Clifford Group

Clifford Group as of Dec. 31, 2024

Portfolio Holdings for Clifford Group

Clifford Group holds 75 positions in its portfolio as reported in the December 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) 22.5 $30M 55k 538.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 15.8 $21M 757k 27.32
Vanguard Index Fds Extend Mkt Etf (VXF) 6.8 $8.9M 47k 189.98
Vanguard World Mega Grwth Ind (MGK) 6.8 $8.9M 26k 343.41
Ishares Tr Eafe Value Etf (EFV) 3.1 $4.0M 77k 52.47
Vanguard World Inf Tech Etf (VGT) 2.8 $3.7M 5.9k 621.82
Amazon (AMZN) 2.3 $3.0M 14k 219.39
Ishares Tr National Mun Etf (MUB) 2.2 $2.9M 27k 106.55
Apple (AAPL) 2.0 $2.7M 11k 250.42
NVIDIA Corporation (NVDA) 2.0 $2.6M 20k 134.29
Microsoft Corporation (MSFT) 2.0 $2.6M 6.2k 421.48
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $2.5M 6.2k 401.58
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.8 $2.4M 73k 32.76
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.6 $2.0M 43k 47.39
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.5 $1.9M 42k 45.34
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.7M 8.8k 189.30
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $1.6M 8.5k 185.13
Meta Platforms Cl A (META) 1.0 $1.4M 2.3k 585.53
JPMorgan Chase & Co. (JPM) 1.0 $1.4M 5.7k 239.72
Automatic Data Processing (ADP) 0.9 $1.2M 4.0k 292.73
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.8 $1.1M 41k 26.19
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $1.1M 5.4k 197.49
Morgan Stanley Com New (MS) 0.6 $824k 6.6k 125.72
Accenture Plc Ireland Shs Class A (ACN) 0.6 $805k 2.3k 351.84
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $802k 35k 22.98
Procter & Gamble Company (PG) 0.6 $802k 4.8k 167.63
UnitedHealth (UNH) 0.6 $748k 1.5k 505.91
Houlihan Lokey Cl A (HLI) 0.6 $737k 4.2k 173.67
Union Pacific Corporation (UNP) 0.6 $736k 3.2k 228.03
Home Depot (HD) 0.5 $704k 1.8k 388.94
Cisco Systems (CSCO) 0.5 $688k 12k 59.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $662k 7.4k 89.08
Arthur J. Gallagher & Co. (AJG) 0.5 $658k 2.3k 283.80
Paychex (PAYX) 0.5 $650k 4.6k 140.21
Abbott Laboratories (ABT) 0.5 $630k 5.6k 113.11
Visa Com Cl A (V) 0.5 $622k 2.0k 316.04
AmerisourceBergen (COR) 0.5 $606k 2.7k 224.66
Broadcom (AVGO) 0.4 $572k 2.5k 231.81
Nextera Energy (NEE) 0.4 $545k 7.6k 71.69
Te Connectivity Ord Shs (TEL) 0.4 $534k 3.7k 142.99
Alphabet Cap Stk Cl C (GOOG) 0.4 $503k 2.6k 190.44
Costco Wholesale Corporation (COST) 0.4 $482k 525.00 917.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $468k 799.00 586.06
Ishares Tr Us Infrastruc (IFRA) 0.4 $462k 10k 46.29
Insperity (NSP) 0.4 $461k 5.9k 77.51
Phillips 66 (PSX) 0.4 $460k 4.0k 113.94
Goldman Sachs (GS) 0.3 $396k 691.00 572.62
Eaton Corp SHS (ETN) 0.3 $375k 1.1k 331.87
Eli Lilly & Co. (LLY) 0.3 $374k 485.00 772.00
Prologis (PLD) 0.3 $372k 3.5k 105.69
Oracle Corporation (ORCL) 0.3 $365k 2.2k 166.64
Analog Devices (ADI) 0.3 $364k 1.7k 212.46
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $354k 3.8k 92.59
American Express Company (AXP) 0.3 $337k 1.1k 296.79
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.3 $337k 13k 25.58
Vanguard Index Fds Small Cp Etf (VB) 0.3 $330k 1.4k 240.28
salesforce (CRM) 0.2 $327k 977.00 334.33
Honeywell International (HON) 0.2 $310k 1.4k 225.89
Tesla Motors (TSLA) 0.2 $303k 750.00 403.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $302k 666.00 453.28
Pepsi (PEP) 0.2 $299k 2.0k 152.02
Danaher Corporation (DHR) 0.2 $290k 1.3k 229.57
Wal-Mart Stores (WMT) 0.2 $257k 2.8k 90.35
Blackrock (BLK) 0.2 $257k 250.00 1025.94
Aon Shs Cl A (AON) 0.2 $255k 710.00 359.33
Thermo Fisher Scientific (TMO) 0.2 $255k 490.00 520.27
Deere & Company (DE) 0.2 $245k 578.00 423.70
Hilton Worldwide Holdings (HLT) 0.2 $232k 940.00 247.16
Fidelity National Information Services (FIS) 0.2 $226k 2.8k 80.78
Target Corporation (TGT) 0.2 $219k 1.6k 135.15
Pinterest Cl A (PINS) 0.2 $217k 7.5k 29.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $211k 1.8k 117.46
Spdr Gold Tr Gold Shs (GLD) 0.2 $208k 857.00 242.13
Intuitive Surgical Com New (ISRG) 0.2 $207k 397.00 521.96
Kkr & Co (KKR) 0.2 $200k 1.4k 147.91