Clifford Group

Clifford Group as of March 31, 2024

Portfolio Holdings for Clifford Group

Clifford Group holds 71 positions in its portfolio as reported in the March 2024 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) 21.1 $26M 53k 480.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 16.9 $21M 254k 80.63
Vanguard Index Fds Extend Mkt Etf (VXF) 6.1 $7.4M 42k 175.27
Ishares Tr Eafe Value Etf (EFV) 4.8 $5.8M 107k 54.40
Ishares Tr National Mun Etf (MUB) 3.5 $4.3M 40k 107.60
Vanguard World Inf Tech Etf (VGT) 3.4 $4.1M 7.9k 524.34
Vanguard World Mega Grwth Ind (MGK) 3.3 $3.9M 14k 286.61
Microsoft Corporation (MSFT) 2.1 $2.6M 6.2k 420.69
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.9 $2.4M 50k 47.44
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $2.2M 6.5k 337.05
Amazon (AMZN) 1.6 $2.0M 11k 180.38
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.6 $2.0M 60k 32.69
NVIDIA Corporation (NVDA) 1.5 $1.8M 2.0k 903.56
Apple (AAPL) 1.5 $1.8M 10k 171.48
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $1.7M 37k 45.61
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $1.6M 9.0k 179.11
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $1.5M 18k 86.48
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.3 $1.5M 55k 27.94
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.3M 8.9k 150.93
JPMorgan Chase & Co. (JPM) 1.0 $1.2M 5.9k 200.30
Meta Platforms Cl A (META) 0.9 $1.1M 2.2k 485.58
Automatic Data Processing (ADP) 0.8 $1.0M 4.0k 249.74
Union Pacific Corporation (UNP) 0.7 $813k 3.3k 245.91
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $749k 5.5k 136.05
Procter & Gamble Company (PG) 0.6 $736k 4.5k 162.26
Accenture Plc Ireland Shs Class A (ACN) 0.6 $727k 2.1k 346.65
UnitedHealth (UNH) 0.6 $726k 1.5k 494.73
Target Corporation (TGT) 0.6 $717k 4.0k 177.22
Home Depot (HD) 0.6 $692k 1.8k 383.53
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $678k 30k 22.77
Cisco Systems (CSCO) 0.6 $674k 14k 49.91
Phillips 66 (PSX) 0.6 $670k 4.1k 163.33
Morgan Stanley Com New (MS) 0.6 $669k 7.1k 94.16
Nextera Energy (NEE) 0.6 $666k 10k 63.91
PNC Financial Services (PNC) 0.5 $665k 4.1k 161.62
Pepsi (PEP) 0.5 $658k 3.8k 175.01
Insperity (NSP) 0.5 $652k 5.9k 109.61
Abbott Laboratories (ABT) 0.5 $643k 5.7k 113.66
AmerisourceBergen (COR) 0.5 $641k 2.6k 242.97
CVS Caremark Corporation (CVS) 0.5 $633k 7.9k 79.76
Prologis (PLD) 0.5 $626k 4.8k 130.22
Arthur J. Gallagher & Co. (AJG) 0.5 $600k 2.4k 249.99
Houlihan Lokey Cl A (HLI) 0.5 $585k 4.6k 128.19
United Parcel Service CL B (UPS) 0.5 $575k 3.9k 148.64
Te Connectivity SHS 0.5 $575k 4.0k 145.25
Paychex (PAYX) 0.5 $571k 4.6k 122.80
Visa Com Cl A (V) 0.5 $564k 2.0k 279.08
Alphabet Cap Stk Cl C (GOOG) 0.3 $417k 2.7k 152.26
Archer Daniels Midland Company (ADM) 0.3 $405k 6.4k 62.81
Costco Wholesale Corporation (COST) 0.3 $400k 546.00 733.27
Eli Lilly & Co. (LLY) 0.3 $377k 485.00 777.96
Ishares Tr Us Infrastruc (IFRA) 0.3 $369k 8.5k 43.36
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $359k 4.0k 90.44
Eaton Corp SHS (ETN) 0.3 $357k 1.1k 312.68
Analog Devices (ADI) 0.3 $339k 1.7k 197.79
Danaher Corporation (DHR) 0.3 $334k 1.3k 249.74
Vanguard Index Fds Small Cp Etf (VB) 0.3 $314k 1.4k 228.59
Thermo Fisher Scientific (TMO) 0.2 $301k 518.00 581.26
Honeywell International (HON) 0.2 $294k 1.4k 205.25
Broadcom (AVGO) 0.2 $292k 220.00 1325.41
Goldman Sachs (GS) 0.2 $289k 691.00 417.69
salesforce (CRM) 0.2 $288k 957.00 301.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $280k 666.00 420.52
Oracle Corporation (ORCL) 0.2 $275k 2.2k 125.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $268k 512.00 523.24
American Express Company (AXP) 0.2 $259k 1.1k 227.69
Monday SHS (MNDY) 0.2 $258k 1.1k 225.87
Aon Shs Cl A (AON) 0.2 $237k 710.00 333.88
Deere & Company (DE) 0.2 $233k 566.00 410.74
BlackRock 0.2 $219k 262.00 834.34
Hilton Worldwide Holdings (HLT) 0.2 $211k 988.00 213.31