One Day In July LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$1.2B

Holdings

147

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (147 positions)

StockValue
SUSBISHARES TR
$468K
SCHASCHWAB STRATEGIC TR
$452K
MCDMCDONALDS CORP
$450K
MRKMERCK & CO INC
$447K
ABTABBOTT LABS
$443K
AXPAMERICAN EXPRESS CO
$406K
PGPROCTER AND GAMBLE CO
$400K
RTXRTX CORPORATION
$400K
BNDXVANGUARD CHARLOTTE FDS
$383K
ESGUISHARES TR
$382K
VOVANGUARD INDEX FDS
$378K
GEVGE VERNOVA INC
$360K
TYLTYLER TECHNOLOGIES INC
$334K
VSGXVANGUARD WORLD FD
$334K
MCKMCKESSON CORP
$330K
LMTLOCKHEED MARTIN CORP
$318K
IAU*ISHARES GOLD TR
$317K
CSCOCISCO SYS INC
$315K
CATCATERPILLAR INC
$315K
TLHISHARES TR
$306K
DSIISHARES TR
$300K
SLYGSPDR SERIES TRUST
$296K
SCHXSCHWAB STRATEGIC TR
$292K
WMWASTE MGMT INC DEL
$286K
EUSAISHARES INC
$284K
VONEVANGUARD SCOTTSDALE FDS
$275K
XLYSELECT SECTOR SPDR TR
$274K
AMATAPPLIED MATLS INC
$273K
AQLTISHARES TR
$268K
GRIDFIRST TR EXCHANGE TRADED FD
$265K
COPCONOCOPHILLIPS
$261K
DFUSDIMENSIONAL ETF TRUST
$251K
LPLALPL FINL HLDGS INC
$250K
IWMISHARES TR
$249K
LDOSLEIDOS HOLDINGS INC
$248K
PLTRPALANTIR TECHNOLOGIES INC
$248K
XLFISELECT SECTOR SPDR TR
$245K
SCHMSCHWAB STRATEGIC TR
$236K
VXFVANGUARD INDEX FDS
$231K
IYWISHARES TR
$228K
HDHOME DEPOT INC
$221K
VPUVANGUARD WORLD FD
$220K
BACBANK AMERICA CORP
$216K
BLKBLACKROCK INC
$204K
TMOTHERMO FISHER SCIENTIFIC INC
$201K
PEPPEPSICO INC
$200K
TICTIC SOLUTIONS INC
$150K
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