0001398344-23-013067.txt : 20230712 0001398344-23-013067.hdr.sgml : 20230712 20230712082255 ACCESSION NUMBER: 0001398344-23-013067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230712 DATE AS OF CHANGE: 20230712 EFFECTIVENESS DATE: 20230712 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HT Partners LLC CENTRAL INDEX KEY: 0001552999 IRS NUMBER: 262045998 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15475 FILM NUMBER: 231083298 BUSINESS ADDRESS: STREET 1: 6 MAIN STREET STREET 2: SUITE 312 CITY: CENTERBROOK STATE: CT ZIP: 06409 BUSINESS PHONE: 860-661-4161 MAIL ADDRESS: STREET 1: 6 MAIN STREET STREET 2: SUITE 312 CITY: CENTERBROOK STATE: CT ZIP: 06409 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001552999 XXXXXXXX 06-30-2023 06-30-2023 false HT Partners LLC
6 MAIN STREET SUITE 312 CENTERBROOK CT 06409
13F HOLDINGS REPORT 028-15475 000147400 801-69512 N
Peter J. Decker Managing Member & CCO 860-662-4197 /s/ Peter J. Decker Centerbrook CT 07-11-2023 0 52 347314083
INFORMATION TABLE 2 fp0084110-1_13fhr-table.xml ABBVIE INC COM 00287Y109 387483 2876 SH SOLE 0 0 2876 ALPHABET INC CAP STK CL C 02079K107 1069375 8840 SH SOLE 0 0 8840 ALPHABET INC CAP STK CL A 02079K305 1489592 12444 SH SOLE 0 0 12444 AMAZON COM INC COM 023135106 667205 5118 SH SOLE 0 0 5118 APPLE INC COM 037833100 2436263 12560 SH SOLE 0 0 12560 AT&T INC COM 00206R102 193617 12139 SH SOLE 0 0 12139 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1070058 3138 SH SOLE 0 0 3138 CISCO SYS INC COM 17275R102 205201 3966 SH SOLE 0 0 3966 CLOROX CO DEL COM 189054109 2540028 15971 SH SOLE 0 0 15971 DANAHER CORPORATION COM 235851102 238080 992 SH SOLE 0 0 992 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 991235 29446 SH SOLE 0 0 29446 EXXON MOBIL CORP COM 30231G102 401866 3747 SH SOLE 0 0 3747 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 346417 2315 SH SOLE 0 0 2315 INVESCO QQQ TR UNIT SER 1 46090E103 369420 1000 SH SOLE 0 0 1000 ISHARES TR CORE S&P500 ETF 464287200 208592 468 SH SOLE 0 0 468 ISHARES TR RUS 1000 VAL ETF 464287598 366481 2322 SH SOLE 0 0 2322 ISHARES TR MSCI EAFE ETF 464287465 44242255 610238 SH SOLE 0 0 610238 ISHARES TR RUS MID CAP ETF 464287499 1968597 26956 SH SOLE 0 0 26956 ISHARES TR U.S. TECH ETF 464287721 284368 2612 SH SOLE 0 0 2612 ISHARES TR MSCI EMG MKT ETF 464287234 12281125 310443 SH SOLE 0 0 310443 ISHARES TR CORE S&P TTL STK 464287150 271995 2780 SH SOLE 0 0 2780 JOHNSON & JOHNSON COM 478160104 2379154 14374 SH SOLE 0 0 14374 LILLY ELI & CO COM 532457108 1925163 4105 SH SOLE 0 0 4105 META PLATFORMS INC CL A 30303M102 437071 1523 SH SOLE 0 0 1523 MICROSOFT CORP COM 594918104 3237173 9506 SH SOLE 0 0 9506 NIKE INC CL B 654106103 282658 2561 SH SOLE 0 0 2561 NVIDIA CORPORATION COM 67066G104 806276 1906 SH SOLE 0 0 1906 PEPSICO INC COM 713448108 415263 2242 SH SOLE 0 0 2242 PROCTER AND GAMBLE CO COM 742718109 295590 1948 SH SOLE 0 0 1948 PROSHARES TR ULTRASHRT S&P500 74347G416 7321 10000 SH Call SOLE 0 0 10000 PROSHARES TR ULTRASHRT S&P500 74347G416 13250 10000 SH Call SOLE 0 0 10000 PROSHARES TR S&P 500 DV ARIST 74348A467 504775 5354 SH SOLE 0 0 5354 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 119583125 2313020 SH SOLE 0 0 2313020 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 283626 3824 SH SOLE 0 0 3824 SPDR S&P 500 ETF TR TR UNIT 78462F103 465887 1051 SH SOLE 0 0 1051 TESLA INC COM 88160R101 284544 1087 SH SOLE 0 0 1087 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 21158089 279980 SH SOLE 0 0 279980 VANGUARD BD INDEX FDS INTERMED TERM 921937819 10024698 133254 SH SOLE 0 0 133254 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1371515 18868 SH SOLE 0 0 18868 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 9510644 126944 SH SOLE 0 0 126944 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 22034860 450795 SH SOLE 0 0 450795 VANGUARD INDEX FDS VALUE ETF 922908744 279653 1968 SH SOLE 0 0 1968 VANGUARD INDEX FDS MID CAP ETF 922908629 264632 1202 SH SOLE 0 0 1202 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9478869 43031 SH SOLE 0 0 43031 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5679864 139623 SH SOLE 0 0 139623 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1586787 16362 SH SOLE 0 0 16362 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 39521533 786968 SH SOLE 0 0 786968 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5291433 69937 SH SOLE 0 0 69937 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 5337553 116059 SH SOLE 0 0 116059 VANGUARD STAR FDS VG TL INTL STK F 921909768 318703 5683 SH SOLE 0 0 5683 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 12033723 260583 SH SOLE 0 0 260583 VISA INC COM CL A 92826C839 471398 1985 SH SOLE 0 0 1985