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HT Partners LLC

SEC CIK
0001552999
Latest filing
Jul 16, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 12, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
51
+1 vs. Q4 2021
Portfolio value
$324.6M
−$17.6M (−5.1%) vs. Q4 2021
Filed
Apr 12, 2022
SEC
Holdings of HT Partners LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
INTCIntel CorpStock4,157$206.0K0.1%00.0%UnchangedHistory
DBX ETF Tr233051853XTRACK MSCI EURP6,033$208.0K0.1%+6,033New–
CSCOCisco Systems, Inc.Stock3,966$221.0K0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF1,054$251.0K0.1%+1,054New–
VZVerizon Communications IncStock5,104$260.0K0.1%−55−1.1%ReducedHistory
TAT&T Inc.Stock11,324$268.0K0.1%−100−0.9%ReducedHistory
XOMExxonMobil Holdings CorpCOM3,240$268.0K0.1%−210−6.1%ReducedHistory
iShares Tr464287721U.S. TECH ETF2,612$269.0K0.1%00.0%Unchanged–
Vanguard Star FDS921909768VG TL INTL STK F4,630$277.0K0.1%+181+4.1%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,824$290.0K0.1%00.0%Unchanged–
Vanguard Morningstar Value ETF922908744ETF1,968$291.0K0.1%00.0%Unchanged–
DHRDanaher CorpStock992$291.0K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,948$298.0K0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock2,561$345.0K0.1%00.0%UnchangedHistory
iShares Tr464288414NATIONAL MUN ETF3,150$345.0K0.1%00.0%Unchanged–
PEPPepsiCo IncStock2,078$348.0K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF1,003$364.0K0.1%00.0%Unchanged–
iShares Russell 1000 Value ETF464287598ETF2,322$385.0K0.1%00.0%Unchanged–
TSLATesla, Inc.Stock364$392.0K0.1%−20−5.2%ReducedHistory
METAMeta Platforms, Inc.Stock1,813$403.0K0.1%+148+8.9%AddedHistory
ABBVAbbVie Inc.Stock2,741$444.0K0.1%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,150$519.0K0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock2,040$557.0K0.2%00.0%UnchangedHistory
VVisa Inc.Stock2,562$568.0K0.2%−120−4.5%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,780$754.0K0.2%00.0%Unchanged–
AMZNAmazon Com IncStock248$808.0K0.2%+2+0.8%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF16,056$865.0K0.3%00.0%UnchangedConverted for a 2-for-1 split–
Vanguard Total World Stock ETF922042742ETF9,061$918.0K0.3%−3,574−28.3%Reduced–
ProShares Tr74348A467S&P 500 DV ARIST9,870$937.0K0.3%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock3,396$1.20M0.4%−63−1.8%ReducedHistory
LLYEli Lilly & CoStock4,272$1.22M0.4%00.0%UnchangedHistory
ETF Ser Solutions26922A289DEFIANCE CONNECT33,042$1.24M0.4%−1,860−5.3%Reduced–
GOOGAlphabet Inc.Stock452$1.26M0.4%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock653$1.82M0.6%−3−0.5%ReducedHistory
iShares Russell Midcap ETF464287499ETF26,956$2.10M0.6%00.0%Unchanged–
AAPLApple Inc.Stock12,103$2.11M0.7%−64−0.5%ReducedHistory
JNJJohnson & JohnsonStock14,639$2.59M0.8%−175−1.2%ReducedHistory
MSFTMicrosoft CorpStock9,487$2.92M0.9%+140+1.5%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF81,560$3.76M1.2%+3,598+4.6%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD52,024$4.06M1.3%+1,970+3.9%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF96,786$4.85M1.5%+1,723+1.8%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF22,209$5.06M1.6%+1,430+6.9%Added–
Vanguard BD Index FDS921937793LONG TERM BOND87,310$8.01M2.5%+1,860+2.2%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF100,347$8.22M2.5%+2,142+2.2%Added–
Vanguard Ftse Developed Markets ETF921943858ETF254,834$12.2M3.8%+15,698+6.6%Added–
iShares Tr464287234MSCI EMG MKT ETF305,850$13.8M4.3%−556−0.2%Reduced–
Vanguard Short-Term Bond ETF921937827ETF225,355$17.6M5.4%+4,076+1.8%Added–
Vanguard Total International Bond ETF92203J407ETF362,882$19.0M5.9%+5,895+1.7%Added–
Vanguard Total Bond Market ETF921937835ETF244,903$19.5M6.0%−12,025−4.7%Reduced–
iShares MSCI Eafe ETF464287465ETF631,750$46.5M14.3%−1,655−0.3%Reduced–
Schwab U.S. Broad Market ETF808524102ETF2,494,385$133.2M41.0%00.0%UnchangedConverted for a 2-for-1 split–

Sold out since Q4 2021 (1)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of HT Partners LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
JPMJPMorgan Chase & CoStock1,459$231.0K0.1%History