$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ TRunit ser 1 | $314,000 | +12.9% | 1,000 | 0.0% | 0.11% | 0.0% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $258,000 | +5.3% | 3,824 | 0.0% | 0.09% | -6.5% | |
VTV | VANGUARD INDEX FDSvalue etf | $234,000 | +13.6% | 1,968 | 0.0% | 0.08% | +1.3% |
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.