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Home > Institutional Investor > Ht Partners Llc > Profile

Instuitional Investor - Ht Partners Llc

Fund Profile
Filing Period:
Fund Name: Ht Partners Llc
Portfolio Value $291,492,631
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,363,161 $136,998,863 47%
2.
Ishares Trust
 VLUE 493,260 $40,314,140 13.83%
3.
Vanguard Tax-Managed Fds
 297,855 $15,139,970 5.19%
4.
Vanguard Mun Bd Fds
 241,079 $11,962,340 4.1%
5.
Vanguard Index Fds
 42,611 $11,711,207 4.02%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)