Chief Compliance Officer

0001606587-20-001070.txt : 20201019 0001606587-20-001070.hdr.sgml : 20201019 20201019092542 ACCESSION NUMBER: 0001606587-20-001070 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201019 DATE AS OF CHANGE: 20201019 EFFECTIVENESS DATE: 20201019 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: 201245395 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 09-30-2020 09-30-2020 false Great Diamond Partners, LLC

22 Monument Square Suite 300 Portland ME 04101

13F HOLDINGS REPORT 028-19786 N John M.Piper Chief Compliance Officer 207-274-2500 John M. Piper Portland ME 10-16-2020 0 158 272529 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM COM 023135106 2493 792 SH SOLE NONE 792 0 0 CERNER CORP COM COM 156782104 301 4165 SH SOLE NONE 4165 0 0 INVESCO QQQ TRUST UNIT SER 1 46090E103 7666 27593 SH SOLE NONE 27593 0 0 STARBUCKS CORP COM COM 855244109 2744 31942 SH SOLE NONE 31942 0 0 ANTHEM INC COM COM 036752103 323 1204 SH SOLE NONE 1204 0 0 MONSTER BEVERAGE CORP NEW COM COM 61174X109 631 7875 SH SOLE NONE 7875 0 0 JOHNSON & JOHNSON COM COM 478160104 2933 19704 SH SOLE NONE 19704 0 0 WASTE MGMT INC DEL COM COM 94106L109 2524 22310 SH SOLE NONE 22310 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 23042 135296 SH SOLE NONE 135296 0 0 VANGUARD EXTENDED MARKET INDEX FUND EXTEND MKT ETF 922908652 1579 12177 SH SOLE NONE 12177 0 0 VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF INTL DVD ETF 921946810 605 8409 SH SOLE NONE 8409 0 0 COSTCO WHSL CORP NEW COM COM 22160K105 337 950 SH SOLE NONE 950 0 0 YUM BRANDS INC COM COM 988498101 300 3293 SH SOLE NONE 3293 0 0 PROCTER AND GAMBLE CO COM COM 742718109 3664 26365 SH SOLE NONE 26365 0 0 COCA COLA CO COM COM 191216100 764 15475 SH SOLE NONE 15475 0 0 UNITED PARCEL SERVICE INC CL B CL B 911312106 238 1430 SH SOLE NONE 1430 0 0 INTEL CORP COM COM 458140100 898 17348 SH SOLE NONE 17348 0 0 MEDTRONIC PLC SHS SHS G5960L103 579 5579 SH SOLE NONE 5579 0 0 NETFLIX INC COM COM 64110L106 283 567 SH SOLE NONE 567 0 0 PAYCHEX INC COM COM 704326107 2010 25199 SH SOLE NONE 25199 0 0 SEI INVTS CO COM COM 784117103 263 5196 SH SOLE NONE 5196 0 0 PROLOGIS INC. COM COM 74340W103 2042 20302 SH SOLE NONE 20302 0 0 MERCK & CO. INC COM COM 58933Y105 2414 29109 SH SOLE NONE 29109 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 3507 10474 SH SOLE NONE 10474 0 0 MASTERCARD INCORPORATED CL A CL A 57636Q104 596 1765 SH SOLE NONE 1765 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 1592 8242 SH SOLE NONE 8242 0 0 SBA COMMUNICATIONS CORP NEW CL A CL A 78410G104 387 1217 SH SOLE NONE 1217 0 0 LHC GROUP INC COM COM 50187A107 205 967 SH SOLE NONE 967 0 0 EMERSON ELEC CO COM COM 291011104 239 3658 SH SOLE NONE 3658 0 0 LAMB WESTON HLDGS INC COM COM 513272104 574 8670 SH SOLE NONE 8670 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102 244 3519 SH SOLE NONE 3519 0 0 ISHARES U.S. HOME CONSTRUCTION ETF US HOME CONS ETF 464288752 480 8479 SH SOLE NONE 8479 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 832 13989 SH SOLE NONE 13989 0 0 FEDEX CORP COM COM 31428X106 415 1652 SH SOLE NONE 1652 0 0 SHERWIN WILLIAMS CO COM COM 824348106 398 572 SH SOLE NONE 572 0 0 PEPSICO INC COM COM 713448108 1176 8485 SH SOLE NONE 8485 0 0 UNILEVER N V N Y SHS NEW N Y SHS NEW 904784709 412 6823 SH SOLE NONE 6823 0 0 HONEYWELL INTL INC COM COM 438516106 1645 9999 SH SOLE NONE 9999 0 0 TRANE TECHNOLOGIES PLC SHS SHS G8994E103 214 1771 SH SOLE NONE 1771 0 0 SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF BLMBRG BRC CNVRT 78464A359 1446 20991 SH SOLE NONE 20991 0 0 HOME DEPOT INC COM COM 437076102 3722 13405 SH SOLE NONE 13405 0 0 AUTOMATIC DATA PROCESSING INC COM COM 053015103 2743 19670 SH SOLE NONE 19670 0 0 DUPONT DE NEMOURS INC COM COM 26614N102 328 5923 SH SOLE NONE 5923 0 0 SCHWAB U.S. SMALL-CAP ETF US SML CAP ETF 808524607 334 4898 SH SOLE NONE 4898 0 0 IQVIA HLDGS INC COM COM 46266C105 245 1557 SH SOLE NONE 1557 0 0 ISHARES S&P SMALL-CAP FUND CORE S&P SCP ETF 464287804 4303 61272 SH SOLE NONE 61272 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 706 3317 SH SOLE NONE 3317 0 0 ADOBE SYSTEMS INCORPORATED COM COM 00724F101 592 1208 SH SOLE NONE 1208 0 0 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 1626 1110 SH SOLE NONE 1110 0 0 COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF DIVERSIFID FXD 19761L508 762 35448 SH SOLE NONE 35448 0 0 INTUIT COM COM 461202103 299 919 SH SOLE NONE 919 0 0 COMCAST CORP NEW CL A CL A 20030N101 263 5692 SH SOLE NONE 5692 0 0 MICROSOFT CORP COM COM 594918104 8625 41008 SH SOLE NONE 41008 0 0 VARIAN MED SYS INC COM COM 92220P105 218 1269 SH SOLE NONE 1269 0 0 PROSHARES ONLINE RETAIL ETF ONLINE RTL ETF 74347B169 480 7659 SH SOLE NONE 7659 0 0 BOEING CO COM COM 097023105 521 3155 SH SOLE NONE 3155 0 0 COPART INC COM COM 217204106 273 2599 SH SOLE NONE 2599 0 0 NEXTERA ENERGY INC COM COM 65339F101 3863 13921 SH SOLE NONE 13921 0 0 NIKE INC CL B CL B 654106103 680 5422 SH SOLE NONE 5422 0 0 NXP SEMICONDUCTORS N V COM COM N6596X109 233 1871 SH SOLE NONE 1871 0 0 DOW INC COM COM 260557103 249 5311 SH SOLE NONE 5311 0 0 ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 046353108 316 5783 SH SOLE NONE 5783 0 0 ILLUMINA INC COM COM 452327109 442 1432 SH SOLE NONE 1432 0 0 CORTEVA INC COM COM 22052L104 228 7948 SH SOLE NONE 7948 0 0 CONSOLIDATED EDISON INC COM COM 209115104 233 3000 SH SOLE NONE 3000 0 0 VANECK VECTORS GOLD MINERS ETF GOLD MINERS ETF 92189F106 454 11594 SH SOLE NONE 11594 0 0 LILLY ELI & CO COM COM 532457108 641 4335 SH SOLE NONE 4335 0 0 AIR PRODS & CHEMS INC COM COM 009158106 2558 8589 SH SOLE NONE 8589 0 0 VANGUARD MORTGAGE-BACKED SECURITIES ETF MORTG-BACK SEC 92206C771 989 18232 SH SOLE NONE 18232 0 0 REGENERON PHARMACEUTICALS COM COM 75886F107 606 1084 SH SOLE NONE 1084 0 0 SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 493 8922 SH SOLE NONE 8922 0 0 XYLEM INC COM COM 98419M100 222 2646 SH SOLE NONE 2646 0 0 VISA INC COM CL A COM CL A 92826C839 1613 8067 SH SOLE NONE 8067 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 881 13837 SH SOLE NONE 13837 0 0 INVESCO SOLAR ETF SOLAR ETF 46138G706 602 9301 SH SOLE NONE 9301 0 0 VANGUARD GROWTH INDEX FUND GROWTH ETF 922908736 403 1774 SH SOLE NONE 1774 0 0 VANECK VECTORS SEMICONDUCTOR ETF SEMICONDUCTOR ET 92189F676 502 2884 SH SOLE NONE 2884 0 0 AMERICAN TOWER CORP NEW COM COM 03027X100 2773 11472 SH SOLE NONE 11472 0 0 FACEBOOK INC CL A CL A 30303M102 1406 5372 SH SOLE NONE 5372 0 0 ASML HOLDING N V N Y REGISTRY SHS N Y REGISTRY SHS N07059210 242 658 SH SOLE NONE 658 0 0 INVESCO S&P 500 TOP 50 ETF S&P 500 TOP 50 46137V233 11484 43845 SH SOLE NONE 43845 0 0 MONDELEZ INTL INC CL A CL A 609207105 2800 48747 SH SOLE NONE 48747 0 0 WORKDAY INC CL A CL A 98138H101 259 1205 SH SOLE NONE 1205 0 0 NOVARTIS AG SPONSORED ADR SPONSORED ADR 66987V109 304 3498 SH SOLE NONE 3498 0 0 EXPEDITORS INTL WASH INC COM COM 302130109 453 5009 SH SOLE NONE 5009 0 0 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 3658 16188 SH SOLE NONE 16188 0 0 ISHARES U.S. MEDICAL DEVICES ETF U.S. MED DVC ETF 464288810 495 1653 SH SOLE NONE 1653 0 0 NVIDIA CORPORATION COM COM 67066G104 1097 2028 SH SOLE NONE 2028 0 0 ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ISHS 1-5YR INVS 464288646 6138 111800 SH SOLE NONE 111800 0 0 GENUINE PARTS CO COM COM 372460105 447 4700 SH SOLE NONE 4700 0 0 ABBVIE INC COM COM 00287Y109 406 4643 SH SOLE NONE 4643 0 0 S&P GLOBAL INC COM COM 78409V104 674 1870 SH SOLE NONE 1870 0 0 FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND NASD TECH DIV 33738R118 1164 26608 SH SOLE NONE 26608 0 0 BLACKSTONE GROUP INC COM CL A COM CL A 09260D107 1914 36669 SH SOLE NONE 36669 0 0 ANSYS INC COM COM 03662Q105 235 720 SH SOLE NONE 720 0 0 FACTSET RESH SYS INC COM COM 303075105 311 930 SH SOLE NONE 930 0 0 STRYKER CORPORATION COM COM 863667101 264 1267 SH SOLE NONE 1267 0 0 QUALCOMM INC COM COM 747525103 447 3799 SH SOLE NONE 3799 0 0 FASTENAL CO COM COM 311900104 1552 34436 SH SOLE NONE 34436 0 0 INTUITIVE SURGICAL INC COM NEW COM NEW 46120E602 226 319 SH SOLE NONE 319 0 0 MCDONALDS CORP COM COM 580135101 2561 11669 SH SOLE NONE 11669 0 0 QUEST DIAGNOSTICS INC COM COM 74834L100 248 2167 SH SOLE NONE 2167 0 0 CISCO SYS INC COM COM 17275R102 2075 52702 SH SOLE NONE 52702 0 0 AUTODESK INC COM COM 052769106 807 3495 SH SOLE NONE 3495 0 0 AT&T INC COM COM 00206R102 399 14009 SH SOLE NONE 14009 0 0 GENERAL ELECTRIC CO COM COM 369604103 130 20872 SH SOLE NONE 20872 0 0 ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF EXPANDED TECH 464287515 509 1638 SH SOLE NONE 1638 0 0 LULULEMON ATHLETICA INC COM COM 550021109 211 643 SH SOLE NONE 643 0 0 UNION PAC CORP COM COM 907818108 972 4940 SH SOLE NONE 4940 0 0 ECOLAB INC COM COM 278865100 784 3925 SH SOLE NONE 3925 0 0 SALESFORCE COM INC COM COM 79466L302 1299 5169 SH SOLE NONE 5169 0 0 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 3394 17490 SH SOLE NONE 17490 0 0 IDEXX LABS INC COM COM 45168D104 21463 54600 SH SOLE NONE 54600 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 218 494 SH SOLE NONE 494 0 0 LOCKHEED MARTIN CORP COM COM 539830109 3009 7851 SH SOLE NONE 7851 0 0 JPMORGAN CHASE & CO COM COM 46625H100 1969 20461 SH SOLE NONE 20461 0 0 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ISHS 5-10YR INVT 464288638 3655 60107 SH SOLE NONE 60107 0 0 ALBEMARLE CORP COM COM 012653101 1885 21117 SH SOLE NONE 21117 0 0 TJX COS INC NEW COM COM 872540109 378 6798 SH SOLE NONE 6798 0 0 BK OF AMERICA CORP COM COM 060505104 462 19189 SH SOLE NONE 19189 0 0 VANECK VECTORS RETAIL ETF RETAIL ETF 92189F684 498 3347 SH SOLE NONE 3347 0 0 WALMART INC COM COM 931142103 978 6992 SH SOLE NONE 6992 0 0 ISHARES 3-7 YEAR TREASURY BOND ETF 3 7 YR TREAS BD 464288661 3162 23674 SH SOLE NONE 23674 0 0 ORACLE CORP COM COM 68389X105 702 11759 SH SOLE NONE 11759 0 0 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 389 6765 SH SOLE NONE 6765 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 6254 144657 SH SOLE NONE 144657 0 0 TEXAS INSTRS INC COM COM 882508104 2652 18573 SH SOLE NONE 18573 0 0 TARGET CORP COM COM 87612E106 279 1774 SH SOLE NONE 1774 0 0 PFIZER INC COM COM 717081103 506 13796 SH SOLE NONE 13796 0 0 MORGAN STANLEY COM NEW COM NEW 617446448 1542 31905 SH SOLE NONE 31905 0 0 3M CO COM COM 88579Y101 624 3896 SH SOLE NONE 3896 0 0 KLA CORP COM NEW COM NEW 482480100 2470 12754 SH SOLE NONE 12754 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 1052 716 SH SOLE NONE 716 0 0 AMGEN INC COM COM 031162100 5377 21158 SH SOLE NONE 21158 0 0 FIRST TRUST DOW JONES INTERNET INDEX FUND DJ INTERNT IDX 33733E302 495 2633 SH SOLE NONE 2633 0 0 EATON CORP PLC SHS SHS G29183103 303 2972 SH SOLE NONE 2972 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 1591 5414 SH SOLE NONE 5414 0 0 DNP SELECT INCOME FD INC COM COM 23325P104 393 39228 SH SOLE NONE 39228 0 0 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 22557 115258 SH SOLE NONE 115258 0 0 AMERICAN WTR WKS CO INC NEW COM COM 030420103 269 1861 SH SOLE NONE 1861 0 0 EXXON MOBIL CORP COM COM 30231G102 645 18790 SH SOLE NONE 18790 0 0 TRAVELERS COMPANIES INC COM COM 89417E109 279 2581 SH SOLE NONE 2581 0 0 LOWES COS INC COM COM 548661107 267 1611 SH SOLE NONE 1611 0 0 DEERE & CO COM COM 244199105 633 2860 SH SOLE NONE 2860 0 0 COLGATE PALMOLIVE CO COM COM 194162103 759 9849 SH SOLE NONE 9849 0 0 ISHARES IBONDS DEC 2022 TERM CORPORATE ETF IBONDS DEC22 ETF 46434VBA7 299 11705 SH SOLE NONE 11705 0 0 NEW YORK TIMES CO CL A CL A 650111107 252 5906 SH SOLE NONE 5906 0 0 PAYPAL HLDGS INC COM COM 70450Y103 577 2931 SH SOLE NONE 2931 0 0 FIRST TRUST NASDAQ CEA CYBERSECURITY ETF NASDAQ CYB ETF 33734X846 445 12807 SH SOLE NONE 12807 0 0 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF PORTFOLIO DEVLPD 78463X889 215 7376 SH SOLE NONE 7376 0 0 BLACKROCK INC COM COM 09247X101 2020 3586 SH SOLE NONE 3586 0 0 ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 230 1243 SH SOLE NONE 1243 0 0 VANGUARD TAX-EXEMPT BOND ETF TAX EXEMPT BD 922907746 2794 51335 SH SOLE NONE 51335 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 1587 24942 SH SOLE NONE 24942 0 0 APPLE INC COM COM 037833100 3943 34051 SH SOLE NONE 34051 0 0 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 298 11395 SH SOLE NONE 11395 0 0 ABBOTT LABS COM COM 002824100 3911 35940 SH SOLE NONE 35940 0 0 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 862 6948 SH SOLE NONE 6948 0 0