Great Diamond Partners, LLC
- SEC CIK
- 0001801112
- 最新申報
- 2026/7/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 195
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.25 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287689 | RUSSELL 3000 ETF | 107,205 | $2,543 萬 | 7.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 107,839 | $2,229 萬 | 6.9% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 33,707 | $1,649 萬 | 5.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 40,633 | $958.0 萬 | 2.9% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 57,121 | $809.1 萬 | 2.5% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 78,085 | $796.9 萬 | 2.5% | – | – | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 76,738 | $696.2 萬 | 2.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 49,969 | $542.3 萬 | 1.7% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 15,293 | $459.9 萬 | 1.4% | – | – | – |
| ACNAccenture plc | Stock | 16,474 | $455.0 萬 | 1.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 14,488 | $442.2 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 33,920 | $440.5 萬 | 1.4% | – | – | – |
| AMGNAmgen Inc | Stock | 17,643 | $438.9 萬 | 1.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 54,196 | $409.7 萬 | 1.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 33,770 | $404.7 萬 | 1.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 104,851 | $402.6 萬 | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 32,308 | $394.6 萬 | 1.2% | – | – | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 144,181 | $394.0 萬 | 1.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 20,231 | $382.3 萬 | 1.2% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 35,007 | $381.1 萬 | 1.2% | – | – | – |
| KLACKLA Corp | COM NEW | 11,271 | $372.3 萬 | 1.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,685 | $371.0 萬 | 1.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 26,369 | $357.1 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 48,933 | $351.5 萬 | 1.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 32,145 | $351.2 萬 | 1.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 94,654 | $340.2 萬 | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 98,705 | $340.2 萬 | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 19,363 | $318.2 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 55,086 | $301.2 萬 | 0.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 19,358 | $294.6 萬 | 0.9% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 22,007 | $283.9 萬 | 0.9% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,031 | $278.6 萬 | 0.9% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 37,232 | $277.4 萬 | 0.9% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 3,667 | $276.4 萬 | 0.9% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 12,313 | $275.9 萬 | 0.8% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 50,122 | $273.8 萬 | 0.8% | – | – | – |
| MSMorgan Stanley | Stock | 34,274 | $266.1 萬 | 0.8% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 17,828 | $260.4 萬 | 0.8% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 25,199 | $247.0 萬 | 0.8% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 11,154 | $242.1 萬 | 0.7% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 41,225 | $241.2 萬 | 0.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,137 | $234.5 萬 | 0.7% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,263 | $232.4 萬 | 0.7% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 21,531 | $228.2 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 734 | $227.1 萬 | 0.7% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 22,910 | $217.6 萬 | 0.7% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 11,800 | $208.7 萬 | 0.6% | – | – | – |
| LMTLockheed Martin Corp | Stock | 5,638 | $208.3 萬 | 0.6% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 23,304 | $207.7 萬 | 0.6% | – | – | 歷史 |
| TGTTarget Corp | Stock | 10,405 | $206.0 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 24,627 | $186.8 萬 | 0.6% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 8,347 | $184.9 萬 | 0.6% | – | – | 歷史 |
| WSMWilliams Sonoma Inc | COM | 9,850 | $176.5 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,731 | $176.0 萬 | 0.5% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,361 | $175.9 萬 | 0.5% | – | – | 歷史 |
| FASTFastenal Co | Stock | 34,614 | $174.0 萬 | 0.5% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 71,092 | $155.3 萬 | 0.5% | – | – | 歷史 |
| AVYAvery Dennison Corp | COM | 8,358 | $153.4 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,164 | $151.6 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,986 | $146.8 萬 | 0.5% | – | – | 歷史 |
| SYYSysco Corp | Stock | 18,277 | $143.9 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 685 | $141.7 萬 | 0.4% | – | – | 歷史 |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 64,568 | $136.3 萬 | 0.4% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 22,597 | $133.8 萬 | 0.4% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 16,430 | $126.6 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,828 | $126.0 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 14,319 | $119.3 萬 | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 8,143 | $115.1 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,017 | $110.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 16,150 | $109.6 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 5,105 | $108.1 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V779 | BLDG CONSTR ETF | 21,879 | $107.4 萬 | 0.3% | – | – | – |
| DEDeere & Co | Stock | 2,827 | $105.7 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,945 | $103.8 萬 | 0.3% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 4,197 | $102.2 萬 | 0.3% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 18,621 | $100.5 萬 | 0.3% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,254 | $96.4 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37950E416 | SOCIAL MED ETF | 14,365 | $95.8 萬 | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 24,388 | $94.3 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347B169 | ONLINE RTL ETF | 11,913 | $93.4 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 3,650 | $92.9 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 13,806 | $91.5 萬 | 0.3% | – | – | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 17,593 | $91.2 萬 | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 17,425 | $90.1 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,316 | $89.8 萬 | 0.3% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 36,635 | $89.0 萬 | 0.3% | – | – | – |
| ADSKAutodesk, Inc. | COM | 3,211 | $88.9 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 69,334 | $88.8 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 6,533 | $88.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,924 | $87.1 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 27,425 | $85.4 萬 | 0.3% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 9,989 | $82.7 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 8,532 | $78.2 萬 | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 11,054 | $77.5 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,457 | $75.1 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 11,686 | $74.7 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 9,379 | $72.4 萬 | 0.2% | – | – | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 9,238 | $71.5 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,798 | $71.4 萬 | 0.2% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 3,242 | $69.4 萬 | 0.2% | – | – | 歷史 |