Option (EUO) 0.0 $8.0k 10k 0.80