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