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CIK: 0001552999
Total reported value
$361.1M
$361.1M
51 檔
62.9%
During the Q3 2024 filing period, HT Partners LLC (CIK: 0001552999) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $361.1M across 51 reported positions.
HT Partners LLC executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 47.09% | +1.67% | -10.65% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 17.11% | -0.75% | -5.86% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.15% | -0.02% | +11.70% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.87% | -0.37% | -4.95% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.16% | -0.55% | -4.65% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.15% | +0.01% | +50.93% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.07% | -0.77% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.20% | +0.42% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.28% | -0.01% | +6.31% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.18% | -0.02% | +10.39% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.04% | -5.68% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.02% | -3.25% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.84% | +0.03% | — | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.05% | — | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.79% | -0.01% | -31.05% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.12% | -2.39% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.57% | — | +10.94% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.55% | — | +13.25% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.16% | -6.44% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.05% | -0.87% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.02% | -3.99% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.03% | -1.78% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.04% | +96.00% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | -3.56% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.31% | -0.01% | +8.97% | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.29% | +0.01% | +2.59% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.01% | -4.61% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.22% | +0.01% | +1.75% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | +0.01% | — | |
| 30 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 0.17% | +0.06% | -7.64% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.16% | +0.01% | — | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.15% | -0.11% | +0.26% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.14% | +0.04% | — | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.14% | -0.01% | -2.21% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.01% | — | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | -0.01% | -6.11% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.12% | — | -5.44% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.03% | — | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.11% | — | — | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.10% | — | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 44 | CSGP | Costar Group Inc | Stock-Real Estate | 0.09% | — | — | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.09% | — | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | — | — | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.08% | — | — | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.08% | — | — | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.07% | — | — | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1% | +11.70% | Add |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.9% | +50.93% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +96.00% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.1% | +10.39% | Add |
| 5 | EEM | Ishares Msci Emerging Market | +0.1% | -4.95% | Trim |
| 6 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +6.31% | Add |
| 7 | EFA | Ishares Msci Eafe ETF | +0.1% | -5.86% | Trim |
| 8 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 9 | BLV | Vanguard Long-term Bond ETF | +0.1% | +13.25% | Add |
| 10 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 11 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 12 | BIV | Vanguard Intermediate-term B | +0.1% | +10.94% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 14 | IWR | Ishares Russell Mid-cap ETF | +0.1% | — | Unchanged |
| 15 | AAPL | Apple Inc | +0.1% | -3.25% | Trim |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -4.65% | Trim |
| 17 | META | Meta Platforms Inc-class A | 0% | -1.78% | Trim |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +8.97% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.99% | Trim |
| 20 | NOBL | Proshares S&p 500 Dividend A | 0% | +1.75% | Add |
| 21 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 22 | VMBS | Vanguard Mortgage-backed Sec | 0% | +2.59% | Add |
| 23 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 24 | T | At&t Inc | 0% | — | Unchanged |
| 25 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.26% | Add |
| 26 | DHR | Danaher CORP | 0% | — | Unchanged |
| 27 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 28 | XLP | Ss Consumer Staples Sel Sect | 0% | — | Unchanged |
| 29 | VXUS | Vanguard Total Intl Stock | 0% | -2.21% | Trim |
| 30 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 32 | VO | Vanguard Mid-cap ETF | 0% | -5.44% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -4.61% | Trim |
| 34 | GD | General Dynamics CORP | — | — | Unchanged |
| 35 | PEP | Pepsico Inc | — | — | Unchanged |
| 36 | AMGN | Amgen Inc | — | — | Unchanged |
| 37 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 38 | CSGP | Costar Group Inc | — | — | Unchanged |
| 39 | BND | Vanguard Total Bond Market | 0% | -6.44% | Trim |
| 40 | UFOX | Defiance Connective Tech ETF | 0% | -7.64% | Trim |
| 41 | AMZN | Amazon.com Inc | 0% | -3.56% | Trim |
| 42 | LLY | Eli Lilly & Co | 0% | +0.42% | Add |
| 43 | GOOG | Alphabet Inc-cl C | -0.1% | -0.87% | Trim |
| 44 | MSFT | Microsoft CORP | -0.1% | -0.77% | Trim |
| 45 | NVDA | Nvidia CORP | -0.1% | -5.68% | Trim |
| 46 | ACHC | Acadia Healthcare Co Inc | -0.1% | EXIT | Sold out |
| 47 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.39% | Trim |
| 48 | V | Visa Inc-class A Shares | -0.1% | EXIT | Sold out |
| 49 | VT | Vanguard Tot World Stk ETF | -0.3% | -31.05% | Trim |
| 50 | SCHB | Schwab US Broad Market ETF | -2.7% | -10.65% | Trim |
According to official SEC Form 13F filings, HT Partners LLC reported a total U.S. public equity portfolio value of $361.1M across 51 disclosed positions in Q3 2024.
During Q3 2024, HT Partners LLC's top holdings by market value included SCHB (47.1%)、EFA (17.1%)、VEA (6.2%). The largest single position, SCHB, represented 47.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, EFA, VEA) accounted for 62.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
TSLA
市值: $272.4K
Top Position Liquidated / Trimmed
V
前期市值: $360.6K
In Q3 2024, HT Partners LLC made 35 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 18 holdings, and fully liquidating 2 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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