The Analysis of HT Partners LLC's Holdings


Currently, HT Partners LLC holds 52 types of securities in its portfolio with a total value $327.1M. In the most recent quarter, they have increased their positions in QQQM (+33.9K shares, valued at $8.4M), SCHB (+41.2K shares, valued at $1.1M), VEA (+7.7K shares, valued at $463.7K); decreased their positions in VTEB (-429.6K shares, valued at $21.5M), RSP (-30.2K shares, valued at $5.7M), EFA (-35.7K shares, valued at $3.3M); initiated new positions in QQQM (+33.9K shares, valued at $8.4M), WMT (+2.0K shares, valued at $210.4K), SCHM (+7.0K shares, valued at $207.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR6.1M shares0.68%2025-09-302025-10-23history
EFA ISHARES TR455.7K shares-7.27%2025-09-302025-10-23history
VTI VANGUARD INDEX FDS71.2K shares1.30%2025-09-302025-10-23history
VEA VANGUARD TAX-MANAGED FDS305.8K shares2.60%2025-09-302025-10-23history
EEM ISHARES TR230.3K shares-9.63%2025-09-302025-10-23history
QQQM INVESCO EXCH TRADED FD TR II33.9K sharesnew addition2025-09-302025-10-23history
VWO VANGUARD INTL EQUITY INDEX F116.3K shares0.53%2025-09-302025-10-23history
BND VANGUARD BD INDEX FDS80.6K shares2.94%2025-09-302025-10-23history
Sponsored
MSFT MICROSOFT CORP9.0K shares-1.74%2025-09-302025-10-23history
BNDX VANGUARD CHARLOTTE FDS76.9K shares3.83%2025-09-302025-10-23history
NVDA NVIDIA CORPORATION19.8K shares-3.32%2025-09-302025-10-23history
BSV VANGUARD BD INDEX FDS44.7K shares2.78%2025-09-302025-10-23history
LLY ELI LILLY & CO3.9K shares-0.96%2025-09-302025-10-23history
GOOGL ALPHABET INC11.0K shares-4.02%2025-09-302025-10-23history
IWR ISHARES TR27.0K shares0.00%2025-09-302025-10-23history
AAPL APPLE INC9.8K shares1.17%2025-09-302025-10-23history
Sponsored
VT VANGUARD INTL EQUITY INDEX F18.1K shares-7.73%2025-09-302025-10-23history
JNJ JOHNSON & JOHNSON13.0K shares-1.84%2025-09-302025-10-23history
GOOG ALPHABET INC7.6K shares-4.52%2025-09-302025-10-23history
BIV VANGUARD BD INDEX FDS21.8K shares2.48%2025-09-302025-10-23history
BLV VANGUARD BD INDEX FDS22.6K shares3.86%2025-09-302025-10-23history
META META PLATFORMS INC1.9K shares-2.14%2025-09-302025-10-23history
BRK.B BERKSHIRE HATHAWAY INC DEL2.7K shares-0.63%2025-09-302025-10-23history
RSP INVESCO EXCHANGE TRADED FD T5.5K shares-84.54%2025-09-302025-10-23history
Sponsored
AMZN AMAZON COM INC4.7K shares-0.36%2025-09-302025-10-23history
VCSH VANGUARD SCOTTSDALE FDS12.0K shares-1.86%2025-09-302025-10-23history
VMBS VANGUARD SCOTTSDALE FDS20.0K shares-2.21%2025-09-302025-10-23history
SPY SPDR S&P 500 ETF TR1.2K shares0.00%2025-09-302025-10-23history
QQQ INVESCO QQQ TR1.4K shares-61.76%2025-09-302025-10-23history
VTEB VANGUARD MUN BD FDS12.9K shares-97.08%2025-09-302025-10-23history
SIXG ETF SER SOLUTIONS10.3K shares0.00%2025-09-302025-10-23history
ABBV ABBVIE INC2.7K shares0.00%2025-09-302025-10-23history
Sponsored
NOBL PROSHARES TR5.9K shares11.47%2025-09-302025-10-23history
IYW ISHARES TR2.6K shares0.00%2025-09-302025-10-23history
IWD ISHARES TR2.3K shares0.00%2025-09-302025-10-23history
TSLA TESLA INC911 shares-3.60%2025-09-302025-10-23history
ITOT ISHARES TR2.6K shares-1.24%2025-09-302025-10-23history
VTV VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-10-23history
VXUS VANGUARD STAR FDS4.8K shares-16.03%2025-09-302025-10-23history
VO VANGUARD INDEX FDS1.2K shares-3.26%2025-09-302025-10-23history
Sponsored
IVV ISHARES TR468 shares0.00%2025-09-302025-10-23history
T AT&T INC11.0K shares0.00%2025-09-302025-10-23history
XLP SELECT SECTOR SPDR TR3.8K shares0.00%2025-09-302025-10-23history
PG PROCTER AND GAMBLE CO1.9K shares0.00%2025-09-302025-10-23history
CSGP COSTAR GROUP INC3.3K shares0.00%2025-09-302025-10-23history
CSCO CISCO SYS INC4.0K shares0.00%2025-09-302025-10-23history
EMR EMERSON ELEC CO1.9K shares0.00%2025-09-302025-10-23history
GD GENERAL DYNAMICS CORP700 shares0.00%2025-09-302025-10-23history
Sponsored
XOM EXXON MOBIL CORP2.1K shares0.00%2025-09-302025-10-23history
AVGO BROADCOM INC688 shares-21.37%2025-09-302025-10-23history
WMT WALMART INC2.0K sharesnew addition2025-09-302025-10-23history
SCHM SCHWAB STRATEGIC TR7.0K sharesnew addition2025-09-302025-10-23history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available