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Peter J. Decker

@Ht Partners Llc

Latest period2024 - Q4ReportedManaged Assets$294.037MTotal holdings50
Assets growth rate4.06%Assets growth rate (2-Q avg)1.97%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ht Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Ht Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 294.037M in assets, with a quarterly growth rate of 4.06% and a 2-quarter average growth rate of 1.97%. The portfolio is managed by Peter J. Decker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Strategic Tr
Recent Activity
Increased 202.61%
46.74%
$137.411M
6.053M shares@ $22.71 avg price
EFA
Ishares Tr
Recent Activity
Decreased -0.15%
14.84%
$43.634M
577,091 shares@ $75.62 avg price
EEM
Ishares Tr
Recent Activity
Decreased -0.07%
5.14%
$15.108M
361,256 shares@ $41.83 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Decreased -13.23%
4.65%
$13.657M
285,594 shares@ $47.82 avg price
VTI
Vanguard Index Fds
Recent Activity
Decreased -0.8%
4.06%
$11.929M
41,160 shares@ $289.82 avg price
VTEB
Vanguard Mun Bd Fds
Recent Activity
New Position
3.76%
$11.047M
220,376 shares@ $50.14 avg price
BND
Vanguard Bd Index Fds
Recent Activity
Increased 330.3%
2.1%
$6.162M
85,688 shares@ $71.91 avg price
VWO
Vanguard Intl Equity Index F
Recent Activity
Decreased -1.15%
1.88%
$5.52M
125,347 shares@ $44.05 avg price
VT
Vanguard Intl Equity Index F
Recent Activity
Increased 134.17%
1.76%
$5.159M
43,911 shares@ $117.48 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.1%
1.34%
$3.918M
9,296 shares@ $421.48 avg price

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