Clifford Group

Clifford Group as of June 30, 2023

Portfolio Holdings for Clifford Group

Clifford Group holds 71 positions in its portfolio as reported in the June 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) 18.8 $18M 43k 407.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 16.8 $16M 215k 72.62
Ishares Tr Eafe Value Etf (EFV) 4.9 $4.6M 93k 48.94
Ishares Tr National Mun Etf (MUB) 4.5 $4.2M 40k 106.73
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 4.0 $3.7M 158k 23.52
Vanguard World Fds Inf Tech Etf (VGT) 2.8 $2.6M 5.9k 442.16
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.4 $2.2M 47k 47.05
Microsoft Corporation (MSFT) 2.2 $2.1M 6.1k 340.52
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $2.0M 7.2k 275.18
Apple (AAPL) 2.1 $2.0M 10k 193.98
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.8 $1.7M 37k 45.99
Ishares Tr Us Treas Bd Etf (GOVT) 1.8 $1.6M 71k 22.90
Ishares Tr Rus 1000 Val Etf (IWD) 1.6 $1.5M 9.6k 157.83
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $1.3M 16k 83.56
Amazon (AMZN) 1.2 $1.2M 8.8k 130.36
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.1M 8.9k 119.70
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $1.0M 6.9k 148.82
JPMorgan Chase & Co. (JPM) 1.1 $1.0M 6.9k 145.44
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $966k 13k 74.33
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.0 $926k 31k 29.90
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $920k 6.9k 132.73
NVIDIA Corporation (NVDA) 1.0 $918k 2.2k 423.02
Automatic Data Processing (ADP) 1.0 $888k 4.0k 219.79
Union Pacific Corporation (UNP) 0.8 $747k 3.7k 204.60
Procter & Gamble Company (PG) 0.8 $740k 4.9k 151.74
Accenture Plc Ireland Shs Class A (ACN) 0.8 $719k 2.3k 308.62
Home Depot (HD) 0.8 $716k 2.3k 310.59
UnitedHealth (UNH) 0.8 $710k 1.5k 480.66
Insperity (NSP) 0.8 $707k 5.9k 118.96
Cisco Systems (CSCO) 0.7 $673k 13k 51.74
AmerisourceBergen (COR) 0.7 $642k 3.3k 192.42
Abbott Laboratories (ABT) 0.7 $636k 5.8k 109.02
Arthur J. Gallagher & Co. (AJG) 0.7 $627k 2.9k 219.61
Meta Platforms Cl A (META) 0.7 $621k 2.2k 286.98
Pepsi (PEP) 0.7 $608k 3.3k 185.22
Target Corporation (TGT) 0.6 $597k 4.5k 131.91
Te Connectivity SHS 0.6 $588k 4.2k 140.16
Morgan Stanley Com New (MS) 0.6 $587k 6.9k 85.40
Houlihan Lokey Cl A (HLI) 0.6 $583k 5.9k 98.31
Prologis (PLD) 0.6 $583k 4.8k 122.64
Nextera Energy (NEE) 0.6 $568k 7.7k 74.20
United Parcel Service CL B (UPS) 0.6 $547k 3.1k 179.23
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $534k 5.3k 100.92
PNC Financial Services (PNC) 0.6 $532k 4.2k 125.95
Paychex (PAYX) 0.6 $528k 4.7k 111.87
Archer Daniels Midland Company (ADM) 0.6 $514k 6.8k 75.56
CVS Caremark Corporation (CVS) 0.5 $495k 7.2k 69.13
Phillips 66 (PSX) 0.5 $493k 5.2k 95.38
Visa Com Cl A (V) 0.5 $491k 2.1k 237.48
Ishares Tr Us Infrastruc (IFRA) 0.4 $389k 10k 39.08
Honeywell International (HON) 0.4 $342k 1.6k 207.50
Analog Devices (ADI) 0.4 $334k 1.7k 194.81
Alphabet Cap Stk Cl C (GOOG) 0.3 $318k 2.6k 120.96
Danaher Corporation (DHR) 0.3 $318k 1.3k 240.02
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $311k 4.0k 78.26
Costco Wholesale Corporation (COST) 0.3 $294k 546.00 538.85
Thermo Fisher Scientific (TMO) 0.3 $290k 555.00 521.79
Tesla Motors (TSLA) 0.3 $275k 1.0k 261.77
Vanguard Index Fds Small Cp Etf (VB) 0.3 $269k 1.4k 198.89
Bill Com Holdings Ord (BILL) 0.3 $265k 2.3k 116.85
Oracle Corporation (ORCL) 0.3 $261k 2.2k 119.09
Deere & Company (DE) 0.3 $245k 605.00 405.19
Aon Shs Cl A (AON) 0.3 $237k 685.00 345.20
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $232k 3.9k 58.66
Johnson & Johnson (JNJ) 0.2 $231k 1.4k 165.52
Eaton Corp SHS (ETN) 0.2 $229k 1.1k 201.10
Eli Lilly & Co. (LLY) 0.2 $228k 485.00 468.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $227k 666.00 341.00
Goldman Sachs (GS) 0.2 $217k 674.00 322.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $217k 490.00 443.43
salesforce (CRM) 0.2 $202k 957.00 211.26