Fund HoldingsOne Day In July LLC

Total Portfolio Value
$998.90M
Total Bought
$97.29M
Total Sold
$30.53M
Net Transaction
+$66.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR418,635569,098+150,46341,99757,2915.74%+15,294
SPDR SER TR
ST INTER ETF
2,617,7342,964,171+346,43772,98284,7168.48%+11,734
SPDR SER TR
ST LON TREAS ETF
2,010,0332,243,303+233,27052,64361,1526.12%+8,510
VANGUARD WHITEHALL FDS600,886647,281+46,39576,66783,4738.36%+6,806
SPDR SER TR
ST STR BL 12 ETF
121,496182,923+61,42712,04618,1991.82%+6,153
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
134,581170,627+36,04623,58329,5582.96%+5,975
SPDR SER TR
ST STR P500ETF
575,280686,562+111,28239,66045,1484.52%+5,489
SPDR SER TR
ST STR BLO 1 ETF
084,759+84,75907,7750.78%+7,775
ISHARES TR093,298+93,29808,8980.89%+8,898
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
143,598167,462+23,86430,22032,3243.24%+2,103
SPDR SER TR
ST STR SP600 SML
331,160411,441+80,28114,87616,7701.68%+1,895
ISHARES TR0104,130+104,13009,4790.95%+9,479
SPDR SER TR
ST SHO TREAS ETF
690,826735,912+45,08620,04121,5182.15%+1,477
VANGUARD TAX-MANAGED FDS0283,240+283,240014,3971.44%+14,397
ISHARES TR0115,061+115,061011,3821.14%+11,382
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
34,44547,923+13,4781,9072,7610.28%+854
SPDR SER TR
ST STR SP600SM C
89,824110,244+20,4207,8378,6430.87%+806
BERKSHIRE HATHAWAY INC DEL01+107980.08%+798
SELECT SECTOR SPDR TR
ST STR CARE ETF
018,836+18,83602,7500.28%+2,750
VANGUARD INTL EQUITY INDEX F0106,445+106,44504,8180.48%+4,818
LOCKHEED MARTIN CORP(LMT)0772+77203450.03%+345
ISHARES TR
ESG AWARE MSCI
16,20326,286+10,0836811,0100.10%+328
META PLATFORMS INC(META)9611,481+5205638530.09%+291
ISHARES TR050,937+50,93704,2140.42%+4,214
ISHARES TR02,457+2,45702590.03%+259
VANGUARD INDEX FDS9,91111,212+1,3011,6781,9370.19%+259
BERKSHIRE HATHAWAY INC DEL03,812+3,81202,0300.20%+2,030
ISHARES GOLD TR(IAU)04,028+4,02802370.02%+237
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,158+1,15802290.02%+229
VANGUARD ADMIRAL FDS INC0640+64002140.02%+214
DUTCH BROS INC(BROS)11,50013,184+1,6846028140.08%+212
ROPER TECHNOLOGIES INC(ROP)0353+35302080.02%+208
AMGEN INC(AMGN)0654+65402040.02%+204
INTERNATIONAL BUSINESS MACHS(IBM)9171,628+7112014050.04%+203
ISHARES TR
CORE MSCI INTL
6,5878,111+1,5244255590.06%+134
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,7423,729+9873614890.05%+127
VANGUARD INTL EQUITY INDEX F034,722+34,72204,0140.40%+4,014
VANGUARD WORLD FD
HEALTH CAR ETF
8,7328,780+482,2152,3240.23%+109
ISHARES TR8,0879,295+1,2087498580.09%+109
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,2594,341+1,0823164190.04%+103
ISHARES TR
ESG AWR US AGRGT
31,87333,293+1,4201,4801,5810.16%+101
VANGUARD WORLD FD
CONSUM STP ETF
9,7449,837+932,0602,1520.22%+93
COSTCO WHSL CORP NEW(COST)9431,008+658649540.10%+89
SPDR GOLD TR(GLD)1,2651,373+1083063960.04%+89
VISA INC(V)1,3701,435+654335030.05%+70
NUSHARES ETF TR
NUVEEN ESG LRGVL
083,478+83,47803,3800.34%+3,380
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,0506,003+9531,1741,2390.12%+65
ABBOTT LABS3,1203,12003534140.04%+61
ISHARES TR22,84824,233+1,3857,6377,6970.77%+60
VANGUARD INTL EQUITY INDEX F11,13610,877-2597077640.08%+57
GE AEROSPACE(GE)1,4821,492+102472990.03%+51
WASTE MGMT INC DEL(WM)1,0471,129+822112610.03%+50
JPMORGAN CHASE & CO.(JPM)2,9663,101+1357117610.08%+50
MCKESSON CORP(MCK)379392+132162640.03%+48
RTX CORPORATION(RTX)2,3112,356+452673120.03%+45
WALMART INC(WMT)6,9147,622+7086256690.07%+44
EXXON MOBIL CORP07,585+7,58509020.09%+902
ISHARES TR53,62453,713+892,7722,8130.28%+41
SCHWAB STRATEGIC TR8,80811,006+2,1982042430.02%+39
VANGUARD INDEX FDS30,79032,584+1,7948,9238,9550.90%+32
ISHARES INC
CORE MSCI EMKT
033,307+33,30701,7980.18%+1,798
HEICO CORP NEW(HEI)97297202312600.03%+29
SPDR SER TR
ST STR SP DIV
6,9286,92809159400.09%+25
SCHWAB STRATEGIC TR34,72234,619-1039499680.10%+19
CONOCOPHILLIPS(COP)2,6182,61802602750.03%+15
ISHARES TR2,2892,333+444244390.04%+15
VANGUARD SPECIALIZED FUNDS027,863+27,86305,4050.54%+5,405
ABBVIE INC(ABBV)02,270+2,27004760.05%+476
MICROSOFT CORP(MSFT)09,977+9,97703,7450.37%+3,745
NV5 GLOBAL INC010,856+10,85602090.02%+209
ISHARES TR5,9826,592+6108348380.08%+4
NORTHROP GRUMMAN CORP(NOC)485452-332282310.02%+4
TYLER TECHNOLOGIES INC(TYL)77477404464500.05%+4
180 DEGREE CAP CORP10,67010,670039420.00%+3
LPL FINL HLDGS INC(LPLA)70270202292300.02%0
PILGRIMS PRIDE CORP(PPC)12,00010,000-2,0005455450.05%0
VANGUARD WORLD FD
UTILITIES ETF
1,2641,190-742072030.02%-3
VANGUARD INDEX FDS4,0474,055+86556510.07%-4
NETFLIX INC(NFLX)289269-202582510.03%-7
SELECT SECTOR SPDR TR
ST STR STAPL ETF
3,0912,880-2112432350.02%-8
VANGUARD WORLD FD
INF TECH ETF
2,6373,006+3691,6391,6300.16%-9
CISCO SYS INC(CSCO)3,5953,266-3292132020.02%-11
ISHARES TR1,6511,65102362250.02%-12
SCHWAB STRATEGIC TR7,8757,87502182060.02%-12
ISHARES TR3,8883,609-2793873740.04%-13
VANGUARD INDEX FDS821786-352172030.02%-14
JOHNSON & JOHNSON(JNJ)2,8232,372-4514083930.04%-15
VANGUARD INDEX FDS4,4504,651+2018828670.09%-15
ISHARES TR5,1685,16806686510.07%-17
ELI LILLY & CO(LLY)419367-523233030.03%-20
ISHARES TR
ESG AWR MSCI USA
1,9941,926-682572350.02%-22
ISHARES TR1,3191,405+865305070.05%-22
ZOOM COMMUNICATIONS INC(ZM)3,9794,079+1003253010.03%-24
INVESCO EXCH TRADED FD TR II8,5298,400-1295575270.05%-30
ISHARES TR3,8543,894+405224850.05%-37
PEPSICO INC(PEP)01,575+1,57502360.02%+236
VANGUARD WORLD FD10,5869,526-1,0606005620.06%-38
SCHWAB STRATEGIC TR35,22935,22908007580.08%-41
ISHARES TR
ESG AWRE 1 5 YR
25,65523,639-2,0166345910.06%-43
UNITEDHEALTH GROUP INC(UNH)927805-1224694220.04%-47
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