One Day In July LLC — 13F Holdings

2026 Q2  ·  174 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, One Day In July LLC maintained a portfolio of 174 distinct positions. The most significant new addition was ISHARES TR, now representing 0.09% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 8.3%.
Position History hover any row below to update
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One Day In July LLC Burlington, VT RIA / Fee-Only Financial Advisor AUM $1,429M
PCA Score Concentration Risk
Risk ENB
Total Positions
174
Quarter
2026 Q2
Top Holding
SPTI (11.3%)
Top 10 Concentration
65.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 174

One Day In July LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPTI
SPDR SERIES TRU...
Bond/Debt 11.33% 12.29% #1
Prev: #1
8.0
383,842 7.2%
P
S
5,740,635 $162,976,620 2023 Q4 13F Filing 2026-06-30 2026-08-03
VYM
VANGUARD WHITEH...
ETF 8.22% 8.67% #2
Prev: #2
5.3
17,343 2.4%
P
S
748,425 $118,273,541 2020 Q3 13F Filing 2026-06-30 2026-08-03
VOO
VANGUARD INDEX ...
ETF 7.80% 7.92% #3
Prev: #3
4.6
-2,189 -1.3%
P
S
163,375 $112,207,347 2020 Q3 13F Filing 2026-06-30 2026-08-03
VUG
VANGUARD INDEX ...
Warrant 7.60% 7.13% #4 1
Prev: #5
6.5
1,064,714 522.3%
P
S
1,268,563 $109,274,019 2020 Q3 13F Filing 2026-06-30 2026-08-03
SPLG
SPDR SERIES TRU...
ETF 7.01% 6.49% #5 1
Prev: #6
5.3
88,350 8.3%
P
S
1,148,157 $100,900,075 2023 Q4 13F Filing 2026-06-30 2026-08-03
SPTL
SPDR SERIES TRU...
ETF 6.98% 7.48% #6 2
Prev: #4
4.8
277,365 7.8%
P
S
3,828,998 $100,434,604 2023 Q4 13F Filing 2026-06-30 2026-08-03
QQQM
INVESCO EXCH TR...
ETF 5.60% 4.97% #7
Prev: #7
2.7
4,592 1.8%
P
S
265,841 $80,541,907 2023 Q4 13F Filing 2026-06-30 2026-08-03
RSP
INVESCO EXCHANG...
Unknown 4.80% 4.74% #8
Prev: #8
3.9
16,319 5.3%
P
S
324,827 $69,113,478 2023 Q1 13F Filing 2026-06-30 2026-08-03
VBK
VANGUARD INDEX ...
ETF 3.35% 3.12% #9
Prev: #9
1.8
2,550 2.0%
P
S
131,643 $48,141,760 2020 Q4 13F Filing 2026-06-30 2026-08-03
SPSM
SPDR SERIES TRU...
ETF 3.23% 2.85% #10 1
Prev: #11
3.3
67,292 9.1%
P
S
804,494 $46,395,195 2023 Q4 13F Filing 2026-06-30 2026-08-03
IJR
ISHARES TR
ETF 3.05% 3.09% #11 1
Prev: #10
1.7
-14,636 -4.7%
P
S
295,782 $43,867,404 2020 Q3 13F Filing 2026-06-30 2026-08-03
BILS
SPDR SERIES TRU...
ETF 2.28% 2.61% #12
Prev: #12
1.4
1,151 0.4%
P
S
329,361 $32,731,862 2023 Q4 13F Filing 2026-06-30 2026-08-03
SGOV
ISHARES TR
ETF 1.85% 2.27% #13
Prev: #13
1.2
-17,604 -6.3%
P
S
264,043 $26,581,258 2023 Q4 13F Filing 2026-06-30 2026-08-03
SLYV
SPDR SERIES TRU...
Unknown 1.65% 1.52% #14
Prev: #14
2.7
16,571 8.2%
P
S
217,834 $23,767,835 2023 Q4 13F Filing 2026-06-30 2026-08-03
VIOO
VANGUARD ADMIRA...
ETF 1.35% 1.34% #15
Prev: #15
1.0
-4,912 -3.4%
P
S
140,861 $19,374,050 2020 Q3 13F Filing 2026-06-30 2026-08-03
TLT
ISHARES TR
ETF 1.13% 1.05% #16 2
Prev: #18
3.0
37,743 25.0%
P
S
188,781 $16,314,454 2020 Q3 13F Filing 2026-06-30 2026-08-03
ESGV
VANGUARD WORLD ...
ETF 1.04% 1.00% #17 2
Prev: #19
0.9
1,213 1.1%
P
S
112,962 $14,938,109 2020 Q3 13F Filing 2026-06-30 2026-08-03
VIOV
VANGUARD ADMIRA...
ETF 1.02% 1.07% #18 1
Prev: #17
0.9
-5,444 -4.2%
P
S
125,537 $14,729,271 2020 Q3 13F Filing 2026-06-30 2026-08-03
AGG
ISHARES TR
ETF 1.00% 1.08% #19 3
Prev: #16
2.4
9,100 6.7%
P
S
144,680 $14,320,426 2020 Q4 13F Filing 2026-06-30 2026-08-03
VTI
VANGUARD INDEX ...
ETF 0.99% 0.96% #20
Prev: #20
0.9
1,081 2.9%
P
S
38,532 $14,258,354 2020 Q3 13F Filing 2026-06-30 2026-08-03
AAPL
APPLE INC
Technology 0.98% 0.92% #21
Prev: #21
2.4
3,143 6.9%
P
S
48,488 $14,030,503 2020 Q3 13F Filing 2026-06-30 2026-08-03
IVV
ISHARES TR
ETF 0.92% 0.89% #22
Prev: #22
0.9
570 3.4%
P
S
17,579 $13,164,406 2020 Q3 13F Filing 2026-06-30 2026-08-03
IEF
ISHARES TR
ETF 0.91% 0.63% #23 3
Prev: #26
3.4
55,156 66.4%
P
S
138,239 $13,073,262 2020 Q3 13F Filing 2026-06-30 2026-08-03
IWV
ISHARES TR
ETF 0.81% 0.85% #24 1
Prev: #23
0.8
-1,262 -4.4%
P
S
27,411 $11,688,050 2023 Q2 13F Filing 2026-06-30 2026-08-03
TBLL
INVESCO EXCH TR...
ETF 0.74% 0.58% #25 3
Prev: #28
2.8
32,986 48.3%
P
S
101,235 $10,687,379 2025 Q4 13F Filing 2026-06-30 2026-08-03
SPY
STATE STR SPDR ...
ETF 0.65% 0.65% #26 1
Prev: #25
0.8
32 0.3%
P
S
12,545 $9,368,310 2020 Q3 13F Filing 2026-06-30 2026-08-03
SHV
ISHARES TR
ETF 0.61% 0.71% #27 3
Prev: #24
0.7
-1,395 -1.7%
P
S
79,183 $8,737,813 2020 Q3 13F Filing 2026-06-30 2026-08-03
IJS
ISHARES TR
ETF 0.60% 0.63% #28 1
Prev: #27
0.7
-2,847 -4.3%
P
S
63,462 $8,673,964 2020 Q4 13F Filing 2026-06-30 2026-08-03
SPYG
SPDR SERIES TRU...
Unknown 0.57% 0.55% #29 1
Prev: #30
0.7
-704 -1.0%
P
S
68,966 $8,206,280 2022 Q4 13F Filing 2026-06-30 2026-08-03
VIG
VANGUARD SPECIA...
ETF 0.55% 0.56% #30 1
Prev: #29
0.7
713 2.2%
P
S
33,246 $7,866,704 2020 Q4 13F Filing 2026-06-30 2026-08-03
NVDA
NVIDIA CORPORAT...
Technology 0.50% 0.48% #31
Prev: #31
0.7
1,190 3.4%
P
S
35,738 $7,150,747 2023 Q1 13F Filing 2026-06-30 2026-08-03
IJH
ISHARES TR
ETF 0.39% 0.39% #32 2
Prev: #34
0.7
-602 -0.8%
P
S
71,942 $5,547,435 2021 Q2 13F Filing 2026-06-30 2026-08-03
VB
VANGUARD INDEX ...
ETF 0.38% 0.38% #33 2
Prev: #35
0.7
-12 -0.1%
P
S
17,875 $5,418,270 2020 Q3 13F Filing 2026-06-30 2026-08-03
SHY
ISHARES TR
ETF 0.37% 0.42% #34 1
Prev: #33
0.6
1,772 2.8%
P
S
64,742 $5,315,966 2020 Q3 13F Filing 2026-06-30 2026-08-03
VONG
VANGUARD SCOTTS...
ETF 0.31% 0.32% #35 2
Prev: #37
0.6
-971 -2.7%
P
S
35,203 $4,499,295 2020 Q4 13F Filing 2026-06-30 2026-08-03
MSFT
MICROSOFT CORP
Technology 0.31% 0.33% #36
Prev: #36
2.1
702 6.3%
P
S
11,932 $4,450,937 2020 Q4 13F Filing 2026-06-30 2026-08-03
VEA
VANGUARD TAX-MA...
ETF 0.29% 0.31% #37 1
Prev: #38
0.6
-3,041 -5.0%
P
S
58,194 $4,146,344 2020 Q3 13F Filing 2026-06-30 2026-08-03
SPTS
SPDR SERIES TRU...
ETF 0.28% 0.12% #38 22
Prev: #60
3.1
90,646 183.6%
P
S
140,011 $4,061,719 2023 Q4 13F Filing 2026-06-30 2026-08-03
XLV
SELECT SECTOR S...
ETF 0.27% 0.28% #39 1
Prev: #40
2.1
1,319 5.6%
P
S
24,807 $3,935,879 2021 Q4 13F Filing 2026-06-30 2026-08-03
VDC
VANGUARD WORLD ...
ETF 0.27% 0.29% #40 1
Prev: #39
2.1
957 5.9%
P
S
17,058 $3,846,408 2021 Q1 13F Filing 2026-06-30 2026-08-03
QQQ
INVESCO QQQ TR
ETF 0.26% 0.23% #41 5
Prev: #46
0.6
10 0.2%
P
S
5,028 $3,702,924 2021 Q3 13F Filing 2026-06-30 2026-08-03
AMZN
AMAZON COM INC
Consumer Cyclical 0.26% 0.26% #42 1
Prev: #41
0.6
114 0.7%
P
S
15,501 $3,694,508 2020 Q3 13F Filing 2026-06-30 2026-08-03
BIL
SPDR SERIES TRU...
ETF 0.25% 0.44% #43 11
Prev: #32
0.1
-20,315 -34.1%
P
S
39,259 $3,597,672 2024 Q1 13F Filing 2026-06-30 2026-08-03
VHT
VANGUARD WORLD ...
ETF 0.25% 0.25% #44 2
Prev: #42
0.6
277 2.4%
P
S
11,859 $3,545,959 2020 Q4 13F Filing 2026-06-30 2026-08-03
GOOGL
ALPHABET INC
Communication Services 0.23% 0.17% #45 7
Prev: #52
2.6
1,787 24.2%
P
S
9,160 $3,273,572 2021 Q4 13F Filing 2026-06-30 2026-08-03
GOOG
ALPHABET INC
Communication Services 0.22% 0.20% #46 2
Prev: #48
0.6
188 2.1%
P
S
8,953 $3,163,363 2021 Q1 13F Filing 2026-06-30 2026-08-03
IEI
ISHARES TR
ETF 0.21% 0.23% #47 2
Prev: #45
2.1
1,446 5.9%
P
S
25,936 $3,046,183 2020 Q3 13F Filing 2026-06-30 2026-08-03
BRK/A
BERKSHIRE HATHA...
Financial Services 0.21% 0.23% #48 1
Prev: #47
1.1
no change no change
P
S
4 $2,995,400 2025 Q1 13F Filing 2026-06-30 2026-08-03
VNQ
VANGUARD INDEX ...
ETF 0.20% 0.24% #49 6
Prev: #43
0.6
-3,728 -10.9%
P
S
30,325 $2,924,240 2020 Q3 13F Filing 2026-06-30 2026-08-03
VGT
VANGUARD WORLD ...
ETF 0.19% 0.16% #50 5
Prev: #55
3.1
19,852 707.5%
P
S
22,658 $2,708,038 2020 Q3 13F Filing 2026-06-30 2026-08-03
Showing 1-50 of 174 holdings

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