LH

LITTLE HOUSE CAPITAL LLC

13F
LITTLE HOUSE CAPITAL LLC
Last update 2024-10-21 111 Stocks (7 new)
Value $349.00 Mil Turnover 12 %
Countries:
Top Holdings: AAPL(7.02%)MSFT(5.84%)IWM(4.00%)NVDA(3.85%)AMZN(3.51%)
Portfolio Report
Summary Stock Picks Current Portfolio
LITTLE HOUSE CAPITAL LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
105,070
24481.380
+14.19%
7.020
+0.87%
0.000
+6.90%
+16.50%
3377630.651
Hardware
MSFT 		Microsoft Corp
47,298
20352.520
-0.10%
5.840
-0.01%
0.000
+4.32%
+10.02%
3059156.043
Software
IWM 		iShares Russell 2000 ETF
63,080
13933.760
+3.38%
4.000
+0.13%
0.020
+10.91%
+11.74%
69819.307
 
NVDA 		NVIDIA Corp
110,528
13422.470
+30.92%
3.850
+0.91%
0.000
+39.32%
+182.62%
3432482.900
Semiconductors
AMZN 		Amazon.com Inc
65,616
12226.230
+10.09%
3.510
+0.32%
0.000
+23.90%
+31.30%
2097744.695
Retail - Cyclical
GOOGL 		Alphabet Inc
63,422
10518.520
+15.91%
3.020
+0.41%
0.000
+6.73%
+21.81%
2085834.873
Interactive Media
IJH 		iShares Core S&P Mid-Cap ETF
148,949
9282.520
+3.24%
2.660
+0.08%
0.010
+10.08%
+13.84%
93198.128
 
META 		Meta Platforms Inc
15,998
9158.000
-5.44%
2.630
-0.15%
0.000
+20.44%
+62.21%
1445092.970
Interactive Media
IEF 		iShares 7-10 Year Treasury Bond ETF
92,678
9093.520
+1.93%
2.610
+0.05%
0.030
-3.64%
-2.25%
33560.882
 
BRK.B 		Berkshire Hathaway Inc
19,386
8922.370
+16.70%
2.560
+0.37%
0.000
+7.58%
+24.79%
960463.127
Insurance

LITTLE HOUSE CAPITAL LLC's Historical Top Holdings Breakdowns

LITTLE HOUSE CAPITAL LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30New Buy
+1.56%
●
96.25 ($99.77) 101.98
$98.36
-1.41%
New holding
53,680
53,680
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-09-30Add
+1.52%
●
79.29 ($82.23) 84.02
$81.37
-1.05%
Add 881.63%
70,157
63,010
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Reduce
-1.48%
●
50.25 ($50.53) 50.74
$50.41
-0.24%
Reduce -46.07%
109,845
-93,817
PULS 		PGIM Ultra Short Bond ETF2024-09-30Reduce
-1.46%
●
49.47 ($49.64) 49.8
$49.58
-0.12%
Reduce -46.57%
107,745
-93,922
NVDA 		NVIDIA Corp2024-09-30Add
+0.91%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Add 30.92%
110,528
26,101
AAPL 		Apple Inc2024-09-30Add
+0.87%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Add 14.19%
105,070
13,055
UPS 		United Parcel Service Inc2024-09-30Sold Out
-0.59%
●
123.32 ($131.29) 147.38
$133.84
1.94%
Sold Out
0
-13,845
RTX 		RTX Corp2024-09-30Add
+0.49%
●
99.55 ($114.05) 123.34
$118.98
4.32%
Add 64.61%
36,237
14,223
GOOGL 		Alphabet Inc2024-09-30Add
+0.41%
●
148.66 ($167.74) 191.18
$169.74
1.19%
Add 15.91%
63,422
8,706
EME 		EMCOR Group Inc2024-09-30Add
+0.38%
●
340.22 ($377.43) 435.6
$475.78
26.06%
Add 206.75%
4,589
3,093

LITTLE HOUSE CAPITAL LLC Total Holding History ($B)

To

LITTLE HOUSE CAPITAL LLC's Asset Allocation

To

LITTLE HOUSE CAPITAL LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LITTLE HOUSE CAPITAL LLC's Hypothetical Growth since 2024-09-30

LITTLE HOUSE CAPITAL LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LITTLE HOUSE CAPITAL LLC's Holdings Heat Map

Size field:

LITTLE HOUSE CAPITAL LLC's Holdings Bubble Chart

LITTLE HOUSE CAPITAL LLC News

  • 1

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