0001606587-22-001460.txt : 20220726
0001606587-22-001460.hdr.sgml : 20220726
20220726114631
ACCESSION NUMBER: 0001606587-22-001460
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220726
DATE AS OF CHANGE: 20220726
EFFECTIVENESS DATE: 20220726
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: 221105732
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
06-30-2022
06-30-2022
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
07-26-2022
0
200
300793
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO COM
COM
88579Y101
299
2315
SH
SOLE
NONE
0
0
2315
ABBOTT LABS COM
COM
002824100
3256
29973
SH
SOLE
NONE
0
0
29973
ABBVIE INC COM
COM
00287Y109
1152
7522
SH
SOLE
NONE
0
0
7522
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
G1151C101
4658
16779
SH
SOLE
NONE
0
0
16779
ADOBE SYSTEMS INCORPORATED COM
COM
00724F101
423
1156
SH
SOLE
NONE
0
0
1156
AFLAC INC COM
COM
001055102
345
6245
SH
SOLE
NONE
0
0
6245
AIR PRODS & CHEMS INC COM
COM
009158106
226
942
SH
SOLE
NONE
0
0
942
ALBEMARLE CORP COM
COM
012653101
2647
12669
SH
SOLE
NONE
0
0
12669
ALIBABA GROUP HLDG LTD SPONSORED ADS
SPONSORED ADS
01609W102
277
2439
SH
SOLE
NONE
0
0
2439
ALPHABET INC CAP STK CL A
CAP STK CL A
02079K305
2645
1214
SH
SOLE
NONE
0
0
1214
ALPHABET INC CAP STK CL C
CAP STK CL C
02079K107
1981
906
SH
SOLE
NONE
0
0
906
ALPS SECTOR DIVIDEND DOGS ETF
SECTR DIV DOGS
00162Q858
970
19375
SH
SOLE
NONE
0
0
19375
AMAZON COM INC COM
COM
023135106
1966
18515
SH
SOLE
NONE
0
0
18515
AMERICA MOVIL SAB DE CV SPON ADR L SHS
SPON ADR L SHS
02364W105
378
18531
SH
SOLE
NONE
0
0
18531
AMERICAN EXPRESS CO COM
COM
025816109
277
2001
SH
SOLE
NONE
0
0
2001
AMERICAN TOWER CORP NEW COM
COM
03027X100
1558
6096
SH
SOLE
NONE
0
0
6096
AMERICAN WTR WKS CO INC NEW COM
COM
030420103
317
2134
SH
SOLE
NONE
0
0
2134
AMERIPRISE FINL INC COM
COM
03076C106
1534
6455
SH
SOLE
NONE
0
0
6455
AMGEN INC COM
COM
031162100
3893
16002
SH
SOLE
NONE
0
0
16002
APPLE INC COM
COM
037833100
5128
37508
SH
SOLE
NONE
0
0
37508
ARCHER DANIELS MIDLAND CO COM
COM
039483102
302
3899
SH
SOLE
NONE
0
0
3899
ARES MANAGEMENT CORPORATION CL A COM STK
CL A COM STK
03990B101
392
6897
SH
SOLE
NONE
0
0
6897
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
N07059210
247
520
SH
SOLE
NONE
0
0
520
ASTRAZENECA PLC SPONSORED ADR
SPONSORED ADR
046353108
544
8243
SH
SOLE
NONE
0
0
8243
AT&T INC COM
COM
00206R102
278
13297
SH
SOLE
NONE
0
0
13297
AUTODESK INC COM
COM
052769106
514
2990
SH
SOLE
NONE
0
0
2990
AUTOMATIC DATA PROCESSING INC COM
COM
053015103
4014
19111
SH
SOLE
NONE
0
0
19111
AVALONBAY CMNTYS INC COM
COM
053484101
265
1367
SH
SOLE
NONE
0
0
1367
AVERY DENNISON CORP COM
COM
053611109
471
2915
SH
SOLE
NONE
0
0
2915
BERKSHIRE HATHAWAY INC DEL CL B NEW
CL B NEW
084670702
862
3158
SH
SOLE
NONE
0
0
3158
BK OF AMERICA CORP COM
COM
060505104
620
19935
SH
SOLE
NONE
0
0
19935
BLACKROCK INC COM
COM
09247X101
2318
3806
SH
SOLE
NONE
0
0
3806
BLACKSTONE INC COM
COM
09260D107
2905
31848
SH
SOLE
NONE
0
0
31848
BOEING CO COM
COM
097023105
696
5091
SH
SOLE
NONE
0
0
5091
BRISTOL-MYERS SQUIBB CO COM
COM
110122108
310
4032
SH
SOLE
NONE
0
0
4032
BROADCOM INC COM
COM
11135F101
521
1074
SH
SOLE
NONE
0
0
1074
CHEVRON CORP NEW COM
COM
166764100
516
3570
SH
SOLE
NONE
0
0
3570
CISCO SYS INC COM
COM
17275R102
563
13206
SH
SOLE
NONE
0
0
13206
COCA COLA CO COM
COM
191216100
738
11738
SH
SOLE
NONE
0
0
11738
COLGATE PALMOLIVE CO COM
COM
194162103
323
4032
SH
SOLE
NONE
0
0
4032
COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF
DIVERSIFID FXD
19761L508
1465
82968
SH
SOLE
NONE
0
0
82968
COMCAST CORP NEW CL A
CL A
20030N101
227
5808
SH
SOLE
NONE
0
0
5808
CONOCOPHILLIPS COM
COM
20825C104
2402
26753
SH
SOLE
NONE
0
0
26753
COPART INC COM
COM
217204106
204
1880
SH
SOLE
NONE
0
0
1880
COSTCO WHSL CORP NEW COM
COM
22160K105
380
793
SH
SOLE
NONE
0
0
793
DANAHER CORPORATION COM
COM
235851102
378
1494
SH
SOLE
NONE
0
0
1494
DEERE & CO COM
COM
244199105
332
1109
SH
SOLE
NONE
0
0
1109
DEVON ENERGY CORP NEW COM
COM
25179M103
3008
54586
SH
SOLE
NONE
0
0
54586
DISCOVER FINL SVCS COM
COM
254709108
1807
19115
SH
SOLE
NONE
0
0
19115
DISNEY WALT CO COM
COM
254687106
922
9774
SH
SOLE
NONE
0
0
9774
DOW INC COM
COM
260557103
230
4459
SH
SOLE
NONE
0
0
4459
EATON CORP PLC SHS
SHS
G29183103
495
3930
SH
SOLE
NONE
0
0
3930
ECOLAB INC COM
COM
278865100
477
3103
SH
SOLE
NONE
0
0
3103
ELEVANCE HEALTH INC COM
COM
036752103
689
1428
SH
SOLE
NONE
0
0
1428
ENERGY SELECT SECTOR SPDR FUND
ENERGY
81369Y506
319
4466
SH
SOLE
NONE
0
0
4466
EOG RES INC COM
COM
26875P101
574
5198
SH
SOLE
NONE
0
0
5198
EXPEDITORS INTL WASH INC COM
COM
302130109
292
3002
SH
SOLE
NONE
0
0
3002
EXTRA SPACE STORAGE INC COM
COM
30225T102
488
2874
SH
SOLE
NONE
0
0
2874
EXXON MOBIL CORP COM
COM
30231G102
2950
34451
SH
SOLE
NONE
0
0
34451
FACTSET RESH SYS INC COM
COM
303075105
303
790
SH
SOLE
NONE
0
0
790
FASTENAL CO COM
COM
311900104
1454
29127
SH
SOLE
NONE
0
0
29127
FEDEX CORP COM
COM
31428X106
245
1085
SH
SOLE
NONE
0
0
1085
FIRST REP BK SAN FRANCISCO CAL COM
COM
33616C100
258
1796
SH
SOLE
NONE
0
0
1796
FIRST SOLAR INC COM
COM
336433107
240
3529
SH
SOLE
NONE
0
0
3529
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
NASD TECH DIV
33738R118
1113
22197
SH
SOLE
NONE
0
0
22197
FIRST TRUST NATURAL GAS ETF
NAT GAS ETF
33733E807
1061
48445
SH
SOLE
NONE
0
0
48445
FT CBOE VEST U.S. EQUITY BUFFER ETF - AUGUST
VEST US BUFFER
33740F862
5759
166739
SH
SOLE
NONE
0
0
166739
FT CBOE VEST U.S. EQUITY BUFFER ETF - FEBRUARY
US EQT BUFFER
33740F763
4603
134813
SH
SOLE
NONE
0
0
134813
GENERAL MLS INC COM
COM
370334104
288
3819
SH
SOLE
NONE
0
0
3819
GENUINE PARTS CO COM
COM
372460105
365
2750
SH
SOLE
NONE
0
0
2750
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
37954Y293
1165
30586
SH
SOLE
NONE
0
0
30586
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
US INFR DEV ETF
37954Y673
228
10055
SH
SOLE
NONE
0
0
10055
HOME DEPOT INC COM
COM
437076102
4278
15600
SH
SOLE
NONE
0
0
15600
HONEYWELL INTL INC COM
COM
438516106
1546
8899
SH
SOLE
NONE
0
0
8899
HP INC COM
COM
40434L105
256
7834
SH
SOLE
NONE
0
0
7834
HUNT J B TRANS SVCS INC COM
COM
445658107
271
1727
SH
SOLE
NONE
0
0
1727
IDEXX LABS INC COM
COM
45168D104
5900
16823
SH
SOLE
NONE
0
0
16823
ILLINOIS TOOL WKS INC COM
COM
452308109
1184
6502
SH
SOLE
NONE
0
0
6502
ILLUMINA INC COM
COM
452327109
293
1592
SH
SOLE
NONE
0
0
1592
INTEL CORP COM
COM
458140100
532
14241
SH
SOLE
NONE
0
0
14241
INTERNATIONAL BUSINESS MACHS COM
COM
459200101
286
2031
SH
SOLE
NONE
0
0
2031
INTUIT COM
COM
461202103
257
668
SH
SOLE
NONE
0
0
668
INTUITIVE SURGICAL INC COM NEW
COM NEW
46120E602
231
1151
SH
SOLE
NONE
0
0
1151
INVESCO MSCI GLOBAL TIMBER ETF
MSCI GBL TIMBR
46138E545
227
7329
SH
SOLE
NONE
0
0
7329
INVESCO QQQ TRUST
UNIT SER 1
46090E103
258
921
SH
SOLE
NONE
0
0
921
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
46137V357
7581
56485
SH
SOLE
NONE
0
0
56485
IQVIA HLDGS INC COM
COM
46266C105
297
1373
SH
SOLE
NONE
0
0
1373
ISHARES 1-3 YEAR TREASURY BOND ETF
1 3 YR TREAS BD
464287457
1450
17515
SH
SOLE
NONE
0
0
17515
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
ISHS 1-5YR INVS
464288646
5599
110776
SH
SOLE
NONE
0
0
110776
ISHARES 3-7 YEAR TREASURY BOND ETF
3 7 YR TREAS BD
464288661
5916
49580
SH
SOLE
NONE
0
0
49580
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
IBONDS DEC23 ETF
46434VAX8
355
14160
SH
SOLE
NONE
0
0
14160
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
2068
33104
SH
SOLE
NONE
0
0
33104
ISHARES MSCI KLD 400 SOCIAL ETF
MSCI KLD400 SOC
464288570
647
9005
SH
SOLE
NONE
0
0
9005
ISHARES NATIONAL MUNI BOND ETF
NATIONAL MUN ETF
464288414
940
8843
SH
SOLE
NONE
0
0
8843
ISHARES RUSSELL 3000 ETF
RUSSELL 3000 ETF
464287689
21811
100334
SH
SOLE
NONE
0
0
100334
ISHARES S&P MID-CAP 400 VALUE ETF
S&P MC 400VL ETF
464287705
5033
53313
SH
SOLE
NONE
0
0
53313
ISHARES S&P MIDCAP FUND
CORE S&P MCP ETF
464287507
873
3863
SH
SOLE
NONE
0
0
3863
ISHARES S&P SMALL-CAP FUND
CORE S&P SCP ETF
464287804
4513
48837
SH
SOLE
NONE
0
0
48837
ISHARES TIPS BOND ETF
TIPS BD ETF
464287176
4797
42117
SH
SOLE
NONE
0
0
42117
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
US BR DEL SE ETF
464288794
1019
12143
SH
SOLE
NONE
0
0
12143
ISHARES U.S. OIL EQUIPMENT & SERVICES ETF
US OIL EQ&SV ETF
464288844
217
13592
SH
SOLE
NONE
0
0
13592
JOHNSON & JOHNSON COM
COM
478160104
2996
16879
SH
SOLE
NONE
0
0
16879
JOHNSON CTLS INTL PLC SHS
SHS
G51502105
398
8313
SH
SOLE
NONE
0
0
8313
JPMORGAN CHASE & CO COM
COM
46625H100
645
5729
SH
SOLE
NONE
0
0
5729
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT INC
46641Q837
308
6160
SH
SOLE
NONE
0
0
6160
KLA CORP COM NEW
COM NEW
482480100
3277
10272
SH
SOLE
NONE
0
0
10272
KROGER CO COM
COM
501044101
445
9404
SH
SOLE
NONE
0
0
9404
LAM RESEARCH CORP COM
COM
512807108
353
830
SH
SOLE
NONE
0
0
830
LAMB WESTON HLDGS INC COM
COM
513272104
644
9025
SH
SOLE
NONE
0
0
9025
LHC GROUP INC COM
COM
50187A107
220
1416
SH
SOLE
NONE
0
0
1416
LILLY ELI & CO COM
COM
532457108
3068
9463
SH
SOLE
NONE
0
0
9463
LINDE PLC SHS
SHS
G5494J103
406
1415
SH
SOLE
NONE
0
0
1415
LOCKHEED MARTIN CORP COM
COM
539830109
1815
4222
SH
SOLE
NONE
0
0
4222
LOWES COS INC COM
COM
548661107
236
1354
SH
SOLE
NONE
0
0
1354
LPL FINL HLDGS INC COM
COM
50212V100
220
1193
SH
SOLE
NONE
0
0
1193
LULULEMON ATHLETICA INC COM
COM
550021109
207
760
SH
SOLE
NONE
0
0
760
MASTERCARD INCORPORATED CL A
CL A
57636Q104
764
2422
SH
SOLE
NONE
0
0
2422
MCCORMICK & CO INC COM NON VTG
COM NON VTG
579780206
249
2994
SH
SOLE
NONE
0
0
2994
MCDONALDS CORP COM
COM
580135101
2807
11372
SH
SOLE
NONE
0
0
11372
MEDTRONIC PLC SHS
SHS
G5960L103
442
4926
SH
SOLE
NONE
0
0
4926
MERCK & CO INC COM
COM
58933Y105
1576
17294
SH
SOLE
NONE
0
0
17294
META PLATFORMS INC CL A
CL A
30303M102
934
5793
SH
SOLE
NONE
0
0
5793
METLIFE INC COM
COM
59156R108
1269
20218
SH
SOLE
NONE
0
0
20218
MICROSOFT CORP COM
COM
594918104
10538
41032
SH
SOLE
NONE
0
0
41032
MONDELEZ INTL INC CL A
CL A
609207105
2220
35758
SH
SOLE
NONE
0
0
35758
MONSTER BEVERAGE CORP NEW COM
COM
61174X109
653
7053
SH
SOLE
NONE
0
0
7053
MORGAN STANLEY COM NEW
COM NEW
617446448
1971
25922
SH
SOLE
NONE
0
0
25922
NETFLIX INC COM
COM
64110L106
440
2517
SH
SOLE
NONE
0
0
2517
NEXTERA ENERGY INC COM
COM
65339F101
3614
46667
SH
SOLE
NONE
0
0
46667
NIKE INC CL B
CL B
654106103
675
6607
SH
SOLE
NONE
0
0
6607
NOVARTIS AG SPONSORED ADR
SPONSORED ADR
66987V109
517
6124
SH
SOLE
NONE
0
0
6124
NOVO-NORDISK A S ADR
ADR
670100205
546
4906
SH
SOLE
NONE
0
0
4906
NUCOR CORP COM
COM
670346105
317
3038
SH
SOLE
NONE
0
0
3038
NUTRIEN LTD COM
COM
67077M108
1588
19936
SH
SOLE
NONE
0
0
19936
NVIDIA CORPORATION COM
COM
67066G104
1010
6664
SH
SOLE
NONE
0
0
6664
NXP SEMICONDUCTORS N V COM
COM
N6596X109
255
1728
SH
SOLE
NONE
0
0
1728
OMNICELL COM COM
COM
68213N109
344
3030
SH
SOLE
NONE
0
0
3030
ORACLE CORP COM
COM
68389X105
620
8885
SH
SOLE
NONE
0
0
8885
PALO ALTO NETWORKS INC COM
COM
697435105
319
647
SH
SOLE
NONE
0
0
647
PAYCHEX INC COM
COM
704326107
2891
25392
SH
SOLE
NONE
0
0
25392
PAYPAL HLDGS INC COM
COM
70450Y103
417
5985
SH
SOLE
NONE
0
0
5985
PEPSICO INC COM
COM
713448108
788
4732
SH
SOLE
NONE
0
0
4732
PFIZER INC COM
COM
717081103
1370
26135
SH
SOLE
NONE
0
0
26135
PNC FINL SVCS GROUP INC COM
COM
693475105
412
2616
SH
SOLE
NONE
0
0
2616
PROCTER AND GAMBLE CO COM
COM
742718109
3457
24048
SH
SOLE
NONE
0
0
24048
PROLOGIS INC. COM
COM
74340W103
2481
21093
SH
SOLE
NONE
0
0
21093
PUBLIC STORAGE COM
COM
74460D109
578
1851
SH
SOLE
NONE
0
0
1851
QUALCOMM INC COM
COM
747525103
391
3062
SH
SOLE
NONE
0
0
3062
QUANTA SVCS INC COM
COM
74762E102
391
3127
SH
SOLE
NONE
0
0
3127
QUEST DIAGNOSTICS INC COM
COM
74834L100
222
1672
SH
SOLE
NONE
0
0
1672
RAYMOND JAMES FINL INC COM
COM
754730109
445
4978
SH
SOLE
NONE
0
0
4978
RAYTHEON TECHNOLOGIES CORP COM
COM
75513E101
714
7431
SH
SOLE
NONE
0
0
7431
REGENERON PHARMACEUTICALS COM
COM
75886F107
426
721
SH
SOLE
NONE
0
0
721
ROBERT HALF INTL INC COM
COM
770323103
432
5772
SH
SOLE
NONE
0
0
5772
S&P GLOBAL INC COM
COM
78409V104
731
2170
SH
SOLE
NONE
0
0
2170
SALESFORCE INC COM
COM
79466L302
688
4174
SH
SOLE
NONE
0
0
4174
SBA COMMUNICATIONS CORP NEW CL A
CL A
78410G104
346
1084
SH
SOLE
NONE
0
0
1084
SCHWAB U.S. SMALL-CAP ETF
US SML CAP ETF
808524607
528
13563
SH
SOLE
NONE
0
0
13563
SCHWAB US DIVIDEND EQUITY ETF
US DIVIDEND EQ
808524797
1081
15102
SH
SOLE
NONE
0
0
15102
SEI INVTS CO COM
COM
784117103
241
4472
SH
SOLE
NONE
0
0
4472
SHERWIN WILLIAMS CO COM
COM
824348106
367
1641
SH
SOLE
NONE
0
0
1641
SHOPIFY INC CL A
CL A
82509L107
239
7660
SH
SOLE
NONE
0
0
7660
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
BLOOMBERG SHT TE
78468R408
4929
204391
SH
SOLE
NONE
0
0
204391
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
PORTFOLIO DEVLPD
78463X889
477
16563
SH
SOLE
NONE
0
0
16563
SPDR S&P 500 ETF
TR UNIT
78462F103
3039
8058
SH
SOLE
NONE
0
0
8058
SPDR S&P BANK ETF
S&P BK ETF
78464A797
959
21870
SH
SOLE
NONE
0
0
21870
SPDR S&P GLOBAL NATURAL RESOURCES ETF
GLB NAT RESRCE
78463X541
10084
193596
SH
SOLE
NONE
0
0
193596
SPDR S&P METALS AND MINING ETF
S&P METALS MNG
78464A755
1141
26297
SH
SOLE
NONE
0
0
26297
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
S&P OILGAS EXP
78468R556
921
7715
SH
SOLE
NONE
0
0
7715
SPDR S&P REGIONAL BANKING ETF
S&P REGL BKG
78464A698
1120
19283
SH
SOLE
NONE
0
0
19283
STARBUCKS CORP COM
COM
855244109
615
8056
SH
SOLE
NONE
0
0
8056
SVB FINANCIAL GROUP COM
COM
78486Q101
295
747
SH
SOLE
NONE
0
0
747
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SPONSORED ADS
874039100
310
3798
SH
SOLE
NONE
0
0
3798
TARGET CORP COM
COM
87612E106
396
2808
SH
SOLE
NONE
0
0
2808
TESLA INC COM
COM
88160R101
484
719
SH
SOLE
NONE
0
0
719
TEXAS INSTRS INC COM
COM
882508104
2197
14303
SH
SOLE
NONE
0
0
14303
THERMO FISHER SCIENTIFIC INC COM
COM
883556102
561
1033
SH
SOLE
NONE
0
0
1033
TJX COS INC NEW COM
COM
872540109
419
7515
SH
SOLE
NONE
0
0
7515
TRACTOR SUPPLY CO COM
COM
892356106
261
1350
SH
SOLE
NONE
0
0
1350
TRANE TECHNOLOGIES PLC SHS
SHS
G8994E103
331
2551
SH
SOLE
NONE
0
0
2551
TRAVELERS COMPANIES INC COM
COM
89417E109
546
3233
SH
SOLE
NONE
0
0
3233
UNILEVER PLC SPON ADR NEW
SPON ADR NEW
904767704
335
7318
SH
SOLE
NONE
0
0
7318
UNION PAC CORP COM
COM
907818108
1009
4731
SH
SOLE
NONE
0
0
4731
UNITED PARCEL SERVICE INC CL B
CL B
911312106
418
2290
SH
SOLE
NONE
0
0
2290
UNITEDHEALTH GROUP INC COM
COM
91324P102
3510
6834
SH
SOLE
NONE
0
0
6834
UNUM GROUP COM
COM
91529Y106
405
11907
SH
SOLE
NONE
0
0
11907
VANECK AGRIBUSINESS ETF
AGRIBUSINESS ETF
92189F700
1233
14264
SH
SOLE
NONE
0
0
14264
VANECK GOLD MINERS ETF
GOLD MINERS ETF
92189F106
1060
38715
SH
SOLE
NONE
0
0
38715
VANGUARD EXTENDED MARKET INDEX FUND
EXTEND MKT ETF
922908652
1966
15002
SH
SOLE
NONE
0
0
15002
VANGUARD REAL ESTATE ETF
REAL ESTATE ETF
922908553
1009
11078
SH
SOLE
NONE
0
0
11078
VANGUARD TAX-EXEMPT BOND ETF
TAX EXEMPT BD
922907746
834
16720
SH
SOLE
NONE
0
0
16720
VANGUARD TOTAL STOCK MARKET INDEX FUND
TOTAL STK MKT
922908769
17386
92178
SH
SOLE
NONE
0
0
92178
VERIZON COMMUNICATIONS INC COM
COM
92343V104
352
6954
SH
SOLE
NONE
0
0
6954
VERTEX PHARMACEUTICALS INC COM
COM
92532F100
563
2000
SH
SOLE
NONE
0
0
2000
VISA INC COM CL A
COM CL A
92826C839
1653
8398
SH
SOLE
NONE
0
0
8398
WALMART INC COM
COM
931142103
787
6478
SH
SOLE
NONE
0
0
6478
WASTE MGMT INC DEL COM
COM
94106L109
3617
23648
SH
SOLE
NONE
0
0
23648
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
US MIDCAP DIVID
97717W505
1010
25930
SH
SOLE
NONE
0
0
25930
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
US SMALLCAP DIVD
97717W604
996
35315
SH
SOLE
NONE
0
0
35315
YUM BRANDS INC COM
COM
988498101
338
2980
SH
SOLE
NONE
0
0
2980