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Home > Institutional Investor > Great Diamond Partners, Llc > Profile

Instuitional Investor - Great Diamond Partners, Llc

Fund Profile
Filing Period:
Fund Name: Great Diamond Partners, Llc
Portfolio Value $365,838,597
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 77,556 $24,634,888 6.73%
2.
Vanguard Index Fds
 83,048 $22,824,912 6.24%
3.
Ishares Tr - CORE MSCI EAFE
 280,320 $21,206,208 5.8%
4.
Vanguard Index Fds - GROWTH ETF
 33,811 $12,537,795 3.43%
5.
Spdr S & P 500 Etf Trust
 SPY 21,346 $11,940,775 3.26%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)