0001062993-22-021245.txt : 20221031 0001062993-22-021245.hdr.sgml : 20221031 20221031103926 ACCESSION NUMBER: 0001062993-22-021245 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221031 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: One Day In July LLC CENTRAL INDEX KEY: 0001823172 IRS NUMBER: 812663589 STATE OF INCORPORATION: VT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20360 FILM NUMBER: 221344292 BUSINESS ADDRESS: STREET 1: 77 COLLEGE ST. #3A CITY: BURLINGTON STATE: VT ZIP: 05401 BUSINESS PHONE: (802) 503-8280 MAIL ADDRESS: STREET 1: 77 COLLEGE ST. #3A CITY: BURLINGTON STATE: VT ZIP: 05401 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001823172 XXXXXXXX 09-30-2022 09-30-2022 One Day In July LLC

77 COLLEGE ST. #3A BURLINGTON VT 05401

13F HOLDINGS REPORT 028-20360 N Daniel Cunningham 802-881-9020 Daniel Cunningham Burlington VT 10-31-2022 0 73 426770 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AMAZON COM INC COM 023135106 776 6865 SH SOLE 0 0 6865 APPLE INC COM 037833100 2750 19900 SH SOLE 0 0 19900 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 853 3194 SH SOLE 0 0 3194 COMMUNITY BK SYS INC COM 203607106 240 4000 SH SOLE 0 0 4000 DANAHER CORPORATION COM 235851102 782 3029 SH SOLE 0 0 3029 ISHARES TR CORE S&P500 ETF 464287200 891 2484 SH SOLE 0 0 2484 ISHARES TR CORE US AGGBD ET 464287226 4769 49500 SH SOLE 0 0 49500 ISHARES TR 20 YR TR BD ETF 464287432 21578 210616 SH SOLE 0 0 210616 ISHARES TR 7-10 YR TRSY BD 464287440 32607 339692 SH SOLE 0 0 339692 ISHARES TR 1 3 YR TREAS BD 464287457 2109 25971 SH SOLE 0 0 25971 ISHARES TR CORE S&P MCP ETF 464287507 12728 58050 SH SOLE 0 0 58050 ISHARES TR CORE S&P US VLU 464287663 228 3638 SH SOLE 0 0 3638 ISHARES TR CORE S&P US GWT 464287671 311 3884 SH SOLE 0 0 3884 ISHARES TR U.S. REAL ES ETF 464287739 207 2545 SH SOLE 0 0 2545 ISHARES TR CORE S&P SCP ETF 464287804 36053 413494 SH SOLE 0 0 413494 ISHARES TR SP SMCP600VL ETF 464287879 5618 68141 SH SOLE 0 0 68141 ISHARES TR S&P SML 600 GWT 464287887 298 2926 SH SOLE 0 0 2926 ISHARES TR GL CLEAN ENE ETF 464288224 253 13249 SH SOLE 0 0 13249 ISHARES TR ISHS 1-5YR INVS 464288646 2711 55017 SH SOLE 0 0 55017 ISHARES TR 10-20 YR TRS ETF 464288653 7069 64887 SH SOLE 0 0 64887 ISHARES TR 3 7 YR TREAS BD 464288661 23007 201323 SH SOLE 0 0 201323 ISHARES TR SHORT TREAS BD 464288679 5540 50366 SH SOLE 0 0 50366 JOHNSON & JOHNSON COM 478160104 338 2069 SH SOLE 0 0 2069 MICROSOFT CORP COM 594918104 811 3481 SH SOLE 0 0 3481 PFIZER INC COM 717081103 269 6141 SH SOLE 0 0 6141 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 722 17192 SH SOLE 0 0 17192 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 202 3038 SH SOLE 0 0 3038 TYLER TECHNOLOGIES INC COM 902252105 361 1040 SH SOLE 0 0 1040 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2951 21830 SH SOLE 0 0 21830 VANGUARD WORLD FD ESG INTL STK ETF 921910725 557 12812 SH SOLE 0 0 12812 VANGUARD WORLD FD ESG US STK ETF 921910733 7417 117893 SH SOLE 0 0 117893 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 14592 102206 SH SOLE 0 0 102206 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 23947 148317 SH SOLE 0 0 148317 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13331 178175 SH SOLE 0 0 178175 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7540 207381 SH SOLE 0 0 207381 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 30605 322562 SH SOLE 0 0 322562 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2527 27224 SH SOLE 0 0 27224 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6484 177691 SH SOLE 0 0 177691 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 715 15499 SH SOLE 0 0 15499 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 66147 201485 SH SOLE 0 0 201485 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 516 4241 SH SOLE 0 0 4241 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 22832 284796 SH SOLE 0 0 284796 VANGUARD INDEX FDS SML CP GRW ETF 922908595 14346 73518 SH SOLE 0 0 73518 VANGUARD INDEX FDS SM CP VAL ETF 922908611 607 4232 SH SOLE 0 0 4232 VANGUARD INDEX FDS GROWTH ETF 922908736 21222 99190 SH SOLE 0 0 99190 VANGUARD INDEX FDS VALUE ETF 922908744 493 3993 SH SOLE 0 0 3993 VANGUARD INDEX FDS SMALL CP ETF 922908751 1189 6959 SH SOLE 0 0 6959 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2451 13660 SH SOLE 0 0 13660 ALPHABET INC CAP STK CL C 02079K107 492 5120 SH SOLE 0 0 5120 ALPHABET INC CAP STK CL A 02079K305 233 2440 SH SOLE 0 0 2440 COSTCO WHSL CORP NEW COM 22160K105 391 828 SH SOLE 0 0 828 EXXON MOBIL CORP COM 30231G102 487 5580 SH SOLE 0 0 5580 INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 687 13993 SH SOLE 0 0 13993 ISHARES INC CORE MSCI EMKT 46434G103 1649 38377 SH SOLE 0 0 38377 ISHARES TR ESG AWRE 1 5 YR 46435G243 627 26712 SH SOLE 0 0 26712 ISHARES TR ESG AWR US AGRGT 46435U549 1194 25714 SH SOLE 0 0 25714 ISHARES TR ESG AWARE MSCI 46435U663 327 10653 SH SOLE 0 0 10653 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 1263 40898 SH SOLE 0 0 40898 SPDR S&P 500 ETF TR TR UNIT 78462F103 1276 3571 SH SOLE 0 0 3571 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1885 15565 SH SOLE 0 0 15565 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 236 3533 SH SOLE 0 0 3533 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 465 3912 SH SOLE 0 0 3912 TESLA INC COM 88160R101 289 1089 SH SOLE 0 0 1089 UNITEDHEALTH GROUP INC COM 91324P102 238 472 SH SOLE 0 0 472 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 600 3490 SH SOLE 0 0 3490 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 838 3746 SH SOLE 0 0 3746 VANGUARD WORLD FDS INF TECH ETF 92204A702 500 1628 SH SOLE 0 0 1628 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2161 37402 SH SOLE 0 0 37402 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3766 50697 SH SOLE 0 0 50697 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1954 36042 SH SOLE 0 0 36042 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 299 4755 SH SOLE 0 0 4755 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 357 4849 SH SOLE 0 0 4849 NYMOX PHARMACEUTICAL CORP COM P73398102 4 10000 SH SOLE 0 0 10000