HT Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), HT Partners LLC reported 50 stock positions worth $294.0 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 46.7% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 14.8%) and iShares MSCI Emerging Market (EEM, 5.1%). Compared with Q3 2024, it opened 2 new positions, sold out of 3, added to 9 and reduced 24. The biggest buy was a new position in Vanguard Tax-Exempt Bond ETF (VTEB) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CENTERBROOK, CT
- CIK
- 0001552999
- Portfolio Value
- $294.0M (Q4 2024)
- SEC Filing
- 0001398344-25-000946 ↗ filed Jan 23, 2025
Holdings Value
Holdings 50 stocks · $294.0M
| SCHB Schwab US Broad Market ETF | 46.73% | 6,053,331 | $137.4M | Add +0.9% |
| EFA iShares MSCI Eafe ETF | 14.84% | 577,091 | $43.6M | Reduce -0.1% |
| EEM iShares MSCI Emerging Market | 5.14% | 361,256 | $15.1M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 4.64% | 285,594 | $13.7M | Reduce -13.2% |
| VTI VG Morningstar TS MKT ETF-US | 4.06% | 41,160 | $11.9M | Reduce -0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.76% | 220,376 | $11.0M | New |
| BND Vanguard Total Bond Market | 2.10% | 85,688 | $6.2M | Add +330.3% |
| VWO Vanguard Ftse Emerging Marke | 1.88% | 125,347 | $5.5M | Reduce -1.2% |
| VT Vanguard Tot World STK ETF | 1.75% | 43,911 | $5.2M | Add +134.2% |
| MSFT Microsoft Corp. | 1.33% | 9,296 | $3.9M | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 1.27% | 76,171 | $3.7M | Add +5.5% |
| LLY Eli Lilly & Co. | 1.07% | 4,094 | $3.2M | Reduce -3.8% |
| BSV Vanguard Short-Term Bond ETF | 1.07% | 40,767 | $3.2M | Reduce -3.6% |
| NVDA Nvidia Corp. | 1.00% | 21,906 | $2.9M | Reduce -0.7% |
| AAPL Apple Inc. | 0.85% | 9,939 | $2.5M | Reduce -3.9% |
| IWR iShares Russell Mid-Cap ETF | 0.81% | 26,956 | $2.4M | No change |
| GOOGL Alphabet Inc. Class A | 0.74% | 11,444 | $2.2M | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.69% | 13,931 | $2.0M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.54% | 8,350 | $1.6M | Reduce -2.6% |
| BIV Vanguard Intermediate-Term B | 0.49% | 19,170 | $1.4M | Reduce -6.5% |
| BLV Vanguard Long-Term Bond ETF | 0.44% | 18,838 | $1.3M | Reduce -8.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 2,832 | $1.3M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 0.39% | 1,967 | $1.2M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 1,964 | $1.0M | Add +0.2% |
| AMZN Amazon.com Inc. | 0.32% | 4,312 | $946K | Reduce -9.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.32% | 11,953 | $932K | Add +9.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.25% | 16,150 | $732K | Reduce -7.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,241 | $727K | Reduce -1.7% |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 5,840 | $581K | Add +2.5% |
| UFOX Defiance Space and Connectiv | 0.18% | 11,337 | $540K | No change |
| ABBV Abbvie Inc. | 0.17% | 2,741 | $487K | No change |
| IWD iShares Russell 1000 Value E | 0.15% | 2,322 | $430K | No change |
| IYW iShares Ustechnology ETF | 0.14% | 2,612 | $417K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 2,358 | $413K | Add +0.6% |
| TSLA Tesla Inc. | 0.13% | 953 | $385K | Reduce -8.4% |
| VXUS Vanguard Total Intl Stock | 0.13% | 6,296 | $371K | Add +4.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,968 | $333K | No change |
| ITOT iShares Core S&P Total U.S. | 0.11% | 2,545 | $327K | Reduce -3.6% |
| PG The Procter & Gamble Co. | 0.11% | 1,948 | $327K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 1,226 | $324K | Reduce -0.7% |
| XLP SS Consumer Staples Sel Sect | 0.10% | 3,824 | $301K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 468 | $276K | No change |
| T AT&T Inc. | 0.09% | 11,000 | $250K | No change |
| CSGP Costar Group Inc. | 0.08% | 3,343 | $239K | No change |
| EMR Emerson Electric Co. | 0.08% | 1,931 | $239K | No change |
| CSCO Cisco Systems Inc. | 0.08% | 3,966 | $235K | No change |
| DHR Danaher Corp. | 0.08% | 992 | $228K | No change |
| XOM Exxon Mobil Corp. | 0.08% | 2,114 | $227K | Reduce -23.3% |
| AVGO Broadcom Inc. | 0.08% | 953 | $221K | New |
| PEP Pepsico Inc. | 0.07% | 1,386 | $211K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 14.84% | −2.27 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.2% | 4.64% | −1.51 |
| EEM iShares MSCI Emerging Market | Reduce -0.1% | 5.14% | −0.73 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.2% | 1.88% | −0.27 |
| LLY Eli Lilly & Co. | Reduce -3.8% | 1.07% | −0.26 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.69% | −0.12 |
| BLV Vanguard Long-Term Bond ETF | Reduce -8.7% | 0.44% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.6% | 1.07% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 4.06% | −0.10 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.33% | −0.08 |
| BIV Vanguard Intermediate-Term B | Reduce -6.5% | 0.49% | −0.08 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.08 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.08 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.07 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -7.1% | 0.25% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 0.44% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -23.3% | 0.08% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 0.39% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 0.25% | −0.01 |
| AAPL Apple Inc. | Reduce -3.9% | 0.85% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.6% | 0.11% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.7% | 0.11% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -9.6% | 0.32% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 0.54% | +0.03 |
| TSLA Tesla Inc. | Reduce -8.4% | 0.13% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -2.9% | 0.74% | +0.04 |
| NVDA Nvidia Corp. | Reduce -0.7% | 1.00% | +0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| VTEB Vanguard Tax-Exempt Bond ETF | New | 3.76% | +3.76 |
| BND Vanguard Total Bond Market | Add +330.3% | 2.10% | +1.57 |
| VT Vanguard Tot World STK ETF | Add +134.2% | 1.75% | +0.96 |
| AVGO Broadcom Inc. | New | 0.08% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +9.3% | 0.32% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.34% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.6% | 0.14% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +4.8% | 0.13% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.5% | 1.27% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Add +2.5% | 0.20% | −0.02 |
| SCHB Schwab US Broad Market ETF | Add +0.9% | 46.73% | −0.36 |
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 |