Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LITTLE HOUSE CAPITAL LLC | 04-18-2024 | 03-31-2024 | 123 | 301,909,066 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 101 | $2,125,670 | 2,901 | 0.00 | 0.00 | -412 | -12.44 | 03-31-2024 |
| ISHARES TR | MBS ETF | 102 | $2,111,999 | 22,852 | 0.00 | 22,852 | +Inf | 03-31-2024 | |
| SALESFORCE INC | COM | 103 | $2,043,506 | 6,785 | 0.00 | 0.00 | 2,088 | 44.45 | 03-31-2024 |
| DISNEY WALT CO | COM | 104 | $1,989,760 | 16,262 | 0.00 | 0.00 | 11,954 | 277.48 | 03-31-2024 |
