Clifford Group

Clifford Group as of June 30, 2024

Portfolio Holdings for Clifford Group

Clifford Group holds 73 positions in its portfolio as reported in the June 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) 21.0 $26M 52k 500.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 15.2 $19M 243k 77.76
Vanguard World Mega Grwth Ind (MGK) 6.9 $8.6M 27k 314.21
Vanguard Index Fds Extend Mkt Etf (VXF) 6.2 $7.7M 45k 168.79
Vanguard World Inf Tech Etf (VGT) 3.7 $4.6M 7.9k 576.59
Ishares Tr National Mun Etf (MUB) 3.4 $4.2M 40k 106.55
Ishares Tr Eafe Value Etf (EFV) 2.9 $3.5M 67k 53.04
Microsoft Corporation (MSFT) 2.2 $2.7M 6.1k 446.92
Amazon (AMZN) 2.0 $2.5M 13k 193.25
NVIDIA Corporation (NVDA) 1.9 $2.4M 20k 123.54
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $2.4M 6.5k 364.51
Apple (AAPL) 1.7 $2.2M 10k 210.62
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.7 $2.1M 44k 47.19
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.7 $2.0M 63k 32.56
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.5 $1.9M 69k 27.22
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $1.8M 39k 45.40
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.6M 8.8k 182.15
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $1.6M 8.9k 174.47
JPMorgan Chase & Co. (JPM) 0.9 $1.2M 5.8k 202.27
Meta Platforms Cl A (META) 0.9 $1.1M 2.2k 504.22
Automatic Data Processing (ADP) 0.8 $965k 4.0k 238.69
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $953k 5.5k 173.81
Union Pacific Corporation (UNP) 0.6 $760k 3.4k 226.24
UnitedHealth (UNH) 0.6 $754k 1.5k 509.30
Procter & Gamble Company (PG) 0.6 $744k 4.5k 164.93
Nextera Energy (NEE) 0.6 $714k 10k 70.81
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $702k 31k 22.57
Accenture Plc Ireland Shs Class A (ACN) 0.6 $694k 2.3k 303.45
Morgan Stanley Com New (MS) 0.5 $679k 7.0k 97.19
Cisco Systems (CSCO) 0.5 $633k 13k 47.51
Home Depot (HD) 0.5 $630k 1.8k 344.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $621k 7.4k 83.76
Pepsi (PEP) 0.5 $618k 3.7k 164.95
Arthur J. Gallagher & Co. (AJG) 0.5 $609k 2.3k 259.26
Houlihan Lokey Cl A (HLI) 0.5 $605k 4.5k 134.86
Abbott Laboratories (ABT) 0.5 $598k 5.8k 103.91
Te Connectivity SHS 0.5 $586k 3.9k 150.44
AmerisourceBergen (COR) 0.5 $586k 2.6k 225.28
Phillips 66 (PSX) 0.5 $574k 4.1k 141.16
Target Corporation (TGT) 0.5 $571k 3.9k 148.06
Prologis (PLD) 0.4 $556k 5.0k 112.32
Paychex (PAYX) 0.4 $548k 4.6k 118.57
Insperity (NSP) 0.4 $542k 5.9k 91.21
United Parcel Service CL B (UPS) 0.4 $532k 3.9k 136.87
Visa Com Cl A (V) 0.4 $531k 2.0k 262.47
Alphabet Cap Stk Cl C (GOOG) 0.4 $484k 2.6k 183.42
Costco Wholesale Corporation (COST) 0.4 $465k 546.00 850.73
CVS Caremark Corporation (CVS) 0.4 $445k 7.5k 59.06
Eli Lilly & Co. (LLY) 0.4 $439k 485.00 905.38
Archer Daniels Midland Company (ADM) 0.3 $409k 6.8k 60.45
Ishares Tr Us Infrastruc (IFRA) 0.3 $402k 9.5k 42.12
Analog Devices (ADI) 0.3 $391k 1.7k 228.26
Eaton Corp SHS (ETN) 0.3 $354k 1.1k 313.55
Broadcom (AVGO) 0.3 $341k 212.00 1608.29
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $337k 3.8k 88.13
Danaher Corporation (DHR) 0.3 $326k 1.3k 249.87
Goldman Sachs (GS) 0.3 $313k 691.00 452.32
Oracle Corporation (ORCL) 0.2 $309k 2.2k 141.20
Honeywell International (HON) 0.2 $305k 1.4k 213.54
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $303k 12k 25.44
Vanguard Index Fds Small Cp Etf (VB) 0.2 $300k 1.4k 218.04
Thermo Fisher Scientific (TMO) 0.2 $287k 518.00 553.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $285k 523.00 544.19
Monday SHS (MNDY) 0.2 $275k 1.1k 240.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $271k 666.00 406.80
American Express Company (AXP) 0.2 $263k 1.1k 231.55
salesforce (CRM) 0.2 $246k 957.00 257.10
Hilton Worldwide Holdings (HLT) 0.2 $216k 988.00 218.20
Deere & Company (DE) 0.2 $212k 566.00 373.63
Aon Shs Cl A (AON) 0.2 $209k 710.00 293.72
BlackRock 0.2 $206k 262.00 787.93
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $202k 1.8k 112.63
Microchip Technology (MCHP) 0.2 $201k 2.2k 91.50