HT Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), HT Partners LLC reported 50 stock positions worth $282.9 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 49.7% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 17.0%) and iShares MSCI Emerging Market (EEM, 5.7%). Compared with Q1 2024, it opened 3 new positions, sold out of 2, added to 14 and reduced 13. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +0%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CENTERBROOK, CT
- CIK
- 0001552999
- Portfolio Value
- $282.9M (Q2 2024)
- SEC Filing
- 0001398344-24-012985 ↗ filed Jul 24, 2024
Holdings Value
Holdings 50 stocks · $282.9M
| SCHB Schwab US Broad Market ETF | 49.75% | 2,238,817 | $140.8M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 17.00% | 613,914 | $48.1M | Reduce -0.2% |
| EEM iShares MSCI Emerging Market | 5.73% | 380,360 | $16.2M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 5.15% | 294,682 | $14.6M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 4.11% | 43,517 | $11.6M | Reduce -0.3% |
| MSFT Microsoft Corp. | 1.48% | 9,378 | $4.2M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 1.36% | 4,238 | $3.8M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 1.30% | 84,024 | $3.7M | Add +5.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.17% | 67,924 | $3.3M | Add +5.0% |
| VT Vanguard Tot World STK ETF | 1.08% | 27,197 | $3.1M | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 1.04% | 38,293 | $2.9M | Add +6.9% |
| NVDA Nvidia Corp. | 1.02% | 23,396 | $2.9M | Add +3.9% |
| AAPL Apple Inc. | 0.80% | 10,690 | $2.3M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.78% | 12,080 | $2.2M | Reduce -0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.77% | 26,956 | $2.2M | No change |
| JNJ Johnson & Johnson | 0.72% | 14,026 | $2.1M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.56% | 8,650 | $1.6M | No change |
| BND Vanguard Total Bond Market | 0.54% | 21,284 | $1.5M | Reduce -29.8% |
| BIV Vanguard Intermediate-Term B | 0.49% | 18,476 | $1.4M | Add +6.6% |
| BLV Vanguard Long-Term Bond ETF | 0.45% | 18,222 | $1.3M | Add +7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 3,033 | $1.2M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.36% | 2,022 | $1.0M | Add +12.9% |
| AMZN Amazon.com Inc. | 0.34% | 4,948 | $956K | Reduce -1.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 10,040 | $776K | Add +4.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.27% | 16,937 | $769K | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,323 | $720K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.19% | 5,600 | $538K | No change |
| UFOX Defiance Space and Connectiv | 0.18% | 12,275 | $513K | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,000 | $479K | No change |
| ABBV Abbvie Inc. | 0.17% | 2,741 | $470K | No change |
| IWD iShares Russell 1000 Value E | 0.14% | 2,322 | $405K | No change |
| IYW iShares Ustechnology ETF | 0.14% | 2,612 | $393K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 2,337 | $384K | No change |
| VXUS Vanguard Total Intl Stock | 0.13% | 6,146 | $371K | Add +1.6% |
| V Visa Inc. Class A | 0.13% | 1,374 | $361K | Reduce -8.0% |
| ITOT iShares Core S&P Total U.S. | 0.12% | 2,813 | $334K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,948 | $321K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 2,755 | $317K | Reduce -3.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 1,305 | $316K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,968 | $316K | No change |
| XLP SS Consumer Staples Sel Sect | 0.10% | 3,824 | $293K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 468 | $256K | No change |
| DHR Danaher Corp. | 0.09% | 992 | $248K | No change |
| CSGP Costar Group Inc. | 0.09% | 3,343 | $248K | No change |
| PEP Pepsico Inc. | 0.08% | 1,386 | $229K | No change |
| AMGN Amgen Inc. | 0.08% | 686 | $214K | New |
| EMR Emerson Electric Co. | 0.08% | 1,931 | $213K | No change |
| T AT&T Inc. | 0.07% | 11,000 | $210K | No change |
| ACHC Acadia Healthcare Co. Inc. | 0.07% | 3,055 | $206K | New |
| GD General Dynamics Corp. | 0.07% | 700 | $203K | New |
Portfolio Sells Q1 2024 → Q2 2024
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 17.00% | −0.80 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.26 |
| BND Vanguard Total Bond Market | Reduce -29.8% | 0.54% | −0.26 |
| JNJ Johnson & Johnson | Reduce -2.0% | 0.72% | −0.10 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.44% | −0.03 |
| V Visa Inc. Class A | Reduce -8.0% | 0.13% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.0% | 0.11% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -0.1% | 1.08% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 4.11% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 0.34% | +0.01 |
| EEM iShares MSCI Emerging Market | Reduce -0.6% | 5.73% | +0.03 |
| MSFT Microsoft Corp. | Reduce -0.3% | 1.48% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 0.78% | +0.11 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 1.36% | +0.16 |
Portfolio Buys Q1 2024 → Q2 2024
| SCHB Schwab US Broad Market ETF | Add +0.3% | 49.75% | +0.39 |
| NVDA Nvidia Corp. | Add +3.9% | 1.02% | +0.28 |
| AAPL Apple Inc. | Add +0.1% | 0.80% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +5.5% | 1.30% | +0.10 |
| AMGN Amgen Inc. | New | 0.08% | +0.08 |
| ACHC Acadia Healthcare Co. Inc. | New | 0.07% | +0.07 |
| GD General Dynamics Corp. | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +12.9% | 0.36% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +6.9% | 1.04% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.0% | 1.17% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +6.6% | 0.49% | +0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Add +6.3% | 0.27% | +0.01 |
| UFOX Defiance Space and Connectiv | Add +0.4% | 0.18% | +0.01 |
| BLV Vanguard Long-Term Bond ETF | Add +7.0% | 0.45% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.7% | 0.27% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.6% | 0.13% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +2.9% | 5.15% | −0.05 |
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 |