Clifford Group

Clifford Group as of Dec. 31, 2023

Portfolio Holdings for Clifford Group

Clifford Group holds 74 positions in its portfolio as reported in the December 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) 19.8 $21M 49k 436.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 17.4 $19M 247k 76.13
Vanguard Index Fds Extend Mkt Etf (VXF) 5.5 $5.9M 36k 164.42
Ishares Tr Eafe Value Etf (EFV) 4.9 $5.2M 101k 52.10
Ishares Tr National Mun Etf (MUB) 4.7 $5.1M 47k 108.41
Vanguard World Fds Inf Tech Etf (VGT) 3.0 $3.2M 6.6k 484.00
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.1 $2.3M 48k 47.79
Microsoft Corporation (MSFT) 2.1 $2.3M 6.2k 376.02
Vanguard World Mega Grwth Ind (MGK) 1.9 $2.1M 8.1k 259.51
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $2.0M 6.5k 303.17
Apple (AAPL) 1.8 $1.9M 10k 192.53
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.7 $1.8M 62k 29.02
Amazon (AMZN) 1.5 $1.7M 11k 151.94
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $1.5M 17k 88.36
Ishares Tr Rus 1000 Val Etf (IWD) 1.4 $1.5M 9.1k 165.25
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $1.5M 32k 46.36
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.3 $1.4M 44k 32.83
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.2M 8.8k 139.69
NVIDIA Corporation (NVDA) 1.0 $1.0M 2.1k 495.22
JPMorgan Chase & Co. (JPM) 0.9 $1.0M 6.0k 170.10
Automatic Data Processing (ADP) 0.9 $942k 4.0k 232.97
Union Pacific Corporation (UNP) 0.7 $805k 3.3k 245.60
Meta Platforms Cl A (META) 0.7 $771k 2.2k 353.96
Accenture Plc Ireland Shs Class A (ACN) 0.7 $732k 2.1k 350.95
UnitedHealth (UNH) 0.7 $720k 1.4k 526.50
Insperity (NSP) 0.6 $697k 5.9k 117.22
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $652k 8.4k 78.03
PNC Financial Services (PNC) 0.6 $648k 4.2k 154.86
Procter & Gamble Company (PG) 0.6 $639k 4.4k 146.55
Home Depot (HD) 0.6 $623k 1.8k 346.48
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $615k 27k 23.04
Morgan Stanley Com New (MS) 0.6 $615k 6.6k 93.24
Prologis (PLD) 0.6 $611k 4.6k 133.31
Cisco Systems (CSCO) 0.6 $597k 12k 50.52
Abbott Laboratories (ABT) 0.6 $597k 5.4k 110.07
Phillips 66 (PSX) 0.5 $593k 4.5k 133.15
Target Corporation (TGT) 0.5 $588k 4.1k 142.43
Pepsi (PEP) 0.5 $574k 3.4k 169.84
AmerisourceBergen (COR) 0.5 $572k 2.8k 205.36
CVS Caremark Corporation (CVS) 0.5 $560k 7.1k 78.96
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $557k 5.4k 104.00
Te Connectivity SHS (TEL) 0.5 $551k 3.9k 140.50
Houlihan Lokey Cl A (HLI) 0.5 $544k 4.5k 119.91
Nextera Energy (NEE) 0.5 $535k 8.8k 60.74
Visa Com Cl A (V) 0.5 $526k 2.0k 260.35
United Parcel Service CL B (UPS) 0.5 $518k 3.3k 157.21
Arthur J. Gallagher & Co. (AJG) 0.5 $517k 2.3k 224.93
Paychex (PAYX) 0.5 $500k 4.2k 119.11
Ishares Tr Us Infrastruc (IFRA) 0.4 $478k 12k 40.27
Archer Daniels Midland Company (ADM) 0.4 $461k 6.4k 72.22
Alphabet Cap Stk Cl C (GOOG) 0.4 $415k 2.9k 140.93
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $363k 4.3k 84.33
Costco Wholesale Corporation (COST) 0.3 $361k 546.00 660.65
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.3 $348k 15k 24.04
Analog Devices (ADI) 0.3 $340k 1.7k 198.56
Danaher Corporation (DHR) 0.3 $309k 1.3k 231.36
Honeywell International (HON) 0.3 $300k 1.4k 209.71
Vanguard Index Fds Small Cp Etf (VB) 0.3 $293k 1.4k 213.33
Eli Lilly & Co. (LLY) 0.3 $283k 485.00 582.92
Tesla Motors (TSLA) 0.3 $276k 1.1k 248.48
Eaton Corp SHS (ETN) 0.3 $275k 1.1k 240.82
Thermo Fisher Scientific (TMO) 0.3 $274k 516.00 530.83
Goldman Sachs (GS) 0.2 $267k 691.00 385.77
salesforce (CRM) 0.2 $252k 957.00 263.14
Broadcom (AVGO) 0.2 $246k 220.00 1116.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $244k 513.00 475.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $238k 666.00 356.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $237k 1.7k 136.38
Oracle Corporation (ORCL) 0.2 $231k 2.2k 105.43
Deere & Company (DE) 0.2 $226k 566.00 399.87
Monday SHS (MNDY) 0.2 $214k 1.1k 187.81
BlackRock (BLK) 0.2 $213k 262.00 812.43
American Express Company (AXP) 0.2 $213k 1.1k 187.34
Aon Shs Cl A (AON) 0.2 $207k 710.00 291.16