HT Partners

HT Partners as of Dec. 31, 2024

Portfolio Holdings for HT Partners

HT Partners holds 50 positions in its portfolio as reported in the December 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) 46.7 $137M 6.1M 22.70
Ishares Tr Msci Eafe Etf (EFA) 14.8 $44M 577k 75.61
Ishares Tr Msci Emg Mkt Etf (EEM) 5.1 $15M 361k 41.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.6 $14M 286k 47.82
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $12M 41k 289.81
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.8 $11M 220k 50.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $6.2M 86k 71.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $5.5M 125k 44.04
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.8 $5.2M 44k 117.48
Microsoft Corporation (MSFT) 1.3 $3.9M 9.3k 421.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $3.7M 76k 49.05
Eli Lilly & Co. (LLY) 1.1 $3.2M 4.1k 772.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $3.2M 41k 77.27
NVIDIA Corporation (NVDA) 1.0 $2.9M 22k 134.29
Apple (AAPL) 0.8 $2.5M 9.9k 250.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $2.4M 27k 88.40
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.2M 11k 189.30
Johnson & Johnson (JNJ) 0.7 $2.0M 14k 144.62
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.6M 8.4k 190.44
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $1.4M 19k 74.73
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $1.3M 19k 68.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.8k 453.28
Meta Platforms Cl A (META) 0.4 $1.2M 2.0k 585.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.0M 2.0k 511.23
Amazon (AMZN) 0.3 $946k 4.3k 219.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $933k 12k 78.01
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $732k 16k 45.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $727k 1.2k 586.08
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $581k 5.8k 99.55
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $540k 11k 47.65
Abbvie (ABBV) 0.2 $487k 2.7k 177.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $430k 2.3k 185.13
Ishares Tr U.s. Tech Etf (IYW) 0.1 $417k 2.6k 159.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $413k 2.4k 175.23
Tesla Motors (TSLA) 0.1 $385k 953.00 403.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $371k 6.3k 58.93
Vanguard Index Fds Value Etf (VTV) 0.1 $333k 2.0k 169.30
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $327k 2.5k 128.62
Procter & Gamble Company (PG) 0.1 $327k 1.9k 167.65
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $324k 1.2k 264.13
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $301k 3.8k 78.61
Ishares Tr Core S&p500 Etf (IVV) 0.1 $276k 468.00 588.68
At&t (T) 0.1 $251k 11k 22.77
CoStar (CSGP) 0.1 $239k 3.3k 71.59
Emerson Electric (EMR) 0.1 $239k 1.9k 123.93
Cisco Systems (CSCO) 0.1 $235k 4.0k 59.20
Danaher Corporation (DHR) 0.1 $228k 992.00 229.55
Exxon Mobil Corporation (XOM) 0.1 $227k 2.1k 107.57
Broadcom (AVGO) 0.1 $221k 953.00 231.84
Pepsi (PEP) 0.1 $211k 1.4k 152.06