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Simplify Exchange Traded Fun shares owned by Great Diamond Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Great Diamond Partners from 13F filings

Historical chart of Great Diamond Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Great Diamond Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Great Diamond Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 461k 20.71
2025-06-30 $8.7M 421k 20.64

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Procter & Gamble Company (PG)
IDEXX Laboratories (IDXX)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
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NVIDIA Corporation (NVDA)
Ishares Tr Agency Bond Etf (AGZ)
Oracle Corporation (ORCL)
Broadcom (AVGO)

View all positions for Great Diamond Partners

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Advisor Group Holdings
Stadion Money Management
AE Wealth Management
Great Diamond Partners
Park Edge Advisors
Beacon Capital Management
LPL Financial
Financial Enhancement
J Hagan Capital
Elevated Capital Advisors
POM Investment Strategies
Principal Securities
H D Vest Advisory Services
Encompass More Asset Management

View all funds holding Simplify Exchange Traded Fun