Chief Compliance Officer

0001606587-21-000088.txt : 20210126 0001606587-21-000088.hdr.sgml : 20210126 20210126151033 ACCESSION NUMBER: 0001606587-21-000088 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210126 DATE AS OF CHANGE: 20210126 EFFECTIVENESS DATE: 20210126 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: 21553748 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 12-31-2020 12-31-2020 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 01-26-2021 0 178 313700 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM COM 023135106 2455 754 SH SOLE NONE 754 0 0 CERNER CORP COM COM 156782104 312 3988 SH SOLE NONE 3988 0 0 INVESCO QQQ TRUST UNIT SER 1 46090E103 8856 28228 SH SOLE NONE 28228 0 0 STARBUCKS CORP COM COM 855244109 3536 33071 SH SOLE NONE 33071 0 0 ANTHEM INC COM COM 036752103 249 777 SH SOLE NONE 777 0 0 MONSTER BEVERAGE CORP NEW COM COM 61174X109 694 7507 SH SOLE NONE 7507 0 0 JOHNSON & JOHNSON COM COM 478160104 3189 20274 SH SOLE NONE 20274 0 0 WILLIAMS SONOMA INC COM COM 969904101 1378 13536 SH SOLE NONE 13536 0 0 WASTE MGMT INC DEL COM COM 94106L109 2753 23359 SH SOLE NONE 23359 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 26002 133593 SH SOLE NONE 133593 0 0 VANGUARD EXTENDED MARKET INDEX FUND EXTEND MKT ETF 922908652 2032 12344 SH SOLE NONE 12344 0 0 VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF INTL DVD ETF 921946810 1321 16241 SH SOLE NONE 16241 0 0 COSTCO WHSL CORP NEW COM COM 22160K105 366 973 SH SOLE NONE 973 0 0 ISHARES MSCI KLD 400 SOCIAL ETF MSCI KLD400 SOC 464288570 224 3142 SH SOLE NONE 3142 0 0 YUM BRANDS INC COM COM 988498101 346 3195 SH SOLE NONE 3195 0 0 PROCTER AND GAMBLE CO COM COM 742718109 3686 26505 SH SOLE NONE 26505 0 0 COCA COLA CO COM COM 191216100 636 11598 SH SOLE NONE 11598 0 0 UNITED PARCEL SERVICE INC CL B CL B 911312106 326 1937 SH SOLE NONE 1937 0 0 INTEL CORP COM COM 458140100 580 11648 SH SOLE NONE 11648 0 0 HUNT J B TRANS SVCS INC COM COM 445658107 215 1578 SH SOLE NONE 1578 0 0 MEDTRONIC PLC SHS SHS G5960L103 570 4869 SH SOLE NONE 4869 0 0 NETFLIX INC COM COM 64110L106 306 567 SH SOLE NONE 567 0 0 INVESCO DYNAMIC BUILDING & CONSTRUCTION ETF DYNMC BLDG CON 46137V779 630 15320 SH SOLE NONE 15320 0 0 PAYCHEX INC COM COM 704326107 2348 25199 SH SOLE NONE 25199 0 0 SEI INVTS CO COM COM 784117103 285 4962 SH SOLE NONE 4962 0 0 PROLOGIS INC. COM COM 74340W103 2096 21048 SH SOLE NONE 21048 0 0 MERCK & CO. INC COM COM 58933Y105 1448 17712 SH SOLE NONE 17712 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 3977 10639 SH SOLE NONE 10639 0 0 MASTERCARD INCORPORATED CL A CL A 57636Q104 667 1870 SH SOLE NONE 1870 0 0 FIRST REP BK SAN FRANCISCO CAL COM COM 33616C100 238 1626 SH SOLE NONE 1626 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 1715 8420 SH SOLE NONE 8420 0 0 SBA COMMUNICATIONS CORP NEW CL A CL A 78410G104 353 1252 SH SOLE NONE 1252 0 0 LHC GROUP INC COM COM 50187A107 218 1025 SH SOLE NONE 1025 0 0 EMERSON ELEC CO COM COM 291011104 213 2658 SH SOLE NONE 2658 0 0 YUM CHINA HLDGS INC COM COM 98850P109 205 3605 SH SOLE NONE 3605 0 0 LAMB WESTON HLDGS INC COM COM 513272104 752 9561 SH SOLE NONE 9561 0 0 ISHARES U.S. HOME CONSTRUCTION ETF US HOME CONS ETF 464288752 559 10033 SH SOLE NONE 10033 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 672 11450 SH SOLE NONE 11450 0 0 FEDEX CORP COM COM 31428X106 268 1036 SH SOLE NONE 1036 0 0 SHERWIN WILLIAMS CO COM COM 824348106 412 561 SH SOLE NONE 561 0 0 PEPSICO INC COM COM 713448108 1296 8743 SH SOLE NONE 8743 0 0 HONEYWELL INTL INC COM COM 438516106 2335 10991 SH SOLE NONE 10991 0 0 TRANE TECHNOLOGIES PLC SHS SHS G8994E103 384 2651 SH SOLE NONE 2651 0 0 SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF BLMBRG BRC CNVRT 78464A359 1834 22157 SH SOLE NONE 22157 0 0 HOME DEPOT INC COM COM 437076102 3809 14343 SH SOLE NONE 14343 0 0 AUTOMATIC DATA PROCESSING INC COM COM 053015103 3547 20159 SH SOLE NONE 20159 0 0 DUPONT DE NEMOURS INC COM COM 26614N102 266 3752 SH SOLE NONE 3752 0 0 SCHWAB U.S. SMALL-CAP ETF US SML CAP ETF 808524607 453 5092 SH SOLE NONE 5092 0 0 IQVIA HLDGS INC COM COM 46266C105 289 1617 SH SOLE NONE 1617 0 0 ISHARES S&P SMALL-CAP FUND CORE S&P SCP ETF 464287804 5619 61147 SH SOLE NONE 61147 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 639 2758 SH SOLE NONE 2758 0 0 ADOBE SYSTEMS INCORPORATED COM COM 00724F101 622 1244 SH SOLE NONE 1244 0 0 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 1961 1119 SH SOLE NONE 1119 0 0 COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF DIVERSIFID FXD 19761L508 910 41201 SH SOLE NONE 41201 0 0 INTUIT COM COM 461202103 349 919 SH SOLE NONE 919 0 0 UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 223 3701 SH SOLE NONE 3701 0 0 COMCAST CORP NEW CL A CL A 20030N101 321 6134 SH SOLE NONE 6134 0 0 MICROSOFT CORP COM COM 594918104 9195 41355 SH SOLE NONE 41355 0 0 SCHLUMBERGER LTD COM COM 806857108 232 10646 SH SOLE NONE 10646 0 0 PROSHARES ONLINE RETAIL ETF ONLINE RTL ETF 74347B169 666 8791 SH SOLE NONE 8791 0 0 BOEING CO COM COM 097023105 816 3815 SH SOLE NONE 3815 0 0 COPART INC COM COM 217204106 276 2176 SH SOLE NONE 2176 0 0 NEXTERA ENERGY INC COM COM 65339F101 4308 55915 SH SOLE NONE 55915 0 0 NIKE INC CL B CL B 654106103 656 4640 SH SOLE NONE 4640 0 0 LINDE PLC SHS SHS G5494J103 284 1078 SH SOLE NONE 1078 0 0 NXP SEMICONDUCTORS N V COM COM N6596X109 232 1465 SH SOLE NONE 1465 0 0 DOW INC COM COM 260557103 253 4559 SH SOLE NONE 4559 0 0 ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 046353108 212 4250 SH SOLE NONE 4250 0 0 ILLUMINA INC COM COM 452327109 585 1582 SH SOLE NONE 1582 0 0 LILLY ELI & CO COM COM 532457108 675 4000 SH SOLE NONE 4000 0 0 AIR PRODS & CHEMS INC COM COM 009158106 2233 8179 SH SOLE NONE 8179 0 0 FT CBOE VEST U.S. EQUITY BUFFER ETF - FEBRUARY US EQT BUFFER 33740F763 3229 97632 SH SOLE NONE 97632 0 0 FT CBOE VEST U.S. EQUITY BUFFER ETF - AUGUST VEST US BUFFER 33740F862 3246 93503 SH SOLE NONE 93503 0 0 AFLAC INC COM COM 001055102 225 5069 SH SOLE NONE 5069 0 0 QUANTA SVCS INC COM COM 74762E102 207 2883 SH SOLE NONE 2883 0 0 ISHARES RUSSELL MID-CAP GROWTH ETF RUS MD CP GR ETF 464287481 8382 81662 SH SOLE NONE 81662 0 0 REGENERON PHARMACEUTICALS COM COM 75886F107 491 1017 SH SOLE NONE 1017 0 0 FIRST SOLAR INC COM COM 336433107 301 3051 SH SOLE NONE 3051 0 0 SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 600 9357 SH SOLE NONE 9357 0 0 XYLEM INC COM COM 98419M100 278 2735 SH SOLE NONE 2735 0 0 VISA INC COM CL A COM CL A 92826C839 1608 7355 SH SOLE NONE 7355 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 1044 15383 SH SOLE NONE 15383 0 0 INVESCO SOLAR ETF SOLAR ETF 46138G706 807 7862 SH SOLE NONE 7862 0 0 SVB FINANCIAL GROUP COM COM 78486Q101 309 799 SH SOLE NONE 799 0 0 VANECK VECTORS SEMICONDUCTOR ETF SEMICONDUCTOR ET 92189F676 686 3145 SH SOLE NONE 3145 0 0 AMERICAN TOWER CORP NEW COM COM 03027X100 2274 10158 SH SOLE NONE 10158 0 0 FACEBOOK INC CL A CL A 30303M102 1368 5011 SH SOLE NONE 5011 0 0 ASML HOLDING N V N Y REGISTRY SHS N Y REGISTRY SHS N07059210 339 697 SH SOLE NONE 697 0 0 PALO ALTO NETWORKS INC COM COM 697435105 282 796 SH SOLE NONE 796 0 0 INVESCO S&P 500 TOP 50 ETF S&P 500 TOP 50 46137V233 1948 6829 SH SOLE NONE 6829 0 0 MONDELEZ INTL INC CL A CL A 609207105 2897 49599 SH SOLE NONE 49599 0 0 WORKDAY INC CL A CL A 98138H101 277 1159 SH SOLE NONE 1159 0 0 NOVARTIS AG SPONSORED ADR SPONSORED ADR 66987V109 625 6628 SH SOLE NONE 6628 0 0 EXPEDITORS INTL WASH INC COM COM 302130109 447 4707 SH SOLE NONE 4707 0 0 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 4422 16949 SH SOLE NONE 16949 0 0 ISHARES U.S. MEDICAL DEVICES ETF U.S. MED DVC ETF 464288810 617 1888 SH SOLE NONE 1888 0 0 NVIDIA CORPORATION COM COM 67066G104 1033 1979 SH SOLE NONE 1979 0 0 ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ISHS 1-5YR INVS 464288646 6509 117981 SH SOLE NONE 117981 0 0 GENUINE PARTS CO COM COM 372460105 321 3200 SH SOLE NONE 3200 0 0 ABBVIE INC COM COM 00287Y109 492 4593 SH SOLE NONE 4593 0 0 S&P GLOBAL INC COM COM 78409V104 412 1255 SH SOLE NONE 1255 0 0 ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 10+ YR INVST GRD 464289511 982 13454 SH SOLE NONE 13454 0 0 FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND NASD TECH DIV 33738R118 1347 27246 SH SOLE NONE 27246 0 0 OMNICELL COM COM COM 68213N109 283 2364 SH SOLE NONE 2364 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 423 3884 SH SOLE NONE 3884 0 0 BLACKSTONE GROUP INC COM CL A COM CL A 09260D107 2440 37652 SH SOLE NONE 37652 0 0 ANSYS INC COM COM 03662Q105 278 765 SH SOLE NONE 765 0 0 FACTSET RESH SYS INC COM COM 303075105 290 875 SH SOLE NONE 875 0 0 STRYKER CORPORATION COM COM 863667101 322 1318 SH SOLE NONE 1318 0 0 QUALCOMM INC COM COM 747525103 553 3635 SH SOLE NONE 3635 0 0 FASTENAL CO COM COM 311900104 1721 35244 SH SOLE NONE 35244 0 0 INTUITIVE SURGICAL INC COM NEW COM NEW 46120E602 250 306 SH SOLE NONE 306 0 0 DISCOVER FINL SVCS COM COM 254709108 1474 16285 SH SOLE NONE 16285 0 0 MCDONALDS CORP COM COM 580135101 2641 12322 SH SOLE NONE 12322 0 0 QUEST DIAGNOSTICS INC COM COM 74834L100 240 2018 SH SOLE NONE 2018 0 0 CISCO SYS INC COM COM 17275R102 794 17744 SH SOLE NONE 17744 0 0 AUTODESK INC COM COM 052769106 1020 3342 SH SOLE NONE 3342 0 0 ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND MSCI EM ASIA ETF 464286426 7059 80702 SH SOLE NONE 80702 0 0 AT&T INC COM COM 00206R102 429 14946 SH SOLE NONE 14946 0 0 GENERAL ELECTRIC CO COM COM 369604103 126 11682 SH SOLE NONE 11682 0 0 ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF EXPANDED TECH 464287515 650 1838 SH SOLE NONE 1838 0 0 LULULEMON ATHLETICA INC COM COM 550021109 241 695 SH SOLE NONE 695 0 0 UNION PAC CORP COM COM 907818108 1037 4982 SH SOLE NONE 4982 0 0 ECOLAB INC COM COM 278865100 690 3190 SH SOLE NONE 3190 0 0 SALESFORCE COM INC COM COM 79466L302 1131 5086 SH SOLE NONE 5086 0 0 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 3318 34752 SH SOLE NONE 34752 0 0 IDEXX LABS INC COM COM 45168D104 24872 49757 SH SOLE NONE 49757 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 236 508 SH SOLE NONE 508 0 0 LOCKHEED MARTIN CORP COM COM 539830109 2449 6902 SH SOLE NONE 6902 0 0 JPMORGAN CHASE & CO COM COM 46625H100 2578 20317 SH SOLE NONE 20317 0 0 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ISHS 5-10YR INVT 464288638 4248 68765 SH SOLE NONE 68765 0 0 CHEVRON CORP NEW COM COM 166764100 303 3599 SH SOLE NONE 3599 0 0 ALBEMARLE CORP COM COM 012653101 3200 21673 SH SOLE NONE 21673 0 0 TJX COS INC NEW COM COM 872540109 361 5289 SH SOLE NONE 5289 0 0 BK OF AMERICA CORP COM COM 060505104 745 24609 SH SOLE NONE 24609 0 0 VANECK VECTORS RETAIL ETF RETAIL ETF 92189F684 603 3845 SH SOLE NONE 3845 0 0 WALMART INC COM COM 931142103 1049 7282 SH SOLE NONE 7282 0 0 ISHARES 3-7 YEAR TREASURY BOND ETF 3 7 YR TREAS BD 464288661 3778 28413 SH SOLE NONE 28413 0 0 INTERNATIONAL BUSINESS MACHS COM COM 459200101 263 2095 SH SOLE NONE 2095 0 0 ORACLE CORP COM COM 68389X105 745 11528 SH SOLE NONE 11528 0 0 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 432 6048 SH SOLE NONE 6048 0 0 TEXAS INSTRS INC COM COM 882508104 3299 20123 SH SOLE NONE 20123 0 0 TARGET CORP COM COM 87612E106 485 2750 SH SOLE NONE 2750 0 0 PFIZER INC COM COM 717081103 473 12855 SH SOLE NONE 12855 0 0 MORGAN STANLEY COM NEW COM NEW 617446448 2016 29454 SH SOLE NONE 29454 0 0 3M CO COM COM 88579Y101 504 2884 SH SOLE NONE 2884 0 0 KLA CORP COM NEW COM NEW 482480100 3532 13640 SH SOLE NONE 13640 0 0 GILEAD SCIENCES INC COM COM 375558103 204 3508 SH SOLE NONE 3508 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 1226 700 SH SOLE NONE 700 0 0 AMGEN INC COM COM 031162100 4568 19879 SH SOLE NONE 19879 0 0 ANALOG DEVICES INC COM COM 032654105 351 2379 SH SOLE NONE 2379 0 0 FIRST TRUST DOW JONES INTERNET INDEX FUND DJ INTERNT IDX 33733E302 574 2708 SH SOLE NONE 2708 0 0 EATON CORP PLC SHS SHS G29183103 422 3515 SH SOLE NONE 3515 0 0 IPG PHOTONICS CORP COM COM 44980X109 230 1030 SH SOLE NONE 1030 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 1128 4848 SH SOLE NONE 4848 0 0 CREE INC COM COM 225447101 208 1967 SH SOLE NONE 1967 0 0 PNC FINL SVCS GROUP INC COM COM 693475105 352 2365 SH SOLE NONE 2365 0 0 BRISTOL-MYERS SQUIBB CO COM COM 110122108 232 3755 SH SOLE NONE 3755 0 0 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 25402 113633 SH SOLE NONE 113633 0 0 AMERICAN WTR WKS CO INC NEW COM COM 030420103 299 1951 SH SOLE NONE 1951 0 0 EXXON MOBIL CORP COM COM 30231G102 609 14790 SH SOLE NONE 14790 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 1356 3869 SH SOLE NONE 3869 0 0 TRAVELERS COMPANIES INC COM COM 89417E109 377 2691 SH SOLE NONE 2691 0 0 DEERE & CO COM COM 244199105 790 2938 SH SOLE NONE 2938 0 0 COLGATE PALMOLIVE CO COM COM 194162103 698 8164 SH SOLE NONE 8164 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 320 6194 SH SOLE NONE 6194 0 0 PAYPAL HLDGS INC COM COM 70450Y103 722 3084 SH SOLE NONE 3084 0 0 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF PORTFOLIO DEVLPD 78463X889 262 7782 SH SOLE NONE 7782 0 0 BLACKROCK INC COM COM 09247X101 2686 3727 SH SOLE NONE 3727 0 0 ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 285 1243 SH SOLE NONE 1243 0 0 ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND GL CLEAN ENE ETF 464288224 907 32120 SH SOLE NONE 32120 0 0 VANGUARD TAX-EXEMPT BOND ETF TAX EXEMPT BD 922907746 3006 54482 SH SOLE NONE 54482 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 1803 24693 SH SOLE NONE 24693 0 0 APPLE INC COM COM 037833100 4506 33965 SH SOLE NONE 33965 0 0 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 289 11015 SH SOLE NONE 11015 0 0 ABBOTT LABS COM COM 002824100 4079 37290 SH SOLE NONE 37290 0 0 DISNEY WALT CO COM COM 254687106 1356 7489 SH SOLE NONE 7489 0 0