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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 $294,037,045
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,053,331 $137,410,621 46.73%
2.
Ishares Trust
 IEF 577,091 $43,633,851 14.83%
3.
Ishares Trust
 IEF 361,256 $15,107,726 5.13%
4.
Vanguard Tax-Managed Fds
 285,594 $13,657,105 4.64%
5.
Vanguard Index Fds
 41,160 $11,928,580 4.05%
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)