HT Partners LLC
CIK 1552999 · Holdings on Dec 31, 2023 · First reported Jan 18, 2024
Top ten holdings
Q4 2023- SCHB49.25%
- EFA18.55%
- EEM6.15%
- VEA4.67%
- VTI3.93%
- MSFT1.42%
- VT1.21%
- BNDX1.16%
- BSV0.99%
- LLY0.98%
Share classes counted separately88.31%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $123.57M | 49.25% | 2.22M shares | — | ↗▾ | |
| 02 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $46.55M | 18.55% | 617.74K shares | — | ↗▾ | |
| 03 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $15.43M | 6.15% | 383.70K shares | — | ↗▾ | |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $11.73M | 4.67% | 244.83K shares | — | ↗▾ | |
| 05 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $9.86M | 3.93% | 41.57K shares | — | ↗▾ | |
| 06 | MSFTMICROSOFT CORP View history and evidence | $3.56M | 1.42% | 9.48K shares | — | ↗▾ | |
| 07 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $3.05M | 1.21% | 29.63K shares | — | ↗▾ | |
| 08 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $2.90M | 1.16% | 58.72K shares | — | ↗▾ | |
| 09 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $2.49M | 0.99% | 32.32K shares | — | ↗▾ | |
| 10 | LLYELI LILLY & CO View history and evidence | $2.45M | 0.98% | 4.20K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1552999 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 18, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 250879565
}Research all 51 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.