Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LITTLE HOUSE CAPITAL LLC | 04-18-2024 | 03-31-2024 | 123 | 301,909,066 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR | PORTFOLI S&P1500 | 351 | $274,434 | 4,278 | 0.00 | 0.00 | -73,517 | -94.50 | 03-31-2024 |
PHILLIPS 66 | COM | 352 | $273,815 | 1,676 | 0.00 | 0.00 | -119 | -6.63 | 03-31-2024 |
ISHARES INC | CORE MSCI EMKT | 353 | $271,984 | 5,271 | 0.00 | 0.00 | 311 | 6.27 | 03-31-2024 |
MOODYS CORP | COM | 354 | $242,106 | 616 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |