Portfolio (Quarterly) Guide ↗

HT Partners LLC

· CIK 0001552999

13F Portfolio $330M AUM 55 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 12 Added 12 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	SCHB	SCHWAB STRATEGIC TR	—	6,181,453.0	$155.2M	46.98%	+99K	+1.6%	$25.10	+12.9%
2	VEA	VANGUARD TAX-MANAGED FDS	—	326,965.0	$21.0M	6.34%	+23K	+7.6%	$64.08	+10.1%
3	VWO	VANGUARD INTL EQUITY INDEX F	—	123,842.0	$6.7M	2.03%	+8K	+6.8%	$54.05	+8.4%
4	BNDX	VANGUARD CHARLOTTE FDS	—	79,061.0	$3.8M	1.15%	+2K	+1.9%	$48.05	+1.0%
5	BSV	VANGUARD BD INDEX FDS	—	45,510.0	$3.6M	1.08%	+634.0	+1.4%	$78.41	-0.5%
6	BIV	VANGUARD BD INDEX FDS	—	22,247.0	$1.7M	0.52%	+277.0	+1.3%	$77.18	-0.2%
7	BLV	VANGUARD BD INDEX FDS	—	23,100.0	$1.6M	0.48%	+332.0	+1.5%	$68.78	+1.0%
8	—	BERKSHIRE HATHAWAY INC DEL	—	2,727.0	$1.3M	0.40%	+34.0	+1.3%	$479.20	—
9	META	META PLATFORMS INC	Communication Services	1,968.0	$1.1M	0.34%	+50.0	+2.6%	$572.05	-3.8%
10	VCSH	VANGUARD SCOTTSDALE FDS	—	12,134.0	$962K	0.29%	+96.0	+0.8%	$79.27	-0.2%
11	VMBS	VANGUARD SCOTTSDALE FDS	—	19,927.0	$936K	0.28%	+255.0	+1.3%	$46.95	+0.1%
12	NOBL	PROSHARES TR	—	5,995.0	$636K	0.19%	+98.0	+1.7%	$106.01	-46.9%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 33.4%

Healthcare 26.6%

Communication Services 22.6%

Financial Services 7.2%

Consumer Cyclical 4.6%

Consumer Defensive 2.6%

Industrials 1.7%

Energy 1.3%