Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HT PARTNERS LLC | 04-12-2024 | 03-31-2024 | 49 | 276,189,743 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 1 | $136,320,212 | 2,232,927 | 0.05 | 0.05 | 13,326 | 0.60 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 2 | $49,139,455 | 615,320 | 0.02 | 0.02 | -2,420 | -0.39 | 03-31-2024 |
| ISHARES TR | MSCI EMG MKT ETF | 3 | $15,718,564 | 382,633 | 0.01 | 0.01 | -1,069 | -0.28 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $14,364,975 | 286,326 | 0.01 | 0.00 | 41,493 | 16.95 | 03-31-2024 |
