0001748814-21-000002.txt : 20210517 0001748814-21-000002.hdr.sgml : 20210517 20210517064935 ACCESSION NUMBER: 0001748814-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LITTLE HOUSE CAPITAL LLC CENTRAL INDEX KEY: 0001748814 IRS NUMBER: 822085030 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19180 FILM NUMBER: 21927432 BUSINESS ADDRESS: STREET 1: 35 BRAINTREE HILL PARK, SUITE 100 CITY: BRAINTREE STATE: MA ZIP: 02184 BUSINESS PHONE: 6175455600 MAIL ADDRESS: STREET 1: 35 BRAINTREE HILL PARK, SUITE 100 CITY: BRAINTREE STATE: MA ZIP: 02184 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001748814 XXXXXXXX 03-31-2021 03-31-2021 LITTLE HOUSE CAPITAL LLC

35 BRAINTREE HILL PARK, SUITE 100 BRAINTREE MA 02184

13F HOLDINGS REPORT 028-19180 N JEREMY S. DAVID 617-545-5600 JEREMY S. DAVID BRAINTREE MA 05-17-2021 0 139 162838 false INFORMATION TABLE 2 13F_HIP_2021Q1.xml EDWARDS LIFESCIENCES CORP COM 28176E108 1223 14622 SH SOLE 0 0 14627 ISHARES INC CORE MSCI EMKT 46434G103 4056 63044 SH SOLE 0 0 63044 STONEMOR INC COM 86184W106 48 25000 SH SOLE 0 0 25000 RING ENERGY INC COM 76680V108 134 58000 SH SOLE 0 0 58000 ABBVIE INC COM 00287Y109 213 1975 SH SOLE 0 0 1975 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 216 4400 SH SOLE 0 0 4400 APPLIED MATLS INC COM 038222105 220 1650 SH SOLE 0 0 1650 HONEYWELL INTL INC COM 438516106 224 1032 SH SOLE 0 0 1032 ARISTA NETWORKS INC COM 040413106 250 828 SH SOLE 0 0 828 CONOCOPHILLIPS COM 20825C104 253 4775 SH SOLE 0 0 4775 KIMBELL RTY PARTNERS LP UNIT 49435R102 266 26225 SH SOLE 0 0 26225 VANGUARD INDEX FDS GROWTH ETF 922908736 270 1052 SH SOLE 0 0 1052 BOEING CO COM 097023105 272 1066 SH SOLE 0 0 1066 LAM RESEARCH CORP COM 512807108 298 500 SH SOLE 0 0 500 IDEXX LABS INC COM 45168D104 318 650 SH SOLE 0 0 650 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 335 8537 SH SOLE 0 0 8537 VANGUARD INDEX FDS SM CP VAL ETF 922908611 335 2020 SH SOLE 0 0 2020 HALLIBURTON CO COM 406216101 365 17015 SH SOLE 0 0 17093 HUMANA INC COM 444859102 375 896 SH SOLE 0 0 896 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 412 2910 SH SOLE 0 0 2804 BANCORPSOUTH BK TUPELO MISS COM 05971J102 434 13365 SH SOLE 0 0 13365 VANGUARD INDEX FDS VALUE ETF 922908744 438 3330 SH SOLE 0 0 3330 WP CAREY INC COM 92936U109 455 6430 SH SOLE 0 0 6430 CHENIERE ENERGY INC COM NEW 16411R208 468 6503 SH SOLE 0 0 6503 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 503 65505 SH SOLE 0 0 65505 FACEBOOK INC CL A 30303M102 511 1734 SH SOLE 0 0 1726 VISTRA CORP COM 92840M102 513 28998 SH SOLE 0 0 28998 ISHARES TR ISHS 1-5YR INVS 464288646 525 9600 SH SOLE 0 0 9600 PROCTER AND GAMBLE CO COM 742718109 627 4629 SH SOLE 0 0 4629 ALPHABET INC CAP STK CL C 02079K107 656 317 SH SOLE 0 0 317 ISHARES TR S&P 500 VAL ETF 464287408 665 4708 SH SOLE 0 0 4862 KEYSIGHT TECHNOLOGIES INC COM 49338L103 885 6169 SH SOLE 0 0 6169 RAYMOND JAMES FINL INC COM 754730109 899 7339 SH SOLE 0 0 7100 CBTX INC COM 12481V104 925 30100 SH SOLE 0 0 30100 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1001 4846 SH SOLE 0 0 5104 JOHNSON & JOHNSON COM 478160104 1036 6289 SH SOLE 0 0 6289 EQUINIX INC COM 29444U700 1048 1542 SH SOLE 0 0 1542 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1052 12754 SH SOLE 0 0 12754 ALLSTATE CORP COM 020002101 1155 10061 SH SOLE 0 0 10063 PIONEER NAT RES CO COM 723787107 1195 7524 SH SOLE 0 0 7525 BECTON DICKINSON & CO COM 075887109 1256 5169 SH SOLE 0 0 5171 TJX COS INC NEW COM 872540109 1258 19012 SH SOLE 0 0 19069 IHS MARKIT LTD SHS G47567105 1353 13987 SH SOLE 0 0 14022 COCA COLA CO COM 191216100 1376 26101 SH SOLE 0 0 26101 INTEL CORP COM 458140100 1467 22915 SH SOLE 0 0 22915 NVIDIA CORPORATION COM 67066G104 1538 2880 SH SOLE 0 0 2880 IQVIA HLDGS INC COM 46266C105 1614 8357 SH SOLE 0 0 8357 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1621 14515 SH SOLE 0 0 14517 TEXAS INSTRS INC COM 882508104 1638 8668 SH SOLE 0 0 8668 SYNCHRONY FINANCIAL COM 87165B103 1740 42795 SH SOLE 0 0 42800 EXXON MOBIL CORP COM 30231G102 1827 32731 SH SOLE 0 0 32731 TRANE TECHNOLOGIES PLC SHS G8994E103 2074 12529 SH SOLE 0 0 12523 BEST BUY INC COM 086516101 2113 18410 SH SOLE 0 0 19010 NXP SEMICONDUCTORS N V COM N6596X109 2114 10499 SH SOLE 0 0 10499 SALESFORCE COM INC COM 79466L302 2139 10098 SH SOLE 0 0 10102 KANSAS CITY SOUTHERN COM NEW 485170302 2221 8418 SH SOLE 0 0 8418 LAUDER ESTEE COS INC CL A 518439104 2350 8079 SH SOLE 0 0 8075 UNITEDHEALTH GROUP INC COM 91324P102 2358 6339 SH SOLE 0 0 6339 VISA INC COM CL A 92826C839 2540 11997 SH SOLE 0 0 12015 CHUBB LIMITED COM H1467J104 2540 16085 SH SOLE 0 0 16079 MARATHON PETE CORP COM 56585A102 2671 49939 SH SOLE 0 0 49912 ISHARES TR GRWT ALLOCAT ETF 464289867 2699 50397 SH SOLE 0 0 50561 BROADCOM INC COM 11135F101 2706 5837 SH SOLE 0 0 5840 MEDTRONIC PLC SHS G5960L103 2826 23920 SH SOLE 0 0 23903 AMGEN INC COM 031162100 2937 11811 SH SOLE 0 0 11802 CISCO SYS INC COM 17275R102 2969 57429 SH SOLE 0 0 57376 VERIZON COMMUNICATIONS INC COM 92343V104 3013 53699 SH SOLE 0 0 53677 SELECT SECTOR SPDR TR ENERGY 81369Y506 3149 64185 SH SOLE 0 0 62909 CHEVRON CORP NEW COM 166764100 3185 30390 SH SOLE 0 0 30378 MERCK & CO. INC COM 58933Y105 3225 41843 SH SOLE 0 0 42119 CME GROUP INC COM 12572Q105 3280 16063 SH SOLE 0 0 16051 OPEN LENDING CORP COM CL A 68373J104 3406 96159 SH SOLE 0 0 96159 ISHARES TR 3 7 YR TREAS BD 464288661 3680 28330 SH SOLE 0 0 26195 AIR PRODS & CHEMS INC COM 009158106 3709 13040 SH SOLE 0 0 13301 ISHARES TR IBOXX INV CP ETF 464287242 3763 28933 SH SOLE 0 0 26551 WALMART INC COM 931142103 3835 28235 SH SOLE 0 0 28735 COMCAST CORP NEW CL A 20030N101 3860 71351 SH SOLE 0 0 71319 ALPHABET INC CAP STK CL A 02079K305 3929 1905 SH SOLE 0 0 1905 EATON CORP PLC SHS G29183103 4130 29869 SH SOLE 0 0 29849 MOTOROLA SOLUTIONS INC COM NEW 620076307 4198 22321 SH SOLE 0 0 22302 ISHARES TR RUSSELL 2000 ETF 464287655 4278 19369 SH SOLE 0 0 19398 UNION PAC CORP COM 907818108 4310 19553 SH SOLE 0 0 19539 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 4368 53491 SH SOLE 0 0 53211 GALLAGHER ARTHUR J & CO COM 363576109 4652 37285 SH SOLE 0 0 37285 ISHARES TR CORE MSCI EAFE 46432F842 4890 67866 SH SOLE 0 0 67866 AMAZON COM INC COM 023135106 5166 1676 SH SOLE 0 0 1667 HOME DEPOT INC COM 437076102 5842 19140 SH SOLE 0 0 19131 JPMORGAN CHASE & CO COM 46625H100 5976 39257 SH SOLE 0 0 39232 ISHARES TR MSCI AC ASIA ETF 464288182 6051 65302 SH SOLE 0 0 65446 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 7712 66425 SH SOLE 0 0 66730 SPDR SER TR PORTFOLIO SHORT 78464A474 7855 250879 SH SOLE 0 0 231980 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 8344 49647 SH SOLE 0 0 49352 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 8635 117767 SH SOLE 0 0 117479 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8666 88025 SH SOLE 0 0 88070 MICROSOFT CORP COM 594918104 8780 37243 SH SOLE 0 0 37222 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 8890 261053 SH SOLE 0 0 259743 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 10116 108742 SH SOLE 0 0 99387 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 10412 78398 SH SOLE 0 0 78440 APPLE INC COM 037833100 13748 112550 SH SOLE 0 0 113315 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 14817 244185 SH SOLE 0 0 244604