HT Partners

HT Partners as of March 31, 2024

Portfolio Holdings for HT Partners

HT Partners holds 49 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 49.4 $136M 2.2M 61.05
Ishares Tr Msci Eafe Etf (EFA) 17.8 $49M 615k 79.86
Ishares Tr Msci Emg Mkt Etf (EEM) 5.7 $16M 383k 41.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.2 $14M 286k 50.17
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $11M 44k 259.90
Microsoft Corporation (MSFT) 1.4 $4.0M 9.4k 420.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $3.3M 80k 41.77
Eli Lilly & Co. (LLY) 1.2 $3.3M 4.3k 777.96
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $3.2M 65k 49.19
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $3.0M 27k 110.50
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $2.7M 36k 76.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $2.3M 27k 84.09
Johnson & Johnson (JNJ) 0.8 $2.3M 14k 158.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $2.2M 30k 72.63
NVIDIA Corporation (NVDA) 0.7 $2.0M 2.3k 903.58
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.8M 12k 150.93
Apple (AAPL) 0.7 $1.8M 11k 171.48
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M 8.7k 152.26
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $1.3M 17k 75.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.3M 3.0k 420.52
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $1.2M 17k 72.33
Amazon (AMZN) 0.3 $904k 5.0k 180.38
Meta Platforms Cl A (META) 0.3 $870k 1.8k 485.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $741k 9.6k 77.31
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $727k 16k 45.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $722k 14k 50.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $692k 1.3k 523.07
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $568k 5.6k 101.41
Abbvie (ABBV) 0.2 $499k 2.7k 182.10
Etf Ser Solutions Defiance Next (FIVG) 0.2 $478k 12k 39.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $444k 1.0k 444.01
Visa Com Cl A (V) 0.2 $417k 1.5k 279.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $416k 2.3k 179.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $396k 2.3k 169.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $365k 6.0k 60.30
Ishares Tr U.s. Tech Etf (IYW) 0.1 $353k 2.6k 135.06
Exxon Mobil Corporation (XOM) 0.1 $330k 2.8k 116.24
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $326k 1.3k 249.86
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $324k 2.8k 115.30
CoStar (CSGP) 0.1 $323k 3.3k 96.60
Vanguard Index Fds Value Etf (VTV) 0.1 $321k 2.0k 162.86
Procter & Gamble Company (PG) 0.1 $316k 1.9k 162.25
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $292k 3.8k 76.36
Danaher Corporation (DHR) 0.1 $248k 992.00 249.72
Ishares Tr Core S&p500 Etf (IVV) 0.1 $246k 468.00 525.73
Pepsi (PEP) 0.1 $243k 1.4k 175.01
Nike CL B (NKE) 0.1 $241k 2.6k 93.98
Emerson Electric (EMR) 0.1 $219k 1.9k 113.42
At&t (T) 0.1 $194k 11k 17.60