13F Filings for Great Diamond Partners, LLC (CIK: 1801112)
View the most recent portfolio holdings disclosed by Great Diamond Partners, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| IWV - ISHARES TR(Class: RUSSELL 3000 ETF) | 78.28K | $27.48M | 5.80% | Increased | 728 (0.0%, $2.84M) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 85.81K | $26.08M | 5.51% | Increased | 2.76K (3.0%, $3.26M) |
| N/A - ISHARES TR(Class: CORE MSCI EAFE) | 283.38K | $23.66M | 5.00% | Increased | 3.06K (1.0%, $2.45M) |
| MSFT - MICROSOFT CORP(Class: COM) | 30.40K | $15.12M | 3.19% | Increased | 6.36K (26.0%, $6.10M) |
| VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 33.83K | $14.83M | 3.13% | Increased | 23 (0.0%, $2.30M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 23.16K | $14.31M | 3.02% | Increased | 1.82K (8.0%, $2.37M) |
| PG - PROCTER AND GAMBLE CO(Class: COM) | 79.71K | $12.70M | 2.68% | Increased | 67.26K (540.0%, $10.58M) |
| VXF - VANGUARD INDEX FDS(Class: EXTEND MKT ETF) | 61.18K | $11.79M | 2.49% | Increased | 944 (1.0%, $1.41M) |
| AGGH - SIMPLIFY EXCHANGE TRADED FUN(Class: AGGREGATE BOND E) | 420.67K | $8.68M | 1.83% | New | 420.67K ($8.68M) |
| AGZ - ISHARES TR(Class: AGENCY BOND ETF) | 78.25K | $8.58M | 1.81% | Increased | 275 (0.0%, $50.44K) |
| IDXX - IDEXX LABS INC(Class: COM) | 15.14K | $8.12M | 1.72% | Increased | 923 (6.0%, $2.15M) |
| FTGC - FIRST TR EXCHANGE TRAD FD VI(Class: FST TR GLB FD) | 317.08K | $7.82M | 1.65% | Increased | 4.26K (1.0%, $160.80K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 39.55K | $6.25M | 1.32% | Increased | 1.28K (3.0%, $2.10M) |
| ORCL - ORACLE CORP(Class: COM) | 27.36K | $5.98M | 1.26% | Increased | 6.05K (28.0%, $3M) |
| AVGO - BROADCOM INC(Class: COM) | 21.65K | $5.97M | 1.26% | Decreased | 1.86K (7.0%, $2.03M) |
| AAPL - APPLE INC(Class: COM) | 28.90K | $5.93M | 1.25% | Increased | 4.35K (17.0%, $475.16K) |
| N/A - FIRST TR EXCHNG TRADED FD VI(Class: FT VEST US EQT) | 109K | $5.71M | 1.21% | Increased | 240 (0.0%, $406.39K) |
| IEI - ISHARES TR(Class: 3 7 YR TREAS BD) | 47.12K | $5.61M | 1.19% | Decreased | 149 (0.0%, $27.40K) |
| RSP - INVESCO EXCHANGE TRADED FD T(Class: SP500 EQL WGT) | 29.93K | $5.44M | 1.15% | Increased | 336 (1.0%, $312.89K) |
| IJH - ISHARES TR(Class: CORE SP MCP ETF) | 81.75K | $5.07M | 1.07% | Increased | 7.99K (10.0%, $766.28K) |
| ADP - AUTOMATIC DATA PROCESSING IN(Class: COM) | 14.92K | $4.60M | 0.97% | Increased | 3.47K (30.0%, $1.10M) |
| TDIV - FIRST TR EXCHANGE TRADED FD(Class: NASD TECH DIV) | 48.69K | $4.39M | 0.93% | Decreased | 2.23K (4.0%, $642.49K) |
| WM - WASTE MGMT INC DEL(Class: COM) | 18.28K | $4.18M | 0.88% | Increased | 341 (1.0%, $29.77K) |
| AMZN - AMAZON COM INC(Class: COM) | 18.43K | $4.04M | 0.85% | Increased | 3.70K (25.0%, $1.24M) |
| ARES - ARES MANAGEMENT CORPORATION(Class: CL A COM STK) | 23.21K | $4.02M | 0.85% | Decreased | 221 (0.0%, $584.67K) |