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 |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 51 | $3,421,693 | 21,692 | 0.00 | 0.00 | -4,128 | -15.99 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 52 | $3,388,268 | 21,419 | 0.00 | 0.00 | -2,009 | -8.58 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 53 | $3,318,913 | 9,575 | 0.00 | 0.00 | 156 | 1.66 | 03-31-2024 |
| ELI LILLY & CO | COM | 54 | $2,725,194 | 3,503 | 0.00 | 0.00 | 988 | 39.28 | 03-31-2024 |
