$296 Million is the total value of HT Partners LLC's 46 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FIVG | New | ETF SER SOLUTIONSdefiance next | $589,000 | – | 17,529 | +100.0% | 0.20% | – |
| NKE | New | NIKE INCcl b | $362,000 | – | 2,561 | +100.0% | 0.12% | – |
| PEP | New | PEPSICO INC | $333,000 | – | 2,248 | +100.0% | 0.11% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $317,000 | – | 2,322 | +100.0% | 0.11% | – |
| ABBV | New | ABBVIE INC | $294,000 | – | 2,741 | +100.0% | 0.10% | – |
| PG | New | PROCTER AND GAMBLE CO | $271,000 | – | 1,948 | +100.0% | 0.09% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $227,000 | – | 3,766 | +100.0% | 0.08% | – |
| XOM | New | EXXON MOBIL CORP | $215,000 | – | 5,213 | +100.0% | 0.07% | – |
| TSLA | New | TESLA INC | $217,000 | – | 307 | +100.0% | 0.07% | – |
| INTC | New | INTEL CORP | $211,000 | – | 4,241 | +100.0% | 0.07% | – |
| V | New | VISA INC | $210,000 | – | 962 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHW US BRD MKT ETF | 42 | Q3 2023 | 48.0% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 13.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.2% |
| LILLY ELI & COMPANY | 42 | Q3 2023 | 0.7% |
| A T & T INC NEW | 42 | Q3 2023 | 1.9% |
| Vanguard Short Term Bond Index | 38 | Q3 2023 | 8.8% |
| VANGUARD TOTAL INTL BD TOTAL INTL BD INDEX FD | 36 | Q3 2023 | 9.7% |
| SPDR FUND CONSUMER STAPLES ETF IV | 36 | Q3 2023 | 7.9% |
| PROSHARES TR | 35 | Q3 2023 | 2.7% |
| VERIZON COMMUNICATN | 33 | Q1 2023 | 0.2% |
View HT Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-19 |
View HT Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.