HT Partners LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the ever-evolving world of finance, keeping track of investment trends and changes is crucial for both investors and financial professionals. One way to gain insights into the holdings of various funds is by analyzing their 13F filings. These quarterly reports provide detailed information about the stocks held by institutional investors. In this article, we will compare the 13F holdings of HT Partners LLC from Q3 2023 to Q4 2023. We will explore the changes in holdings and examine the potential implications for investors.

HT Partners LLC Holdings Comparison:

HT Partners LLC, a prominent investment firm, experienced some noteworthy changes in its portfolio from Q3 2023 to Q4 2023. Let's dive into the details and analyze the impact of these changes.

1. SCHWAB STRATEGIC TR (SCHB):

In terms of shares, HT Partners LLC held 2,221,348 shares of SCHB in Q3 2023, which decreased marginally to 2,219,601 shares in Q4 2023. The value of these holdings in Q3 2023 was $110,734,000 and rose to $123,565,000 in Q4 2023, representing an 11.6% increase.

2. ISHARES TR (EFA):

HT Partners LLC owned 605,465 shares of EFA in Q3 2023, and this number saw a slight increase to 617,740 shares in Q4 2023. The value of these holdings also increased from $41,728,000 in Q3 2023 to $46,546,000 in Q4 2023, reflecting an 11.5% growth.

3. ISHARES TR (EEM):

The investment firm held 309,952 shares of EEM in Q3 2023. However, this number rose significantly to 383,702 shares in Q4 2023. The value of these holdings increased from $11,762,000 in Q3 2023 to $15,428,000 in Q4 2023, indicating a 31.2% surge.

4. VANGUARD TAX-MANAGED FDS (VEA):

HT Partners LLC had 279,564 shares of VEA in Q3 2023, but this number decreased to 244,833 shares in Q4 2023. The value of these holdings also saw a slight decline from $12,222,000 in Q3 2023 to $11,727,000 in Q4 2023, representing a 4.1% decrease.

5. VANGUARD INDEX FDS (VTI):

In Q3 2023, HT Partners LLC held 40,655 shares of VTI, which rose to 41,570 shares in Q4 2023. The value of these holdings increased from $8,635,000 in Q3 2023 to $9,861,000 in Q4 2023, indicating a 14.2% growth.

6. MICROSOFT CORP (MSFT):

HT Partners LLC held 9,497 shares of MSFT in Q3 2023, and this number remained relatively stable at 9,480 shares in Q4 2023. The value of these holdings increased from $2,998,000 in Q3 2023 to $3,564,000 in Q4 2023, reflecting an 18.9% growth.

7. VANGUARD INTL EQUITY INDEX F (VT):

The investment firm had 14,023 shares of VT in Q3 2023, and this number rose significantly to 29,626 shares in Q4 2023. The value of these holdings increased from $1,306,000 in Q3 2023 to $3,047,000 in Q4 2023, indicating a remarkable 133.3% surge.

8. VANGUARD CHARLOTTE FDS (BNDX):

HT Partners LLC had 469,291 shares of BNDX in Q3 2023, but this number decreased significantly to 58,718 shares in Q4 2023. The value of these holdings also experienced a substantial decline from $22,446,000 in Q3 2023 to $2,898,000 in Q4 2023, representing an 87.1% decrease.

9. VANGUARD BD INDEX FDS (BSV):

In Q3 2023, the investment firm held 297,856 shares of BSV, which decreased to 32,318 shares in Q4 2023. The value of these holdings also saw a significant decline from $22,389,000 in Q3 2023 to $2,489,000 in Q4 2023, reflecting an 88.9% decrease.

10. ELI LILLY & CO (LLY):

HT Partners LLC held 4,177 shares of LLY in Q3 2023, and this number increased slightly to 4,204 shares in Q4 2023. The value of these holdings increased from $2,243,000 in Q3 2023 to $2,450,000 in Q4 2023, indicating a 9.2% growth.

11. VANGUARD INTL EQUITY INDEX F (VWO):

The investment firm had 157,305 shares of VWO in Q3 2023, but this number decreased significantly to 57,837 shares in Q4 2023. The value of these holdings also experienced a substantial decline from $6,167,000 in Q3 2023 to $2,377,000 in Q4 2023, representing a 61.5% decrease.

Conclusion:

The 13F holdings of HT Partners LLC underwent several notable changes from Q3 2023 to Q4 2023. While some holdings saw increases in shares and value, others experienced declines. These changes could be the result of various market factors and the investment firm's strategic decisions. Investors should closely monitor such alterations in holdings to gain insights into HT Partners LLC's investment strategy and potential opportunities in the market. As always, it is essential to conduct further research and seek professional advice before making any investment decisions.

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