HT Partners LLC: 13F holdings

CIK 15529992026Q2

Positions53
Reported value$361.1m
Filed2026-07-16

Top 10 holdings

SecuritySharesValueWeight
SCHB SCHWAB STRATEGIC TR6,067,895$175.7m48.7%
EFA ISHARES TR434,456$45.1m12.5%
VTI VANGUARD INDEX FDS62,250$23.0m6.4%
VEA VANGUARD TAX-MANAGED FDS320,380$22.8m6.3%
EEM ISHARES TR184,637$12.6m3.5%
QQQM INVESCO EXCH TRADED FD TR II29,465$8.9m2.5%
VWO VANGUARD INTL EQUITY INDEX F123,457$7.4m2.0%
BND VANGUARD BD INDEX FDS81,386$6.0m1.7%
LLY ELI LILLY & CO3,878$4.7m1.3%
BNDX VANGUARD CHARLOTTE FDS85,149$4.1m1.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1552999")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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