HT Partners LLC
54 holdingsFiling period: 2026-06-30Current AUM: $363.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 6.07M | $175.7M | $177.1M | 48.67% | -113,558 | 2026-06-30 |
| 2 | EFA | ISHARES TR | 434.5K | $45.1M | $45.8M | 12.58% | -16,032 | 2026-06-30 |
| 3 | VTI | VANGUARD INDEX FDS | 62.3K | $23.0M | $23.2M | 6.38% | -9,044 | 2026-06-30 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 320.4K | $22.8M | $22.9M | 6.30% | -6,585 | 2026-06-30 |
| 5 | EEM | ISHARES TR | 184.6K | $12.6M | $12.1M | 3.34% | -40,560 | 2026-06-30 |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 29.5K | $8.9M | $8.5M | 2.35% | -4,037 | 2026-06-30 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 123.5K | $7.4M | $7.3M | 2.01% | -385 | 2026-06-30 |
| 8 | BND | VANGUARD BD INDEX FDS | 81.4K | $6.0M | $5.8M | 1.59% | +294 | 2026-06-30 |
| 9 | LLY | ELI LILLY & CO | 3.9K | $4.7M | $4.4M | 1.21% | -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 | $3.8M | 1.03% | -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 | $3.9M | 1.06% | -181 | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 9.0K | $3.3M | $4.5M | 1.22% | +8 | 2026-06-30 |
| 15 | JNJ | JOHNSON & JOHNSON | 12.9K | $3.3M | $3.4M | 0.94% | -- | 2026-06-30 |
| 16 | IWR | ISHARES TR | 27.0K | $3.0M | $2.9M | 0.80% | -- | 2026-06-30 |
| 17 | AAPL | APPLE INC | 9.6K | $2.8M | $3.2M | 0.87% | -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 | 0.68% | -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 | 0.45% | +2.2K | 2026-06-30 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.7K | $1.4M | $1.4M | 0.38% | +4 | 2026-06-30 |
| 23 | META | META PLATFORMS INC | 2.0K | $1.1M | $1.3M | 0.37% | +43 | 2026-06-30 |
| 24 | AMZN | AMAZON COM INC | 4.7K | $1.1M | $1.2M | 0.32% | -34 | 2026-06-30 |
| 25 | VMBS | VANGUARD SCOTTSDALE FDS | 22.0K | $1.0M | $996K | 0.27% | +2.1K | 2026-06-30 |
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