0001951757-23-000269.txt : 20230504 0001951757-23-000269.hdr.sgml : 20230504 20230504170000 ACCESSION NUMBER: 0001951757-23-000269 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 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: 23889777 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 03-31-2023 03-31-2023 LITTLE HOUSE CAPITAL LLC
35 BRAINTREE HILL PARK, SUITE 100 BRAINTREE MA 02184
13F HOLDINGS REPORT 028-19180 N
JEREMY S. DAVID MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER 617-545-5600 JEREMY S. DAVID BRAINTREE MA 05-04-2023 0 105 213464986 false
INFORMATION TABLE 2 F_13F_LHC_Q12023.xml AMAZON COM INC COM 023135106 3919029 37942 SH SOLE 37942 0 0 AMERICAN ELEC PWR CO INC COM 025537101 2122786 23330 SH SOLE 23330 0 0 AMGEN INC COM 031162100 1217179 5035 SH SOLE 5035 0 0 ANALOG DEVICES INC COM 032654105 513369 2603 SH SOLE 2603 0 0 APPLE INC COM 037833100 12862899 78004 SH SOLE 78004 0 0 BECTON DICKINSON CO COM 075887109 432561 1747 SH SOLE 1747 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3246253 10514 SH SOLE 10514 0 0 BOEING CO COM 097023105 1030710 4852 SH SOLE 4852 0 0 BORGWARNER INC COM 099724106 433940 8836 SH SOLE 8836 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 872012 12581 SH SOLE 12581 0 0 CATERPILLAR INC COM 149123101 1066623 4661 SH SOLE 4661 0 0 CHEVRON CORP NEW COM 166764100 3921506 24035 SH SOLE 24035 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 1308550 766 SH SOLE 766 0 0 COCA COLA CO COM 191216100 1109185 17881 SH SOLE 17881 0 0 DANAHER CORPORATION COM 235851102 3201421 12702 SH SOLE 12702 0 0 DISNEY WALT CO COM 254687106 473367 4728 SH SOLE 4728 0 0 DOW INC COM 260557103 1509849 27542 SH SOLE 27542 0 0 GLATFELTER CORPORATION COM 377320106 32839 10294 SH SOLE 10294 0 0 HOME DEPOT INC COM 437076102 1162249 3938 SH SOLE 3938 0 0 HONEYWELL INTL INC COM 438516106 561973 2940 SH SOLE 2940 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1581310 12063 SH SOLE 12063 0 0 INTUIT COM 461202103 849313 1905 SH SOLE 1905 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 5181002 131298 SH SOLE 131298 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 584018 9141 SH SOLE 9141 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 8187585 99654 SH SOLE 99654 0 0 ISHARES TR MSCI EAFE ETF 464287465 4611614 64480 SH SOLE 64480 0 0 ISHARES TR CORE S&P MCP ETF 464287507 7072128 28270 SH SOLE 28270 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 553896 2267 SH SOLE 2267 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 10351942 58027 SH SOLE 58027 0 0 ISHARES TR NATIONAL MUN ETF 464288414 884007 8205 SH SOLE 8205 0 0 JOHNSON & JOHNSON COM 478160104 3925147 25324 SH SOLE 25324 0 0 KLA CORP COM NEW 482480100 1279489 3205 SH SOLE 3205 0 0 LAM RESEARCH CORP COM 512807108 738478 1393 SH SOLE 1393 0 0 LAUDER ESTEE COS INC CL A 518439104 783253 3178 SH SOLE 3178 0 0 LULULEMON ATHLETICA INC COM 550021109 653721 1795 SH SOLE 1795 0 0 MARRIOTT INTL INC NEW CL A 571903202 824059 4963 SH SOLE 4963 0 0 MCDONALDS CORP COM 580135101 1564458 5595 SH SOLE 5595 0 0 MICROSOFT CORP COM 594918104 11647895 40402 SH SOLE 40402 0 0 MOODYS CORP COM 615369105 202279 661 SH SOLE 661 0 0 NIKE INC CL B 654106103 1887728 15392 SH SOLE 15392 0 0 NORFOLK SOUTHN CORP COM 655844108 517940 2443 SH SOLE 2443 0 0 PACCAR INC COM 693718108 1262849 17252 SH SOLE 17252 0 0 PARKER-HANNIFIN CORP COM 701094104 507191 1509 SH SOLE 1509 0 0 PEPSICO INC COM 713448108 565672 3103 SH SOLE 3103 0 0 PFIZER INC COM 717081103 515316 12630 SH SOLE 12630 0 0 PROCTER AND GAMBLE CO COM 742718109 1212055 8152 SH SOLE 8152 0 0 SCHWAB CHARLES CORP COM 808513105 782750 14944 SH SOLE 14944 0 0 STARBUCKS CORP COM 855244109 301670 2897 SH SOLE 2897 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1438740 15467 SH SOLE 15467 0 0 TEXAS INSTRS INC COM 882508104 1848009 9935 SH SOLE 9935 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1987353 3448 SH SOLE 3448 0 0 TRANSDIGM GROUP INC COM 893641100 294820 400 SH SOLE 400 0 0 UNION PAC CORP COM 907818108 1160912 5768 SH SOLE 5768 0 0 UNITED PARCEL SERVICE INC CL B 911312106 603925 3113 SH SOLE 3113 0 0 WALMART INC COM 931142103 4147520 28128 SH SOLE 28128 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2825297 28850 SH SOLE 28850 0 0 ISHARES TR IBONDS DEC 29 46436E205 1055016 46111 SH SOLE 46111 0 0 ISHARES TR IBONDS DEC 2030 46436E726 1049740 48757 SH SOLE 48757 0 0 ISHARES TR IBONDS DEC 2031 46436E486 988411 47888 SH SOLE 47888 0 0 ISHARES TR IBONDS DEC 2032 46436E312 938272 37426 SH SOLE 37426 0 0 AT&T INC COM 00206R102 2130343 110667 SH SOLE 110667 0 0 ALPHABET INC CAP STK CL C 02079K107 1008879 9701 SH SOLE 9701 0 0 ALPHABET INC CAP STK CL A 02079K305 4118807 39707 SH SOLE 39707 0 0 BLACKROCK INC COM 09247X101 2479774 3706 SH SOLE 3706 0 0 BROADCOM INC COM 11135F101 2199338 3428 SH SOLE 3428 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 261413 731 SH SOLE 731 0 0 CISCO SYS INC COM 17275R102 1067425 20419 SH SOLE 20419 0 0 COSTCO WHSL CORP NEW COM 22160K105 1163173 2341 SH SOLE 2341 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 832150 8626 SH SOLE 8626 0 0 ETF SER SOLUTIONS CLEARSHS ULTRA 26922A453 9534982 95232 SH SOLE 95232 0 0 EXXON MOBIL CORP COM 30231G102 1364297 12441 SH SOLE 12441 0 0 META PLATFORMS INC CL A 30303M102 1358323 6409 SH SOLE 6409 0 0 FEDEX CORP COM 31428X106 958744 4196 SH SOLE 4196 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 3097107 9468 SH SOLE 9468 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 952986 6765 SH SOLE 6765 0 0 ISHARES TR CORE MSCI EAFE 46432F842 303833 4545 SH SOLE 4545 0 0 ISHARES TR RUSEL 2500 ETF 46435G268 258103 4708 SH SOLE 4708 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 1052034 42183 SH SOLE 42183 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 1053872 44243 SH SOLE 44243 0 0 JPMORGAN CHASE & CO COM 46625H100 3377712 25921 SH SOLE 25921 0 0 KIMCO RLTY CORP COM 49446R109 202136 10350 SH SOLE 10350 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3515295 9673 SH SOLE 9673 0 0 MERCK & CO INC COM 58933Y105 2447864 23008 SH SOLE 23008 0 0 NEXTERA ENERGY INC COM 65339F101 1183332 15352 SH SOLE 15352 0 0 NVIDIA CORPORATION COM 67066G104 2066349 7439 SH SOLE 7439 0 0 NUTRIEN LTD COM 67077M108 771880 10452 SH SOLE 10452 0 0 ORACLE CORP COM 68389X105 433563 4666 SH SOLE 4666 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 8859952 179715 SH SOLE 179715 0 0 PUBLIC STORAGE COM 74460D109 1378998 4564 SH SOLE 4564 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1245787 3043 SH SOLE 3043 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 3751539 74391 SH SOLE 74391 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 1030883 22018 SH SOLE 22018 0 0 SALESFORCE INC COM 79466L302 554589 2776 SH SOLE 2776 0 0 STAG INDL INC COM 85254J102 806291 23841 SH SOLE 23841 0 0 TESLA INC COM 88160R101 1312392 6326 SH SOLE 6326 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3869402 8188 SH SOLE 8188 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 503940 6282 SH SOLE 6282 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1701761 43758 SH SOLE 43758 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 442673 1405 SH SOLE 1405 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 1214355 54431 SH SOLE 54431 0 0 VISA INC COM CL A 92826C839 2609436 11574 SH SOLE 11574 0 0 WP CAREY INC COM 92936U109 780264 10074 SH SOLE 10074 0 0 WASTE MGMT INC DEL COM 94106L109 2071741 12697 SH SOLE 12697 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2450070 8572 SH SOLE 8572 0 0 EATON CORP PLC SHS G29183103 322119 1880 SH SOLE 1880 0 0