$120 Million is the total value of LITTLE HOUSE CAPITAL LLC's 92 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | New | NVIDIA Corpequity | $272,000 | – | 504 | +100.0% | 0.23% | – |
| BND | New | Vanguard Total Bondequity | $256,000 | – | 2,906 | +100.0% | 0.21% | – |
| ISRG | New | Intuitive Surgicalequity | $240,000 | – | 339 | +100.0% | 0.20% | – |
| AMD | New | Advanced Micro Devicequity | $226,000 | – | 2,767 | +100.0% | 0.19% | – |
| SQ | New | Square Incequity | $219,000 | – | 1,349 | +100.0% | 0.18% | – |
| CMCSA | New | Comcast Corporationequity | $210,000 | – | 4,550 | +100.0% | 0.17% | – |
| NMI | New | Nuveen Municipal Incomeequity | $130,000 | – | 11,000 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 8.1% |
| MICROSOFT CORP | 20 | Q3 2023 | 5.9% |
| AMAZON COM INC | 20 | Q3 2023 | 4.3% |
| Wal-Mart Stores Inc | 20 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 2.9% |
| Unitedhealth GRP Inc | 20 | Q3 2023 | 2.5% |
| Visa Inc Class A | 20 | Q3 2023 | 2.8% |
| Alphabet Inc. Class A | 20 | Q3 2023 | 2.3% |
| Verizon Communicatn | 20 | Q3 2023 | 3.0% |
| Amgen Incorporated | 20 | Q3 2023 | 2.3% |
View LITTLE HOUSE CAPITAL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
View LITTLE HOUSE CAPITAL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.