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John M.Piper

Great Diamond Partners, Llc

Assets Managed
$519.508M
Holdings
228
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-0.03%(2Q avg: 0.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Great Diamond Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 228 positions.

Assets under management

The assets under management (AUM) of Great Diamond Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 519.508M in assets, with a quarterly growth rate of -0.03% and a 2-quarter average growth rate of 0.39%. The portfolio is managed by John M.Piper, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.76%
5.33%
$27.668M
86,244 shares@ $320.82 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -2.54%
5.15%
$26.739M
72,135 shares@ $370.69 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -2.11%
4.93%
$25.564M
282,384 shares@ $90.54 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 1.07%
2.44%
$12.662M
61,526 shares@ $205.81 avg price
AGGH
Simplify Aggregate Bond Etf
Recent Activity
Increased 18.4%
2.23%
$11.58M
569,038 shares@ $20.35 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -0.3%
2.2%
$11.383M
78,811 shares@ $144.45 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 13.39%
2.05%
$10.639M
132,028 shares@ $80.58 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.67%
2.03%
$10.545M
28,488 shares@ $370.18 avg price
DFAI
Dimensional International Co
Recent Activity
New Position
2.01%
$10.408M
267,142 shares@ $38.96 avg price
HGER
Harbor Commodity All Weather
Recent Activity
New Position
1.69%
$8.752M
282,220 shares@ $31.01 avg price

1-10 of 228