HT Partners

HT Partners as of June 30, 2023

Portfolio Holdings for HT Partners

HT Partners holds 51 positions in its portfolio as reported in the June 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) 34.4 $120M 2.3M 51.70
Ishares Tr Msci Eafe Etf (EFA) 12.7 $44M 610k 72.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.4 $40M 787k 50.22
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.3 $22M 451k 48.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.1 $21M 280k 75.57
Ishares Tr Msci Emg Mkt Etf (EEM) 3.5 $12M 310k 39.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.5 $12M 261k 46.18
Vanguard Bd Index Fds Intermed Term (BIV) 2.9 $10M 133k 75.23
Vanguard Bd Index Fds Long Term Bond (BLV) 2.7 $9.5M 127k 74.92
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $9.5M 43k 220.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $5.7M 140k 40.68
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.5 $5.3M 116k 45.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $5.3M 70k 75.66
Microsoft Corporation (MSFT) 0.9 $3.2M 9.5k 340.54
Clorox Company (CLX) 0.7 $2.5M 16k 159.04
Apple (AAPL) 0.7 $2.4M 13k 193.97
Johnson & Johnson (JNJ) 0.7 $2.4M 14k 165.52
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $2.0M 27k 73.03
Eli Lilly & Co. (LLY) 0.6 $1.9M 4.1k 468.98
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.6M 16k 96.98
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.5M 12k 119.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.4M 19k 72.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 3.1k 341.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 8.8k 120.97
Etf Ser Solutions Defiance Next (SIXG) 0.3 $991k 29k 33.66
NVIDIA Corporation (NVDA) 0.2 $806k 1.9k 423.02
Amazon (AMZN) 0.2 $667k 5.1k 130.36
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $505k 5.4k 94.28
Visa Com Cl A (V) 0.1 $471k 2.0k 237.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $466k 1.1k 443.28
Meta Platforms Cl A (META) 0.1 $437k 1.5k 286.98
Pepsi (PEP) 0.1 $415k 2.2k 185.22
Exxon Mobil Corporation (XOM) 0.1 $402k 3.7k 107.25
Abbvie (ABBV) 0.1 $388k 2.9k 134.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $369k 1.0k 369.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $367k 2.3k 157.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $346k 2.3k 149.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $319k 5.7k 56.08
Procter & Gamble Company (PG) 0.1 $296k 1.9k 151.74
Tesla Motors (TSLA) 0.1 $285k 1.1k 261.77
Ishares Tr U.s. Tech Etf (IYW) 0.1 $284k 2.6k 108.87
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $284k 3.8k 74.17
Nike CL B (NKE) 0.1 $283k 2.6k 110.37
Vanguard Index Fds Value Etf (VTV) 0.1 $280k 2.0k 142.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $272k 2.8k 97.84
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $265k 1.2k 220.16
Danaher Corporation (DHR) 0.1 $238k 992.00 240.00
Ishares Tr Core S&p500 Etf (IVV) 0.1 $209k 468.00 445.71
Cisco Systems (CSCO) 0.1 $205k 4.0k 51.74
At&t (T) 0.1 $194k 12k 15.95
Proshares Tr Ultrashrt S&p500 Call Option (SDS) 0.0 $15k 20k 0.73