LHC

Little House Capital Portfolio holdings

AUM $399M
1-Year Est. Return 22.27%
This Quarter Est. Return
1 Year Est. Return
+22.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Top Sells

1
+$3.02M
2
+$2.16M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 24.82%
2 Financials 10.93%
3 Communication Services 8.04%
4 Industrials 6.26%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$21.8M 5.46%
43,802
-2,019
AAPL icon
2
Apple
AAPL
$3.74T
$18M 4.5%
87,541
-8,944
NVDA icon
3
NVIDIA
NVDA
$4.46T
$17.4M 4.36%
110,092
+8,173
AMZN icon
4
Amazon
AMZN
$2.27T
$14.1M 3.54%
64,376
+4,109
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$12.3M 3.08%
198,364
+2,572
FESM icon
6
Fidelity Enhanced Small Cap ETF
FESM
$2.42B
$11.8M 2.95%
368,493
+10,114
META icon
7
Meta Platforms (Facebook)
META
$1.8T
$11.6M 2.92%
15,775
+818
IEF icon
8
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$11.3M 2.84%
118,204
+6,218
AVGO icon
9
Broadcom
AVGO
$1.65T
$10.8M 2.7%
39,065
+3,699
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.06T
$10.1M 2.54%
57,563
-4,973
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.06T
$9.62M 2.41%
19,804
+2,886
SPTM icon
12
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$8.92M 2.24%
119,167
+5,567
EFA icon
13
iShares MSCI EAFE ETF
EFA
$68.2B
$8.76M 2.2%
98,049
+2,372
JPST icon
14
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$8.61M 2.16%
169,961
+9,319
JPM icon
15
JPMorgan Chase
JPM
$810B
$8.07M 2.02%
27,820
-5,355
WMT icon
16
Walmart
WMT
$859B
$7.85M 1.97%
80,332
-4,349
VCIT icon
17
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$7.26M 1.82%
87,555
+4,243
ORCL icon
18
Oracle
ORCL
$830B
$6.69M 1.67%
30,579
+5,154
TSM icon
19
TSMC
TSM
$1.53T
$6.66M 1.67%
29,383
+12,114
JNJ icon
20
Johnson & Johnson
JNJ
$465B
$6.42M 1.61%
42,015
+13,304
PULS icon
21
PGIM Ultra Short Bond ETF
PULS
$12.6B
$6.41M 1.6%
128,772
+6,579
SHY icon
22
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$6.31M 1.58%
76,161
+918
MA icon
23
Mastercard
MA
$507B
$6.2M 1.55%
11,039
-807
EEM icon
24
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$5.92M 1.48%
122,674
+3,413
GS icon
25
Goldman Sachs
GS
$232B
$5.36M 1.34%
7,569
-1,070
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