13F-HR filed by LITTLE HOUSE CAPITAL LLC
LITTLE HOUSE CAPITAL LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-25, with 131 holding rows worth $363,841,623.
- Accession
- 0001951757-25-000445
- Filer
- CIK 1748814
- Filed
- 2025-04-25
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 131 entries on the cover page, a total value of $363,841,623 stated on the cover page (in dollars after the unit check, H1), rows summing to $363,841,623 with VALUE read as dollars as filed, 13F file number 028-19180. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 96,485 | $21,432,233 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 45,821 | $17,200,805 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 60,267 | $11,466,399 | dollars as filed | |
| IJH | 464287507 | COM | 195,792 | $11,424,479 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 101,919 | $11,045,932 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 111,986 | $10,680,058 | dollars as filed | |
| Fidelity Enhanced Small Cap ETF | 31609A206 | SHS | 358,379 | $10,565,021 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 62,536 | $9,670,557 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 16,918 | $9,010,455 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 14,957 | $8,620,804 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 33,175 | $8,137,947 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 160,642 | $8,133,317 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 95,677 | $7,819,666 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 113,600 | $7,725,920 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 84,681 | $7,434,140 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 83,312 | $6,811,620 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 11,846 | $6,492,812 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 75,243 | $6,224,813 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 122,193 | $6,076,644 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 35,366 | $5,921,382 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 32,279 | $5,399,882 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 119,261 | $5,211,706 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 28,711 | $4,761,419 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 8,639 | $4,719,217 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 35,346 | $4,681,978 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 46,754 | $4,624,937 | dollars as filed | |
| SPY | 78462F103 | SHS | 7,758 | $4,339,928 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 11,863 | $4,157,669 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,891 | $4,039,546 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,030 | $3,811,952 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 62,918 | $3,595,150 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 25,425 | $3,554,640 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 14,200 | $3,287,470 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 6,307 | $3,057,760 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 5,773 | $3,023,478 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 17,492 | $2,981,022 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 17,269 | $2,866,639 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 9,224 | $2,760,596 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 7,225 | $2,648,018 | dollars as filed | |
| Southern Company | 842587107 | COM | 28,286 | $2,600,857 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 7,731 | $2,549,720 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 41,852 | $2,501,072 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,661 | $2,481,462 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 9,795 | $2,435,748 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 9,045 | $2,427,384 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 8,719 | $2,370,086 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 24,928 | $2,237,538 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 48,913 | $2,218,708 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 20,574 | $2,160,681 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 20,960 | $2,055,986 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 14,744 | $1,955,792 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 12,347 | $1,928,934 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 15,324 | $1,866,522 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 5,802 | $1,812,221 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 68,063 | $1,728,120 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 6,459 | $1,713,559 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 15,117 | $1,651,800 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 5,009 | $1,560,666 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 9,934 | $1,535,663 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 21,233 | $1,520,727 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 29,608 | $1,490,171 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 4,015 | $1,415,609 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 19,199 | $1,395,790 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 14,206 | $1,383,255 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 4,790 | $1,355,753 | dollars as filed | |
| General Electric Company | 369604301 | COM | 6,531 | $1,307,080 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 14,153 | $1,298,255 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,806 | $1,227,620 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 28,997 | $1,210,052 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 1,243 | $1,176,485 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 8,145 | $1,167,031 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 19,019 | $1,159,969 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 12,857 | $1,155,330 | dollars as filed | |
| iShares iBonds Dec. 2029 Corporate Bond ETF | 46436E205 | ETF | 49,834 | $1,152,653 | dollars as filed | |
| ISHARES TR | 46436E726 | IBONDS DEC 2030 | 52,442 | $1,139,031 | dollars as filed | |
| ISHARES TR | 46436E312 | IBONDS DEC 2032 | 45,299 | $1,132,030 | dollars as filed | |
| ISHARES TR | 46436E486 | IBONDS DEC 2031 | 54,502 | $1,130,922 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 6,580 | $1,122,811 | dollars as filed | |
| ISHARES TR | 46436E130 | IBONDS DEC 2033 | 43,390 | $1,109,058 | dollars as filed | |
| MANULIFE FINL CORP | 56501R106 | COM | 35,488 | $1,105,463 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 2,500 | $1,094,553 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 16,764 | $1,062,859 | dollars as filed | |
| ISHARES TR | 46438G653 | IBONDS DEC 2034 | 40,305 | $1,039,275 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 4,323 | $1,021,306 | dollars as filed | |
| Deere & Company | 244199105 | COM | 2,150 | $1,009,102 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 11,674 | $960,768 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 9,365 | $944,741 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,181 | $940,241 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,414 | $936,969 | dollars as filed | |
| iShares iBonds Dec. 2028 Corporate Bond ETF | 46435U515 | ETF | 36,988 | $934,308 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 1,888 | $902,727 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 9,118 | $853,992 | dollars as filed | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 17,761 | $800,478 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 8,897 | $782,669 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 3,044 | $773,724 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 3,307 | $772,284 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 3,299 | $738,513 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 3,121 | $728,133 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,425 | $724,047 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 2,337 | $705,751 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,930 | $696,904 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 2,056 | $692,754 | dollars as filed | |
| PROSHARES TR | 74349Y753 | SHORT S&P 500 NE | 15,512 | $691,215 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 14,309 | $669,804 | dollars as filed | |
| FISERV INC | 337738108 | COM | 2,820 | $622,741 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 2,526 | $601,693 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 1,402 | $588,770 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 5,447 | $574,335 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 400 | $553,316 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,608 | $548,087 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 7,470 | $495,560 | dollars as filed | |
| EASTERN BANKSHARES INC COM | 27627N105 | Stock | 29,526 | $484,226 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 7,545 | $471,864 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,963 | $402,364 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 5,348 | $392,814 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,894 | $377,834 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 3,100 | $375,472 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 4,907 | $371,215 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,913 | $363,244 | dollars as filed | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 381430529 | SHS | 3,051 | $305,649 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 11,185 | $304,903 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 591 | $275,223 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 3,229 | $252,784 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 4,502 | $242,973 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 1,904 | $235,149 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,712 | $234,705 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 631 | $232,542 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 4,982 | $222,147 | dollars as filed | |
| KIMCO REALTY CORP COM | 49446R109 | REIT | 10,350 | $219,834 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 662 | $206,639 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 15,677 | $42,798 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000445 | this filing | 2025-04-25 | acceptance time not in the bulk data set |