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
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