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CIK: 0001552999
Total reported value
$361.1M
$361.1M
50 檔
64.0%
According to the latest 13F quarterly dataset, HT Partners LLC managed an equity portfolio of $361.1M at the end of Q2 2024, spanning 50 distinct U.S. exchange-listed positions.
During Q2 2024, HT Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 49.75% | +1.67% | +0.26% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 17.00% | -0.75% | -0.23% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.73% | -0.37% | -0.59% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.15% | -0.02% | +2.92% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.11% | -0.55% | -0.28% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.07% | -0.35% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | +0.20% | -0.28% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | +0.01% | +5.55% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.17% | -0.01% | +4.99% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.08% | -0.01% | -0.08% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.04% | -0.02% | +6.94% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.04% | +938.90% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.02% | +0.10% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.12% | -0.50% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | +0.03% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.05% | -2.01% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.05% | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.16% | -29.78% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.49% | — | +6.64% | |
| 20 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.45% | — | +6.96% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.02% | -0.30% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.03% | +12.90% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.01% | -1.32% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.27% | -0.01% | +4.69% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.27% | +0.01% | +6.30% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.01% | — | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 28 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 0.18% | +0.06% | +0.43% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.04% | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.01% | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.14% | +0.01% | — | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.14% | +0.04% | — | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.14% | -0.11% | — | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.13% | -0.01% | +1.60% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.13% | — | -7.97% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | -0.01% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.01% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.03% | -2.99% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | — | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | — | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.10% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | — | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.09% | — | — | |
| 44 | CSGP | Costar Group Inc | Stock-Real Estate | 0.09% | — | — | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | — | — | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.08% | — | — | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.08% | — | — | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.07% | — | — | |
| 49 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 0.07% | — | — | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.07% | — | — |
According to official SEC Form 13F filings, HT Partners LLC reported a total U.S. public equity portfolio value of $361.1M across 50 disclosed positions in Q2 2024.
During Q2 2024, HT Partners LLC's top holdings by market value included SCHB (49.8%)、EFA (17.0%)、EEM (5.7%). The largest single position, SCHB, represented 49.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, EFA, EEM) accounted for 64.0% of total reported equity market value during Q2 2024.
In Q2 2024, HT Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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