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Cliffwater LLC

Q2 2023 · 13F-HR

Cliffwater LLCholdings as filed

Filed 2023-08-14 · accession 0001104659-23-090829

$304.6M
Reported value
26
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$83.8M27.5%380,424CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$35.4M11.6%765,749CommonSOLE
35243J101FBRTFRANKLIN BSP RLTY TR INC$31.1M10.2%2,196,171CommonSOLE
92206C599VTHRVANGUARD SCOTTSDALE FDS$20.6M6.76%104,228CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$14.3M4.71%767,194CommonSOLE
04010L103ARCCARES CAPITAL CORP$12.9M4.24%687,206CommonSOLE
69121K104OBDCOWL ROCK CAPITAL CORPORATION$12.9M4.22%957,649CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$11.7M3.83%863,662CommonSOLE
647551100NMFCNEW MTN FIN CORP$10.3M3.39%829,135CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$9.1M2.98%120,105CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.4M2.76%206,675CommonSOLE
09259E108TCPCBLACKROCK TCP CAPITAL CORP$7.5M2.47%688,576CommonSOLE
06759L103BBDCBARINGS BDC INC$7.2M2.37%920,728CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$7.2M2.35%261,731CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$6.8M2.24%351,498CommonSOLE
922908553VNQVANGUARD INDEX FDS$5.8M1.92%69,923CommonSOLE
126600105CVBFCVB FINL CORP$5.5M1.80%412,247CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$5.4M1.78%12,204CommonSOLE
83413U100SLRCSLR INVESTMENT CORP$2.0M0.67%143,170CommonSOLE
858568108SCMSTELLUS CAP INVT CORP$1.8M0.58%126,192CommonSOLE
464287234EEMISHARES TR$1.6M0.52%40,400CommonSOLE
225655109CCAPCRESCENT CAP BDC INC$1.3M0.44%88,274CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$940,4010.31%67,850CommonSOLE
610335101MRCCMONROE CAP CORP$641,6390.21%78,440CommonSOLE
464287655IWMISHARES TR$323,7900.11%1,729CommonSOLE
46432F842IEFAISHARES TR$69,9300.02%1,036CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.