0001606587-21-000887.txt : 20210726
0001606587-21-000887.hdr.sgml : 20210726
20210726131120
ACCESSION NUMBER: 0001606587-21-000887
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210726
DATE AS OF CHANGE: 20210726
EFFECTIVENESS DATE: 20210726
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: 211113513
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
06-30-2021
06-30-2021
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
07-26-2021
0
196
353585
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO COM
COM
88579Y101
570
2874
SH
SOLE
NONE
2874
0
0
ABBOTT LABS COM
COM
002824100
3943
34019
SH
SOLE
NONE
34019
0
0
ABBVIE INC COM
COM
00287Y109
517
4593
SH
SOLE
NONE
4593
0
0
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
G1151C101
4961
16829
SH
SOLE
NONE
16829
0
0
ADOBE SYSTEMS INCORPORATED COM
COM
00724F101
754
1288
SH
SOLE
NONE
1288
0
0
AFLAC INC COM
COM
001055102
281
5254
SH
SOLE
NONE
5254
0
0
AIR PRODS & CHEMS INC COM
COM
009158106
2363
8215
SH
SOLE
NONE
8215
0
0
ALBEMARLE CORP COM
COM
012653101
3035
18020
SH
SOLE
NONE
18020
0
0
ALIBABA GROUP HLDG LTD SPONSORED ADS
SPONSORED ADS
01609W102
924
4077
SH
SOLE
NONE
4077
0
0
ALPHABET INC CAP STK CL A
CAP STK CL A
02079K305
2895
1186
SH
SOLE
NONE
1186
0
0
ALPHABET INC CAP STK CL C
CAP STK CL C
02079K107
1761
703
SH
SOLE
NONE
703
0
0
AMAZON COM INC COM
COM
023135106
2697
784
SH
SOLE
NONE
784
0
0
AMERICAN TOWER CORP NEW COM
COM
03027X100
1980
7331
SH
SOLE
NONE
7331
0
0
AMERICAN WTR WKS CO INC NEW COM
COM
030420103
344
2235
SH
SOLE
NONE
2235
0
0
AMGEN INC COM
COM
031162100
4283
17574
SH
SOLE
NONE
17574
0
0
ANSYS INC COM
COM
03662Q105
272
786
SH
SOLE
NONE
786
0
0
ANTHEM INC COM
COM
036752103
302
793
SH
SOLE
NONE
793
0
0
APPLE INC COM
COM
037833100
4543
33170
SH
SOLE
NONE
33170
0
0
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
N07059210
348
505
SH
SOLE
NONE
505
0
0
ASTRAZENECA PLC SPONSORED ADR
SPONSORED ADR
046353108
283
4733
SH
SOLE
NONE
4733
0
0
AT&T INC COM
COM
00206R102
384
13368
SH
SOLE
NONE
13368
0
0
AUTODESK INC COM
COM
052769106
934
3200
SH
SOLE
NONE
3200
0
0
AUTOMATIC DATA PROCESSING INC COM
COM
053015103
3945
19863
SH
SOLE
NONE
19863
0
0
AVERY DENNISON CORP COM
COM
053611109
1819
8656
SH
SOLE
NONE
8656
0
0
BECTON DICKINSON & CO COM
COM
075887109
212
875
SH
SOLE
NONE
875
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
CL B NEW
084670702
760
2737
SH
SOLE
NONE
2737
0
0
BK OF AMERICA CORP COM
COM
060505104
790
19185
SH
SOLE
NONE
19185
0
0
BLACKROCK INC COM
COM
09247X101
3202
3660
SH
SOLE
NONE
3660
0
0
BLACKSTONE GROUP INC COM
COM
09260D107
3668
37763
SH
SOLE
NONE
37763
0
0
BOEING CO COM
COM
097023105
882
3682
SH
SOLE
NONE
3682
0
0
BRIGHT HORIZONS FAM SOL IN DEL COM
COM
109194100
217
1480
SH
SOLE
NONE
1480
0
0
BRISTOL-MYERS SQUIBB CO COM
COM
110122108
297
4456
SH
SOLE
NONE
4456
0
0
BROADCOM INC COM
COM
11135F101
234
492
SH
SOLE
NONE
492
0
0
CERNER CORP COM
COM
156782104
305
3906
SH
SOLE
NONE
3906
0
0
CHEVRON CORP NEW COM
COM
166764100
307
2934
SH
SOLE
NONE
2934
0
0
CISCO SYS INC COM
COM
17275R102
942
17784
SH
SOLE
NONE
17784
0
0
COCA COLA CO COM
COM
191216100
662
12242
SH
SOLE
NONE
12242
0
0
COLGATE PALMOLIVE CO COM
COM
194162103
658
8097
SH
SOLE
NONE
8097
0
0
COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF
DIVERSIFID FXD
19761L508
1759
81667
SH
SOLE
NONE
81667
0
0
COMCAST CORP NEW CL A
CL A
20030N101
385
6766
SH
SOLE
NONE
6766
0
0
CONOCOPHILLIPS COM
COM
20825C104
241
3967
SH
SOLE
NONE
3967
0
0
COPART INC COM
COM
217204106
286
2176
SH
SOLE
NONE
2176
0
0
COSTCO WHSL CORP NEW COM
COM
22160K105
288
729
SH
SOLE
NONE
729
0
0
CREE INC COM
COM
225447101
200
2046
SH
SOLE
NONE
2046
0
0
DEERE & CO COM
COM
244199105
1018
2889
SH
SOLE
NONE
2889
0
0
DEVON ENERGY CORP NEW COM
COM
25179M103
2158
73958
SH
SOLE
NONE
73958
0
0
DISCOVER FINL SVCS COM
COM
254709108
2849
24087
SH
SOLE
NONE
24087
0
0
DISNEY WALT CO COM
COM
254687106
1200
6830
SH
SOLE
NONE
6830
0
0
DOW INC COM
COM
260557103
282
4459
SH
SOLE
NONE
4459
0
0
DUPONT DE NEMOURS INC COM
COM
26614N102
290
3755
SH
SOLE
NONE
3755
0
0
EATON CORP PLC SHS
SHS
G29183103
530
3580
SH
SOLE
NONE
3580
0
0
ECOLAB INC COM
COM
278865100
663
3221
SH
SOLE
NONE
3221
0
0
EMERSON ELEC CO COM
COM
291011104
275
2859
SH
SOLE
NONE
2859
0
0
EXPEDITORS INTL WASH INC COM
COM
302130109
570
4505
SH
SOLE
NONE
4505
0
0
EXXON MOBIL CORP COM
COM
30231G102
927
14710
SH
SOLE
NONE
14710
0
0
FACEBOOK INC CL A
CL A
30303M102
1781
5123
SH
SOLE
NONE
5123
0
0
FACTSET RESH SYS INC COM
COM
303075105
280
836
SH
SOLE
NONE
836
0
0
FASTENAL CO COM
COM
311900104
1854
35655
SH
SOLE
NONE
35655
0
0
FEDEX CORP COM
COM
31428X106
316
1060
SH
SOLE
NONE
1060
0
0
FIRST REP BK SAN FRANCISCO CAL COM
COM
33616C100
316
1690
SH
SOLE
NONE
1690
0
0
FIRST SOLAR INC COM
COM
336433107
234
2596
SH
SOLE
NONE
2596
0
0
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
NASD TECH DIV
33738R118
1280
22335
SH
SOLE
NONE
22335
0
0
FIRST TRUST NATURAL GAS ETF
NAT GAS ETF
33733E807
1255
76530
SH
SOLE
NONE
76530
0
0
FT CBOE VEST U.S. EQUITY BUFFER ETF - AUGUST
VEST US BUFFER
33740F862
3601
97559
SH
SOLE
NONE
97559
0
0
FT CBOE VEST U.S. EQUITY BUFFER ETF - FEBRUARY
US EQT BUFFER
33740F763
3689
101510
SH
SOLE
NONE
101510
0
0
GENERAL ELECTRIC CO COM
COM
369604103
161
12027
SH
SOLE
NONE
12027
0
0
GENERAL MLS INC COM
COM
370334104
209
3436
SH
SOLE
NONE
3436
0
0
GENUINE PARTS CO COM
COM
372460105
420
3322
SH
SOLE
NONE
3322
0
0
GILEAD SCIENCES INC COM
COM
375558103
251
3648
SH
SOLE
NONE
3648
0
0
GLOBAL X SOCIAL MEDIA INDEX FUND
SOCIAL MED ETF
37950E416
1094
15120
SH
SOLE
NONE
15120
0
0
HOME DEPOT INC COM
COM
437076102
4700
14738
SH
SOLE
NONE
14738
0
0
HONEYWELL INTL INC COM
COM
438516106
2588
11800
SH
SOLE
NONE
11800
0
0
HUNT J B TRANS SVCS INC COM
COM
445658107
266
1634
SH
SOLE
NONE
1634
0
0
IDEXX LABS INC COM
COM
45168D104
18755
29697
SH
SOLE
NONE
29697
0
0
ILLINOIS TOOL WKS INC COM
COM
452308109
1898
8493
SH
SOLE
NONE
8493
0
0
ILLUMINA INC COM
COM
452327109
716
1514
SH
SOLE
NONE
1514
0
0
INTEL CORP COM
COM
458140100
691
12318
SH
SOLE
NONE
12318
0
0
INTERNATIONAL BUSINESS MACHS COM
COM
459200101
318
2170
SH
SOLE
NONE
2170
0
0
INTERNATIONAL FLAVORS&FRAGRANC COM
COM
459506101
223
1496
SH
SOLE
NONE
1496
0
0
INTUIT COM
COM
461202103
460
940
SH
SOLE
NONE
940
0
0
INTUITIVE SURGICAL INC COM NEW
COM NEW
46120E602
310
338
SH
SOLE
NONE
338
0
0
INVESCO DYNAMIC BUILDING & CONSTRUCTION ETF
DYNMC BLDG CON
46137V779
1000
20193
SH
SOLE
NONE
20193
0
0
INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF
DYNMC LEISURE
46137V720
1197
22918
SH
SOLE
NONE
22918
0
0
INVESCO QQQ TRUST
UNIT SER 1
46090E103
326
922
SH
SOLE
NONE
922
0
0
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
46137V357
8723
57877
SH
SOLE
NONE
57877
0
0
INVESCO S&P 500 TOP 50 ETF
S&P 500 TOP 50
46137V233
553
1702
SH
SOLE
NONE
1702
0
0
IPG PHOTONICS CORP COM
COM
44980X109
202
960
SH
SOLE
NONE
960
0
0
IQVIA HLDGS INC COM
COM
46266C105
404
1668
SH
SOLE
NONE
1668
0
0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
ISHS 1-5YR INVS
464288646
1979
36115
SH
SOLE
NONE
36115
0
0
ISHARES 3-7 YEAR TREASURY BOND ETF
3 7 YR TREAS BD
464288661
5141
39388
SH
SOLE
NONE
39388
0
0
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
ISHS 5-10YR INVT
464288638
1567
25899
SH
SOLE
NONE
25899
0
0
ISHARES ESG AWARE MSCI USA ETF
ESG AWR MSCI USA
46435G425
352
3575
SH
SOLE
NONE
3575
0
0
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
IBONDS DEC23 ETF
46434VAX8
398
15300
SH
SOLE
NONE
15300
0
0
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
JPMORGAN USD EMG
464288281
4525
40244
SH
SOLE
NONE
40244
0
0
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
2027
25704
SH
SOLE
NONE
25704
0
0
ISHARES MSCI EAFE SMALL-CAP ETF
EAFE SML CP ETF
464288273
3720
50173
SH
SOLE
NONE
50173
0
0
ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND
MSCI EM ASIA ETF
464286426
7359
79562
SH
SOLE
NONE
79562
0
0
ISHARES MSCI KLD 400 SOCIAL ETF
MSCI KLD400 SOC
464288570
471
5693
SH
SOLE
NONE
5693
0
0
ISHARES PREFERRED AND INCOME SECURITIES ETF
PFD AND INCM SEC
464288687
4697
119433
SH
SOLE
NONE
119433
0
0
ISHARES RUSSELL 3000 ETF
RUSSELL 3000 ETF
464287689
27540
107617
SH
SOLE
NONE
107617
0
0
ISHARES RUSSELL MID-CAP GROWTH ETF
RUS MD CP GR ETF
464287481
247
2185
SH
SOLE
NONE
2185
0
0
ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND
GL CLEAN ENE ETF
464288224
1160
49452
SH
SOLE
NONE
49452
0
0
ISHARES S&P MIDCAP FUND
CORE S&P MCP ETF
464287507
430
1601
SH
SOLE
NONE
1601
0
0
ISHARES S&P SMALL-CAP FUND
CORE S&P SCP ETF
464287804
14004
123958
SH
SOLE
NONE
123958
0
0
ISHARES U.S. HOME CONSTRUCTION ETF
US HOME CONS ETF
464288752
1038
14998
SH
SOLE
NONE
14998
0
0
JOHNSON & JOHNSON COM
COM
478160104
3136
19039
SH
SOLE
NONE
19039
0
0
JPMORGAN CHASE & CO COM
COM
46625H100
3067
19720
SH
SOLE
NONE
19720
0
0
KLA CORP COM NEW
COM NEW
482480100
3648
11255
SH
SOLE
NONE
11255
0
0
LAMB WESTON HLDGS INC COM
COM
513272104
682
8466
SH
SOLE
NONE
8466
0
0
LHC GROUP INC COM
COM
50187A107
285
1424
SH
SOLE
NONE
1424
0
0
LILLY ELI & CO COM
COM
532457108
788
3437
SH
SOLE
NONE
3437
0
0
LINDE PLC SHS
SHS
G5494J103
384
1330
SH
SOLE
NONE
1330
0
0
LOCKHEED MARTIN CORP COM
COM
539830109
2085
5512
SH
SOLE
NONE
5512
0
0
LOWES COS INC COM
COM
548661107
257
1328
SH
SOLE
NONE
1328
0
0
LULULEMON ATHLETICA INC COM
COM
550021109
263
723
SH
SOLE
NONE
723
0
0
MASTERCARD INCORPORATED CL A
CL A
57636Q104
706
1935
SH
SOLE
NONE
1935
0
0
MCCORMICK & CO INC COM NON VTG
COM NON VTG
579780206
2074
23484
SH
SOLE
NONE
23484
0
0
MCDONALDS CORP COM
COM
580135101
2895
12535
SH
SOLE
NONE
12535
0
0
MEDTRONIC PLC SHS
SHS
G5960L103
619
4990
SH
SOLE
NONE
4990
0
0
MERCK & CO INC COM
COM
58933Y105
1268
16314
SH
SOLE
NONE
16314
0
0
MICROSOFT CORP COM
COM
594918104
10919
40310
SH
SOLE
NONE
40310
0
0
MONDELEZ INTL INC CL A
CL A
609207105
2614
41866
SH
SOLE
NONE
41866
0
0
MONSTER BEVERAGE CORP NEW COM
COM
61174X109
656
7184
SH
SOLE
NONE
7184
0
0
MORGAN STANLEY COM NEW
COM NEW
617446448
3210
35012
SH
SOLE
NONE
35012
0
0
NETFLIX INC COM
COM
64110L106
299
567
SH
SOLE
NONE
567
0
0
NEW YORK TIMES CO CL A
CL A
650111107
280
6438
SH
SOLE
NONE
6438
0
0
NEXTERA ENERGY INC COM
COM
65339F101
3964
54099
SH
SOLE
NONE
54099
0
0
NIKE INC CL B
CL B
654106103
774
5011
SH
SOLE
NONE
5011
0
0
NORFOLK SOUTHN CORP COM
COM
655844108
218
822
SH
SOLE
NONE
822
0
0
NOVARTIS AG SPONSORED ADR
SPONSORED ADR
66987V109
590
6469
SH
SOLE
NONE
6469
0
0
NOVO-NORDISK A S ADR
ADR
670100205
201
2405
SH
SOLE
NONE
2405
0
0
NVIDIA CORPORATION COM
COM
67066G104
1584
1980
SH
SOLE
NONE
1980
0
0
NXP SEMICONDUCTORS N V COM
COM
N6596X109
310
1511
SH
SOLE
NONE
1511
0
0
OMNICELL COM COM
COM
68213N109
370
2446
SH
SOLE
NONE
2446
0
0
ORACLE CORP COM
COM
68389X105
857
11016
SH
SOLE
NONE
11016
0
0
PALO ALTO NETWORKS INC COM
COM
697435105
305
824
SH
SOLE
NONE
824
0
0
PAYCHEX INC COM
COM
704326107
2703
25199
SH
SOLE
NONE
25199
0
0
PAYPAL HLDGS INC COM
COM
70450Y103
838
2877
SH
SOLE
NONE
2877
0
0
PEPSICO INC COM
COM
713448108
1254
8465
SH
SOLE
NONE
8465
0
0
PFIZER INC COM
COM
717081103
462
11812
SH
SOLE
NONE
11812
0
0
PNC FINL SVCS GROUP INC COM
COM
693475105
466
2448
SH
SOLE
NONE
2448
0
0
PPG INDS INC COM
COM
693506107
224
1320
SH
SOLE
NONE
1320
0
0
PROCTER AND GAMBLE CO COM
COM
742718109
3536
26208
SH
SOLE
NONE
26208
0
0
PROLOGIS INC. COM
COM
74340W103
2554
21371
SH
SOLE
NONE
21371
0
0
QUALCOMM INC COM
COM
747525103
499
3495
SH
SOLE
NONE
3495
0
0
QUANTA SVCS INC COM
COM
74762E102
270
2992
SH
SOLE
NONE
2992
0
0
QUEST DIAGNOSTICS INC COM
COM
74834L100
277
2100
SH
SOLE
NONE
2100
0
0
RAYTHEON TECHNOLOGIES CORP COM
COM
75513E101
755
8854
SH
SOLE
NONE
8854
0
0
REGENERON PHARMACEUTICALS COM
COM
75886F107
542
971
SH
SOLE
NONE
971
0
0
S&P GLOBAL INC COM
COM
78409V104
501
1223
SH
SOLE
NONE
1223
0
0
SALESFORCE COM INC COM
COM
79466L302
1017
4165
SH
SOLE
NONE
4165
0
0
SBA COMMUNICATIONS CORP NEW CL A
CL A
78410G104
411
1290
SH
SOLE
NONE
1290
0
0
SCHLUMBERGER LTD COM STK
COM STK
806857108
327
10219
SH
SOLE
NONE
10219
0
0
SCHWAB U.S. SMALL-CAP ETF
US SML CAP ETF
808524607
624
5993
SH
SOLE
NONE
5993
0
0
SCHWAB US DIVIDEND EQUITY ETF
US DIVIDEND EQ
808524797
1125
14882
SH
SOLE
NONE
14882
0
0
SEI INVTS CO COM
COM
784117103
291
4711
SH
SOLE
NONE
4711
0
0
SHERWIN WILLIAMS CO COM
COM
824348106
479
1761
SH
SOLE
NONE
1761
0
0
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF
BLMBRG BRC CNVRT
78464A359
1473
16986
SH
SOLE
NONE
16986
0
0
SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF
BLOOMBERG SRT TR
78468R408
4552
165069
SH
SOLE
NONE
165069
0
0
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
PORTFOLIO DEVLPD
78463X889
441
11987
SH
SOLE
NONE
11987
0
0
SPDR S&P 500 ETF
TR UNIT
78462F103
3086
7210
SH
SOLE
NONE
7210
0
0
SPDR S&P BANK ETF
S&P BK ETF
78464A797
993
19358
SH
SOLE
NONE
19358
0
0
SPDR S&P GLOBAL NATURAL RESOURCES ETF
GLB NAT RESRCE
78463X541
7187
135607
SH
SOLE
NONE
135607
0
0
SPDR S&P METALS AND MINING ETF
S&P METALS MNG
78464A755
1112
25833
SH
SOLE
NONE
25833
0
0
SPDR S&P REGIONAL BANKING ETF
S&P REGL BKG
78464A698
993
15165
SH
SOLE
NONE
15165
0
0
STARBUCKS CORP COM
COM
855244109
3646
32615
SH
SOLE
NONE
32615
0
0
STRYKER CORPORATION COM
COM
863667101
231
891
SH
SOLE
NONE
891
0
0
SVB FINANCIAL GROUP COM
COM
78486Q101
464
835
SH
SOLE
NONE
835
0
0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SPONSORED ADS
874039100
502
4183
SH
SOLE
NONE
4183
0
0
TARGET CORP COM
COM
87612E106
2603
10770
SH
SOLE
NONE
10770
0
0
TEXAS INSTRS INC COM
COM
882508104
4019
20903
SH
SOLE
NONE
20903
0
0
TJX COS INC NEW COM
COM
872540109
498
7396
SH
SOLE
NONE
7396
0
0
TRACTOR SUPPLY CO COM
COM
892356106
236
1271
SH
SOLE
NONE
1271
0
0
TRANE TECHNOLOGIES PLC SHS
SHS
G8994E103
500
2718
SH
SOLE
NONE
2718
0
0
TRAVELERS COMPANIES INC COM
COM
89417E109
418
2797
SH
SOLE
NONE
2797
0
0
UNILEVER PLC SPON ADR NEW
SPON ADR NEW
904767704
231
3955
SH
SOLE
NONE
3955
0
0
UNION PAC CORP COM
COM
907818108
1102
5012
SH
SOLE
NONE
5012
0
0
UNITED PARCEL SERVICE INC CL B
CL B
911312106
429
2063
SH
SOLE
NONE
2063
0
0
UNITEDHEALTH GROUP INC COM
COM
91324P102
2104
5256
SH
SOLE
NONE
5256
0
0
VANECK VECTORS SEMICONDUCTOR ETF
SEMICONDUCTOR ET
92189F676
1182
4509
SH
SOLE
NONE
4509
0
0
VANGUARD DIVIDEND APPRECIATION INDEX FUND
DIV APP ETF
921908844
1133
7326
SH
SOLE
NONE
7326
0
0
VANGUARD EXTENDED MARKET INDEX FUND
EXTEND MKT ETF
922908652
2321
12309
SH
SOLE
NONE
12309
0
0
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
INTL DVD ETF
921946810
1092
12484
SH
SOLE
NONE
12484
0
0
VANGUARD TAX-EXEMPT BOND ETF
TAX EXEMPT BD
922907746
2850
51540
SH
SOLE
NONE
51540
0
0
VANGUARD TOTAL STOCK MARKET INDEX FUND
TOTAL STK MKT
922908769
21257
95403
SH
SOLE
NONE
95403
0
0
VERIZON COMMUNICATIONS INC COM
COM
92343V104
628
11219
SH
SOLE
NONE
11219
0
0
VISA INC COM CL A
COM CL A
92826C839
1677
7173
SH
SOLE
NONE
7173
0
0
WABTEC COM
COM
929740108
232
2822
SH
SOLE
NONE
2822
0
0
WALMART INC COM
COM
931142103
933
6621
SH
SOLE
NONE
6621
0
0
WASTE MGMT INC DEL COM
COM
94106L109
3201
22851
SH
SOLE
NONE
22851
0
0
WILLIAMS SONOMA INC COM
COM
969904101
1593
9980
SH
SOLE
NONE
9980
0
0
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
US SMALLCAP DIVD
97717W604
1070
33570
SH
SOLE
NONE
33570
0
0
WORKDAY INC CL A
CL A
98138H101
265
1112
SH
SOLE
NONE
1112
0
0
XYLEM INC COM
COM
98419M100
337
2811
SH
SOLE
NONE
2811
0
0
YUM BRANDS INC COM
COM
988498101
355
3093
SH
SOLE
NONE
3093
0
0
YUM CHINA HLDGS INC COM
COM
98850P109
255
3861
SH
SOLE
NONE
3861
0
0