HT Partners LLC
54 holdingsFiling period: 2026-06-30Current AUM: $365.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab Strategic TR | 6.07M | $175.7M | $179.1M | 48.97% | -113,558 | 2026-06-30 |
| 2 | EFA | iShares TR | 434.5K | $45.1M | $45.0M | 12.32% | -16,032 | 2026-06-30 |
| 3 | VTI | Vanguard Index Fds | 62.3K | $23.0M | $23.5M | 6.42% | -9,044 | 2026-06-30 |
| 4 | VEA | Vanguard Tax-Managed Fds | 320.4K | $22.8M | $22.4M | 6.11% | -6,585 | 2026-06-30 |
| 5 | EEM | iShares TR | 184.6K | $12.6M | $11.7M | 3.20% | -40,560 | 2026-06-30 |
| 6 | QQQM | Invesco Exch Traded FD TR II | 29.5K | $8.9M | $8.7M | 2.38% | -4,037 | 2026-06-30 |
| 7 | VWO | Vanguard Intl Equity Index F | 123.5K | $7.4M | $7.2M | 1.97% | -385 | 2026-06-30 |
| 8 | BND | Vanguard BD Index Fds | 81.4K | $6.0M | $5.8M | 1.57% | +294 | 2026-06-30 |
| 9 | LLY | Eli Lilly & Co | 3.9K | $4.7M | $5.0M | 1.36% | -39 | 2026-06-30 |
| 10 | BNDX | Vanguard Charlotte Fds | 85.1K | $4.1M | $4.0M | 1.10% | +6.1K | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 10.9K | $3.9M | $3.7M | 1.01% | -124 | 2026-06-30 |
| 12 | BSV | Vanguard BD Index Fds | 49.1K | $3.8M | $3.8M | 1.03% | +3.6K | 2026-06-30 |
| 13 | NVDA | NVIDIA Corporation | 18.3K | $3.7M | $4.0M | 1.08% | -181 | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 9.0K | $3.3M | $4.8M | 1.30% | +8 | 2026-06-30 |
| 15 | JNJ | Johnson & Johnson | 12.9K | $3.3M | $3.3M | 0.91% | -- | 2026-06-30 |
| 16 | IWR | iShares TR | 27.0K | $3.0M | $3.0M | 0.81% | -- | 2026-06-30 |
| 17 | AAPL | Apple Inc | 9.6K | $2.8M | $3.3M | 0.89% | -186 | 2026-06-30 |
| 18 | VT | Vanguard Intl Equity Index F | 17.1K | $2.7M | $2.7M | 0.74% | -794 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 7.3K | $2.6M | $2.5M | 0.67% | -279 | 2026-06-30 |
| 20 | BIV | Vanguard BD Index Fds | 24.3K | $1.9M | $1.8M | 0.49% | +2.0K | 2026-06-30 |
| 21 | BLV | Vanguard BD Index Fds | 25.3K | $1.7M | $1.6M | 0.44% | +2.2K | 2026-06-30 |
| 22 | BRK-B | Berkshire Hathaway Inc Del | 2.7K | $1.4M | $1.4M | 0.37% | +4 | 2026-06-30 |
| 23 | META | Meta Platforms Inc | 2.0K | $1.1M | $1.4M | 0.38% | +43 | 2026-06-30 |
| 24 | AMZN | Amazon.com Inc | 4.7K | $1.1M | $1.2M | 0.34% | -34 | 2026-06-30 |
| 25 | VMBS | Vanguard Scottsdale Fds | 22.0K | $1.0M | $987K | 0.27% | +2.1K | 2026-06-30 |
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