One Day In July LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), One Day In July LLC reported 130 stock positions worth $753.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 14.5% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 8.5%) and Vanguard High DVD Yield ETF (VYM, 7.3%). Compared with Q4 2023, it opened 18 new positions, sold out of 2, added to 69 and reduced 35. The biggest buy was SS SPDR P Int Term TSY ETF (SPTI, shares +249%) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −32%).

Most Recent 13F
Q2 2026
Location
BURLINGTON, VT
CIK
0001823172
Portfolio Value
$753.0M (Q1 2024)
SEC Filing
0001062993-24-008785 ↗ filed Apr 25, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $753.0M $753.0M Q1 2024 Q2 2024: $802.2M Q2 2024 Q3 2024: $889.0M Q3 2024 Q4 2024: $954.0M Q4 2024 Q1 2025: $998.9M Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 130 stocks · $753.0M
VOO Vanguard S&P 500 ETF 14.50% 227,191 $109.2M Reduce -0.6%
IJR iShares Core S&P Small-Cap E 8.49% 578,488 $63.9M Reduce -0.2%
VYM Vanguard High DVD Yield ETF 7.25% 451,470 $54.6M Add +12.2%
VUG Vanguard Mrngstar GR ETF-Sui 4.84% 105,807 $36.4M Add +12.0%
VIOO Vanguard S&P Small-Cap 600 E 3.77% 279,881 $28.4M Reduce -4.8%
SPTI SS SPDR P Int Term TSY ETF 3.66% 977,167 $27.5M Add +248.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.35% 96,707 $25.2M Add +4.0%
VNQ Vanguard Real Estate ETF 3.28% 285,608 $24.7M Reduce -10.3%
IJH iShares Core S&P Midcap ETF 3.27% 405,518 $24.6M Reduce -6.7%
SPTL SS SPDR PF LNG TRM TSY E-Usd 2.99% 806,585 $22.5M Add +232.9%
IEF iShares 7-10 Year Treasury B 2.78% 220,923 $20.9M Reduce -28.1%
TLT iShares 20+ Year Treasury BD 2.64% 209,876 $19.9M Reduce -31.9%
VIOV Vanguard S&P Small-Cap 600 V 2.58% 219,588 $19.4M Add +0.8%
SHV iShares 0-1 Year Treasury Bo 2.03% 138,455 $15.3M Reduce -1.2%
IEI iShares 3-7 Year Treasury Bo 1.91% 124,132 $14.4M Reduce -33.1%
SGOV iShares 0-3 Month Treasury B 1.81% 135,045 $13.6M Add +150.8%
ESGV Vanguard ESG US Stock ETF 1.70% 137,021 $12.8M Add +3.0%
IVV iShares Core S&P 500 ETF 1.69% 24,149 $12.7M Add +19.9%
VEA Vanguard Ftse Developed ETF 1.61% 242,132 $12.1M Add +4.8%
IJS iShares S&P Small-Cap 600 Va 1.53% 111,979 $11.5M Reduce -0.7%
SPYM Ste STR SPDR PT S&P 500 ETF 1.35% 164,774 $10.1M Add +379.4%
SPTS SS SPDR P St Term TSY ETF 1.27% 329,672 $9.5M Add +172.4%
VTI VG Morningstar TS MKT ETF-US 0.99% 28,774 $7.5M Add +2.3%
AAPL Apple Inc. 0.93% 41,015 $7.0M Add +8.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.88% 12,618 $6.6M Add +2.2%
QQQM Invesco Nasdaq 100 ETF 0.85% 35,131 $6.4M Add +250.6%
BSV Vanguard Short-Term Bond ETF 0.82% 80,867 $6.2M Reduce -37.9%
AGG iShares Core U.S. Aggregate 0.76% 58,065 $5.7M Add +18.1%
RSP Invesco S&P 500 Equal Weight 0.75% 33,323 $5.6M Add +293.1%
GOVT iShares US Treasury Bond ETF 0.73% 240,630 $5.5M Reduce -27.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.73% 74,789 $5.5M Reduce -4.7%
IWV iShares Russell 3000 ETF 0.72% 18,059 $5.4M Add +87.0%
VIG Vanguard Dividend Apprec ETF 0.67% 27,684 $5.1M Add +3.0%
BILS SS Spdrb B 3-12M T-Bill ETF 0.64% 48,650 $4.8M Add +1478.5%
VWO Vanguard Ftse Emerging Marke 0.62% 111,621 $4.7M Reduce -8.0%
SPSM SS SPDR P S&P 600 Small Cap 0.52% 90,986 $3.9M Add +435.6%
SHY iShares 1-3 Year Treasury Bo 0.51% 47,222 $3.9M Add +10.6%
VB Vanguard Most SM-Cap ETF-Usd 0.49% 16,000 $3.7M Add +1.4%
VSS Vanguard Ftse All Wo X-US SC 0.48% 31,253 $3.7M Add +1.9%
MSFT Microsoft Corp. 0.41% 7,334 $3.1M Add +21.5%
VONG Vanguard Russell 1000 Growth 0.39% 33,641 $2.9M Reduce -3.8%
NULV Nuveen ESG Large-Cap Val ETF 0.38% 72,831 $2.8M Add +3.8%
VGLT Vanguard Long-Term Treasury 0.37% 47,456 $2.8M Reduce -15.4%
IGSB iShares 1-5Y Inv Grade Corp. 0.36% 52,490 $2.7M Add +2.2%
XLV SS Health Care Select Sector 0.34% 17,143 $2.5M Add +1.9%
NVDA Nvidia Corp. 0.31% 2,595 $2.3M Reduce -0.2%
QQQ Invesco QQQ Trust Series 1 0.27% 4,501 $2.0M Reduce -0.4%
AMZN Amazon.com Inc. 0.26% 10,977 $2.0M Add +11.1%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 4,580 $1.9M Add +22.9%
IEMG iShares Core MSCI Emerging 0.25% 36,544 $1.9M Reduce -8.1%
SLYV SS SPDR S&P 600 SC Val ETF 0.25% 22,313 $1.9M Add +420.7%
VGSH Vanguard Short-Term Treasury 0.23% 29,307 $1.7M Reduce -9.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.20% 9,202 $1.5M Add +2.8%
IEFA iShares Core MSCI Eafe ETF 0.19% 19,266 $1.4M New
VCSH Vanguard S/T Corp. Bond ETF 0.19% 18,460 $1.4M Reduce -28.4%
IWP iShares Russell Mid-Cap Grow 0.19% 12,210 $1.4M Add +0.2%
GOOG Alphabet Inc. Class C 0.17% 8,619 $1.3M Add +8.2%
TLH iShares 10-20 Year Treasury 0.16% 11,689 $1.2M Reduce -17.4%
VGT Vanguard Info Tech ETF 0.16% 2,300 $1.2M Reduce -0.0%
VHT Vanguard Health Care ETF 0.16% 4,384 $1.2M Add +4.3%
XLK SS Technology Select Sector 0.15% 5,325 $1.1M Add +0.9%
GOOGL Alphabet Inc. Class A 0.15% 7,247 $1.1M Add +6.3%
XOM Exxon Mobil Corp. 0.13% 8,636 $1.0M Add +39.7%
EAGG iShares ESG Aware US Aggrega 0.12% 19,820 $933K Add +7.5%
VDC Vanguard Consumer Staple ETF 0.12% 4,281 $874K Add +4.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 4,443 $853K Add +0.7%
IVW iShares S&P 500 Growth ETF 0.11% 9,576 $809K Add +4.6%
DHR Danaher Corp. 0.11% 3,227 $806K Reduce -0.5%
VGK Vanguard Ftse Europe ETF 0.11% 11,949 $805K Reduce -7.1%
VSGX Vanguard ESG Intl Stock ETF 0.10% 13,200 $759K Reduce -1.8%
IWS iShares Russell Mid-Cap Valu 0.10% 5,977 $749K Add +0.3%
ESML iShares ESG Aware MSCI USA S 0.10% 17,901 $721K Add +2.4%
SCHB Schwab US Broad Market ETF 0.10% 11,743 $717K Add +17.4%
IUSV iShares Core S&P U.S. Value 0.10% 7,925 $717K Add +14.6%
IUSG iShares Core S&P U.S. Growth 0.09% 5,996 $703K Add +11.8%
SCHD Schwab US DVD Equity ETF 0.09% 8,320 $671K Reduce -1.6%
VGIT Vanguard Intermediate-Term T 0.09% 11,185 $655K Reduce -18.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.08% 4,047 $631K Reduce -0.1%
SUSB iShares ESG Aware 1-5 Year U 0.08% 25,695 $629K No change
COST Costco Wholesale Corp. 0.08% 797 $584K Add +39.6%
TSLA Tesla Inc. 0.08% 3,288 $578K Reduce -7.4%
KBWB Invesco KBW Bank ETF 0.07% 9,966 $535K Add +0.8%
IJT iShares S&P Small-Cap 600 GR 0.07% 3,878 $507K Add +8.4%
HD Home Depot Inc. 0.06% 1,260 $483K Add +25.1%
META Meta Platforms Inc. Class A 0.06% 928 $451K Add +60.5%
PPC Pilgrim's Pride Corp. 0.06% 12,719 $437K No change
UNH Unitedhealth Group Inc. 0.06% 879 $435K Add +18.5%
NVEE NV5 Global Inc. 0.05% 4,181 $410K No change
ABT Abbott Laboratories 0.05% 3,456 $393K Add +42.6%
NUDV Nuveen ESG Dividend ETF 0.05% 14,129 $386K Reduce -2.7%
JPM JPMorgan Chase & Co. 0.05% 1,908 $382K Reduce -3.3%
BROS Dutch Bros Inc. Class A 0.05% 11,500 $380K New
JNJ Johnson & Johnson 0.05% 2,332 $369K Add +30.6%
ICLN iShares Global Clean Energy 0.05% 26,097 $365K Add +1.9%
XLI SS Industrial Select Sector 0.05% 2,832 $357K Add +1.4%
IWF iShares Russell 1000 Growth 0.05% 1,018 $343K Add +18.4%
TYL Tyler Technologies Inc. 0.04% 793 $337K No change
IDEV iShares Core MSCI Dev MKTS 0.04% 4,966 $333K Add +8.8%
USRT iShares Core US REIT ETF 0.04% 6,075 $327K Reduce -4.8%
MRK Merck & Co. Inc. 0.04% 2,432 $321K Add +8.1%
VEU Vanguard Ftse All-World Ex-U 0.04% 5,389 $316K Add +1.6%
PG The Procter & Gamble Co. 0.04% 1,828 $297K Add +15.6%
V Visa Inc. Class A 0.04% 1,042 $291K New
XLC SS Comm Select Sector SPDR 0.04% 3,421 $279K Add +1.7%
IWD iShares Russell 1000 Value E 0.04% 1,554 $278K Add +0.9%
PEP Pepsico Inc. 0.04% 1,564 $274K Add +19.9%
AVGO Broadcom Inc. 0.04% 206 $273K Add +13.2%
ABBV Abbvie Inc. 0.04% 1,491 $272K New
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 0.03% 4,020 $263K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.03% 2,780 $255K New
AXP American Express Co. 0.03% 1,118 $255K Reduce -6.3%
IWR iShares Russell Mid-Cap ETF 0.03% 3,008 $253K Add +0.4%
GE General Electric 0.03% 1,437 $252K New
WMT Walmart Inc. 0.03% 4,182 $252K New
AMD Advanced Micro Devices 0.03% 1,380 $249K New
WM Waste Management Inc. 0.03% 1,143 $244K New
XLP SS Consumer Staples Sel Sect 0.03% 3,100 $237K Add +6.1%
NOC Northrop Grumman Corp. 0.03% 485 $232K No change
ESGU iShares ESG Aware MSCI USA 0.03% 1,926 $221K No change
ROP Roper Technologies Inc. 0.03% 393 $220K No change
COP Conocophillips 0.03% 1,701 $217K New
MCK McKesson Corp. 0.03% 403 $216K New
DPZ Domino's Pizza Inc. 0.03% 435 $216K New
SCHM Schwab US Mid Cap ETF 0.03% 2,625 $214K New
CHD Church & Dwight Co. Inc. 0.03% 2,039 $213K New
IYY iShares Dow Jones U.S. ETF 0.03% 1,651 $211K New
ESGE iShares Inc. iShares ESG Awar 0.03% 6,401 $206K Reduce -4.6%
RTX RTX Corp. 0.03% 2,114 $206K New
AMAT Applied Materials Inc. 0.03% 998 $206K New
NUE Nucor Corp. 0.03% 1,028 $203K New

Portfolio Sells Q4 2023 → Q1 2024
TLT iShares 20+ Year Treasury BD Reduce -31.9% 2.64% −1.97
IEF iShares 7-10 Year Treasury B Reduce -28.1% 2.78% −1.70
IEI iShares 3-7 Year Treasury Bo Reduce -33.1% 1.91% −1.38
IJR iShares Core S&P Small-Cap E Reduce -0.2% 8.49% −1.00
VNQ Vanguard Real Estate ETF Reduce -10.3% 3.28% −0.97
BSV Vanguard Short-Term Bond ETF Reduce -37.9% 0.82% −0.69
VIOO Vanguard S&P Small-Cap 600 E Reduce -4.8% 3.77% −0.63
VOO Vanguard S&P 500 ETF Reduce -0.6% 14.50% −0.59
GOVT iShares US Treasury Bond ETF Reduce -27.0% 0.73% −0.42
IJH iShares Core S&P Midcap ETF Reduce -6.7% 3.27% −0.37
SHV iShares 0-1 Year Treasury Bo Reduce -1.2% 2.03% −0.30
IJS iShares S&P Small-Cap 600 Va Reduce -0.7% 1.53% −0.23
VGLT Vanguard Long-Term Treasury Reduce -15.4% 0.37% −0.15
VWO Vanguard Ftse Emerging Marke Reduce -8.0% 0.62% −0.14
VCSH Vanguard S/T Corp. Bond ETF Reduce -28.4% 0.19% −0.11
TLH iShares 10-20 Year Treasury Reduce -17.4% 0.16% −0.07
VGSH Vanguard Short-Term Treasury Reduce -9.3% 0.23% −0.06
TSLA Tesla Inc. Reduce -7.4% 0.08% −0.06
IEMG iShares Core MSCI Emerging Reduce -8.1% 0.25% −0.05
SPYG SS SPDR P S&P 500 Growth ETF Reduce -4.7% 0.73% −0.05
GLD SPDR Gold Shares Sold out 0.00% −0.04
VGIT Vanguard Intermediate-Term T Reduce -18.1% 0.09% −0.04
CBU Community Financial System I Sold out 0.00% −0.03
VONG Vanguard Russell 1000 Growth Reduce -3.8% 0.39% −0.03
VGK Vanguard Ftse Europe ETF Reduce -7.1% 0.11% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -0.4% 0.27% −0.01
VSGX Vanguard ESG Intl Stock ETF Reduce -1.8% 0.10% −0.01
USRT iShares Core US REIT ETF Reduce -4.8% 0.04% −0.01
SCHD Schwab US DVD Equity ETF Reduce -1.6% 0.09% −0.01
VGT Vanguard Info Tech ETF Reduce -0.0% 0.16% −0.01
DHR Danaher Corp. Reduce -0.5% 0.11% −0.01
ESGE iShares Inc. iShares ESG Awar Reduce -4.6% 0.03% −0.01
NUDV Nuveen ESG Dividend ETF Reduce -2.7% 0.05% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -0.1% 0.08% −0.01
AXP American Express Co. Reduce -6.3% 0.03% 0.00
JPM JPMorgan Chase & Co. Reduce -3.3% 0.05% 0.00
NVDA Nvidia Corp. Reduce -0.2% 0.31% +0.12

Portfolio Buys Q4 2023 → Q1 2024
SPTI SS SPDR P Int Term TSY ETF Add +248.5% 3.66% +2.45
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +232.9% 2.99% +1.93
SPYM Ste STR SPDR PT S&P 500 ETF Add +379.4% 1.35% +1.06
SGOV iShares 0-3 Month Treasury B Add +150.8% 1.81% +0.99
SPTS SS SPDR P St Term TSY ETF Add +172.4% 1.27% +0.73
QQQM Invesco Nasdaq 100 ETF Add +250.6% 0.85% +0.60
BILS SS Spdrb B 3-12M T-Bill ETF Add +1478.5% 0.64% +0.60
RSP Invesco S&P 500 Equal Weight Add +293.1% 0.75% +0.55
VYM Vanguard High DVD Yield ETF Add +12.2% 7.25% +0.46
SPSM SS SPDR P S&P 600 Small Cap Add +435.6% 0.52% +0.41
VUG Vanguard Mrngstar GR ETF-Sui Add +12.0% 4.84% +0.39
IWV iShares Russell 3000 ETF Add +87.0% 0.72% +0.32
IVV iShares Core S&P 500 ETF Add +19.9% 1.69% +0.23
SLYV SS SPDR S&P 600 SC Val ETF Add +420.7% 0.25% +0.19
IEFA iShares Core MSCI Eafe ETF New 0.19% +0.19
MSFT Microsoft Corp. Add +21.5% 0.41% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +22.9% 0.26% +0.05
BROS Dutch Bros Inc. Class A New 0.05% +0.05
XOM Exxon Mobil Corp. Add +39.7% 0.13% +0.04
V Visa Inc. Class A New 0.04% +0.04
ABBV Abbvie Inc. New 0.04% +0.04
AMZN Amazon.com Inc. Add +11.1% 0.26% +0.04
BIL SS SPDR BB 1-3M T-Bill ETF New 0.03% +0.03
GE General Electric New 0.03% +0.03
WMT Walmart Inc. New 0.03% +0.03
AMD Advanced Micro Devices New 0.03% +0.03
WM Waste Management Inc. New 0.03% +0.03
META Meta Platforms Inc. Class A Add +60.5% 0.06% +0.03
COP Conocophillips New 0.03% +0.03
DPZ Domino's Pizza Inc. New 0.03% +0.03
MCK McKesson Corp. New 0.03% +0.03
SCHM Schwab US Mid Cap ETF New 0.03% +0.03
CHD Church & Dwight Co. Inc. New 0.03% +0.03
IYY iShares Dow Jones U.S. ETF New 0.03% +0.03
RTX RTX Corp. New 0.03% +0.03
AMAT Applied Materials Inc. New 0.03% +0.03
NUE Nucor Corp. New 0.03% +0.03
COST Costco Wholesale Corp. Add +39.6% 0.08% +0.02
AGG iShares Core U.S. Aggregate Add +18.1% 0.76% +0.02
ABT Abbott Laboratories Add +42.6% 0.05% +0.01
HD Home Depot Inc. Add +25.1% 0.06% +0.01
SCHB Schwab US Broad Market ETF Add +17.4% 0.10% +0.01
IUSG iShares Core S&P U.S. Growth Add +11.8% 0.09% +0.01
IUSV iShares Core S&P U.S. Value Add +14.6% 0.10% +0.01
JNJ Johnson & Johnson Add +30.6% 0.05% +0.01
IWF iShares Russell 1000 Growth Add +18.4% 0.05% +0.01
AVGO Broadcom Inc. Add +13.2% 0.04% +0.01
MRK Merck & Co. Inc. Add +8.1% 0.04% +0.01
GOOG Alphabet Inc. Class C Add +8.2% 0.17% +0.00
PG The Procter & Gamble Co. Add +15.6% 0.04% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 167$1.4BSPTI, VYM, VOO, VUG, SPYM
Q1 2026 153$1.2BSPTI, VYM, VOO, SPTL, VUG
Q4 2025 147$1.2BSPTI, VOO, VYM, VUG, SPTL
Q3 2025 137$1.2BSPTI, VOO, VYM, VUG, SPTL
Q2 2025 139$1.1BVOO, SPTI, VYM, VUG, SPTL
Q1 2025 135$998.9MVOO, SPTI, VYM, SPTL, VUG
Q4 2024 133$954.0MVOO, VYM, SPTI, VUG, IJR
Q3 2024 136$889.0MVOO, VYM, SPTI, IJR, SPTL
Q2 2024 132$802.2MVOO, VYM, IJR, SPTI, VUG
Q1 2024 130$753.0MVOO, IJR, VYM, VUG, VIOO