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The Analysis of HT Partners LLC's Holdings & P&L

Currently, HT Partners LLC holds 55 types of securities in its portfolio with a total value $330.2M. In the most recent quarter, they have increased their positions in SCHB (+98.7K shares, valued at $2.5M), VEA (+23.0K shares, valued at $1.5M), VWO (+7.9K shares, valued at $428.2K); decreased their positions in EFA (-4.9K shares, valued at $479.6K), EEM (-4.9K shares, valued at $280.2K), NVDA (-1.3K shares, valued at $218.0K); initiated new positions in COST (+252 shares, valued at $251.3K), DBEU (+4.2K shares, valued at $203.0K).

1M P&L

+15.2M+4.41%

3M P&L

+17.6M+5.14%

HY P&L

+35.9M+11.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A300.6M

93.6%

2Drug Manufacturers - General7.6M

2.4%

3Software - Infrastructure3.3M

1.0%

Top Industries by Stock Count

1N/A32 stocks

66.7%

2Drug Manufacturers - General4 stocks

8.3%

3Discount Stores2 stocks

4.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR6.2M shares1.62%2026-03-312026-04-10

EFA ISHARES TR450.5K shares-1.08%2026-03-312026-04-10

VTI VANGUARD INDEX FDS71.3K shares0.23%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS327.0K shares7.57%2026-03-312026-04-10

EEM ISHARES TR225.2K shares-2.14%2026-03-312026-04-10

QQQM INVESCO EXCH TRADED FD TR II33.5K shares-1.05%2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F123.8K shares6.83%2026-03-312026-04-10

BND VANGUARD BD INDEX FDS81.1K shares0.07%2026-03-312026-04-10

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BNDX VANGUARD CHARLOTTE FDS79.1K shares1.95%2026-03-312026-04-10

LLY ELI LILLY & CO3.9K shares-0.63%2026-03-312026-04-10

BSV VANGUARD BD INDEX FDS45.5K shares1.41%2026-03-312026-04-10

MSFT MICROSOFT CORP9.0K shares0.01%2026-03-312026-04-10

NVDA NVIDIA CORPORATION18.5K shares-6.34%2026-03-312026-04-10

ALPHABET INC ALPHABET INC11.0K shares-0.12%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON12.9K shares-1.27%2026-03-312026-04-10

IWR ISHARES TR27.0K shares0.00%2026-03-312026-04-10

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AAPL APPLE INC9.8K shares-1.51%2026-03-312026-04-10

VT VANGUARD INTL EQUITY INDEX F17.9K shares-1.17%2026-03-312026-04-10

ALPHABET INC ALPHABET INC7.6K shares0.00%2026-03-312026-04-10

BIV VANGUARD BD INDEX FDS22.2K shares1.26%2026-03-312026-04-10

BLV VANGUARD BD INDEX FDS23.1K shares1.46%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares1.26%2026-03-312026-04-10

META META PLATFORMS INC2.0K shares2.61%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.5K shares0.16%2026-03-312026-04-10

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AMZN AMAZON COM INC4.7K shares-0.25%2026-03-312026-04-10

VCSH VANGUARD SCOTTSDALE FDS12.1K shares0.80%2026-03-312026-04-10

VMBS VANGUARD SCOTTSDALE FDS19.9K shares1.30%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T1.2K shares0.00%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR1.4K shares0.00%2026-03-312026-04-10

SIXG ETF SER SOLUTIONS10.3K shares0.00%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS12.9K shares0.00%2026-03-312026-04-10

NOBL PROSHARES TR6.0K shares1.66%2026-03-312026-04-10

Sponsored

ABBV ABBVIE INC2.7K shares0.00%2026-03-312026-04-10

IWD ISHARES TR2.3K shares0.00%2026-03-312026-04-10

IYW ISHARES TR2.6K shares0.00%2026-03-312026-04-10

VXUS VANGUARD STAR FDS5.4K shares0.00%2026-03-312026-04-10

VTV VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-10

XOM EXXON MOBIL CORP2.1K shares-10.19%2026-03-312026-04-10

ITOT ISHARES TR2.5K shares-0.33%2026-03-312026-04-10

VO VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-10

Sponsored

TSLA TESLA INC888 shares-1.22%2026-03-312026-04-10

XLP SELECT SECTOR SPDR TR3.8K shares0.00%2026-03-312026-04-10

CSCO CISCO SYS INC4.0K shares0.00%2026-03-312026-04-10

IVV ISHARES TR468 shares0.00%2026-03-312026-04-10

PG PROCTER & GAMBLE CO1.9K shares0.00%2026-03-312026-04-10

EMR EMERSON ELEC CO1.9K shares0.00%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION252 sharesnew addition2026-03-312026-04-10

AMGN AMGEN INC686 shares0.00%2026-03-312026-04-10

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP700 shares0.00%2026-03-312026-04-10

GLD SPDR GOLD TR554 shares0.00%2026-03-312026-04-10

PSLV SPROTT ASSET MANAGEMENT LP9.4K shares0.00%2026-03-312026-04-10

SCHM SCHWAB STRATEGIC TR7.0K shares-0.17%2026-03-312026-04-10

BROADCOM INC BROADCOM INC668 shares-0.89%2026-03-312026-04-10

WMT WALMART INC1.6K shares-19.59%2026-03-312026-04-10

DBEU DBX ETF TR4.2K sharesnew addition2026-03-312026-04-10

SCHB

SCHWAB STRATEGIC TR

1.62%

Shares6.2M

Event2026-03-31

Filed2026-04-10

EFA

ISHARES TR

-1.08%

Shares450.5K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

0.23%

Shares71.3K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

7.57%

Shares327.0K

Event2026-03-31

Filed2026-04-10

EEM

ISHARES TR

-2.14%

Shares225.2K

Event2026-03-31

Filed2026-04-10

QQQM

INVESCO EXCH TRADED FD TR II

-1.05%

Shares33.5K

Event2026-03-31

Filed2026-04-10

VWO

VANGUARD INTL EQUITY INDEX F

6.83%

Shares123.8K

Event2026-03-31

Filed2026-04-10

BND

VANGUARD BD INDEX FDS

0.07%

Shares81.1K

Event2026-03-31

Filed2026-04-10

BNDX

VANGUARD CHARLOTTE FDS

1.95%

Shares79.1K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

-0.63%

Shares3.9K

Event2026-03-31

Filed2026-04-10

BSV

VANGUARD BD INDEX FDS

1.41%

Shares45.5K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

0.01%

Shares9.0K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-6.34%

Shares18.5K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-0.12%

Shares11.0K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

-1.27%

Shares12.9K

Event2026-03-31

Filed2026-04-10

IWR

ISHARES TR

0.00%

Shares27.0K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-1.51%

Shares9.8K

Event2026-03-31

Filed2026-04-10

VANGUARD INTL EQUITY INDEX F

-1.17%

Shares17.9K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-10

BIV

VANGUARD BD INDEX FDS

1.26%

Shares22.2K

Event2026-03-31

Filed2026-04-10

BLV

VANGUARD BD INDEX FDS

1.46%

Shares23.1K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

1.26%

Shares2.7K

Event2026-03-31

Filed2026-04-10