Filling information for LITTLE HOUSE CAPITAL LLC as Treemap, investor disclosed 108 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| G29183103 | G29183103 | EATON CORP PLC | SHS | 378068 | 1880 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 3132973 | 13054 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3717412 | 10902 | |
| 377320106 | 377320106 | GLATFELTER CORPORATION | COM | 39545 | 13094 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 4974612 | 41559 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 2759547 | 23915 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 8787695 | 108383 | |
| 512807108 | 512807108 | LAM RESEARCH CORP | COM | 896181 | 1394 | |
| 13765L101 | 13765L101 | nan | nan | 10475 | 50000 | |
| 025537101 | 025537101 | AMERICAN ELEC PWR CO INC | COM | 2038510 | 24210 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 808479 | 2938 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 1211640 | 5921 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1858687 | 4193 | |
| 666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 202278 | 444 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 4708878 | 28449 | |
| 46436E726 | 46436E726 | ISHARES TR | IBONDS DEC 2030 | 1080231 | 50954 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 2462837 | 2839 | |
| 874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 1215304 | 12042 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 5517705 | 139477 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 497729 | 6298 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 545549 | 4581 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 1120148 | 21650 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 2582566 | 6105 | |
| 78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 4081450 | 74972 | |
| 74460D109 | 74460D109 | PUBLIC STORAGE | COM | 1375961 | 4714 | |
| 46436E312 | 46436E312 | ISHARES TR | IBONDS DEC 2032 | 996092 | 40459 | |
| 883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 2066686 | 3961 | |
| 49446R109 | 49446R109 | KIMCO RLTY CORP | COM | 236956 | 12016 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 1298590 | 2412 | |
| 46435G268 | 46435G268 | ISHARES TR | RUSEL 2500 ETF | 336832 | 5861 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 1207373 | 9981 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 11459761 | 61194 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 881456 | 13784 | |
| 16119P108 | 16119P108 | CHARTER COMMUNICATIONS INC N | CL A | 268547 | 731 | |
| 654106103 | 654106103 | NIKE INC | CL B | 1401759 | 12701 | |
| 806857108 | 806857108 | SCHLUMBERGER LTD | COM STK | 800410 | 16295 | |
| 518439104 | 518439104 | LAUDER ESTEE COS INC | CL A | 639420 | 3256 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 988186 | 23783 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 2135450 | 11862 | |
| 46436E205 | 46436E205 | ISHARES TR | IBONDS DEC 29 | 1082800 | 48232 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 274302 | 2769 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 1151549 | 4680 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 3902906 | 26835 | |
| 031162100 | 031162100 | AMGEN INC | COM | 1492624 | 6723 | |
| 571903202 | 571903202 | MARRIOTT INTL INC NEW | CL A | 952270 | 5184 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1719191 | 5534 | |
| 46435U515 | 46435U515 | ISHARES TR | IBDS DEC28 ETF | 1081381 | 44138 | |
| 46436E486 | 46436E486 | ISHARES TR | IBONDS DEC 2031 | 1030356 | 50832 | |
| 78468R721 | 78468R721 | SPDR SER TR | NUVEEN BLMBRG MU | 1065234 | 23077 | |
| 482480100 | 482480100 | KLA CORP | COM NEW | 2025181 | 4175 | |
| 655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 1013190 | 4468 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 3542201 | 7370 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 3245709 | 33133 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 1647367 | 12311 | |
| 464287689 | 464287689 | ISHARES TR | RUSSELL 3000 ETF | 230559 | 906 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 1428090 | 7710 | |
| 097023105 | 097023105 | BOEING CO | COM | 1561418 | 7394 | |
| 717081103 | 717081103 | PFIZER INC | COM | 465059 | 12679 | |
| 615369105 | 615369105 | MOODYS CORP | COM | 229843 | 661 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 13966675 | 41013 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 3586162 | 9118 | |
| 85254J102 | 85254J102 | STAG INDL INC | COM | 899532 | 25071 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 2514911 | 14502 | |
| 701094104 | 701094104 | PARKER-HANNIFIN CORP | COM | 954041 | 2446 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 232945 | 4726 | |
| 931142103 | 931142103 | WALMART INC | COM | 4055635 | 25802 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1282443 | 8452 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 1676899 | 6406 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 2388875 | 7742 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 220034 | 478 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 1446440 | 4847 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 586791 | 3274 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 1120437 | 18606 | |
| 693718108 | 693718108 | PACCAR INC | COM | 1254004 | 14991 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 794378 | 8852 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 914783 | 8571 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 1025602 | 64301 | |
| 550021109 | 550021109 | LULULEMON ATHLETICA INC | COM | 686220 | 1813 | |
| 169656105 | 169656105 | CHIPOTLE MEXICAN GRILL INC | COM | 1315485 | 615 | |
| 26922A453 | 26922A453 | ETF SER SOLUTIONS | CLEARSHS ULTRA | 10133562 | 101038 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 3133037 | 13193 | |
| 461202103 | 461202103 | INTUIT | COM | 882026 | 1925 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 2686512 | 3887 | |
| 037833100 | 037833100 | APPLE INC | COM | 16237989 | 83714 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1382096 | 12887 | |
| 893641100 | 893641100 | TRANSDIGM GROUP INC | COM | 357668 | 400 | |
| 032654105 | 032654105 | ANALOG DEVICES INC | COM | 705418 | 3621 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 2226958 | 39290 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 1244768 | 33471 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 3441307 | 21870 | |
| 43300A203 | 43300A203 | HILTON WORLDWIDE HLDGS INC | COM | 1008079 | 6926 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 1849012 | 6443 | |
| 69344A107 | 69344A107 | PGIM ETF TR | PGIM ULTRA SH BD | 9586169 | 194013 | |
| 075887109 | 075887109 | BECTON DICKINSON & CO | COM | 483281 | 1831 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 2865559 | 8884 | |
| 099724106 | 099724106 | BORGWARNER INC | COM | 1214786 | 24837 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 417252 | 4674 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 7626738 | 29168 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 5218832 | 40034 | |
| 92532F100 | 92532F100 | VERTEX PHARMACEUTICALS INC | COM | 499360 | 1419 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 363015 | 5378 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 4985996 | 68772 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 1189753 | 16034 | |
| 46435UAA9 | 46435UAA9 | ISHARES TR | IBONDS 27 ETF | 1085835 | 46245 | |
| 260557103 | 260557103 | DOW INC | COM | 1833297 | 34422 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 590472 | 2795 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 632156 | 3047 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 644258 | 9141 |