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Portfolio (Quarterly) Guide ↗

One Day In July LLC

· CIK 0001823172
13F Portfolio $1.2B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 137 New
Page 3 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VHT VANGUARD WORLD FD 11,973.0 $3.1M 0.26% NEW $259.60 +7.0%
42 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.26% NEW $754200.00
43 IGSB ISHARES TR 55,516.0 $2.9M 0.25% NEW $53.03 -1.1%
44 VDC VANGUARD WORLD FD 13,689.0 $2.9M 0.25% NEW $213.73 +7.0%
45 QQQ INVESCO QQQ TR Financial Services 4,804.0 $2.9M 0.24% NEW $600.32 +21.5%
46 NULV NUSHARES ETF TR 62,616.0 $2.7M 0.23% NEW $43.83 +15.9%
47 XLV SELECT SECTOR SPDR TR 19,451.0 $2.7M 0.23% NEW $139.17 +6.9%
48 VWO VANGUARD INTL EQUITY INDEX F 48,157.0 $2.6M 0.22% NEW $54.18 +11.3%
49 IEI ISHARES TR 21,521.0 $2.6M 0.22% NEW $119.51 -1.7%
50 VTV VANGUARD INDEX FDS 12,017.0 $2.2M 0.19% NEW $186.49 +13.6%
51 GOVT ISHARES TR 90,867.0 $2.1M 0.18% NEW $23.12 -1.7%
52 VGT VANGUARD WORLD FD 2,812.0 $2.1M 0.18% NEW $746.53 -84.3%
53 BERKSHIRE HATHAWAY INC DEL 4,139.0 $2.1M 0.18% NEW $502.74
54 GOOG ALPHABET INC Communication Services 7,068.0 $1.7M 0.15% NEW $243.55 +58.0%
55 XLK SELECT SECTOR SPDR TR 5,995.0 $1.7M 0.14% NEW $281.86 -34.6%
56 VGLT VANGUARD SCOTTSDALE FDS 28,908.0 $1.6M 0.14% NEW $56.86 -4.1%
57 EAGG ISHARES TR 33,913.0 $1.6M 0.14% NEW $48.03 -1.5%
58 GOOGL ALPHABET INC Communication Services 6,367.0 $1.5M 0.13% NEW $243.11 +59.9%
59 IWP ISHARES TR 10,685.0 $1.5M 0.13% NEW $142.41 -1.2%
60 VBR VANGUARD INDEX FDS 7,250.0 $1.5M 0.13% NEW $208.72 +12.7%
Page 3 of 7  ·  137 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.2%
Financial Services 25.3%
Consumer Cyclical 9.1%
Communication Services 8.5%
Consumer Defensive 4.7%
Healthcare 4.5%
Industrials 4.1%
Energy 2.1%
Utilities 0.4%