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

Currently, HT Partners LLC holds 53 types of securities in its portfolio with a total value $361.1M. In the most recent quarter, they have increased their positions in NOBL (+6.6K shares, valued at $369.6K), BNDX (+6.1K shares, valued at $294.8K), BSV (+3.6K shares, valued at $279.9K); decreased their positions in N/A (-9.0K shares, valued at $3.3M), SCHB (-113.6K shares, valued at $3.3M), EEM (-40.6K shares, valued at $2.8M); initiated new positions in IEMG (+2.7K shares, valued at $223.9K).

1M P&L

+2.6M+0.77%

3M P&L

+15.7M+4.88%

HY P&L

+35.4M+11.67%

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/A305.8M

91.6%

2Drug Manufacturers - General8.2M

2.4%

3Internet Content & Information6.5M

1.9%

Top Industries by Stock Count

1N/A30 stocks

68.2%

2Drug Manufacturers - General3 stocks

6.8%

3Internet Content & Information2 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR6.1M shares-1.84%2026-06-302026-07-16

EFA ISHARES TR434.5K shares-3.56%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS62.3K shares-12.69%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS320.4K shares-2.01%2026-06-302026-07-16

EEM ISHARES TR184.6K shares-18.01%2026-06-302026-07-16

QQQM INVESCO EXCH TRADED FD TR II29.5K shares-12.05%2026-06-302026-07-16

VWO VANGUARD INTL EQUITY INDEX F123.5K shares-0.31%2026-06-302026-07-16

BND VANGUARD BD INDEX FDS81.4K shares0.36%2026-06-302026-07-16

Sponsored

LLY ELI LILLY & CO3.9K shares-1.00%2026-06-302026-07-16

BNDX VANGUARD CHARLOTTE FDS85.1K shares7.70%2026-06-302026-07-16

GOOGL ALPHABET INC10.9K shares-1.13%2026-06-302026-07-16

BSV VANGUARD BD INDEX FDS49.1K shares7.89%2026-06-302026-07-16

NVDA NVIDIA CORPORATION18.3K shares-0.98%2026-06-302026-07-16

MSFT MICROSOFT CORP9.0K shares0.09%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON12.9K shares0.00%2026-06-302026-07-16

IWR ISHARES TR27.0K shares0.00%2026-06-302026-07-16

Sponsored

AAPL APPLE INC9.6K shares-1.90%2026-06-302026-07-16

VT VANGUARD INTL EQUITY INDEX F17.1K shares-4.44%2026-06-302026-07-16

GOOG ALPHABET INC7.3K shares-3.69%2026-06-302026-07-16

BIV VANGUARD BD INDEX FDS24.3K shares9.20%2026-06-302026-07-16

BLV VANGUARD BD INDEX FDS25.3K shares9.37%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL2.7K shares0.15%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC2.0K shares2.18%2026-06-302026-07-16

AMZN AMAZON COM INC4.7K shares-0.72%2026-06-302026-07-16

Sponsored

VMBS VANGUARD SCOTTSDALE FDS22.0K shares10.52%2026-06-302026-07-16

VCSH VANGUARD SCOTTSDALE FDS12.8K shares5.79%2026-06-302026-07-16

QQQ INVESCO QQQ TR1.4K shares-1.02%2026-06-302026-07-16

SIXG ETF SER SOLUTIONS10.3K shares0.00%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares-1.53%2026-06-302026-07-16

RSP INVESCO EXCHANGE TRADED FD T3.5K shares-35.97%2026-06-302026-07-16

NOBL PROSHARES TR12.6K shares109.77%2026-06-302026-07-16

ABBVIE INC ABBVIE INC2.7K shares0.00%2026-06-302026-07-16

Sponsored

IYW ISHARES TR2.6K shares0.00%2026-06-302026-07-16

VTEB VANGUARD MUN BD FDS12.9K shares0.00%2026-06-302026-07-16

IWD ISHARES TR2.3K shares0.00%2026-06-302026-07-16

CISCO SYS INC CISCO SYS INC4.0K shares0.00%2026-06-302026-07-16

VXUS VANGUARD STAR FDS5.2K shares-4.94%2026-06-302026-07-16

VTV VANGUARD INDEX FDS2.0K shares0.00%2026-06-302026-07-16

ITOT ISHARES TR2.2K shares-8.33%2026-06-302026-07-16

TSLA TESLA INC860 shares-3.15%2026-06-302026-07-16

Sponsored

VO VANGUARD INDEX FDS4.4K shares268.13%2026-06-302026-07-16

ISHARES TR ISHARES TR468 shares0.00%2026-06-302026-07-16

XLP SELECT SECTOR SPDR TR3.8K shares0.00%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP2.1K shares0.00%2026-06-302026-07-16

PG PROCTER & GAMBLE CO1.9K shares0.00%2026-06-302026-07-16

EMR EMERSON ELEC CO1.9K shares0.00%2026-06-302026-07-16

SCHM SCHWAB STRATEGIC TR6.7K shares-3.58%2026-06-302026-07-16

AMGN AMGEN INC686 shares0.00%2026-06-302026-07-16

Sponsored

GD GENERAL DYNAMICS CORP700 shares0.00%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION253 shares0.40%2026-06-302026-07-16

BROADCOM INC BROADCOM INC597 shares-10.63%2026-06-302026-07-16

IEMG ISHARES INC2.7K sharesnew addition2026-06-302026-07-16

GLD SPDR GOLD TR554 shares0.00%2026-06-302026-07-16

SCHB

SCHWAB STRATEGIC TR

-1.84%

Shares6.1M

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

-3.56%

Shares434.5K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-12.69%

Shares62.3K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

-2.01%

Shares320.4K

Event2026-06-30

Filed2026-07-16

EEM

ISHARES TR

-18.01%

Shares184.6K

Event2026-06-30

Filed2026-07-16

QQQM

INVESCO EXCH TRADED FD TR II

-12.05%

Shares29.5K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

-0.31%

Shares123.5K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD BD INDEX FDS

0.36%

Shares81.4K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

-1.00%

Shares3.9K

Event2026-06-30

Filed2026-07-16

BNDX

VANGUARD CHARLOTTE FDS

7.70%

Shares85.1K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-1.13%

Shares10.9K

Event2026-06-30

Filed2026-07-16

BSV

VANGUARD BD INDEX FDS

7.89%

Shares49.1K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-0.98%

Shares18.3K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

0.09%

Shares9.0K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-16

IWR

ISHARES TR

0.00%

Shares27.0K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-1.90%

Shares9.6K

Event2026-06-30

Filed2026-07-16

VANGUARD INTL EQUITY INDEX F

-4.44%

Shares17.1K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

-3.69%

Shares7.3K

Event2026-06-30

Filed2026-07-16

BIV

VANGUARD BD INDEX FDS

9.20%

Shares24.3K

Event2026-06-30

Filed2026-07-16

BLV

VANGUARD BD INDEX FDS

9.37%

Shares25.3K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.15%

Shares2.7K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

2.18%

Shares2.0K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

-0.72%

Shares4.7K

Event2026-06-30

Filed2026-07-16

VMBS

VANGUARD SCOTTSDALE FDS

10.52%

Shares22.0K

Event2026-06-30

Filed2026-07-16

VCSH

VANGUARD SCOTTSDALE FDS

5.79%

Shares12.8K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

-1.02%

Shares1.4K

Event2026-06-30

Filed2026-07-16

SIXG

ETF SER SOLUTIONS

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

-1.53%

Shares1.2K

Event2026-06-30

Filed2026-07-16

RSP

INVESCO EXCHANGE TRADED FD T

-35.97%

Shares3.5K

Event2026-06-30

Filed2026-07-16

NOBL

PROSHARES TR

109.77%

Shares12.6K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-16

IYW

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-16

VTEB

VANGUARD MUN BD FDS

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD STAR FDS

-4.94%

Shares5.2K

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES TR

-8.33%

Shares2.2K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

-3.15%

Shares860

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

268.13%

Shares4.4K

Event2026-06-30

Filed2026-07-16

ISHARES TR

0.00%

Shares468

Event2026-06-30

Filed2026-07-16

XLP

SELECT SECTOR SPDR TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELEC CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-16

SCHM

SCHWAB STRATEGIC TR

-3.58%

Shares6.7K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

0.00%

Shares686

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

0.00%

Shares700

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

0.40%

Shares253

Event2026-06-30

Filed2026-07-16

BROADCOM INC

-10.63%

Shares597

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TR

0.00%

Shares554

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available