Fund HoldingsOne Day In July LLC

Total Portfolio Value
$802.19M
Total Bought
$112.45M
Total Sold
$69.17M
Net Transaction
+$43.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR SER TR
ST INTER ETF
977,1671,682,289+705,12227,53747,1385.88%+19,601
SPDR SER TR
ST LON TREAS ETF
806,5851,425,146+618,56122,53638,7924.84%+16,256
SPDR SER TR
ST STR P500ETF
164,774314,167+149,39310,13920,1072.51%+9,968
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
35,13176,097+40,9666,41814,9991.87%+8,581
ISHARES TR135,045217,449+82,40413,60021,8992.73%+8,299
VANGUARD INDEX FDS105,807119,101+13,29436,41944,5455.55%+8,126
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
33,32373,291+39,9685,64412,0401.50%+6,396
VANGUARD WHITEHALL FDS451,470507,811+56,34154,62360,2267.51%+5,603
ISHARES TR58,065103,320+45,2555,68710,0291.25%+4,342
SPDR SER TR
ST SHO TREAS ETF
329,672471,045+141,3739,53413,5991.70%+4,065
SPDR SER TR
ST STR SP600 SML
90,986191,658+100,6723,9167,9600.99%+4,044
SPDR SER TR
ST STR BL 12 ETF
48,65081,646+32,9964,8378,1131.01%+3,276
SPDR SER TR
ST STR SP600SM C
22,31351,473+29,1601,8514,0310.50%+2,180
VANGUARD INDEX FDS227,191221,838-5,353109,211110,94813.83%+1,737
APPLE INC(AAPL)039,888+39,88808,4011.05%+8,401
NVIDIA CORPORATION(NVDA)2,59528,275+25,6802,3453,4930.44%+1,148
SPDR SER TR
ST STR SP DIV
06,928+6,92808810.11%+881
VANGUARD WORLD FD137,021141,055+4,03412,76913,6291.70%+860
ISHARES TR
ESG AWR US AGRGT
19,82032,600+12,7809331,5190.19%+587
SPDR SER TR
ST STR P500GRW
74,78974,943+1545,4716,0050.75%+534
MICROSOFT CORP(MSFT)7,3348,039+7053,0863,5930.45%+507
VANGUARD WORLD FD
CONSUM STP ETF
4,2816,505+2,2248741,3210.16%+447
ISHARES TR18,05918,992+9335,4195,8620.73%+443
VANGUARD WORLD FD
HEALTH CAR ETF
4,3846,111+1,7271,1861,6260.20%+440
ORACLE CORP(ORCL)03,024+3,02404270.05%+427
VANGUARD TAX-MANAGED FDS242,132254,421+12,28912,14812,5731.57%+426
NUSHARES ETF TR
NUVEEN ESG LRGVL
72,83183,978+11,1472,8303,1740.40%+343
ALPHABET INC(GOOG)8,6198,820+2011,3121,6180.20%+305
ISHARES TR
ESG AW MSCI EAFE
03,632+3,63202860.04%+286
ELI LILLY & CO(LLY)0310+31002810.03%+281
VANGUARD WORLD FD
INF TECH ETF
2,3002,567+2671,2061,4800.18%+274
VANGUARD INDEX FDS28,77428,962+1887,4787,7480.97%+269
AMAZON COM INC(AMZN)10,97711,573+5961,9802,2360.28%+256
SPDR GOLD TR(GLD)01,062+1,06202280.03%+228
VANGUARD INTL EQUITY INDEX F0111,662+111,66204,8860.61%+4,886
HEICO CORP NEW(HEI)0972+97202170.03%+217
ALPHABET INC(GOOG)7,2477,188-591,0941,3090.16%+216
AMGEN INC(AMGN)0677+67702120.03%+212
INVESCO QQQ TR4,5014,598+971,9992,2030.27%+204
COSTCO WHSL CORP NEW(COST)797894+975847600.09%+175
VANGUARD INTL EQUITY INDEX F31,25332,509+1,2563,6523,8190.48%+168
BROADCOM INC(AVGO)206238+322733820.05%+109
ABBVIE INC(ABBV)1,4912,149+6582723690.05%+97
DUTCH BROS INC(BROS)11,50011,50003804760.06%+97
META PLATFORMS INC(META)9281,057+1294515330.07%+82
ISHARES TR9,5769,577+18098860.11%+78
ISHARES TR5,9966,027+317037680.10%+66
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,3255,183-1421,1091,1730.15%+64
TYLER TECHNOLOGIES INC(TYL)0793+79303990.05%+399
ISHARES INC
CORE MSCI EMKT
036,316+36,31601,9440.24%+1,944
VANGUARD SPECIALIZED FUNDS27,68428,000+3165,0555,1110.64%+56
VISA INC(V)1,0421,316+2742913460.04%+55
TESLA INC(TSLA)03,175+3,17506280.08%+628
JPMORGAN CHASE & CO.(JPM)1,9082,138+2303824320.05%+50
MERCK & CO INC(MRK)2,4322,986+5543213700.05%+49
WALMART INC(WMT)4,1824,278+962522900.04%+38
PROCTER AND GAMBLE CO(PG)1,8281,996+1682973290.04%+33
JOHNSON & JOHNSON(JNJ)2,3322,721+3893693980.05%+29
SIRIUS XM HOLDINGS INC(SIRI)010,021+10,0210280.00%+28
APPLIED MATLS INC998990-82062340.03%+28
PILGRIMS PRIDE CORP(PPC)12,71912,000-7194374620.06%+25
DANAHER CORPORATION(DHR)3,2273,312+858068280.10%+22
SCHWAB STRATEGIC TR11,74311,74307177380.09%+21
MCKESSON CORP(MCK)403407+42162380.03%+21
ISHARES TR47,22247,543+3213,8623,8820.48%+20
AMERICAN EXPRESS CO(AXP)1,1181,164+462552700.03%+15
PEPSICO INC(PEP)1,5641,734+1702742860.04%+12
RTX CORPORATION(RTX)2,1142,161+472062170.03%+11
ISHARES TR1,018965-533433520.04%+9
DOMINOS PIZZA INC(DPZ)43543502162250.03%+8
ISHARES TR
ESG AWR MSCI USA
1,9261,92602212300.03%+8
ISHARES TR1,6511,65102112180.03%+7
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,4213,321-1002792840.04%+5
SPDR SER TR
ST STR BLO 1 ETF
2,7802,823+432552590.03%+4
ROPER TECHNOLOGIES INC(ROP)0393+39302220.03%+222
ISHARES INC
ESG AWR MSCI EM
06,171+6,17102070.03%+207
ISHARES TR
ESG AWRE 1 5 YR
025,695+25,69506290.08%+629
SELECT SECTOR SPDR TR
ST STR STAPL ETF
3,1003,055-452372340.03%-3
EXXON MOBIL CORP8,6368,684+481,0041,0000.12%-4
VANGUARD WORLD FD013,151+13,15107530.09%+753
CONOCOPHILLIPS(COP)1,7011,844+1432172110.03%-6
VANGUARD INDEX FDS9,2029,307+1051,4991,4930.19%-6
ISHARES TR
CORE MSCI INTL
4,9664,982+163333270.04%-6
ISHARES TR52,49052,396-942,6922,6850.33%-7
ISHARES TR1,5541,55402782710.03%-7
NORTHROP GRUMMAN CORP(NOC)0512+51202230.03%+223
SCHWAB STRATEGIC TR2,6252,62502142040.03%-9
ISHARES TR3,8783,861-175074960.06%-11
ISHARES TR7,9258,002+777177050.09%-12
VANGUARD INTL EQUITY INDEX F011,866+11,86607920.10%+792
CHURCH & DWIGHT CO INC(CHD)2,0391,929-1102132000.02%-13
INVESCO EXCH TRADED FD TR II9,9669,692-2745355190.06%-16
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,8322,792-403573400.04%-16
GE AEROSPACE(GE)1,4371,456+192522310.03%-21
NV5 GLOBAL INC04,181+4,18103890.05%+389
VANGUARD INDEX FDS4,0474,04706316090.08%-22
SCHWAB STRATEGIC TR8,3208,315-56716470.08%-24
ZOOM VIDEO COMMUNICATIONS IN(ZM)04,020+4,02002380.03%+238
ISHARES TR05,613+5,61303010.04%+301
WASTE MGMT INC DEL(WM)1,143958-1852442040.03%-39
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