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Great Diamond Partners, LLC Portfolio
$595.5M across 238 positions as of 2026-09-30, with 30% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $33M | 5.5% | 88,142 |
| ISHARES TR | $30.9M | 5.2% | 71,655 |
| IEFAiShares Core MSCI EAFE ETF | $27.8M | 4.7% | 286,681 |
| VXFVanguard Extended Market ETF | $14.2M | 2.4% | 61,301 |
| MSFTMicrosoft Corp | $14M | 2.3% | 27,270 |
| AVEMAvantis Emerging Markets Equity ETF | $12.7M | 2.1% | 135,236 |
| SIMPLIFY EXCHANGE TRADED FUN | $12.4M | 2.1% | 655,437 |
| DFAIDimensional International Core Equity Market ETF | $11.6M | 1.9% | 279,518 |
| PGProcter & Gamble Co | $11.4M | 1.9% | 78,536 |
| ISHARES TR | $10.2M | 1.7% | 420,932 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $9.7M | 1.6% | 139,885 |
| RSPInvesco S&P 500 Equal Weight ETF | $9.6M | 1.6% | 46,010 |
| AAPLApple Inc | $9.3M | 1.6% | 27,826 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $8.8M | 1.5% | 347,235 |
| VUGVanguard Growth ETF | $8.7M | 1.5% | 96,896 |
| AGZISHARES TR | $8.3M | 1.4% | 77,613 |
| NVDANVIDIA Corp | $8M | 1.3% | 35,027 |
| ISHARES TR | $7.8M | 1.3% | 341,592 |
| IDXXIDEXX Laboratories Inc | $7.5M | 1.3% | 14,421 |
| IEIiShares 3-7 Year Treasury Bond ETF | $7.3M | 1.2% | 64,576 |
| IJHiShares Core S&P Mid-Cap ETF | $7.1M | 1.2% | 98,254 |
| AVGOBroadcom Inc | $6.6M | 1.1% | 18,899 |
| ISHARES TR | $6.2M | 1.0% | 247,275 |
| GOOGLAlphabet Inc | $6.1M | 1.0% | 17,822 |
| KLACKLA Corp | $6M | 1.0% | 30,573 |
| HARBOR ETF TRUST | $5.7M | 1.0% | 163,064 |
| GOOGAlphabet Inc | $5.4M | 0.9% | 15,800 |
| XOMExxonmobil Holdings Corp | $5.2M | 0.9% | 32,068 |
| WSMWilliams-Sonoma Inc | $5.2M | 0.9% | 22,817 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $4.8M | 0.8% | 10,622 |
| WELLWelltower Inc | $4.6M | 0.8% | 19,867 |
| WMWaste Management Inc | $4.4M | 0.7% | 21,748 |
| CAHCardinal Health Inc | $4.4M | 0.7% | 19,762 |
| AMGNAmgen Inc | $4.4M | 0.7% | 10,334 |
| LLYEli Lilly and Co | $4.3M | 0.7% | 3,719 |
| BANK OF NY MELLON CORP | $4.2M | 0.7% | 29,260 |
| AMZNAmazon.com Inc | $4.1M | 0.7% | 16,351 |
| GLWCorning Inc | $3.9M | 0.7% | 25,633 |
| PHParker-Hannifin Corp | $3.9M | 0.7% | 4,123 |
| JPMJPMorgan Chase & Co | $3.8M | 0.6% | 11,565 |
| VLOValero Energy Corp | $3.7M | 0.6% | 9,637 |
| CATCaterpillar Inc | $3.6M | 0.6% | 4,464 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $3.6M | 0.6% | 158,805 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $3.5M | 0.6% | 38,068 |
| SPDR SERIES TRUST | $3.4M | 0.6% | 141,693 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $3.4M | 0.6% | 67,434 |
| ISHARES TR | $3.2M | 0.5% | 76,558 |
| GARMIN LTD | $3.2M | 0.5% | 11,274 |
| UNMUnum Group | $3.2M | 0.5% | 36,700 |
| ANGLOGOLD ASHANTI PLC | $3.2M | 0.5% | 33,763 |
| XBIState Street SPDR S&P Biotech ETF | $3.1M | 0.5% | 19,820 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $3.1M | 0.5% | 47,809 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $3.1M | 0.5% | 27,579 |
| SKYYFirst Trust Cloud Computing ETF | $3.1M | 0.5% | 18,619 |
| ADPAutomatic Data Processing Inc | $3M | 0.5% | 11,803 |
| BLKBlackRock Inc | $3M | 0.5% | 2,819 |
| GLOBAL X FDS | $3M | 0.5% | 109,592 |
| QTUMDefiance Quantum ETF | $3M | 0.5% | 19,573 |
| SMHVanEck Semiconductor ETF | $2.9M | 0.5% | 4,814 |
| SPDR SERIES TRUST | $2.8M | 0.5% | 13,926 |
| PGIM ETF TR | $2.8M | 0.5% | 54,900 |
| J P MORGAN EXCHANGE TRADED F | $2.8M | 0.5% | 56,938 |
| AFLAflac Inc | $2.7M | 0.5% | 24,493 |
| MPCMarathon Petroleum Corp | $2.7M | 0.4% | 6,718 |
| GDXVanEck Gold Miners ETF | $2.6M | 0.4% | 29,495 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.6M | 0.4% | 3,388 |
| CSCOCisco Systems Inc | $2.6M | 0.4% | 23,945 |
| SPDR SERIES TRUST | $2.6M | 0.4% | 39,493 |
| EBAYeBay Inc | $2.5M | 0.4% | 23,928 |
| RRyder System Inc | $2.5M | 0.4% | 10,864 |
| MSMorgan Stanley | $2.5M | 0.4% | 13,155 |
| WMBWilliams Companies Inc | $2.5M | 0.4% | 36,327 |
| NUENucor Corp | $2.4M | 0.4% | 10,412 |
| CMICummins Inc | $2.4M | 0.4% | 4,604 |
| PAYXPaychex Inc | $2.4M | 0.4% | 23,885 |
| HDHome Depot Inc | $2.3M | 0.4% | 8,144 |
| ISHARES TR | $2.3M | 0.4% | 109,167 |
| METAMeta Platforms Inc | $2.3M | 0.4% | 3,147 |
| VVisa Inc | $2.3M | 0.4% | 6,333 |
| NEENextera Energy Inc | $2.2M | 0.4% | 29,084 |
| ABTAbbott Laboratories | $2.2M | 0.4% | 22,230 |
| IJRiShares Core S&P Small-Cap ETF | $2.2M | 0.4% | 16,121 |
| AMPAmeriprise Financial Inc | $2.1M | 0.3% | 4,172 |
| PANWPalo Alto Networks Inc | $2M | 0.3% | 5,074 |
| DSIiShares ESG MSCI KLD 400 ETF | $1.9M | 0.3% | 13,284 |
| COPConocoPhillips | $1.8M | 0.3% | 14,544 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $1.8M | 0.3% | 35,864 |
| CVXChevron Corp | $1.7M | 0.3% | 8,490 |
| JNJJohnson & Johnson | $1.7M | 0.3% | 6,533 |
| VOOVanguard S&P 500 ETF | $1.7M | 0.3% | 2,440 |
| VYMVanguard High Dividend Yield ETF | $1.7M | 0.3% | 10,772 |
| TJXTJX Companies Inc | $1.7M | 0.3% | 12,578 |
| APHAmphenol Corp | $1.6M | 0.3% | 19,039 |
| SHELShell PLC | $1.6M | 0.3% | 16,701 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $1.5M | 0.3% | 68,371 |
| BRK.BBerkshire Hathaway Inc | $1.5M | 0.3% | 3,053 |
| ISHARES TR | $1.5M | 0.3% | 74,725 |
| QQQInvesco QQQ Trust, Series 1 | $1.5M | 0.2% | 1,978 |
| HPEHewlett Packard Enterprise Co | $1.5M | 0.2% | 22,875 |
| WMTWalmart Inc | $1.4M | 0.2% | 13,762 |
| VCSHVanguard Short-Term Corporate Bond ETF | $1.4M | 0.2% | 18,275 |
| MRKMerck & Co Inc | $1.4M | 0.2% | 9,599 |
| IBTIiShares iBonds Dec 2028 Term Treasury ETF | $1.4M | 0.2% | 62,439 |
| ABBVAbbVie Inc | $1.4M | 0.2% | 5,204 |
| TSLATesla Inc | $1.3M | 0.2% | 3,642 |
| EVERCORE INC | $1.3M | 0.2% | 4,963 |
| ORCLOracle Corp | $1.3M | 0.2% | 9,155 |
| ISHARES TR | $1.2M | 0.2% | 51,765 |
| ECLEcolab Inc | $1.2M | 0.2% | 4,529 |
| VIGVanguard Div Appreciation ETF | $1.2M | 0.2% | 5,244 |
| NOKNokia Oyj | $1.2M | 0.2% | 120,177 |
| LRCXLam Research Corp | $1.2M | 0.2% | 3,618 |
| VOVanguard Mid-Cap ETF | $1.2M | 0.2% | 14,889 |
| IBTJiShares iBonds Dec 2029 Term Treasury ETF | $1.1M | 0.2% | 53,802 |
| DELLDell Technologies Inc | $1.1M | 0.2% | 2,077 |
| WISDOMTREE TR | $1.1M | 0.2% | 20,120 |
| NTAPNetApp Inc | $1.1M | 0.2% | 5,250 |
| ESGUiShares ESG Aware MSCI USA ETF | $1.1M | 0.2% | 6,587 |
| VHTVanguard Health Care ETF | $1.1M | 0.2% | 3,397 |
| WISDOMTREE TR | $1.1M | 0.2% | 19,187 |
| KOCoca-Cola Co | $1.1M | 0.2% | 12,210 |
| LINDE PLC | $1M | 0.2% | 2,195 |
| AXPAmerican Express Co | $1M | 0.2% | 3,420 |
| TXNTexas Instruments Inc | $1M | 0.2% | 3,630 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $1M | 0.2% | 16,491 |
| EMLPFirst Trust North American Energy Infrastructure Fund | $1M | 0.2% | 24,644 |
| ACCENTURE PLC IRELAND | $988.5K | 0.2% | 5,391 |
| PCARPaccar Inc | $955K | 0.2% | 8,697 |
| EATON CORP PLC | $947.5K | 0.2% | 2,205 |
| NFLXNetflix Inc | $940.9K | 0.2% | 13,523 |
| ISHARES TR | $934.5K | 0.2% | 38,550 |
| MAMastercard Inc | $929.8K | 0.2% | 1,686 |
| STTState Street Corp | $924.8K | 0.2% | 5,297 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $900.2K | 0.2% | 17,311 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $885.6K | 0.1% | 8,594 |
| WATWaters Corp | $847.6K | 0.1% | 1,929 |
| PKGPackaging Corp of America | $844.9K | 0.1% | 3,685 |
| XLGInvesco S&P 500 Top 50 ETF | $824.5K | 0.1% | 12,961 |
| IGSBISHARES TR | $804.9K | 0.1% | 15,712 |
| RTXRTX Corp | $741.7K | 0.1% | 3,995 |
| SYKStryker Corp | $740.2K | 0.1% | 2,688 |
| BACBank of America Corp | $727.2K | 0.1% | 13,361 |
| DHRDanaher Corp | $721.4K | 0.1% | 3,256 |
| QCOMQualcomm Inc | $711.7K | 0.1% | 3,867 |
| VRTXVertex Pharmaceuticals Inc | $693.8K | 0.1% | 1,327 |
| EMREmerson Electric Co | $682.9K | 0.1% | 4,403 |
| IBTGiShares iBonds Dec 2026 Term Treasury ETF | $679.5K | 0.1% | 29,700 |
| ISHARES TR | $669.7K | 0.1% | 27,357 |
| EFAiShares MSCI EAFE ETF | $653.2K | 0.1% | 6,287 |
| CARRCarrier Global Corp | $647.1K | 0.1% | 11,796 |
| BABoeing Co | $644.8K | 0.1% | 3,466 |
| ISHARES TR | $629.8K | 0.1% | 24,954 |
| PEPPepsiCo Inc | $623.2K | 0.1% | 4,918 |
| IEMGiShares Core MSCI Emerging Markets ETF | $599.4K | 0.1% | 7,386 |
| ISHARES TR | $597.1K | 0.1% | 23,749 |
| UNPUnion Pacific Corp | $590.5K | 0.1% | 2,170 |
| ISHARES TR | $566.2K | 0.1% | 22,895 |
| NVONovo Nordisk A/S | $552.3K | 0.1% | 14,569 |
| GEGeneral Electric Co | $548.4K | 0.1% | 1,756 |
| ISHARES TR | $535K | 0.1% | 28,174 |
| CRMSalesforce Inc | $530.8K | 0.1% | 2,312 |
| SHOPShopify Inc | $522.5K | 0.1% | 3,523 |
| MTDMettler-toledo International Inc | $521.3K | 0.1% | 345 |
| SSGA ACTIVE ETF TR | $512.1K | 0.1% | 14,151 |
| ULUnilever PLC | $501.4K | 0.1% | 8,256 |
| TMOThermo Fisher Scientific Inc | $500.9K | 0.1% | 742 |
| WISDOMTREE TR | $498.2K | 0.1% | 11,809 |
| IVViShares Core S&P 500 ETF | $491.7K | 0.1% | 642 |
| DISWalt Disney Co | $491.2K | 0.1% | 4,682 |
| HONHoneywell International Inc | $485.6K | 0.1% | 2,302 |
| ESGEiShares ESG Aware MSCI EM ETF | $475.7K | 0.1% | 8,784 |
| INTCIntel Corp | $469.7K | 0.1% | 3,907 |
| ROPRoper Technologies Inc | $467.9K | 0.1% | 1,339 |
| MNSTMonster Beverage Corp | $460.8K | 0.1% | 11,071 |
| ASML HLDG NV | $460.2K | 0.1% | 254 |
| IEZISHARES TR | $456.1K | 0.1% | 17,197 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $448.3K | 0.1% | 8,539 |
| ISHARES TR | $443.2K | 0.1% | 22,765 |
| MCDMcDonald's Corp | $442.4K | 0.1% | 1,915 |
| GSGoldman Sachs Group Inc | $442.1K | 0.1% | 491 |
| VBVanguard Small-Cap ETF | $432.1K | 0.1% | 1,519 |
| PSXPhillips 66 | $427.9K | 0.1% | 1,676 |
| ICEIntercontinental Exchange Inc | $427.1K | 0.1% | 2,809 |
| GLOBAL X FDS | $426K | 0.1% | 6,226 |
| COSTCostco Wholesale Corp | $421.5K | 0.1% | 463 |
| SBUXStarbucks Corp | $417.7K | 0.1% | 4,445 |
| MEDTRONIC PLC | $414.9K | 0.1% | 4,808 |
| HWMHowmet Aerospace Inc | $413.2K | 0.1% | 1,827 |
| SLBSLB NV | $407.8K | 0.1% | 8,370 |
| GEVGE Vernova Inc | $405.9K | 0.1% | 427 |
| IBMInternational Business Machines Corp | $398.7K | 0.1% | 1,813 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $395.5K | 0.1% | 5,050 |
| ROKRockwell Automation Inc | $380.5K | 0.1% | 874 |
| SHWSherwin-Williams Co | $378.2K | 0.1% | 1,170 |
| GLDSPDR Gold Shares | $377K | 0.1% | 990 |
| AEPAmerican Electric Power Company Inc | $375.4K | 0.1% | 3,164 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $373K | 0.1% | 2,106 |
| DEDeere & Co | $364K | 0.1% | 542 |
| TAT&T Inc | $363.5K | 0.1% | 14,899 |
| AMTAmerican Tower Corp | $360K | 0.1% | 2,199 |
| NVSNovartis AG | $354K | 0.1% | 2,483 |
| SNDKSandisk Corp | $353.2K | 0.1% | 203 |
| ISHARES TR | $347.2K | 0.1% | 15,973 |
| HONAHoneywell Aerospace Inc | $344K | 0.1% | 2,220 |
| AMPLIFY ETF TR | $338.4K | 0.1% | 23,666 |
| ISRGIntuitive Surgical Inc | $334.7K | 0.1% | 823 |
| FIRST TR EXCHANGE-TRADED FD | $330.3K | 0.1% | 14,563 |
| REGNRegeneron Pharmaceuticals Inc | $325.3K | 0.1% | 429 |
| ISHARES TR | $311.5K | 0.1% | 1,216 |
| ISHARES TR | $301.1K | 0.1% | 12,042 |
| PNCPNC Financial Services Group Inc | $296.5K | 0.0% | 1,334 |
| CTVACorteva Inc | $284K | 0.0% | 3,658 |
| ADSKAutodesk Inc | $284K | 0.0% | 1,359 |
| AMDAdvanced Micro Devices Inc | $279.6K | 0.0% | 457 |
| NSCNorfolk Southern Corp | $264.8K | 0.0% | 857 |
| CPCanadian Pacific Kansas City Ltd | $259.6K | 0.0% | 3,050 |
| ASTRAZENECA PLC | $258.5K | 0.0% | 1,601 |
| AMATApplied Materials Inc | $257.2K | 0.0% | 503 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $255.5K | 0.0% | 502 |
| QQnity Electronics Inc | $254.6K | 0.0% | 2,025 |
| CHUBB LIMITED | $252.1K | 0.0% | 775 |
| ISHARES TR | $245.1K | 0.0% | 9,939 |
| VGKVanguard FTSEEuropean ETF | $243.1K | 0.0% | 2,800 |
| MUMicron Technology Inc | $238.6K | 0.0% | 224 |
| HSICHenry Schein Inc | $238.5K | 0.0% | 2,840 |
| XELXcel Energy Inc | $232.4K | 0.0% | 3,298 |
| SOSouthern Co | $232K | 0.0% | 2,799 |
| HLTHilton Worldwide Holdings Inc | $230.3K | 0.0% | 724 |
| XYLXylem Inc | $228.4K | 0.0% | 2,255 |
| AZOAutozone Inc | $223.6K | 0.0% | 79 |
| EXPDExpeditors International of Washington Inc | $223.4K | 0.0% | 1,210 |
| FIRST TR EXCHNG TRADED FD VI | $221.8K | 0.0% | 3,850 |
| KMIKinder Morgan Inc | $220.1K | 0.0% | 7,300 |
| ADIAnalog Devices Inc | $213.8K | 0.0% | 539 |
| PWRQuanta Services Inc | $205.6K | 0.0% | 320 |
| NOWServiceNow Inc | $201K | 0.0% | 1,500 |
| OTISOtis Worldwide Corp | $200.6K | 0.0% | 3,118 |
| LYGLloyds Banking Group PLC | $73.4K | 0.0% | 13,041 |
Quarter ending 2026-09-30.
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