Clifford Group as of March 31, 2025
Portfolio Holdings for Clifford Group
Clifford Group holds 76 positions in its portfolio as reported in the March 2025 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) | 28.6 | $31M | 60k | 513.91 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 8.0 | $8.6M | 50k | 172.26 | |
| Vanguard World Mega Grwth Ind (MGK) | 7.8 | $8.4M | 27k | 308.88 | |
| Ishares Tr Eafe Value Etf (EFV) | 4.8 | $5.1M | 87k | 58.94 | |
| Ishares Tr National Mun Etf (MUB) | 4.2 | $4.5M | 43k | 105.44 | |
| Vanguard World Inf Tech Etf (VGT) | 3.1 | $3.3M | 6.1k | 542.40 | |
| Amazon (AMZN) | 2.4 | $2.6M | 14k | 190.26 | |
| Apple (AAPL) | 2.2 | $2.4M | 11k | 222.13 | |
| Microsoft Corporation (MSFT) | 2.1 | $2.3M | 6.0k | 375.37 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 2.0 | $2.2M | 46k | 47.60 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.0 | $2.2M | 6.1k | 361.09 | |
| NVIDIA Corporation (NVDA) | 2.0 | $2.2M | 20k | 108.38 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.8 | $2.0M | 42k | 46.31 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.4 | $1.6M | 8.2k | 188.16 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.4M | 5.7k | 245.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.4M | 8.9k | 154.64 | |
| Meta Platforms Cl A (META) | 1.3 | $1.4M | 2.4k | 576.37 | |
| Automatic Data Processing (ADP) | 1.2 | $1.2M | 4.0k | 305.53 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $898k | 5.4k | 166.00 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $798k | 35k | 22.99 | |
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $758k | 2.2k | 345.17 | |
| Visa Com Cl A (V) | 0.7 | $720k | 2.1k | 350.46 | |
| Morgan Stanley Com New (MS) | 0.7 | $707k | 6.1k | 116.67 | |
| AmerisourceBergen (COR) | 0.6 | $684k | 2.5k | 278.07 | |
| Union Pacific Corporation (UNP) | 0.6 | $679k | 2.9k | 236.23 | |
| Procter & Gamble Company (PG) | 0.6 | $668k | 3.9k | 170.42 | |
| UnitedHealth (UNH) | 0.6 | $652k | 1.2k | 523.82 | |
| Houlihan Lokey Cl A (HLI) | 0.6 | $651k | 4.0k | 161.51 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $613k | 6.8k | 90.55 | |
| Home Depot (HD) | 0.6 | $589k | 1.6k | 366.44 | |
| Paychex (PAYX) | 0.5 | $568k | 3.7k | 154.28 | |
| Cisco Systems (CSCO) | 0.5 | $564k | 9.1k | 61.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $546k | 1.7k | 312.11 | |
| Insperity (NSP) | 0.5 | $530k | 5.9k | 89.23 | |
| Abbott Laboratories (ABT) | 0.5 | $528k | 4.0k | 132.66 | |
| Costco Wholesale Corporation (COST) | 0.5 | $497k | 525.00 | 946.63 | |
| Nextera Energy (NEE) | 0.4 | $474k | 6.7k | 70.89 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $472k | 11k | 45.07 | |
| Phillips 66 (PSX) | 0.4 | $419k | 3.4k | 123.48 | |
| Klaviyo Com Ser A (KVYO) | 0.4 | $417k | 14k | 30.26 | |
| Te Connectivity Ord Shs (TEL) | 0.4 | $416k | 2.9k | 141.32 | |
| Broadcom (AVGO) | 0.4 | $413k | 2.5k | 167.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $412k | 2.6k | 156.23 | |
| Eli Lilly & Co. (LLY) | 0.4 | $405k | 490.00 | 825.91 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $383k | 15k | 25.22 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $378k | 676.00 | 559.37 | |
| Goldman Sachs (GS) | 0.4 | $378k | 691.00 | 546.29 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $358k | 673.00 | 532.58 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $353k | 3.8k | 92.29 | |
| Analog Devices (ADI) | 0.3 | $346k | 1.7k | 201.67 | |
| Pepsi (PEP) | 0.3 | $332k | 2.2k | 149.93 | |
| Eaton Corp SHS (ETN) | 0.3 | $312k | 1.1k | 271.83 | |
| Oracle Corporation (ORCL) | 0.3 | $306k | 2.2k | 139.81 | |
| American Express Company (AXP) | 0.3 | $306k | 1.1k | 269.05 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $305k | 1.4k | 221.75 | |
| Prologis (PLD) | 0.3 | $300k | 2.7k | 111.78 | |
| Aon Shs Cl A (AON) | 0.3 | $284k | 710.00 | 399.28 | |
| Honeywell International (HON) | 0.3 | $279k | 1.3k | 211.75 | |
| Fidelity National Information Services (FIS) | 0.3 | $276k | 3.7k | 74.69 | |
| Deere & Company (DE) | 0.3 | $271k | 578.00 | 469.35 | |
| salesforce (CRM) | 0.3 | $268k | 1.0k | 268.36 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $257k | 517.00 | 497.64 | |
| Wal-Mart Stores (WMT) | 0.2 | $252k | 2.9k | 87.79 | |
| Danaher Corporation (DHR) | 0.2 | $248k | 1.2k | 205.02 | |
| Target Corporation (TGT) | 0.2 | $230k | 2.2k | 104.35 | |
| Blackrock (BLK) | 0.2 | $228k | 241.00 | 947.27 | |
| United Parcel Service CL B (UPS) | 0.2 | $222k | 2.0k | 109.99 | |
| McKesson Corporation (MCK) | 0.2 | $221k | 329.00 | 672.99 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $220k | 400.00 | 550.03 | |
| O'reilly Automotive (ORLY) | 0.2 | $219k | 153.00 | 1432.58 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $214k | 940.00 | 227.55 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $208k | 1.8k | 115.95 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $206k | 7.4k | 27.96 | |
| Pinterest Cl A (PINS) | 0.2 | $204k | 6.6k | 31.00 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $202k | 407.00 | 495.27 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $200k | 728.00 | 274.84 |
