0001398344-23-007794.txt : 20230426 0001398344-23-007794.hdr.sgml : 20230426 20230426085854 ACCESSION NUMBER: 0001398344-23-007794 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230426 DATE AS OF CHANGE: 20230426 EFFECTIVENESS DATE: 20230426 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: 23846981 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 03-31-2023 03-31-2023 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 04-25-2023 0 52 338632306
INFORMATION TABLE 2 fp0083283-1_13fhr-table.xml ABBVIE INC COM 00287Y109 467910 2936 SH SOLE 0 0 2936 ACADIA HEALTHCARE COMPANY IN COM 00404A109 209019 2893 SH SOLE 0 0 2893 ALPHABET INC CAP STK CL C 02079K107 919360 8840 SH SOLE 0 0 8840 ALPHABET INC CAP STK CL A 02079K305 1296042 12494 SH SOLE 0 0 12494 AMAZON COM INC COM 023135106 543427 5261 SH SOLE 0 0 5261 APPLE INC COM 037833100 2127870 12904 SH SOLE 0 0 12904 AT&T INC COM 00206R102 217987 11324 SH SOLE 0 0 11324 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 973243 3152 SH SOLE 0 0 3152 CISCO SYS INC COM 17275R102 207323 3966 SH SOLE 0 0 3966 CLOROX CO DEL COM 189054109 5079504 32100 SH SOLE 0 0 32100 DANAHER CORPORATION COM 235851102 250024 992 SH SOLE 0 0 992 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 976683 29786 SH SOLE 0 0 29786 EXXON MOBIL CORP COM 30231G102 451799 4120 SH SOLE 0 0 4120 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 334795 2315 SH SOLE 0 0 2315 INVESCO QQQ TR UNIT SER 1 46090E103 320930 1000 SH SOLE 0 0 1000 ISHARES TR RUS 1000 VAL ETF 464287598 353548 2322 SH SOLE 0 0 2322 ISHARES TR MSCI EAFE ETF 464287465 43838112 612949 SH SOLE 0 0 612949 ISHARES TR RUS MID CAP ETF 464287499 1884764 26956 SH SOLE 0 0 26956 ISHARES TR U.S. TECH ETF 464287721 242420 2612 SH SOLE 0 0 2612 ISHARES TR MSCI EMG MKT ETF 464287234 12275848 311096 SH SOLE 0 0 311096 ISHARES TR CORE S&P TTL STK 464287150 377412 4168 SH SOLE 0 0 4168 JOHNSON & JOHNSON COM 478160104 2256306 14557 SH SOLE 0 0 14557 LILLY ELI & CO COM 532457108 1440647 4195 SH SOLE 0 0 4195 META PLATFORMS INC CL A 30303M102 243095 1147 SH SOLE 0 0 1147 MICROSOFT CORP COM 594918104 2746922 9528 SH SOLE 0 0 9528 NIKE INC CL B 654106103 314081 2561 SH SOLE 0 0 2561 NVIDIA CORPORATION COM 67066G104 554151 1995 SH SOLE 0 0 1995 PEPSICO INC COM 713448108 487653 2675 SH SOLE 0 0 2675 PROCTER AND GAMBLE CO COM 742718109 289648 1948 SH SOLE 0 0 1948 PROSHARES TR S&P 500 DV ARIST 74348A467 488499 5354 SH SOLE 0 0 5354 PROSHARES TR II ULTRASHRT EURO 74347W882 8000 10000 SH Call SOLE 0 0 10000 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 110872736 2317090 SH SOLE 0 0 2317090 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 285691 3824 SH SOLE 0 0 3824 SPDR S&P 500 ETF TR TR UNIT 78462F103 430269 1051 SH SOLE 0 0 1051 TESLA INC COM 88160R101 233600 1126 SH SOLE 0 0 1126 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 21448943 280415 SH SOLE 0 0 280415 VANGUARD BD INDEX FDS INTERMED TERM 921937819 10238267 133415 SH SOLE 0 0 133415 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1374641 18619 SH SOLE 0 0 18619 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 9729141 126946 SH SOLE 0 0 126946 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 22041248 450557 SH SOLE 0 0 450557 VANGUARD INDEX FDS VALUE ETF 922908744 271800 1968 SH SOLE 0 0 1968 VANGUARD INDEX FDS MID CAP ETF 922908629 253526 1202 SH SOLE 0 0 1202 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8816712 43198 SH SOLE 0 0 43198 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5625983 139257 SH SOLE 0 0 139257 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1506777 16362 SH SOLE 0 0 16362 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 39867799 786968 SH SOLE 0 0 786968 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5319177 69778 SH SOLE 0 0 69778 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 5391281 115817 SH SOLE 0 0 115817 VANGUARD STAR FDS VG TL INTL STK F 921909768 307961 5578 SH SOLE 0 0 5578 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 11784717 260897 SH SOLE 0 0 260897 VERIZON COMMUNICATIONS INC COM 92343V104 206350 5306 SH SOLE 0 0 5306 VISA INC COM CL A 92826C839 448665 1990 SH SOLE 0 0 1990