Universe · entity
HT Partners LLC
Institutional manager (13F) · CIK 1552999
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $329M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $155M | 6,181,453 |
| 2 | ISHARES TR | $44M | 450,488 |
| 3 | VANGUARD INDEX FDS | $23M | 71,294 |
| 4 | VANGUARD TAX-MANAGED FDS | $21M | 326,965 |
| 5 | ISHARES TR | $13M | 225,197 |
| 6 | INVESCO EXCH TRADED FD TR II | $8M | 33,502 |
| 7 | VANGUARD INTL EQUITY INDEX F | $7M | 123,842 |
| 8 | VANGUARD BD INDEX FDS | $6M | 81,092 |
| 9 | VANGUARD CHARLOTTE FDS | $4M | 79,061 |
| 10 | ELI LILLY & CO | $4M | 3,917 |
| 11 | VANGUARD BD INDEX FDS | $4M | 45,510 |
| 12 | MICROSOFT CORP | $3M | 8,960 |
| 13 | NVIDIA CORPORATION | $3M | 18,451 |
| 14 | ALPHABET INC | $3M | 10,999 |
| 15 | JOHNSON & JOHNSON | $3M | 12,860 |
| 16 | ISHARES TR | $3M | 26,956 |
| 17 | APPLE INC | $2M | 9,769 |
| 18 | VANGUARD INTL EQUITY INDEX F | $2M | 17,899 |
| 19 | ALPHABET INC | $2M | 7,566 |
| 20 | VANGUARD BD INDEX FDS | $2M | 22,247 |
| 21 | VANGUARD BD INDEX FDS | $2M | 23,100 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,727 |
| 23 | META PLATFORMS INC | $1M | 1,968 |
| 24 | INVESCO EXCHANGE TRADED FD T | $1M | 5,532 |
| 25 | AMAZON COM INC | $984k | 4,726 |
| 26 | VANGUARD SCOTTSDALE FDS | $962k | 12,134 |
| 27 | VANGUARD SCOTTSDALE FDS | $936k | 19,927 |
| 28 | STATE STR SPDR S&P 500 ETF T | $807k | 1,241 |
| 29 | INVESCO QQQ TR | $795k | 1,377 |
| 30 | ETF SER SOLUTIONS | $705k | 10,345 |
| 31 | VANGUARD MUN BD FDS | $644k | 12,904 |
| 32 | PROSHARES TR | $636k | 5,995 |
| 33 | ABBVIE INC | $596k | 2,741 |
| 34 | ISHARES TR | $496k | 2,322 |
| 35 | ISHARES TR | $474k | 2,612 |
| 36 | VANGUARD STAR FDS | $419k | 5,430 |
| 37 | VANGUARD INDEX FDS | $386k | 1,968 |
| 38 | EXXON MOBIL CORP | $360k | 2,123 |
| 39 | ISHARES TR | $349k | 2,450 |
| 40 | VANGUARD INDEX FDS | $341k | 1,186 |
| 41 | TESLA INC | $330k | 888 |
| 42 | SELECT SECTOR SPDR TR | $313k | 3,824 |
| 43 | CISCO SYS INC | $308k | 3,966 |
| 44 | ISHARES TR | $306k | 468 |
| 45 | PROCTER & GAMBLE CO | $281k | 1,948 |
| 46 | EMERSON ELEC CO | $253k | 1,931 |
| 47 | COSTCO WHOLESALE CORPORATION | $251k | 252 |
| 48 | AMGEN INC | $241k | 686 |
| 49 | GENERAL DYNAMICS CORP | $240k | 700 |
| 50 | SPDR GOLD TR | $238k | 554 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.