Investor
HT Partners LLC
Portfolio Total Value
$294,671,000.00
Number of Stocks
53
Period of Reporting
| Stock | Value | % | Recent Activity | Share | Reported Price | Current Price | +/- Reported Price | 52 Week Low | 52 Week High | |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHB | $137,410,000.0 | 46.73% |
Added 202.61%
|
6,053,331 | $22.7 | $27.82 |
Added 22.56%
|
$18.75 | $64.77 | |
| EFA | $43,633,000.0 | 14.84% |
Reduced 0.15%
|
577,091 | $75.61 | $102.1 |
Added 35.04%
|
$73.91 | $84.56 | |
| EEM | $15,107,000.0 | 5.14% |
Reduced 0.07%
|
361,256 | $41.82 | $64.13 |
Added 53.35%
|
$38.27 | $47.44 | |
| VEA | $13,657,000.0 | 4.64% |
Reduced 13.24%
|
285,594 | $47.82 | $68.72 |
Added 43.71%
|
$46.72 | $53.4 | |
| VTI | $11,928,000.0 | 4.06% |
Reduced 0.8%
|
41,160 | $289.81 | $355.29 |
Added 22.59%
|
$239.86 | $302.95 | |
| VTEB | $11,047,000.0 | 3.76% |
No Change
|
220,376 | $50.13 | $50.17 |
Added 0.08%
|
$49.49 | $51.17 | |
| BND | $6,161,000.0 | 2.1% |
Added 330.29%
|
85,688 | $71.91 | $73.36 |
Added 2.02%
|
$70.37 | $75.67 | |
| VWO | $5,520,000.0 | 1.88% |
Reduced 1.16%
|
125,347 | $44.04 | $58.99 |
Added 33.95%
|
$39.43 | $49.57 | |
| VT | $5,158,000.0 | 1.75% |
Added 134.17%
|
43,911 | $117.48 | $151.44 |
Added 28.91%
|
$102.84 | $123.64 | |
| MSFT | $3,918,000.0 | 1.33% |
Reduced 0.11%
|
9,296 | $421.48 | $414.44 |
Reduced 1.67%
|
$385.58 | $468.35 | |
| BNDX | $3,736,000.0 | 1.27% |
Added 5.49%
|
76,171 | $49.05 | $47.97 |
Reduced 2.2%
|
$48.19 | $50.7 | |
| LLY | $3,160,000.0 | 1.07% |
Reduced 3.81%
|
4,094 | $772.0 | $963.33 |
Added 24.78%
|
$624.68 | $972.53 | |
| BSV | $3,150,000.0 | 1.07% |
Reduced 3.56%
|
40,767 | $77.27 | $78.08 |
Added 1.05%
|
$75.72 | $79.02 | |
| NVDA | $2,941,000.0 | 1.0% |
Reduced 0.73%
|
21,906 | $134.29 | $198.45 |
Added 47.78%
|
$59.94 | $153.13 | |
| AAPL | $2,488,000.0 | 0.85% |
Reduced 3.91%
|
9,939 | $250.42 | $280.14 |
Added 11.87%
|
$164.08 | $260.1 | |
| IWR | $2,382,000.0 | 0.81% |
No Change
|
26,956 | $88.4 | $104.2 |
Added 17.87%
|
$76.26 | $96.01 | |
| GOOGL | $2,166,000.0 | 0.74% |
Reduced 2.94%
|
11,444 | $189.3 | $385.69 |
Added 103.75%
|
$130.67 | $202.29 | |
| JNJ | $2,014,000.0 | 0.69% |
Reduced 0.68%
|
13,931 | $144.62 | $227.19 |
Added 57.09%
|
$140.68 | $168.85 | |
| GOOG | $1,590,000.0 | 0.54% |
Reduced 2.62%
|
8,350 | $190.44 | $383.22 |
Added 101.23%
|
$131.55 | $203.84 | |
| BIV | $1,432,000.0 | 0.49% |
Reduced 6.48%
|
19,170 | $74.73 | $76.82 |
Added 2.8%
|
$72.95 | $78.89 | |
| BLV | $1,289,000.0 | 0.44% |
Reduced 8.72%
|
18,838 | $68.43 | $68.31 |
Reduced 0.18%
|
$66.65 | $76.87 | |
| BRK.B | $1,283,000.0 | 0.44% |
Reduced 2.75%
|
2,832 | $453.28 | $nan |
Reduced nan%
|
$nan | $nan | |
| FB | $1,151,000.0 | 0.39% |
Reduced 0.96%
|
1,967 | $585.59 | $43.78 |
Reduced 92.52%
|
$0.0 | $0.0 | |
| QQQ | $1,004,000.0 | 0.34% |
Added 0.2%
|
1,964 | $511.23 | $674.15 |
Added 31.87%
|
$413.07 | $539.15 | |
| AMZN | $946,000.0 | 0.32% |
Reduced 9.64%
|
4,312 | $219.39 | $268.26 |
Added 22.28%
|
$151.61 | $235.44 | |
| VCSH | $932,000.0 | 0.32% |
Added 9.25%
|
11,953 | $78.01 | $78.98 |
Added 1.24%
|
$76.27 | $79.54 | |
| SPY | $727,000.0 | 0.25% |
Reduced 1.66%
|
1,241 | $586.08 | $720.65 |
Added 22.96%
|
$482.86 | $609.07 | |
| VMBS | $732,000.0 | 0.25% |
Reduced 7.06%
|
16,150 | $45.34 | $46.79 |
Added 3.2%
|
$44.04 | $47.59 | |
| NOBL | $581,000.0 | 0.2% |
Added 2.49%
|
5,840 | $99.55 | $107.67 |
Added 8.16%
|
$93.46 | $108.79 | |
| FIVG | $540,000.0 | 0.18% |
No Change
|
11,337 | $47.65 | $42.32 |
Reduced 11.19%
|
$28.75 | $44.21 | |
| ABBV | $487,000.0 | 0.17% |
No Change
|
2,741 | $177.7 | $206.6 |
Added 16.26%
|
$153.58 | $207.32 | |
| IWD | $429,000.0 | 0.15% |
No Change
|
2,322 | $185.13 | $230.86 |
Added 24.7%
|
$164.0 | $200.42 | |
| RSP | $413,000.0 | 0.14% |
Added 0.64%
|
2,358 | $175.23 | $202.82 |
Added 15.75%
|
$155.79 | $188.16 | |
| IYW | $416,000.0 | 0.14% |
No Change
|
2,612 | $159.52 | $221.01 |
Added 38.55%
|
$124.32 | $166.47 | |
| TSLA | $384,000.0 | 0.13% |
Reduced 8.45%
|
953 | $403.84 | $390.82 |
Reduced 3.22%
|
$138.8 | $488.54 | |
| VXUS | $371,000.0 | 0.13% |
Added 4.76%
|
6,296 | $58.93 | $82.97 |
Added 40.79%
|
$56.48 | $65.52 | |
| ITOT | $327,000.0 | 0.11% |
Reduced 3.63%
|
2,545 | $128.62 | $157.76 |
Added 22.66%
|
$106.31 | $134.51 | |
| VTV | $333,000.0 | 0.11% |
No Change
|
1,968 | $169.3 | $205.95 |
Added 21.65%
|
$149.62 | $182.38 | |
| VO | $323,000.0 | 0.11% |
Reduced 0.65%
|
1,226 | $264.13 | $77.23 |
Reduced 70.76%
|
$228.17 | $285.6 | |
| PG | $326,000.0 | 0.11% |
No Change
|
1,948 | $167.65 | $147.26 |
Reduced 12.16%
|
$152.06 | $180.43 | |
| XLP | $300,000.0 | 0.1% |
No Change
|
3,824 | $78.61 | $84.17 |
Added 7.07%
|
$71.57 | $84.53 | |
| T | $250,000.0 | 0.09% |
No Change
|
11,000 | $22.77 | $26.12 |
Added 14.71%
|
$15.94 | $24.03 | |
| IVV | $275,000.0 | 0.09% |
No Change
|
468 | $588.68 | $724.01 |
Added 22.99%
|
$485.19 | $612.09 | |
| AMGN | $221,000.0 | 0.08% |
No Change
|
686 | $322.21 | $329.82 |
Added 2.36%
|
$253.3 | $346.85 | |
| AVGO | $220,000.0 | 0.08% |
No Change
|
953 | $231.84 | $421.28 |
Added 81.71%
|
$117.43 | $251.88 | |
| CSCO | $234,000.0 | 0.08% |
No Change
|
3,966 | $59.2 | $91.85 |
Added 55.15%
|
$44.5 | $61.33 | |
| EMR | $239,000.0 | 0.08% |
No Change
|
1,931 | $123.93 | $137.45 |
Added 10.91%
|
$91.65 | $134.85 | |
| DHR | $227,000.0 | 0.08% |
No Change
|
992 | $229.55 | $175.15 |
Reduced 23.7%
|
$225.42 | $281.7 | |
| CSGP | $239,000.0 | 0.08% |
No Change
|
3,343 | $71.59 | $34.72 |
Reduced 51.5%
|
$68.26 | $100.38 | |
| XOM | $227,000.0 | 0.08% |
Reduced 23.27%
|
2,114 | $107.57 | $152.75 |
Added 42.0%
|
$97.74 | $126.34 | |
| NKE | $226,000.0 | 0.08% |
No Change
|
2,561 | $88.4 | $44.4 |
Reduced 49.77%
|
$70.32 | $107.43 | |
| GD | $211,000.0 | 0.07% |
No Change
|
700 | $302.2 | $345.84 |
Added 14.44%
|
$251.62 | $316.9 | |
| PEP | $210,000.0 | 0.07% |
No Change
|
1,386 | $152.06 | $157.41 |
Added 3.52%
|
$141.51 | $183.41 |