LH
| |
LITTLE HOUSE CAPITAL LLC13F | |
| LITTLE HOUSE CAPITAL LLC | |
| Last update 2024-10-21 | 111 Stocks (7 new) |
| Value $349.00 Mil | Turnover 12 % |
| Portfolio Report | |
LITTLE HOUSE CAPITAL LLC Top Holdings of 2024-09-30
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| 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 | +0.97% | -6.84% | 3508035.247 | Hardware | |
MSFT | Microsoft Corp | 47,298 | 20352.520 | -0.10% | 5.840 | -0.01% | 0.000 | -0.63% | -1.38% | 3090456.892 | Software | |
IWM | iShares Russell 2000 ETF | 63,080 | 13933.760 | +3.38% | 4.000 | +0.13% | 0.020 | -1.13% | -0.56% | 71209.895 | ||
NVDA | NVIDIA Corp | 110,528 | 13422.470 | +30.92% | 3.850 | +0.91% | 0.000 | -4.56% | -1.88% | 3226802.400 | Semiconductors | |
AMZN | Amazon.com Inc | 65,616 | 12226.230 | +10.09% | 3.510 | +0.32% | 0.000 | +16.11% | -0.74% | 2289748.797 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 63,422 | 10518.520 | +15.91% | 3.020 | +0.41% | 0.000 | +15.11% | +0.19% | 2329320.320 | Interactive Media | |
IJH | iShares Core S&P Mid-Cap ETF | 148,949 | 9282.520 | +3.24% | 2.660 | +0.08% | 0.010 | -0.07% | +1.27% | 96023.476 | ||
META | Meta Platforms Inc | 15,998 | 9158.000 | -5.44% | 2.630 | -0.15% | 0.000 | +0.73% | +1.49% | 1500177.311 | Interactive Media | |
IEF | iShares 7-10 Year Treasury Bond ETF | 92,678 | 9093.520 | +1.93% | 2.610 | +0.05% | 0.030 | -3.78% | -1.34% | 30946.727 | ||
BRK.B | Berkshire Hathaway Inc | 19,386 | 8922.370 | +16.70% | 2.560 | +0.37% | 0.000 | -2.16% | -0.72% | 970844.763 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 2023-03-31 | Reduce | -3.68% | 377.94 ($397.73) 415.2 | $582.17 | 46.37% | Reduce -86.49% | 3,043 | -19,486 | |
OPER | ClearShares Ultra-Short Maturity ETF | 2024-03-31 | Reduce | -3.45% | 100.06 ($100.29) 100.54 | $100.22 | -0.06% | Reduce -96.18% | 3,756 | -94,682 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2024-03-31 | New Buy | +2.73% | 93.54 ($94.77) 96.82 | $91.21 | -3.76% | New holding | 86,978 | 86,978 | |
IJH | iShares Core S&P Mid-Cap ETF | 2024-03-31 | Add | +2.49% | 53.67 ($56.61) 60.74 | $63.12 | 11.50% | Add 605.69% | 144,138 | 123,713 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2024-03-31 | Reduce | -2.45% | 81.49 ($81.84) 82.34 | $81.87 | 0.03% | Reduce -95.46% | 3,898 | -82,044 | |
JPST | JPMorgan Ultra-Short Income ETF | 2023-09-30 | New Buy | +2.24% | 49.94 ($50.1) 50.25 | $50.41 | 0.63% | New holding | 108,489 | 108,489 | |
SPY | S&P 500 ETF TRUST ETF | 2023-12-31 | Add | +1.67% | 410.68 ($445.46) 476.69 | $582.17 | 30.69% | Add 246.68% | 13,472 | 9,586 | |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 2024-03-31 | Reduce | -1.57% | 57.38 ($61.02) 64.15 | $71.05 | 16.44% | Reduce -94.5% | 4,278 | -73,517 | |
AGG | iShares Core U.S. Aggregate Bond ETF | 2024-09-30 | New Buy | +1.56% | 96.25 ($99.77) 101.98 | $95.88 | -3.90% | New holding | 53,680 | 53,680 | |
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 2024-09-30 | Add | +1.52% | 79.29 ($82.23) 84.02 | $79.25 | -3.62% | Add 881.63% | 70,157 | 63,010 |
LITTLE HOUSE CAPITAL LLC Total Holding History ($B)
LITTLE HOUSE CAPITAL LLC's Asset Allocation
LITTLE HOUSE CAPITAL LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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LITTLE HOUSE CAPITAL LLC's Holdings Bubble Chart
LITTLE HOUSE CAPITAL LLC News
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