HT Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), HT Partners LLC reported 49 stock positions worth $276.2 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 49.4% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 17.8%) and iShares MSCI Emerging Market (EEM, 5.7%). Compared with Q4 2023, it opened 1 new position, sold out of 3, added to 22 and reduced 11. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +17%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CENTERBROOK, CT
- CIK
- 0001552999
- Portfolio Value
- $276.2M (Q1 2024)
- SEC Filing
- 0001398344-24-007324 ↗ filed Apr 18, 2024
Holdings Value
Holdings 49 stocks · $276.2M
| SCHB Schwab US Broad Market ETF | 49.36% | 2,232,927 | $136.3M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 17.79% | 615,320 | $49.1M | Reduce -0.4% |
| EEM iShares MSCI Emerging Market | 5.69% | 382,633 | $15.7M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 5.20% | 286,326 | $14.4M | Add +16.9% |
| VTI VG Morningstar TS MKT ETF-US | 4.11% | 43,638 | $11.3M | Add +5.0% |
| MSFT Microsoft Corp. | 1.43% | 9,411 | $4.0M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 1.20% | 79,607 | $3.3M | Add +37.6% |
| LLY Eli Lilly & Co. | 1.20% | 4,250 | $3.3M | Add +1.1% |
| BNDX Vanguard Total Intl Bond ETF | 1.15% | 64,698 | $3.2M | Add +10.2% |
| VT Vanguard Tot World STK ETF | 1.09% | 27,218 | $3.0M | Reduce -8.1% |
| BSV Vanguard Short-Term Bond ETF | 0.99% | 35,808 | $2.7M | Add +10.8% |
| IWR iShares Russell Mid-Cap ETF | 0.82% | 26,956 | $2.3M | No change |
| JNJ Johnson & Johnson | 0.82% | 14,314 | $2.3M | Reduce -0.4% |
| BND Vanguard Total Bond Market | 0.80% | 30,312 | $2.2M | Add +19.2% |
| NVDA Nvidia Corp. | 0.74% | 2,252 | $2.0M | Add +12.6% |
| GOOGL Alphabet Inc. Class A | 0.66% | 12,141 | $1.8M | Add +0.1% |
| AAPL Apple Inc. | 0.66% | 10,679 | $1.8M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 0.48% | 8,650 | $1.3M | No change |
| BIV Vanguard Intermediate-Term B | 0.47% | 17,326 | $1.3M | Add +11.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 3,042 | $1.3M | No change |
| BLV Vanguard Long-Term Bond ETF | 0.45% | 17,036 | $1.2M | Add +12.6% |
| AMZN Amazon.com Inc. | 0.33% | 5,014 | $904K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.31% | 1,791 | $870K | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 9,590 | $741K | Add +8.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.26% | 15,933 | $727K | Add +10.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 14,273 | $722K | Add +80.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,323 | $692K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.21% | 5,600 | $568K | Add +5.9% |
| ABBV Abbvie Inc. | 0.18% | 2,741 | $499K | Reduce -4.7% |
| UFOX Defiance Space and Connectiv | 0.17% | 12,222 | $478K | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 1,000 | $444K | No change |
| V Visa Inc. Class A | 0.15% | 1,493 | $417K | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.15% | 2,322 | $416K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 2,337 | $396K | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 0.13% | 6,049 | $365K | Add +3.9% |
| IYW iShares Ustechnology ETF | 0.13% | 2,612 | $353K | No change |
| XOM Exxon Mobil Corp. | 0.12% | 2,840 | $330K | Reduce -2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 1,305 | $326K | No change |
| ITOT iShares Core S&P Total U.S. | 0.12% | 2,813 | $324K | Reduce -10.6% |
| CSGP Costar Group Inc. | 0.12% | 3,343 | $323K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,968 | $321K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,948 | $316K | No change |
| XLP SS Consumer Staples Sel Sect | 0.11% | 3,824 | $292K | No change |
| DHR Danaher Corp. | 0.09% | 992 | $248K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 468 | $246K | No change |
| PEP Pepsico Inc. | 0.09% | 1,386 | $243K | Reduce -10.6% |
| NKE Nike Inc. Class B | 0.09% | 2,561 | $241K | No change |
| EMR Emerson Electric Co. | 0.08% | 1,931 | $219K | New |
| T AT&T Inc. | 0.07% | 11,000 | $194K | Reduce -2.9% |
Portfolio Sells Q4 2023 → Q1 2024
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 17.79% | −0.76 |
| EEM iShares MSCI Emerging Market | Reduce -0.3% | 5.69% | −0.46 |
| AAPL Apple Inc. | Reduce -2.7% | 0.66% | −0.18 |
| VT Vanguard Tot World STK ETF | Reduce -8.1% | 1.09% | −0.13 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.10 |
| INTC Intel Corp. | Sold out | 0.00% | −0.08 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.08 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.82% | −0.08 |
| PEP Pepsico Inc. | Reduce -10.6% | 0.09% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -10.6% | 0.12% | −0.01 |
| T AT&T Inc. | Reduce -2.9% | 0.07% | −0.01 |
| ABBV Abbvie Inc. | Reduce -4.7% | 0.18% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -2.8% | 0.12% | +0.00 |
| MSFT Microsoft Corp. | Reduce -0.7% | 1.43% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| VEA Vanguard Ftse Developed ETF | Add +16.9% | 5.20% | +0.53 |
| NVDA Nvidia Corp. | Add +12.6% | 0.74% | +0.34 |
| VWO Vanguard Ftse Emerging Marke | Add +37.6% | 1.20% | +0.26 |
| LLY Eli Lilly & Co. | Add +1.1% | 1.20% | +0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.0% | 4.11% | +0.18 |
| SCHB Schwab US Broad Market ETF | Add +0.6% | 49.36% | +0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +80.0% | 0.26% | +0.10 |
| EMR Emerson Electric Co. | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.31% | +0.06 |
| BND Vanguard Total Bond Market | Add +19.2% | 0.80% | +0.05 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.33% | +0.02 |
| NOBL Proshares S&P 500 Dividend A | Add +5.9% | 0.21% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +10.8% | 0.99% | +0.00 |
| UFOX Defiance Space and Connectiv | Add +0.7% | 0.17% | −0.00 |
| BIV Vanguard Intermediate-Term B | Add +11.4% | 0.47% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +3.9% | 0.13% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Add +10.8% | 0.26% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.5% | 0.14% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +10.2% | 1.15% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.8% | 0.27% | −0.00 |
| BLV Vanguard Long-Term Bond ETF | Add +12.6% | 0.45% | −0.00 |
| V Visa Inc. Class A | Add +0.1% | 0.15% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.66% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $361.1M | SCHB, EFA, VTI, VEA, EEM |
| Q1 2026 | 55 | $330.2M | SCHB, EFA, VTI, VEA, EEM |
| Q4 2025 | 55 | $336.3M | SCHB, EFA, VTI, VEA, EEM |
| Q3 2025 | 52 | $327.1M | SCHB, EFA, VTI, VEA, EEM |
| Q2 2025 | 49 | $327.3M | SCHB, EFA, VTEB, VTI, VEA |
| Q1 2025 | 50 | $291.5M | SCHB, EFA, VEA, VTEB, VTI |
| Q4 2024 | 50 | $294.0M | SCHB, EFA, EEM, VEA, VTI |
| Q3 2024 | 51 | $282.6M | SCHB, EFA, VEA, EEM, VTI |
| Q2 2024 | 50 | $282.9M | SCHB, EFA, EEM, VEA, VTI |
| Q1 2024 | 49 | $276.2M | SCHB, EFA, EEM, VEA, VTI |