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CIK: 0001552999
Total reported value
$361.1M
$361.1M
50 檔
59.8%
As reported in its official Q1 2025 Form 13F filing, HT Partners LLC's tracked investment portfolio stood at $361.1M with 50 total positions.
In Q1 2025, HT Partners LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, EFA, VEA) accounted for 59.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 47.00% | +1.67% | +5.12% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 13.83% | -0.75% | -14.53% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.19% | -0.02% | +4.29% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.10% | -0.02% | +9.39% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.02% | -0.55% | +3.53% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.83% | -0.37% | -29.28% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.46% | +0.04% | +678.00% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.18% | -0.16% | +1.04% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.83% | +0.01% | -5.82% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.27% | -0.01% | -0.46% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.18% | -0.02% | +7.70% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.07% | -1.72% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.20% | -3.71% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.97% | -0.01% | -44.40% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.79% | +0.03% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.05% | -2.95% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.04% | -6.47% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.02% | -0.16% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.12% | +1.82% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.56% | — | +11.30% | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.53% | — | +16.98% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | -3.43% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.05% | -3.31% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.03% | -0.15% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.01% | +2.37% | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.32% | +0.01% | +26.60% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | +10.27% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.21% | +0.01% | +3.08% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | — | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.17% | -0.11% | +23.96% | |
| 32 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 0.15% | +0.06% | -8.75% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.15% | +0.01% | — | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.14% | -0.01% | +1.84% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.13% | +0.04% | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.01% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | — | — | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.11% | -0.01% | +1.61% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.11% | — | — | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.11% | — | — | |
| 42 | CSGP | Costar Group Inc | Stock-Real Estate | 0.09% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.03% | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | — | -0.84% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.08% | +0.04% | — | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.07% | — | — | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.07% | — | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.07% | — | — | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 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 Q1 2025.
During Q1 2025, HT Partners LLC's top holdings by market value included SCHB (47.0%)、EFA (13.8%)、VEA (5.2%). The largest single position, SCHB, represented 47.0% of total portfolio value.
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Top New Position Initiated
SCHB
市值: $137.0M
In Q1 2025, HT Partners LLC made 50 total portfolio adjustments, initiating 50 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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