Clifford Group

Clifford Group as of Sept. 30, 2024

Portfolio Holdings for Clifford Group

Clifford Group holds 74 positions in its portfolio as reported in the September 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) 21.8 $28M 53k 527.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 15.9 $20M 242k 84.53
Vanguard Index Fds Extend Mkt Etf (VXF) 6.5 $8.3M 46k 181.99
Vanguard World Mega Grwth Ind (MGK) 6.1 $7.9M 25k 321.95
Ishares Tr Eafe Value Etf (EFV) 3.3 $4.3M 75k 57.53
Ishares Tr National Mun Etf (MUB) 3.1 $4.0M 37k 108.63
Vanguard World Inf Tech Etf (VGT) 2.6 $3.4M 5.8k 586.53
Microsoft Corporation (MSFT) 2.1 $2.7M 6.2k 430.28
Apple (AAPL) 1.9 $2.5M 11k 233.00
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $2.4M 6.4k 375.38
NVIDIA Corporation (NVDA) 1.8 $2.4M 20k 121.44
Amazon (AMZN) 1.8 $2.3M 13k 186.33
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.7 $2.2M 67k 33.71
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.6 $2.1M 43k 48.14
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $1.8M 39k 47.21
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.4 $1.8M 62k 29.07
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $1.6M 8.6k 189.80
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.5M 8.8k 165.85
Meta Platforms Cl A (META) 1.0 $1.3M 2.2k 572.46
JPMorgan Chase & Co. (JPM) 0.9 $1.2M 5.7k 210.87
Automatic Data Processing (ADP) 0.9 $1.1M 4.0k 276.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $929k 5.3k 173.67
UnitedHealth (UNH) 0.7 $859k 1.5k 584.73
Union Pacific Corporation (UNP) 0.6 $830k 3.4k 246.47
Nextera Energy (NEE) 0.6 $822k 9.7k 84.53
Accenture Plc Ireland Shs Class A (ACN) 0.6 $811k 2.3k 353.53
Procter & Gamble Company (PG) 0.6 $773k 4.5k 173.22
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $750k 32k 23.45
Home Depot (HD) 0.6 $730k 1.8k 405.14
Morgan Stanley Com New (MS) 0.5 $693k 6.7k 104.24
Houlihan Lokey Cl A (HLI) 0.5 $692k 4.4k 158.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $680k 7.0k 97.41
Arthur J. Gallagher & Co. (AJG) 0.5 $648k 2.3k 281.31
Abbott Laboratories (ABT) 0.5 $644k 5.6k 114.01
Prologis (PLD) 0.5 $625k 5.0k 126.29
Cisco Systems (CSCO) 0.5 $621k 12k 53.22
Paychex (PAYX) 0.5 $617k 4.6k 134.20
Target Corporation (TGT) 0.5 $600k 3.8k 155.84
AmerisourceBergen (COR) 0.4 $578k 2.6k 225.06
Phillips 66 (PSX) 0.4 $566k 4.3k 131.45
Te Connectivity Ord Shs (TEL) 0.4 $566k 3.8k 151.00
Visa Com Cl A (V) 0.4 $541k 2.0k 274.95
Insperity (NSP) 0.4 $523k 5.9k 88.00
Pepsi (PEP) 0.4 $480k 2.8k 170.02
Ishares Tr Us Infrastruc (IFRA) 0.4 $464k 9.9k 46.97
Costco Wholesale Corporation (COST) 0.4 $461k 519.00 887.33
Alphabet Cap Stk Cl C (GOOG) 0.3 $441k 2.6k 167.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $433k 755.00 573.74
Broadcom (AVGO) 0.3 $433k 2.5k 172.48
Archer Daniels Midland Company (ADM) 0.3 $431k 7.2k 59.74
Eli Lilly & Co. (LLY) 0.3 $430k 485.00 885.94
Analog Devices (ADI) 0.3 $394k 1.7k 230.17
Eaton Corp SHS (ETN) 0.3 $375k 1.1k 331.44
Oracle Corporation (ORCL) 0.3 $373k 2.2k 170.40
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $365k 3.8k 95.49
Danaher Corporation (DHR) 0.3 $351k 1.3k 278.05
Goldman Sachs (GS) 0.3 $342k 691.00 495.11
United Parcel Service CL B (UPS) 0.3 $336k 2.5k 136.32
Vanguard Index Fds Small Cp Etf (VB) 0.3 $326k 1.4k 237.21
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $312k 12k 26.27
American Express Company (AXP) 0.2 $308k 1.1k 271.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $307k 666.00 460.26
Thermo Fisher Scientific (TMO) 0.2 $304k 492.00 618.62
Honeywell International (HON) 0.2 $284k 1.4k 206.71
salesforce (CRM) 0.2 $267k 977.00 273.71
Aon Shs Cl A (AON) 0.2 $246k 710.00 346.16
Pinterest Cl A (PINS) 0.2 $242k 7.5k 32.37
Deere & Company (DE) 0.2 $241k 578.00 417.33
BlackRock 0.2 $238k 250.00 950.28
Wal-Mart Stores (WMT) 0.2 $229k 2.8k 80.75
Hilton Worldwide Holdings (HLT) 0.2 $217k 940.00 230.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $215k 1.8k 119.70
Tesla Motors (TSLA) 0.2 $214k 817.00 261.63
TransDigm Group Incorporated (TDG) 0.2 $203k 142.00 1427.13