account_balance
Investment manager · 13F filer · SEC CIK 1801112
Great Diamond Partners, LLC
Reported value$596Mas of Sep 30, 2026
Positions238 23 new, 23 sold out
Top 10 weight29.9%VTI alone is 6%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
5.5%
IWViShares Tr
5.2%
IEFAiShares Tr
4.7%
VXFVanguard Index FDS
2.4%
MSFTMicrosoft Corp
2.3%
AVEMAmerican Centy ETF Tr
2.1%
AGGHSimplify Exchange Traded Fun
2.1%Added +9%
DFAIDimensional ETF Trust
1.9%Added +3%
PGProcter & Gamble Co
1.9%
IBDSiShares Tr
1.7%+30%
DYNFBlackRock ETF Trust
1.6%Added +15%
RSPInvesco Exchange Traded Fd T
1.6%Added +47%
VTIVanguard Index FDS
5.5%
IWViShares Tr
5.2%
IEFAiShares Tr
4.7%
VXF2.4%
MSFT2.3%AVEMAmerican Centy ETF Tr
2.1%
AGGHSimplify Exchange Traded Fun
2.1%
DFAIDimensional ETF Trust
1.9%
PGProcter & Gamble Co
1.9%
IBDS
DYNF
RSP1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 5.5% Held
IWV iShares Tr 5.2% Held
IEFA iShares Tr 4.7% Held
VXF Vanguard Index FDS 2.4% Held
MSFT Microsoft Corp 2.3% HeldAVEM American Centy ETF Tr 2.1% Held
AGGH Simplify Exchange Traded Fun 2.1% Added +9%
DFAI Dimensional ETF Trust 1.9% Added +3%
PG Procter & Gamble Co 1.9% HeldIBDS iShares Tr 1.7% Added +30%
DYNF BlackRock ETF Trust 1.6% Added +15%
RSP Invesco Exchange Traded Fd T 1.6% Added +47%
What changed
Biggest moves since Jun 30, 2026
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