Great Diamond Partners, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Great Diamond Partners, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 5.33% | 27.668 M $ | 86244 | 2019/12/31 | -1.238 M $ | -4.31 % |
| 2026/03/31 | IWV | ISHARES TR | 5.15% | 26.739 M $ | 72135 | 2019/12/31 | -1.197 M $ | -4.18 % |
| 2026/03/31 | IEFA | ISHARES TR | 4.92% | 25.564 M $ | 282384 | 2022/12/31 | 308.670 K $ | 1.20 % |
| 2026/03/31 | VXF | VANGUARD INDEX FDS | 2.44% | 12.662 M $ | 61526 | 2019/12/31 | -202.114 K $ | -1.59 % |
| 2026/03/31 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 2.23% | 11.580 M $ | 569038 | 2025/06/30 | -168.212 K $ | -1.69 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 2.19% | 11.383 M $ | 78811 | 2019/12/31 | 89.328 K $ | 0.79 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 2.05% | 10.639 M $ | 132028 | 2025/12/31 | 414.519 K $ | 4.62 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.03% | 10.545 M $ | 28488 | 2019/12/31 | -3.355 M $ | -23.46 % |
| 2026/03/31 | DFAI | DIMENSIONAL ETF TRUST | 2.00% | 10.408 M $ | 267142 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HGER | HARBOR ETF TRUST | 1.68% | 8.752 M $ | 282220 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IDXX | IDEXX LABS INC | 1.55% | 8.061 M $ | 14346 | 2019/12/31 | -1.647 M $ | -16.95 % |
| 2026/03/31 | PYLD | PIMCO ETF TR | 1.54% | 7.981 M $ | 304633 | 2025/09/30 | -122.985 K $ | -1.80 % |
| 2026/03/31 | AGZ | ISHARES TR | 1.51% | 7.839 M $ | 71448 | 2023/06/30 | -34.785 K $ | -0.49 % |
| 2026/03/31 | AAPL | APPLE INC | 1.38% | 7.165 M $ | 28231 | 2019/12/31 | -510.495 K $ | -6.65 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 1.38% | 7.144 M $ | 16355 | 2023/06/30 | -1.549 M $ | -10.47 % |
| 2026/03/31 | DYNF | BLACKROCK ETF TRUST | 1.35% | 7.032 M $ | 120858 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IEI | ISHARES TR | 1.32% | 6.850 M $ | 57761 | 2019/12/31 | -37.861 K $ | -0.63 % |
| 2026/03/31 | AVGO | BROADCOM INC | 1.24% | 6.467 M $ | 20893 | 2021/03/31 | -733.885 K $ | -10.57 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.23% | 6.413 M $ | 36774 | 2019/12/31 | -450.495 K $ | -6.49 % |
| 2026/03/31 | IJH | ISHARES TR | 1.20% | 6.215 M $ | 92030 | 2019/12/31 | 130.203 K $ | 2.32 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 1.12% | 5.837 M $ | 30415 | 2021/03/31 | 10.790 K $ | 0.19 % |
| 2026/03/31 | IBDT | ISHARES TR | 1.08% | 5.591 M $ | 220720 | 2023/03/31 | -24.377 K $ | -0.51 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 1.03% | 5.332 M $ | 31426 | 2019/12/31 | 1.553 M $ | 40.98 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.02% | 5.289 M $ | 18392 | 2019/12/31 | -500.303 K $ | -8.13 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 0.94% | 4.870 M $ | 21192 | 2019/12/31 | 207.698 K $ | 4.59 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.87% | 4.511 M $ | 15724 | 2019/12/31 | -434.973 K $ | -8.59 % |
| 2026/03/31 | KLAC | KLA CORP | 0.85% | 4.441 M $ | 3016 | 2020/09/30 | 565.868 K $ | 21.18 % |
| 2026/03/31 | GLW | CORNING INC | 0.85% | 4.414 M $ | 32465 | 2025/09/30 | 773.737 K $ | 55.29 % |
| 2026/03/31 | IBDR | ISHARES TR | 0.83% | 4.290 M $ | 176985 | 2024/12/31 | 1.427 K $ | 0.04 % |
| 2026/03/31 | TDIV | FIRST TR EXCHANGE TRADED FD | 0.81% | 4.214 M $ | 44994 | 2020/06/30 | -145.783 K $ | -3.28 % |
| 2026/03/31 | IBDS | ISHARES TR | 0.79% | 4.123 M $ | 170074 | 2022/12/31 | -6.090 K $ | -0.16 % |
| 2026/03/31 | CAH | CARDINAL HEALTH INC | 0.79% | 4.082 M $ | 19319 | 2023/06/30 | 105.108 K $ | 2.83 % |
| 2026/03/31 | WSM | WILLIAMS SONOMA INC | 0.78% | 4.074 M $ | 22344 | 2024/03/31 | 81.296 K $ | 2.09 % |
| 2026/03/31 | WELL | WELLTOWER INC | 0.75% | 3.922 M $ | 19836 | 2024/12/31 | 235.816 K $ | 6.52 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.70% | 3.642 M $ | 10352 | 2019/12/31 | 254.504 K $ | 7.50 % |
| 2026/03/31 | AU | ANGLOGOLD ASHANTI PLC | 0.70% | 3.639 M $ | 37379 | 2025/06/30 | 485.253 K $ | 14.17 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.69% | 3.597 M $ | 10645 | 2020/12/31 | 210.627 K $ | 11.21 % |
| 2026/03/31 | PH | PARKER-HANNIFIN CORP | 0.68% | 3.557 M $ | 3973 | 2023/09/30 | 64.012 K $ | 1.85 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.67% | 3.466 M $ | 3768 | 2019/12/31 | -630.638 K $ | -14.41 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.67% | 3.458 M $ | 16603 | 2019/12/31 | -404.298 K $ | -9.77 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.65% | 3.399 M $ | 11554 | 2019/12/31 | -250.295 K $ | -8.71 % |
| 2026/03/31 | BK | BANK NEW YORK MELLON CORP | 0.65% | 3.387 M $ | 28552 | 2025/06/30 | 68.145 K $ | 2.19 % |
| 2026/03/31 | SPHY | SPDR SERIES TRUST | 0.65% | 3.361 M $ | 144142 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EMB | ISHARES TR | 0.63% | 3.258 M $ | 34688 | 2023/03/31 | -73.381 K $ | -2.44 % |
| 2026/03/31 | IGIB | ISHARES TR | 0.62% | 3.218 M $ | 60464 | 2024/12/31 | -35.484 K $ | -1.22 % |
| 2026/03/31 | SJNK | SPDR SERIES TRUST | 0.61% | 3.158 M $ | 126406 | 2021/03/31 | -35.131 K $ | -1.34 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.59% | 3.065 M $ | 4326 | 2024/09/30 | 124.064 K $ | 23.67 % |
| 2026/03/31 | TPR | TAPESTRY INC | 0.59% | 3.049 M $ | 21607 | 2025/09/30 | 281.474 K $ | 10.44 % |
| 2026/03/31 | LVS | LAS VEGAS SANDS CORP | 0.56% | 2.886 M $ | 53572 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.54% | 2.806 M $ | 8531 | 2019/12/31 | -131.094 K $ | -4.42 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 0.54% | 2.805 M $ | 30204 | 2019/12/31 | 389.944 K $ | 15.70 % |
| 2026/03/31 | TAN | INVESCO EXCH TRADED FD TR II | 0.53% | 2.769 M $ | 49695 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | UNM | UNUM GROUP | 0.53% | 2.757 M $ | 37750 | 2022/06/30 | -164.531 K $ | -5.77 % |
| 2026/03/31 | BLK | BLACKROCK INC | 0.53% | 2.735 M $ | 2844 | 2024/12/31 | -303.186 K $ | -10.15 % |
| 2026/03/31 | XOP | SPDR SERIES TRUST | 0.52% | 2.694 M $ | 14817 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SMH | VANECK ETF TRUST | 0.51% | 2.669 M $ | 6961 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AFL | AFLAC INC | 0.51% | 2.650 M $ | 24153 | 2020/12/31 | -13.182 K $ | -0.51 % |
| 2026/03/31 | XME | SPDR SERIES TRUST | 0.51% | 2.648 M $ | 24520 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | XTL | SPDR SERIES TRUST | 0.51% | 2.646 M $ | 14068 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GRMN | GARMIN LTD | 0.50% | 2.615 M $ | 11271 | 2024/12/31 | 310.291 K $ | 14.38 % |
| 2026/03/31 | WMB | WILLIAMS COS INC | 0.50% | 2.598 M $ | 35702 | 2025/03/31 | 441.802 K $ | 21.08 % |
| 2026/03/31 | QTUM | ETF SER SOLUTIONS | 0.50% | 2.594 M $ | 24173 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ITA | ISHARES TR | 0.50% | 2.594 M $ | 11856 | 2022/12/31 | 52.333 K $ | 1.89 % |
| 2026/03/31 | DTCR | GLOBAL X FDS | 0.50% | 2.578 M $ | 107592 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DMBS | DOUBLELINE ETF TRUST | 0.50% | 2.574 M $ | 52118 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SHLD | GLOBAL X FDS | 0.49% | 2.560 M $ | 36144 | 2025/06/30 | 239.192 K $ | 9.34 % |
| 2026/03/31 | PAAA | PGIM ETF TR | 0.48% | 2.507 M $ | 48987 | 2025/06/30 | -3.412 K $ | -0.16 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.48% | 2.479 M $ | 12199 | 2019/12/31 | -678.868 K $ | -21.01 % |
| 2026/03/31 | PKB | INVESCO EXCHANGE TRADED FD T | 0.48% | 2.469 M $ | 25307 | 2023/06/30 | 131.760 K $ | 5.38 % |
| 2026/03/31 | CMI | CUMMINS INC | 0.47% | 2.448 M $ | 4549 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.45% | 2.355 M $ | 10827 | 2019/12/31 | -109.285 K $ | -4.81 % |
| 2026/03/31 | B | BARRICK MNG CORP | 0.45% | 2.326 M $ | 57017 | 2025/12/31 | -151.670 K $ | -6.34 % |
| 2026/03/31 | R | RYDER SYS INC | 0.44% | 2.270 M $ | 11089 | 2024/12/31 | 145.454 K $ | 6.96 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 0.44% | 2.263 M $ | 22043 | 2019/12/31 | -503.702 K $ | -18.05 % |
| 2026/03/31 | PAYX | PAYCHEX INC | 0.43% | 2.224 M $ | 24140 | 2019/12/31 | -478.892 K $ | -17.88 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.42% | 2.156 M $ | 13099 | 2019/12/31 | -171.499 K $ | -7.30 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.41% | 2.124 M $ | 13301 | 2019/12/31 | 78.707 K $ | 3.96 % |
| 2026/03/31 | COP | CONOCOPHILLIPS | 0.38% | 1.976 M $ | 14972 | 2021/03/31 | 582.990 K $ | 41.01 % |
| 2026/03/31 | IJR | ISHARES TR | 0.37% | 1.947 M $ | 15666 | 2019/12/31 | 70.891 K $ | 3.44 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.37% | 1.932 M $ | 2970 | 2019/12/31 | -723.655 K $ | -4.63 % |
| 2026/03/31 | V | VISA INC | 0.36% | 1.889 M $ | 6251 | 2019/12/31 | -309.335 K $ | -13.82 % |
| 2026/03/31 | AMP | AMERIPRISE FINL INC | 0.36% | 1.886 M $ | 4244 | 2022/03/31 | -198.782 K $ | -9.37 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.36% | 1.850 M $ | 3233 | 2019/12/31 | -279.712 K $ | -13.33 % |
| 2026/03/31 | WMT | WALMART INC | 0.33% | 1.715 M $ | 13798 | 2019/12/31 | 230.501 K $ | 11.55 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.33% | 1.706 M $ | 8244 | 2019/12/31 | 444.474 K $ | 35.75 % |
| 2026/03/31 | IBDU | ISHARES TR | 0.30% | 1.556 M $ | 66876 | 2025/09/30 | -8.174 K $ | -0.64 % |
| 2026/03/31 | SPDW | SPDR INDEX SHS FDS | 0.30% | 1.544 M $ | 33814 | 2019/12/31 | 32.361 K $ | 2.79 % |
| 2026/03/31 | NEM | NEWMONT CORP | 0.30% | 1.534 M $ | 14168 | 2025/12/31 | 112.005 K $ | 8.41 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 0.29% | 1.516 M $ | 19125 | 2025/06/30 | -8.855 K $ | -0.58 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.29% | 1.515 M $ | 10232 | 2025/06/30 | 46.862 K $ | 3.19 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.28% | 1.455 M $ | 3036 | 2019/12/31 | -71.381 K $ | -4.67 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.28% | 1.436 M $ | 5876 | 2019/12/31 | 222.165 K $ | 18.12 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.27% | 1.424 M $ | 2383 | 2025/06/30 | -181.473 K $ | -4.72 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.27% | 1.423 M $ | 9675 | 2019/12/31 | -1.141 M $ | -24.52 % |
| 2026/03/31 | T | AT&T INC | 0.27% | 1.417 M $ | 48873 | 2019/12/31 | 112.000 K $ | 16.71 % |
| 2026/03/31 | TSLA | TESLA INC | 0.27% | 1.399 M $ | 3762 | 2022/03/31 | -287.163 K $ | -17.34 % |
| 2026/03/31 | EVR | EVERCORE INC | 0.27% | 1.389 M $ | 4653 | 2024/03/31 | -162.243 K $ | -12.27 % |
| 2026/03/31 | SHEL | SHELL PLC | 0.26% | 1.366 M $ | 14683 | 2023/03/31 | 272.069 K $ | 26.57 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.26% | 1.362 M $ | 14166 | 2020/09/30 | 34.461 K $ | 2.55 % |
| 2026/03/31 | LIN | LINDE PLC | 0.24% | 1.265 M $ | 2551 | 2023/03/31 | 181.125 K $ | 16.27 % |