HT Partners

HT Partners as of March 31, 2025

Portfolio Holdings for HT Partners

HT Partners holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 47.0 $137M 6.4M 21.53
Ishares Tr Msci Eafe Etf (EFA) 13.8 $40M 493k 81.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.2 $15M 298k 50.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.1 $12M 241k 49.62
Vanguard Index Fds Total Stk Mkt (VTI) 4.0 $12M 43k 274.84
Ishares Tr Msci Emg Mkt Etf (EEM) 3.8 $11M 256k 43.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $7.2M 15k 468.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $6.4M 87k 73.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $5.3M 118k 45.26
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $3.7M 76k 48.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $3.4M 44k 78.28
Microsoft Corporation (MSFT) 1.2 $3.4M 9.1k 375.38
Eli Lilly & Co. (LLY) 1.1 $3.3M 3.9k 825.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $2.8M 24k 115.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $2.3M 27k 85.07
Johnson & Johnson (JNJ) 0.8 $2.2M 14k 165.84
NVIDIA Corporation (NVDA) 0.8 $2.2M 21k 108.38
Apple (AAPL) 0.8 $2.2M 9.9k 222.13
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.8M 12k 154.64
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $1.6M 21k 76.57
Vanguard Bd Index Fds Long Term Bond (BLV) 0.5 $1.6M 22k 70.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.5M 2.7k 532.58
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.3M 8.1k 156.23
Meta Platforms Cl A (META) 0.4 $1.1M 2.0k 576.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $966k 12k 78.94
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $947k 20k 46.31
Amazon (AMZN) 0.3 $905k 4.8k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $694k 1.2k 559.39
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $615k 6.0k 102.18
Abbvie (ABBV) 0.2 $574k 2.7k 209.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $506k 2.9k 173.23
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $440k 10k 42.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $437k 2.3k 188.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $398k 6.4k 62.10
Ishares Tr U.s. Tech Etf (IYW) 0.1 $367k 2.6k 140.44
Vanguard Index Fds Value Etf (VTV) 0.1 $340k 2.0k 172.74
Procter & Gamble Company (PG) 0.1 $332k 1.9k 170.42
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $317k 1.2k 258.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $316k 2.6k 122.01
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $312k 3.8k 81.67
At&t (T) 0.1 $311k 11k 28.28
CoStar (CSGP) 0.1 $265k 3.3k 79.23
Ishares Tr Core S&p500 Etf (IVV) 0.1 $263k 468.00 561.90
Exxon Mobil Corporation (XOM) 0.1 $251k 2.1k 118.93
Tesla Motors (TSLA) 0.1 $245k 945.00 259.16
Cisco Systems (CSCO) 0.1 $245k 4.0k 61.71
Amgen (AMGN) 0.1 $214k 686.00 311.55
Emerson Electric (EMR) 0.1 $212k 1.9k 109.64
Pepsi (PEP) 0.1 $208k 1.4k 149.94
Danaher Corporation (DHR) 0.1 $203k 992.00 205.00