0001606587-20-000799.txt : 20200804 0001606587-20-000799.hdr.sgml : 20200804 20200804092929 ACCESSION NUMBER: 0001606587-20-000799 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200804 DATE AS OF CHANGE: 20200804 EFFECTIVENESS DATE: 20200804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Great Diamond Partners, LLC CENTRAL INDEX KEY: 0001801112 IRS NUMBER: 834696421 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19786 FILM NUMBER: 201071426 BUSINESS ADDRESS: STREET 1: 22 MONUMENT SQUARE STREET 2: SUITE 300 CITY: PORTLAND STATE: ME ZIP: 04101 BUSINESS PHONE: 207-274-2500 MAIL ADDRESS: STREET 1: 22 MONUMENT SQUARE STREET 2: SUITE 300 CITY: PORTLAND STATE: ME ZIP: 04101 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001801112 XXXXXXXX 06-30-2020 06-30-2020 false Great Diamond Partners, LLC

22 Monument Square Suite 300 Portland ME 04101

13F HOLDINGS REPORT 028-19786 N John M.Piper 207-274-2500 John M. Piper Portland ME 08-03-2020 0 147 241562 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM COM 023135106 2253 817 SH SOLE NONE 817 0 0 CERNER CORP COM COM 156782104 283 4137 SH SOLE NONE 4137 0 0 INVESCO QQQ TRUST UNIT SER 1 46090E103 7183 29011 SH SOLE NONE 29011 0 0 STARBUCKS CORP COM COM 855244109 2282 31013 SH SOLE NONE 31013 0 0 ANTHEM INC COM COM 036752103 312 1190 SH SOLE NONE 1190 0 0 MONSTER BEVERAGE CORP NEW COM COM 61174X109 541 7817 SH SOLE NONE 7817 0 0 JOHNSON & JOHNSON COM COM 478160104 2619 18629 SH SOLE NONE 18629 0 0 WASTE MGMT INC DEL COM COM 94106L109 2243 21183 SH SOLE NONE 21183 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 21909 139973 SH SOLE NONE 139973 0 0 VANGUARD EXTENDED MARKET INDEX FUND EXTEND MKT ETF 922908652 1322 11176 SH SOLE NONE 11176 0 0 COSTCO WHSL CORP NEW COM COM 22160K105 284 938 SH SOLE NONE 938 0 0 YUM BRANDS INC COM COM 988498101 284 3276 SH SOLE NONE 3276 0 0 PROCTER AND GAMBLE CO COM COM 742718109 3150 26345 SH SOLE NONE 26345 0 0 COCA COLA CO COM COM 191216100 565 12667 SH SOLE NONE 12667 0 0 INTEL CORP COM COM 458140100 2836 47416 SH SOLE NONE 47416 0 0 MEDTRONIC PLC SHS SHS G5960L103 464 5061 SH SOLE NONE 5061 0 0 PAYCHEX INC COM COM 704326107 1908 25199 SH SOLE NONE 25199 0 0 SEI INVTS CO COM COM 784117103 279 5092 SH SOLE NONE 5092 0 0 MERCK & CO. INC COM COM 58933Y105 2176 28144 SH SOLE NONE 28144 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 3207 10402 SH SOLE NONE 10402 0 0 MASTERCARD INCORPORATED CL A CL A 57636Q104 514 1739 SH SOLE NONE 1739 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 1413 8082 SH SOLE NONE 8082 0 0 SBA COMMUNICATIONS CORP NEW CL A CL A 78410G104 363 1219 SH SOLE NONE 1219 0 0 EMERSON ELEC CO COM COM 291011104 226 3658 SH SOLE NONE 3658 0 0 LAMB WESTON HLDGS INC COM COM 513272104 557 8718 SH SOLE NONE 8718 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 2344 42533 SH SOLE NONE 42533 0 0 FEDEX CORP COM COM 31428X106 231 1652 SH SOLE NONE 1652 0 0 SHERWIN WILLIAMS CO COM COM 824348106 332 576 SH SOLE NONE 576 0 0 PEPSICO INC COM COM 713448108 1182 8940 SH SOLE NONE 8940 0 0 UNILEVER N V N Y SHS NEW N Y SHS NEW 904784709 325 6112 SH SOLE NONE 6112 0 0 HONEYWELL INTL INC COM COM 438516106 1437 9939 SH SOLE NONE 9939 0 0 SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF BLMBRG BRC CNVRT 78464A359 1339 22133 SH SOLE NONE 22133 0 0 HOME DEPOT INC COM COM 437076102 3354 13390 SH SOLE NONE 13390 0 0 AUTOMATIC DATA PROCESSING INC COM COM 053015103 2976 19989 SH SOLE NONE 19989 0 0 DUPONT DE NEMOURS INC COM COM 26614N102 314 5923 SH SOLE NONE 5923 0 0 SCHWAB U.S. SMALL-CAP ETF US SML CAP ETF 808524607 330 5065 SH SOLE NONE 5065 0 0 IQVIA HLDGS INC COM COM 46266C105 220 1555 SH SOLE NONE 1555 0 0 ISHARES S&P SMALL-CAP FUND CORE S&P SCP ETF 464287804 2851 41759 SH SOLE NONE 41759 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 574 3218 SH SOLE NONE 3218 0 0 ADOBE INC COM COM 00724F101 514 1183 SH SOLE NONE 1183 0 0 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 1281 904 SH SOLE NONE 904 0 0 INTUIT COM COM 461202103 272 919 SH SOLE NONE 919 0 0 MICROSOFT CORP COM COM 594918104 7833 38493 SH SOLE NONE 38493 0 0 VALERO ENERGY CORP COM COM 91913Y100 1072 18238 SH SOLE NONE 18238 0 0 CVS HEALTH CORP COM COM 126650100 207 3189 SH SOLE NONE 3189 0 0 BOEING CO COM COM 097023105 560 3060 SH SOLE NONE 3060 0 0 COPART INC COM COM 217204106 216 2599 SH SOLE NONE 2599 0 0 NEXTERA ENERGY INC COM COM 65339F101 3240 13494 SH SOLE NONE 13494 0 0 NIKE INC CL B CL B 654106103 527 5377 SH SOLE NONE 5377 0 0 NXP SEMICONDUCTORS N V COM COM N6596X109 211 1856 SH SOLE NONE 1856 0 0 DOW INC COM COM 260557103 203 4998 SH SOLE NONE 4998 0 0 ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 046353108 324 6135 SH SOLE NONE 6135 0 0 ILLUMINA INC COM COM 452327109 416 1125 SH SOLE NONE 1125 0 0 CONSOLIDATED EDISON INC COM COM 209115104 215 3000 SH SOLE NONE 3000 0 0 VANECK VECTORS GOLD MINERS ETF GOLD MINERS ETF 92189F106 348 9498 SH SOLE NONE 9498 0 0 LILLY ELI & CO COM COM 532457108 704 4294 SH SOLE NONE 4294 0 0 AIR PRODS & CHEMS INC COM COM 009158106 1660 6876 SH SOLE NONE 6876 0 0 VANGUARD MORTGAGE-BACKED SECURITIES ETF MORTG-BACK SEC 92206C771 990 18211 SH SOLE NONE 18211 0 0 REGENERON PHARMACEUTICALS COM COM 75886F107 672 1078 SH SOLE NONE 1078 0 0 SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 480 9293 SH SOLE NONE 9293 0 0 TRACTOR SUPPLY CO COM COM 892356106 200 1522 SH SOLE NONE 1522 0 0 VISA INC COM CL A COM CL A 92826C839 1525 7897 SH SOLE NONE 7897 0 0 ISHARES EDGE MSCI MIN VOL USA ETF MSCI MIN VOL ETF 46429B697 441 7287 SH SOLE NONE 7287 0 0 INVESCO SOLAR ETF SOLAR ETF 46138G706 411 11405 SH SOLE NONE 11405 0 0 VANGUARD GROWTH INDEX FUND GROWTH ETF 922908736 381 1888 SH SOLE NONE 1888 0 0 VANECK VECTORS SEMICONDUCTOR ETF SEMICONDUCTOR ET 92189F676 391 2561 SH SOLE NONE 2561 0 0 AMERICAN TOWER CORP NEW COM COM 03027X100 2857 11052 SH SOLE NONE 11052 0 0 FACEBOOK INC CL A CL A 30303M102 1165 5132 SH SOLE NONE 5132 0 0 ASML HOLDING N V N Y REGISTRY SHS N Y REGISTRY SHS N07059210 239 650 SH SOLE NONE 650 0 0 ORGANOVO HLDGS INC COM COM 68620A104 12 22000 SH SOLE NONE 22000 0 0 INVESCO S&P 500 TOP 50 ETF S&P 500 TOP 50 46137V233 4372 18381 SH SOLE NONE 18381 0 0 MONDELEZ INTL INC CL A CL A 609207105 2407 47083 SH SOLE NONE 47083 0 0 WORKDAY INC CL A CL A 98138H101 224 1198 SH SOLE NONE 1198 0 0 NOVARTIS AG SPONSORED ADR SPONSORED ADR 66987V109 300 3437 SH SOLE NONE 3437 0 0 EXPEDITORS INTL WASH INC COM COM 302130109 373 4912 SH SOLE NONE 4912 0 0 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 3402 15848 SH SOLE NONE 15848 0 0 ISHARES U.S. MEDICAL DEVICES ETF U.S. MED DVC ETF 464288810 344 1301 SH SOLE NONE 1301 0 0 NVIDIA CORPORATION COM COM 67066G104 753 1984 SH SOLE NONE 1984 0 0 ISHARES SHORT-TERM CORPORATE BOND ETF SH TR CRPORT ETF 464288646 11470 209663 SH SOLE NONE 209663 0 0 GENUINE PARTS CO COM COM 372460105 408 4700 SH SOLE NONE 4700 0 0 ABBVIE INC COM COM 00287Y109 453 4615 SH SOLE NONE 4615 0 0 S&P GLOBAL INC COM COM 78409V104 610 1854 SH SOLE NONE 1854 0 0 FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND NASD TECH DIV 33738R118 874 20958 SH SOLE NONE 20958 0 0 BLACKSTONE GROUP INC COM CL A COM CL A 09260D107 1990 35122 SH SOLE NONE 35122 0 0 ANSYS INC COM COM 03662Q105 209 717 SH SOLE NONE 717 0 0 FACTSET RESH SYS INC COM COM 303075105 296 903 SH SOLE NONE 903 0 0 STRYKER CORPORATION COM COM 863667101 251 1394 SH SOLE NONE 1394 0 0 QUALCOMM INC COM COM 747525103 343 3769 SH SOLE NONE 3769 0 0 FASTENAL CO COM COM 311900104 1450 33849 SH SOLE NONE 33849 0 0 MCDONALDS CORP COM COM 580135101 2097 11373 SH SOLE NONE 11373 0 0 QUEST DIAGNOSTICS INC COM COM 74834L100 245 2151 SH SOLE NONE 2151 0 0 CISCO SYS INC COM COM 17275R102 2404 51563 SH SOLE NONE 51563 0 0 AUTODESK INC COM COM 052769106 834 3488 SH SOLE NONE 3488 0 0 AT&T INC COM COM 00206R102 425 14066 SH SOLE NONE 14066 0 0 GENERAL ELECTRIC CO COM COM 369604103 141 20710 SH SOLE NONE 20710 0 0 ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF EXPANDED TECH 464287515 403 1420 SH SOLE NONE 1420 0 0 LULULEMON ATHLETICA INC COM COM 550021109 262 842 SH SOLE NONE 842 0 0 UNION PAC CORP COM COM 907818108 932 5513 SH SOLE NONE 5513 0 0 ECOLAB INC COM COM 278865100 775 3900 SH SOLE NONE 3900 0 0 SALESFORCE COM INC COM COM 79466L302 978 5225 SH SOLE NONE 5225 0 0 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 3046 16980 SH SOLE NONE 16980 0 0 IDEXX LABS INC COM COM 45168D104 18026 54600 SH SOLE NONE 54600 0 0 LOCKHEED MARTIN CORP COM COM 539830109 2827 7748 SH SOLE NONE 7748 0 0 JPMORGAN CHASE & CO COM COM 46625H100 1853 19706 SH SOLE NONE 19706 0 0 ISHARES INTERMEDIATE CREDIT BOND ETF INTRM TR CRP ETF 464288638 3292 54535 SH SOLE NONE 54535 0 0 CHEVRON CORP NEW COM COM 166764100 244 2737 SH SOLE NONE 2737 0 0 ALBEMARLE CORP COM COM 012653101 1296 16793 SH SOLE NONE 16793 0 0 CONOCOPHILLIPS COM COM 20825C104 206 4913 SH SOLE NONE 4913 0 0 TJX COS INC NEW COM COM 872540109 258 5110 SH SOLE NONE 5110 0 0 BK OF AMERICA CORP COM COM 060505104 447 18847 SH SOLE NONE 18847 0 0 VANECK VECTORS RETAIL ETF RETAIL ETF 92189F684 374 2828 SH SOLE NONE 2828 0 0 WALMART INC COM COM 931142103 571 4772 SH SOLE NONE 4772 0 0 ISHARES 3-7 YEAR TREASURY BOND ETF 3 7 YR TREAS BD 464288661 2995 22406 SH SOLE NONE 22406 0 0 ORACLE CORP COM COM 68389X105 698 12634 SH SOLE NONE 12634 0 0 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 413 6711 SH SOLE NONE 6711 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 5856 147855 SH SOLE NONE 147855 0 0 TEXAS INSTRS INC COM COM 882508104 2306 18164 SH SOLE NONE 18164 0 0 TARGET CORP COM COM 87612E106 215 1796 SH SOLE NONE 1796 0 0 VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 921946406 723 9186 SH SOLE NONE 9186 0 0 PFIZER INC COM COM 717081103 474 14500 SH SOLE NONE 14500 0 0 MORGAN STANLEY COM NEW COM NEW 617446448 1481 30668 SH SOLE NONE 30668 0 0 3M CO COM COM 88579Y101 608 3902 SH SOLE NONE 3902 0 0 GILEAD SCIENCES INC COM COM 375558103 219 2858 SH SOLE NONE 2858 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 1000 708 SH SOLE NONE 708 0 0 AMGEN INC COM COM 031162100 4983 21130 SH SOLE NONE 21130 0 0 FIRST TRUST DOW JONES INTERNET INDEX FUND DJ INTERNT IDX 33733E302 407 2391 SH SOLE NONE 2391 0 0 SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF S&P OILGAS EXP 78468R556 321 6157 SH SOLE NONE 6157 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 944 4378 SH SOLE NONE 4378 0 0 DNP SELECT INCOME FD INC COM COM 23325P104 427 39264 SH SOLE NONE 39264 0 0 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 21677 120392 SH SOLE NONE 120392 0 0 AMERICAN WTR WKS CO INC NEW COM COM 030420103 239 1864 SH SOLE NONE 1864 0 0 FIRST TRUST NATURAL GAS ETF NAT GAS ETF 33733E807 320 42817 SH SOLE NONE 42817 0 0 EXXON MOBIL CORP COM COM 30231G102 910 20369 SH SOLE NONE 20369 0 0 TRAVELERS COMPANIES INC COM COM 89417E109 219 1922 SH SOLE NONE 1922 0 0 DEERE & CO COM COM 244199105 445 2835 SH SOLE NONE 2835 0 0 COLGATE PALMOLIVE CO COM COM 194162103 659 8997 SH SOLE NONE 8997 0 0 NEW YORK TIMES CO CL A CL A 650111107 246 5871 SH SOLE NONE 5871 0 0 PAYPAL HLDGS INC COM COM 70450Y103 482 2768 SH SOLE NONE 2768 0 0 FIRST TRUST NASDAQ CEA CYBERSECURITY ETF NASDAQ CYB ETF 33734X846 385 11675 SH SOLE NONE 11675 0 0 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF PORTFOLIO DEVLPD 78463X889 200 7256 SH SOLE NONE 7256 0 0 BLACKROCK INC COM COM 09247X101 1561 2870 SH SOLE NONE 2870 0 0 ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 221 1243 SH SOLE NONE 1243 0 0 VANGUARD TAX-EXEMPT BOND ETF TAX EXEMPT BD 922907746 2866 52946 SH SOLE NONE 52946 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 1501 24670 SH SOLE NONE 24670 0 0 APPLE INC COM COM 037833100 2599 7127 SH SOLE NONE 7127 0 0 ABBOTT LABS COM COM 002824100 3189 34883 SH SOLE NONE 34883 0 0 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 759 6810 SH SOLE NONE 6810 0 0