StockDriftsStockDriftsTop 50 Great Diamond Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.33% | 86.2K | $27.7M | +0.75%(+646) | $171.79(+113.86%) | 2026-03-31 | |
| IWV | ISHARES TR | 5.15% | 72.1K | $26.7M | -2.55%(-1.88K) | $184.91(+128.96%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.92% | 282.4K | $25.6M | -2.11%(-6.09K) | $68.78(+40.90%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.44% | 61.5K | $12.7M | +1.06%(+648) | $140.89(+62.63%) | 2026-03-31 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 2.23% | 569.0K | $11.6M | +18.40%(+88.43K) | $20.79(-2.33%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.19% | 78.8K | $11.4M | -0.30%(-241) | $157.94(-9.64%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.05% | 132.0K | $10.6M | +13.39%(+15.59K) | $76.39(+24.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.03% | 28.5K | $10.5M | -3.68%(-1.09K) | $227.54(+79.94%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2% | 267.1K | $10.4M | new | $38.53(+7.72%) | 2026-03-31 | |
| HGER | HARBOR ETF TRUST | 1.68% | 282.2K | $8.8M | new | $27.91(+17.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.07% | +52.37% |
| Top 20 Holdings Unweighted | +13.97% | +48.04% |
Sign up free to track Great Diamond Partners, LLC, compare funds side by side, and get alerts the moment positions change.