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| Name: |
HT PARTNERS LLC |
| City: |
ESSEX |
| State: |
CT |
| Zip: |
06426 |
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data |
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| Holdings
Found :
21 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHB |
Schwab Strategic Trust |
1 |
- |
$61.53 |
$136,320,000 |
2,232,927 |
49.36% |
12,755,000 |
13,326 |
1.14 |
Closed - End Fund - Debt |
|
|
VEA |
Vanguard Europe Pacific ETF |
4 |
- |
$49.56 |
$14,365,000 |
286,326 |
5.2% |
2,637,000 |
41,493 |
0.013 |
Closed - End Fund - F... |
|
|
VTI |
Vanguard Total Stock Market... |
5 |
- |
$261.93 |
$11,342,000 |
43,638 |
4.11% |
1,481,000 |
2,068 |
0.004 |
Closed - End Fund - E... |
|
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VWO |
Vanguard Emerging Markets S... |
7 |
- |
$44.57 |
$3,325,000 |
79,607 |
1.2% |
948,000 |
21,770 |
0.001 |
Closed - End Fund - E... |
|
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LLY |
Eli Lilly & Co |
8 |
- |
$771.12 |
$3,306,000 |
4,250 |
1.2% |
855,000 |
46 |
0 |
Drug Manufacturers - ... |
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BNDX |
Vanguard Total Internationa... |
9 |
- |
$48.86 |
$3,182,000 |
64,698 |
1.15% |
283,000 |
5,980 |
0.007 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
11 |
- |
$76.46 |
$2,745,000 |
35,808 |
0.99% |
256,000 |
3,490 |
0.007 |
Closed - End Fund - E... |
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BND |
Vanguard Total Bond Market ETF |
14 |
- |
$71.99 |
$2,202,000 |
30,312 |
0.8% |
332,000 |
4,891 |
0.003 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
15 |
- |
$943.59 |
$2,035,000 |
2,252 |
0.74% |
1,045,000 |
252 |
0 |
Semiconductor - Speci... |
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GOOGL |
Alphabet Inc |
16 |
- |
$174.18 |
$1,832,000 |
12,141 |
0.66% |
138,000 |
13 |
0 |
Search Engines & Info... |
|
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BIV |
Vanguard Intermediate-Term ... |
19 |
- |
$74.69 |
$1,306,000 |
17,326 |
0.47% |
118,000 |
1,767 |
0.011 |
Closed - End Fund - Debt |
|
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BLV |
Vanguard Long-Term Bond ETF |
21 |
- |
$70.65 |
$1,232,000 |
17,036 |
0.45% |
104,000 |
1,909 |
0.026 |
Closed - End Fund - Debt |
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AMZN |
Amazon.com Inc |
22 |
- |
$183.63 |
$904,000 |
5,014 |
0.33% |
144,000 |
11 |
0 |
Internet Software & S... |
|
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VCSH |
Vanguard Scottsdale Funds |
24 |
- |
$77.11 |
$741,000 |
9,590 |
0.27% |
59,000 |
775 |
0.002 |
N/A |
|
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VMBS |
Vanguard Mortgage-Backed S |
25 |
- |
$45.30 |
$727,000 |
15,933 |
0.26% |
60,000 |
1,556 |
0.002 |
Closed - End Fund - Debt |
|
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VTEB |
Vanguard Tax Exempt Bond Etf |
26 |
- |
$50.26 |
$722,000 |
14,273 |
0.26% |
317,000 |
6,342 |
0.001 |
N/A |
|
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NOBL |
ProShares S&P 500 Dividend ... |
28 |
- |
$0.00 |
$568,000 |
5,600 |
0.21% |
64,000 |
311 |
0.007 |
N/A |
|
|
FIVG |
Defiance Next Gen Connectiv... |
30 |
- |
$39.37 |
$478,000 |
12,222 |
0.17% |
43,000 |
89 |
0.058 |
N/A |
|
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V |
Visa Inc |
32 |
- |
$279.84 |
$417,000 |
1,493 |
0.15% |
29,000 |
2 |
0 |
Business Services |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
34 |
- |
$167.79 |
$396,000 |
2,337 |
0.14% |
29,000 |
12 |
0.001 |
Closed - End Fund - E... |
|
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VXUS |
Vanguard Total Internationa... |
35 |
- |
$61.94 |
$365,000 |
6,049 |
0.13% |
27,000 |
224 |
0.001 |
Closed - End Fund - E... |
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