0001748814-23-000001.txt : 20230213 0001748814-23-000001.hdr.sgml : 20230213 20230213102247 ACCESSION NUMBER: 0001748814-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23615437 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 X0202 13F-HR LIVE false false false 0001748814 XXXXXXXX 12-31-2022 12-31-2022 LITTLE HOUSE CAPITAL LLC

35 BRAINTREE HILL PARK, SUITE 100 BRAINTREE MA 02184

13F HOLDINGS REPORT 028-19180 N JEREMY DAVID 617-545-5600 JEREMY DAVID BRAINTREE MA 02-13-2023 0 106 202084555 false INFORMATION TABLE 2 13FLHCQ42022.xml Amazon Com Inc Equity 023135106 2998044 35691 SH SOLE 35691 0 0 Amer Electric Pwr Co Equity 025537101 2564554 27010 SH SOLE 27010 0 0 Amgen Incorporated Equity 031162100 1865985 7105 SH SOLE 7105 0 0 Analog Devices Inc Equity 032654105 415488 2533 SH SOLE 2533 0 0 Apple Inc Equity 037833100 9948641 76569 SH SOLE 76569 0 0 Auto Data Processing Equity 053015103 1290328 5402 SH SOLE 5402 0 0 Becton Dickinson&Co Equity 075887109 591587 2326 SH SOLE 2326 0 0 Berkshire Hathaway Equity 084670702 3432033 11111 SH SOLE 11111 0 0 Bristol-Myers Squibb Equity 110122108 907377 12611 SH SOLE 12611 0 0 Chevron Corporation Equity 166764100 3642226 20292 SH SOLE 20292 0 0 Chipotle Mexican Grill Inc Class A Equity 169656105 578583 417 SH SOLE 417 0 0 Coca Cola Company Equity 191216100 1137756 17886 SH SOLE 17886 0 0 Danaher Corp Equity 235851102 2701982 10180 SH SOLE 10180 0 0 Walt Disney Co Equity 254687106 399607 4600 SH SOLE 4600 0 0 Dow Inc Equity 260557103 2120835 42088 SH SOLE 42088 0 0 Halliburton Co Hldg Equity 406216101 488264 12408 SH SOLE 12408 0 0 Home Depot Inc Equity 437076102 1407818 4457 SH SOLE 4457 0 0 Hormel Foods Corp Equity 440452100 386403 8483 SH SOLE 8483 0 0 Independent Bank Corp Equity 453836108 719006 8516 SH SOLE 8516 0 0 Ibm Corp Equity 459200101 2309259 16391 SH SOLE 16391 0 0 Intuit Inc Equity 461202103 506768 1302 SH SOLE 1302 0 0 Ishares Msci Emerging Equity 464287234 4524903 119391 SH SOLE 119391 0 0 Ishares S&P 500 Growth Equity 464287309 534749 9141 SH SOLE 9141 0 0 Ishares 1-3 Year Treasry Equity 464287457 6746977 83122 SH SOLE 83122 0 0 Ishares Msci Eafe Etf Equity 464287465 3563403 54287 SH SOLE 54287 0 0 iShares Russell Mid-Cap Value ETF Equity 464287473 265779 2523 SH SOLE 2523 0 0 Ishares Core S&P Mid Cap Equity 464287507 7533957 31146 SH SOLE 31146 0 0 Ishares Russell 1000 Equity 464287598 470115 3100 SH SOLE 3100 0 0 Ishares Russell 2000 Equity 464287655 7587329 43515 SH SOLE 43515 0 0 iShares Russell 3000 Equity 464287689 407600 1847 SH SOLE 1847 0 0 Ishares National Muni Equity 464288414 564638 5351 SH SOLE 5351 0 0 Johnson & Johnson Equity 478160104 3811775 21578 SH SOLE 21578 0 0 K L A Tencor Corp Equity 482480100 1278234 3390 SH SOLE 3390 0 0 Lam Research Corp Equity 512807108 716625 1705 SH SOLE 1705 0 0 Eli Lilly & Company Equity 532457108 346450 947 SH SOLE 947 0 0 Lockheed Martin Corp Equity 539830109 2268568 4663 SH SOLE 4663 0 0 Lululemon Athletica Inc Equity 550021109 442124 1380 SH SOLE 1380 0 0 Mc Donalds Corp Equity 580135101 2237405 8490 SH SOLE 8490 0 0 Microsoft Corp Equity 594918104 8954536 37339 SH SOLE 37339 0 0 Nike Inc Equity 654106103 1410138 12051 SH SOLE 12051 0 0 Norfolk Southern Corp Equity 655844108 598571 2429 SH SOLE 2429 0 0 PACCAR Inc Equity 693718108 1102334 11138 SH SOLE 11138 0 0 Pepsico Incorporated Equity 713448108 1239963 6864 SH SOLE 6864 0 0 Pfizer Incorporated Equity 717081103 629432 12284 SH SOLE 12284 0 0 Procter & Gamble Equity 742718109 2577587 17007 SH SOLE 17007 0 0 Charles Schwab Corp Equity 808513105 274758 3300 SH SOLE 3300 0 0 Starbucks Corp Equity 855244109 804716 8112 SH SOLE 8112 0 0 Synopsys Inc Equity 871607107 325037 1018 SH SOLE 1018 0 0 Texas Instruments Equity 882508104 1412589 8550 SH SOLE 8550 0 0 Thermo Fisher Scntfc Equity 883556102 2029314 3685 SH SOLE 3685 0 0 Transdigm Group Inc Equity 893641100 251860 400 SH SOLE 400 0 0 Union Pacific Corp Equity 907818108 712150 3439 SH SOLE 3439 0 0 United Parcel Srvc Equity 911312106 557817 3209 SH SOLE 3209 0 0 Wal-Mart Stores Inc Equity 931142103 5269027 37161 SH SOLE 37161 0 0 Raytheon Technologies Ord Equity 75513E101 2523443 25004 SH SOLE 25004 0 0 Quanta Services Inc Equity 74762E102 376205 2640 SH SOLE 2640 0 0 Fortinet Inc Equity 34959E109 288891 5909 SH SOLE 5909 0 0 ISHARES IBONDS DEC 2029 TERM ETF Equity 46436E205 983361 44355 SH SOLE 44355 0 0 The AES Corp Equity 00130H105 1516290 52722 SH SOLE 52722 0 0 A T & T Inc Equity 00206R102 1887274 102514 SH SOLE 102514 0 0 Abbvie Inc Equity 00287Y109 996495 6166 SH SOLE 6166 0 0 Alphabet Inc. Equity 02079K107 889142 10021 SH SOLE 10021 0 0 Alphabet Inc. Equity 02079K305 3289567 37284 SH SOLE 37284 0 0 Broadcom Ltd Equity 11135F101 2329432 4166 SH SOLE 4166 0 0 Charter Communicatn Equity 16119P108 247882 731 SH SOLE 731 0 0 Cisco Systems Inc Equity 17275R102 933140 19587 SH SOLE 19587 0 0 Conocophillips Equity 20825C104 1833215 15536 SH SOLE 15536 0 0 Constellation Brand Equity 21036P108 611438 2638 SH SOLE 2638 0 0 Devon Energy Corp Equity 25179M103 696751 11327 SH SOLE 11327 0 0 ClearShares Ultra-Short Maturity ETF Equity 26922A453 10648950 106367 SH SOLE 106367 0 0 EMCOR Group Inc Equity 29084Q100 645612 4359 SH SOLE 4359 0 0 Exxon Mobil Corp Equity 30231G102 898836 8149 SH SOLE 8149 0 0 Meta Platforms Inc Class A Equity 30303M102 785700 6529 SH SOLE 6529 0 0 Goldman Sachs Group Equity 38141G104 2266593 6601 SH SOLE 6601 0 0 iShares Core MSCI EAFE Equity 46432F842 291680 4732 SH SOLE 4732 0 0 iShares Core MSCI Emerging Markets ETF Equity 46434G103 265349 5682 SH SOLE 5682 0 0 iShares Russell 2500 ETF Equity 46435G268 372362 7007 SH SOLE 7007 0 0 iShares iBonds Dec 2028 Term Corp ETF Equity 46435U515 992293 40852 SH SOLE 40852 0 0 iShares iBonds Dec 2027 Term Corp ETF Equity 46435UAA9 1003662 42947 SH SOLE 42947 0 0 ISHARES IBOND DEC 2031 TRM CRP ETF Equity 46436E486 898559 45176 SH SOLE 45176 0 0 ISHARES IBND DEC 2030 TRM CORP ETF Equity 46436E726 971066 46686 SH SOLE 46686 0 0 Jpmorgan Chase & Co Equity 46625H100 2766090 20627 SH SOLE 20627 0 0 Keysight Technologies Inc Equity 49338L103 400133 2339 SH SOLE 2339 0 0 M&T Bank Corp Equity 55261F104 445782 3073 SH SOLE 3073 0 0 Mastercard Inc Equity 57636Q104 3184878 9159 SH SOLE 9159 0 0 Merck & Co Inc Equity 58933Y105 3251706 29308 SH SOLE 29308 0 0 NVIDIA Corp Equity 67066G104 1394621 9543 SH SOLE 9543 0 0 Oracle Corporation Equity 68389X105 385076 4711 SH SOLE 4711 0 0 PGIM Ultra Short Bond ETF Equity 69344A107 8045945 163869 SH SOLE 163869 0 0 Public Storage Equity 74460D109 1711981 6110 SH SOLE 6110 0 0 Spdr S&P 500 Etf Equity 78462F103 8615778 22529 SH SOLE 22529 0 0 SPDR Port S&P 1500 Comps Stk Mkt ETF Equity 78464A805 3575527 75609 SH SOLE 75609 0 0 SPDR Nuveen Blmbg Barclays Muni Bd ETF Equity 78468R721 688269 15087 SH SOLE 15087 0 0 Tesla Inc Equity 88160R101 842921 6843 SH SOLE 6843 0 0 Unitedhealth Grp Inc Equity 91324P102 3755552 7084 SH SOLE 7084 0 0 Vag Itm-Term Corporate Equity 92206C870 404678 5221 SH SOLE 5221 0 0 Verizon Communicatn Equity 92343V104 1305221 33127 SH SOLE 33127 0 0 Vertex Pharmaceuticals Inc Equity 92532F100 402271 1393 SH SOLE 1393 0 0 PARAMOUNT GLOBAL CLASS B COMMON STOCK Equity 92556H206 652926 38680 SH SOLE 38680 0 0 Visa Inc Equity 92826C839 764726 3681 SH SOLE 3681 0 0 W.P. Carey Inc Equity 92936U109 1204588 15414 SH SOLE 15414 0 0 Waste Management Inc Equity 94106L109 1662577 10598 SH SOLE 10598 0 0 Accenture Plc Equity G1151C101 2165474 8115 SH SOLE 8115 0 0 Eaton Corp Plc Equity G29183103 298205 1900 SH SOLE 1900 0 0 Medtronic Plc Equity G5960L103 820348 10555 SH SOLE 10555 0 0 Chubb Ltd Equity H1467J104 2033090 9216 SH SOLE 9216 0 0