Long-term investor
Great Diamond Partners, LLC @greatdiamondpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801112).
Record
- Tracked since 2025-12-31 (257 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.2%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 5.6% · long · since 2025-12-31
- IWV · 5.3% · long · since 2025-12-31
- IEFA · 4.7% · long · since 2025-12-31
- VXF · 2.6% · long · since 2025-12-31
- AVEM · 2.2% · long · since 2025-12-31
- AGGH · 2.1% · long · since 2025-12-31
- PG · 2.0% · long · since 2025-12-31
- DFAI · 1.9% · long · since 2026-03-31
- MSFT · 1.8% · long · since 2025-12-31
- KLAC · 1.6% · long · since 2025-12-31
- PYLD · 1.5% · long · since 2025-12-31
- VUG · 1.5% · long · since 2025-12-31