Clifford Group

Clifford Group as of March 31, 2023

Portfolio Holdings for Clifford Group

Clifford Group holds 66 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 18.7 $15M 41k 376.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 17.9 $15M 202k 73.16
Ishares Tr Eafe Value Etf (EFV) 5.2 $4.3M 88k 48.53
Ishares Tr National Mun Etf (MUB) 4.5 $3.7M 34k 107.74
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 4.5 $3.7M 158k 23.23
Vanguard World Fds Inf Tech Etf (VGT) 2.7 $2.2M 5.8k 385.47
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $1.8M 7.6k 244.33
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.1 $1.7M 36k 47.55
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.1 $1.7M 37k 46.55
Ishares Tr Us Treas Bd Etf (GOVT) 2.0 $1.7M 72k 23.38
Microsoft Corporation (MSFT) 1.9 $1.6M 5.5k 288.28
Ishares Tr Msci Usa Min Vol (USMV) 1.9 $1.6M 22k 72.74
Apple (AAPL) 1.9 $1.6M 9.5k 164.90
Ishares Tr Rus 1000 Val Etf (IWD) 1.9 $1.5M 10k 152.26
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $1.5M 18k 83.04
Automatic Data Processing (ADP) 1.1 $900k 4.0k 222.63
Alphabet Cap Stk Cl A (GOOGL) 1.0 $835k 8.1k 103.73
JPMorgan Chase & Co. (JPM) 1.0 $805k 6.2k 130.31
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $804k 6.2k 129.46
Amazon (AMZN) 1.0 $794k 7.7k 103.29
Insperity (NSP) 0.9 $723k 5.9k 121.55
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.8 $694k 23k 30.88
Union Pacific Corporation (UNP) 0.8 $634k 3.1k 201.24
Target Corporation (TGT) 0.8 $625k 3.8k 165.64
Home Depot (HD) 0.7 $594k 2.0k 295.07
UnitedHealth (UNH) 0.7 $591k 1.3k 472.62
Cisco Systems (CSCO) 0.7 $590k 11k 52.27
Accenture Plc Ireland Shs Class A (ACN) 0.7 $582k 2.0k 285.85
Procter & Gamble Company (PG) 0.7 $580k 3.9k 148.69
NVIDIA Corporation (NVDA) 0.7 $574k 2.1k 277.77
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $570k 4.1k 140.18
Abbott Laboratories (ABT) 0.6 $505k 5.0k 101.26
United Parcel Service CL B (UPS) 0.6 $499k 2.6k 193.96
Prologis (PLD) 0.6 $496k 4.0k 124.78
Morgan Stanley Com New (MS) 0.6 $488k 5.6k 87.79
Arthur J. Gallagher & Co. (AJG) 0.6 $486k 2.5k 191.35
Nextera Energy (NEE) 0.6 $480k 6.2k 77.08
AmerisourceBergen (COR) 0.6 $469k 2.9k 160.10
Meta Platforms Cl A (META) 0.6 $456k 2.2k 211.94
Visa Com Cl A (V) 0.6 $454k 2.0k 225.46
Te Connectivity SHS (TEL) 0.5 $443k 3.4k 131.15
Archer Daniels Midland Company (ADM) 0.5 $441k 5.5k 79.66
Avery Dennison Corporation (AVY) 0.5 $440k 2.5k 178.96
PNC Financial Services (PNC) 0.5 $435k 3.4k 127.10
Paychex (PAYX) 0.5 $432k 3.8k 114.59
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $411k 4.4k 93.02
Houlihan Lokey Cl A (HLI) 0.5 $408k 4.7k 87.49
CVS Caremark Corporation (CVS) 0.5 $395k 5.3k 74.31
Phillips 66 (PSX) 0.5 $387k 3.8k 101.38
Ishares Tr Us Infrastruc (IFRA) 0.5 $381k 10k 37.32
Bill Com Holdings Ord (BILL) 0.4 $351k 4.3k 81.14
Danaher Corporation (DHR) 0.4 $350k 1.4k 252.06
Analog Devices (ADI) 0.4 $338k 1.7k 197.22
Thermo Fisher Scientific (TMO) 0.4 $317k 549.00 576.41
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $300k 4.1k 73.78
Honeywell International (HON) 0.4 $296k 1.6k 191.12
Johnson & Johnson (JNJ) 0.4 $295k 1.9k 155.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $276k 2.7k 104.00
Costco Wholesale Corporation (COST) 0.3 $262k 526.00 497.32
Vanguard Index Fds Small Cp Etf (VB) 0.3 $256k 1.4k 189.56
Deere & Company (DE) 0.3 $250k 605.00 412.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $239k 4.0k 59.96
Aon Shs Cl A (AON) 0.3 $216k 685.00 315.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $206k 666.00 308.77
Oracle Corporation (ORCL) 0.2 $203k 2.2k 92.92
Eaton Corp SHS (ETN) 0.2 $202k 1.2k 171.34