The Analysis of HT Partners LLC's Holdings
Currently, HT Partners LLC holds 55 types of securities in its portfolio with a total value $336.3M. In the most recent quarter, they have increased their positions in DHR (+992 shares, valued at $227.1K), AMGN (+686 shares, valued at $224.5K), PSLV (+9.4K shares, valued at $222.3K); decreased their positions in SCHB (-5.6K shares, valued at $146.2K), VEA (-1.8K shares, valued at $114.5K), VTI (-101 shares, valued at $33.9K); initiated new positions in DHR (+992 shares, valued at $227.1K), AMGN (+686 shares, valued at $224.5K), PSLV (+9.4K shares, valued at $222.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR6.1M shares-0.09%2025-12-312026-01-21
EFA ISHARES TR455.4K shares-0.06%2025-12-312026-01-21 VTI VANGUARD INDEX FDS71.1K shares-0.14%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS304.0K shares-0.60%2025-12-312026-01-21 EEM ISHARES TR230.1K shares-0.09%2025-12-312026-01-21 QQQM INVESCO EXCH TRADED FD TR II33.9K shares-0.08%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F115.9K shares-0.32%2025-12-312026-01-21 BND VANGUARD BD INDEX FDS81.0K shares0.53%2025-12-312026-01-21 MSFT MICROSOFT CORP9.0K shares-0.10%2025-12-312026-01-21 LLY ELI LILLY & CO3.9K shares0.97%2025-12-312026-01-21 BNDX VANGUARD CHARLOTTE FDS77.6K shares0.82%2025-12-312026-01-21 NVDA NVIDIA CORPORATION19.7K shares-0.27%2025-12-312026-01-21 BSV VANGUARD BD INDEX FDS44.9K shares0.38%2025-12-312026-01-21 ALPHABET INC ALPHABET INC11.0K shares-0.27%2025-12-312026-01-21 AAPL APPLE INC9.9K shares0.83%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON13.0K shares0.00%2025-12-312026-01-21 IWR ISHARES TR27.0K shares0.00%2025-12-312026-01-21 VT VANGUARD INTL EQUITY INDEX F18.1K shares-0.16%2025-12-312026-01-21 ALPHABET INC ALPHABET INC7.6K shares0.00%2025-12-312026-01-21 BIV VANGUARD BD INDEX FDS22.0K shares0.84%2025-12-312026-01-21 BLV VANGUARD BD INDEX FDS22.8K shares0.66%2025-12-312026-01-21 META META PLATFORMS INC1.9K shares0.00%2025-12-312026-01-21 AMZN AMAZON COM INC4.7K shares0.00%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS12.0K shares0.70%2025-12-312026-01-21 VMBS VANGUARD SCOTTSDALE FDS19.7K shares-1.44%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR1.2K shares0.00%2025-12-312026-01-21 SIXG ETF SER SOLUTIONS10.3K shares0.00%2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS12.9K shares0.00%2025-12-312026-01-21 ABBV ABBVIE INC2.7K shares0.00%2025-12-312026-01-21 NOBL PROSHARES TR5.9K shares0.00%2025-12-312026-01-21 IYW ISHARES TR2.6K shares0.00%2025-12-312026-01-21 IWD ISHARES TR2.3K shares0.00%2025-12-312026-01-21 VXUS VANGUARD STAR FDS5.4K shares13.65%2025-12-312026-01-21 TSLA TESLA INC899 shares-1.32%2025-12-312026-01-21 VTV VANGUARD INDEX FDS2.0K shares0.00%2025-12-312026-01-21 ITOT ISHARES TR2.5K shares-3.76%2025-12-312026-01-21 VO VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-21 IVV ISHARES TR468 shares0.00%2025-12-312026-01-21 CSCO CISCO SYS INC4.0K shares0.00%2025-12-312026-01-21 XLP SELECT SECTOR SPDR TR3.8K shares0.00%2025-12-312026-01-21 XOM EXXON MOBIL CORP2.4K shares11.83%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO1.9K shares0.00%2025-12-312026-01-21 T AT&T INC11.0K shares0.00%2025-12-312026-01-21 EMR EMERSON ELEC CO1.9K shares0.00%2025-12-312026-01-21 BROADCOM INC BROADCOM INC674 shares-2.03%2025-12-312026-01-21 WMT WALMART INC2.0K shares0.00%2025-12-312026-01-21 DHR DANAHER CORPORATION992 sharesnew addition2025-12-312026-01-21 AMGN AMGEN INC686 sharesnew addition2025-12-312026-01-21 PSLV SPROTT ASSET MANAGEMENT LP9.4K sharesnew addition2025-12-312026-01-21 GLD SPDR GOLD TR554 sharesnew addition2025-12-312026-01-21 SCHM SCHWAB STRATEGIC TR7.0K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available