HT Partners LLC
56 holdingsFiling period: 2026-03-31Current AUM: $372.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 6.18M | $155.2M | $178.3M | 47.84% | +98.7K | 2026-03-31 |
| 2 | EFA | ISHARES TR | 450.5K | $43.8M | $47.6M | 12.76% | -4,938 | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 71.3K | $22.9M | $26.3M | 7.04% | +163 | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 327.0K | $21.0M | $23.1M | 6.19% | +23.0K | 2026-03-31 |
| 5 | EEM | ISHARES TR | 225.2K | $12.8M | $14.4M | 3.87% | -4,934 | 2026-03-31 |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 33.5K | $8.0M | $9.5M | 2.55% | -357 | 2026-03-31 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 123.8K | $6.7M | $7.3M | 1.95% | +7.9K | 2026-03-31 |
| 8 | BND | VANGUARD BD INDEX FDS | 81.1K | $6.0M | $5.9M | 1.57% | +58 | 2026-03-31 |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 79.1K | $3.8M | $3.8M | 1.01% | +1.5K | 2026-03-31 |
| 10 | LLY | ELI LILLY & CO | 3.9K | $3.6M | $4.5M | 1.21% | -25 | 2026-03-31 |
| 11 | BSV | VANGUARD BD INDEX FDS | 45.5K | $3.6M | $3.5M | 0.95% | +634 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 9.0K | $3.3M | $4.2M | 1.12% | +1 | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 18.5K | $3.2M | $3.7M | 0.99% | -1,250 | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC | 11.0K | $3.2M | $3.9M | 1.05% | -13 | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 12.9K | $3.1M | $3.3M | 0.88% | -166 | 2026-03-31 |
| 16 | IWR | ISHARES TR | 27.0K | $2.6M | $3.0M | 0.79% | -- | 2026-03-31 |
| 17 | AAPL | APPLE INC | 9.8K | $2.5M | $3.0M | 0.81% | -150 | 2026-03-31 |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | 17.9K | $2.5M | $2.8M | 0.75% | -211 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 7.6K | $2.2M | $2.7M | 0.72% | -- | 2026-03-31 |
| 20 | BIV | VANGUARD BD INDEX FDS | 22.2K | $1.7M | $1.7M | 0.45% | +277 | 2026-03-31 |
| 21 | BLV | VANGUARD BD INDEX FDS | 23.1K | $1.6M | $1.5M | 0.41% | +332 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.7K | $1.3M | $1.3M | 0.35% | +34 | 2026-03-31 |
| 23 | META | META PLATFORMS INC | 2.0K | $1.1M | $1.1M | 0.29% | +50 | 2026-03-31 |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | 5.5K | $1.1M | $1.2M | 0.32% | +9 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 4.7K | $984K | $1.3M | 0.34% | -12 | 2026-03-31 |
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