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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTODESK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -19 | -1.01 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 302 | $426,988 | 5,753 | 0.00 | 0.00 | 75 | 1.32 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 303 | $380,635 | 3,538 | 0.00 | 0.00 | -381 | -9.72 | 03-31-2024 |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | 304 | $376,150 | 3,756 | 0.00 | 0.00 | -94,682 | -96.18 | 03-31-2024 |
