HT Partners LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), HT Partners LLC reported 51 stock positions worth $282.6 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 47.1% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 17.1%) and Vanguard Ftse Developed ETF (VEA, 6.2%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 12 and reduced 19. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +12%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- CENTERBROOK, CT
- CIK
- 0001552999
- Portfolio Value
- $282.6M (Q3 2024)
- SEC Filing
- 0001398344-24-019210 ↗ filed Oct 23, 2024
Holdings Value
Holdings 51 stocks · $282.6M
| SCHB Schwab US Broad Market ETF | 47.09% | 2,000,399 | $133.1M | Reduce -10.7% |
| EFA iShares MSCI Eafe ETF | 17.11% | 577,968 | $48.3M | Reduce -5.9% |
| VEA Vanguard Ftse Developed ETF | 6.15% | 329,173 | $17.4M | Add +11.7% |
| EEM iShares MSCI Emerging Market | 5.87% | 361,518 | $16.6M | Reduce -5.0% |
| VTI VG Morningstar TS MKT ETF-US | 4.16% | 41,493 | $11.7M | Reduce -4.7% |
| VWO Vanguard Ftse Emerging Marke | 2.15% | 126,816 | $6.1M | Add +50.9% |
| MSFT Microsoft Corp. | 1.42% | 9,306 | $4.0M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 1.33% | 4,256 | $3.8M | Add +0.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.28% | 72,208 | $3.6M | Add +6.3% |
| BSV Vanguard Short-Term Bond ETF | 1.18% | 42,272 | $3.3M | Add +10.4% |
| NVDA Nvidia Corp. | 0.95% | 22,068 | $2.7M | Reduce -5.7% |
| AAPL Apple Inc. | 0.85% | 10,343 | $2.4M | Reduce -3.3% |
| IWR iShares Russell Mid-Cap ETF | 0.84% | 26,956 | $2.4M | No change |
| JNJ Johnson & Johnson | 0.80% | 14,026 | $2.3M | No change |
| VT Vanguard Tot World STK ETF | 0.79% | 18,752 | $2.2M | Reduce -31.1% |
| GOOGL Alphabet Inc. Class A | 0.69% | 11,791 | $2.0M | Reduce -2.4% |
| BIV Vanguard Intermediate-Term B | 0.57% | 20,498 | $1.6M | Add +10.9% |
| BLV Vanguard Long-Term Bond ETF | 0.55% | 20,637 | $1.6M | Add +13.3% |
| BND Vanguard Total Bond Market | 0.53% | 19,914 | $1.5M | Reduce -6.4% |
| GOOG Alphabet Inc. Class C | 0.51% | 8,575 | $1.4M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 2,912 | $1.3M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 0.40% | 1,986 | $1.1M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 1,960 | $957K | Add +96.0% |
| AMZN Amazon.com Inc. | 0.31% | 4,772 | $889K | Reduce -3.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 10,941 | $869K | Add +9.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.29% | 17,376 | $820K | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,262 | $724K | Reduce -4.6% |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 5,698 | $608K | Add +1.8% |
| ABBV Abbvie Inc. | 0.19% | 2,741 | $541K | No change |
| UFOX Defiance Space and Connectiv | 0.17% | 11,337 | $492K | Reduce -7.6% |
| IWD iShares Russell 1000 Value E | 0.16% | 2,322 | $441K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 2,343 | $420K | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.14% | 2,612 | $396K | No change |
| VXUS Vanguard Total Intl Stock | 0.14% | 6,010 | $389K | Reduce -2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,968 | $344K | No change |
| PG The Procter & Gamble Co. | 0.12% | 1,948 | $337K | No change |
| ITOT iShares Core S&P Total U.S. | 0.12% | 2,641 | $332K | Reduce -6.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 1,234 | $326K | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.11% | 2,755 | $323K | No change |
| XLP SS Consumer Staples Sel Sect | 0.11% | 3,824 | $317K | No change |
| DHR Danaher Corp. | 0.10% | 992 | $276K | No change |
| TSLA Tesla Inc. | 0.10% | 1,041 | $272K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 468 | $270K | No change |
| CSGP Costar Group Inc. | 0.09% | 3,343 | $252K | No change |
| T AT&T Inc. | 0.09% | 11,000 | $242K | No change |
| PEP Pepsico Inc. | 0.08% | 1,386 | $236K | No change |
| NKE Nike Inc. Class B | 0.08% | 2,561 | $226K | New |
| AMGN Amgen Inc. | 0.08% | 686 | $221K | No change |
| GD General Dynamics Corp. | 0.07% | 700 | $212K | No change |
| EMR Emerson Electric Co. | 0.07% | 1,931 | $211K | No change |
| CSCO Cisco Systems Inc. | 0.07% | 3,966 | $211K | New |
Portfolio Sells Q2 2024 → Q3 2024
| SCHB Schwab US Broad Market ETF | Reduce -10.7% | 47.09% | −2.66 |
| VT Vanguard Tot World STK ETF | Reduce -31.1% | 0.79% | −0.29 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 0.69% | −0.09 |
| NVDA Nvidia Corp. | Reduce -5.7% | 0.95% | −0.07 |
| ACHC Acadia Healthcare Co. Inc. | Sold out | 0.00% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.42% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.51% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 0.31% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -6.4% | 0.53% | −0.01 |
| UFOX Defiance Space and Connectiv | Reduce -7.6% | 0.17% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -6.1% | 0.12% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.6% | 0.26% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.4% | 0.12% | +0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -2.2% | 0.14% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.47% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 0.40% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.7% | 4.16% | +0.04 |
| AAPL Apple Inc. | Reduce -3.3% | 0.85% | +0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -5.9% | 17.11% | +0.11 |
| EEM iShares MSCI Emerging Market | Reduce -5.0% | 5.87% | +0.14 |
Portfolio Buys Q2 2024 → Q3 2024
| VEA Vanguard Ftse Developed ETF | Add +11.7% | 6.15% | +1.00 |
| VWO Vanguard Ftse Emerging Marke | Add +50.9% | 2.15% | +0.85 |
| QQQ Invesco QQQ Trust Series 1 | Add +96.0% | 0.34% | +0.17 |
| BSV Vanguard Short-Term Bond ETF | Add +10.4% | 1.18% | +0.14 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.3% | 1.28% | +0.12 |
| TSLA Tesla Inc. | New | 0.10% | +0.10 |
| BLV Vanguard Long-Term Bond ETF | Add +13.3% | 0.55% | +0.10 |
| NKE Nike Inc. Class B | New | 0.08% | +0.08 |
| BIV Vanguard Intermediate-Term B | Add +10.9% | 0.57% | +0.08 |
| CSCO Cisco Systems Inc. | New | 0.07% | +0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +9.0% | 0.31% | +0.03 |
| NOBL Proshares S&P 500 Dividend A | Add +1.8% | 0.22% | +0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Add +2.6% | 0.29% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +0.3% | 0.15% | +0.01 |
| LLY Eli Lilly & Co. | Add +0.4% | 1.33% | −0.02 |
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 |