LHC

Little House Capital Portfolio holdings

AUM $398M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.05M
3
+$1.31M
4
PG icon
Procter & Gamble
PG
+$888K
5
UNP icon
Union Pacific
UNP
+$764K

Top Sells

1
+$5.39M
2
+$3.35M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.58M
5
MSFT icon
Microsoft
MSFT
+$2.29M

Sector Composition

1 Technology 25.81%
2 Financials 10.15%
3 Communication Services 8.63%
4 Healthcare 6.46%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.82T
$21.6M 5.43%
79,589
-10,959
MSFT icon
2
Microsoft
MSFT
$3.05T
$19.9M 4.99%
41,116
-4,566
NVDA icon
3
NVIDIA
NVDA
$4.46T
$16.8M 4.21%
89,879
-18,009
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.64T
$15.8M 3.96%
50,383
-4,655
FESM icon
5
Fidelity Enhanced Small Cap ETF
FESM
$4.02B
$13.3M 3.35%
353,167
-25,599
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$109B
$12.6M 3.17%
191,537
-13,411
AMZN icon
7
Amazon
AMZN
$2.35T
$12.4M 3.12%
53,798
-11,280
AVGO icon
8
Broadcom
AVGO
$1.58T
$12.4M 3.12%
35,866
-3,239
IEF icon
9
iShares 7-10 Year Treasury Bond ETF
IEF
$47.9B
$11.1M 2.79%
115,546
-5,314
TSM icon
10
TSMC
TSM
$1.84T
$9.63M 2.42%
31,695
-2,343
META icon
11
Meta Platforms (Facebook)
META
$1.67T
$9.61M 2.41%
14,563
-1,011
SPTM icon
12
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.9B
$9.42M 2.36%
114,161
-8,262
EFA icon
13
iShares MSCI EAFE ETF
EFA
$73.2B
$9.35M 2.35%
97,344
-4,343
JPM icon
14
JPMorgan Chase
JPM
$792B
$9.29M 2.33%
28,824
+802
WMT icon
15
Walmart Inc
WMT
$983B
$8.86M 2.22%
79,489
-5,508
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.08T
$8.84M 2.22%
17,582
-2,769
JPST icon
17
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$8.46M 2.12%
167,315
-6,354
JNJ icon
18
Johnson & Johnson
JNJ
$577B
$7.7M 1.93%
37,204
-3,090
VCIT icon
19
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.3B
$7.18M 1.8%
85,717
-3,246
EEM icon
20
iShares MSCI Emerging Markets ETF
EEM
$27.2B
$6.48M 1.63%
118,482
-7,012
GS icon
21
Goldman Sachs
GS
$251B
$6.31M 1.58%
7,179
-571
SHY icon
22
iShares 1-3 Year Treasury Bond ETF
SHY
$24.8B
$6.21M 1.56%
74,946
-3,048
PULS icon
23
PGIM Ultra Short Bond ETF
PULS
$14B
$6.19M 1.55%
124,787
-5,279
SPY icon
24
State Street SPDR S&P 500 ETF Trust
SPY
$690B
$5.34M 1.34%
7,836
+112
LLY icon
25
Eli Lilly
LLY
$878B
$5.26M 1.32%
4,893
+151
1
2 3 4 5