MondegarAI
Clifford Group, LLC

Q2 2024 · 13F-HR

Clifford Group, LLCholdings as filed

Filed 2024-08-12 · accession 0001965522-24-000003

$123.9M
Reported value
73
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$26.0M21.0%51,969CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$18.9M15.2%242,540CommonNONE
921910816MGKVANGUARD WORLD FD$8.6M6.92%27,279CommonNONE
922908652VXFVANGUARD INDEX FDS$7.7M6.19%45,416CommonNONE
92204A702VGTVANGUARD WORLD FD$4.6M3.70%7,948CommonNONE
464288414MUBISHARES TR$4.2M3.41%39,675CommonNONE
464288877EFVISHARES TR$3.5M2.86%66,750CommonNONE
594918104MSFTMICROSOFT CORP$2.7M2.22%6,144CommonNONE
023135106AMZNAMAZON COM INC$2.5M1.98%12,709CommonNONE
67066G104NVDANVIDIA CORPORATION$2.4M1.95%19,547CommonNONE
464287614IWFISHARES TR$2.4M1.91%6,497CommonNONE
037833100AAPLAPPLE INC$2.2M1.74%10,239CommonNONE
78468R739SHMSPDR SER TR$2.1M1.69%44,279CommonNONE
78464A375SPIBSPDR SER TR$2.0M1.65%62,953CommonNONE
78464A664SPTLSPDR SER TR$1.9M1.51%68,654CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.8M1.42%38,741CommonNONE
02079K305GOOGLALPHABET INC$1.6M1.29%8,778CommonNONE
464287598IWDISHARES TR$1.6M1.25%8,901CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.94%5,774CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.89%2,179CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$965,0240.78%4,043CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$953,1800.77%5,484CommonNONE
907818108UNPUNION PAC CORP$760,1790.61%3,360CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$754,2690.61%1,481CommonNONE
742718109PGPROCTER AND GAMBLE CO$743,8380.60%4,510CommonNONE
65339F101NEENEXTERA ENERGY INC$714,1990.58%10,086CommonNONE
46429B267GOVTISHARES TR$702,4080.57%31,121CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$693,6830.56%2,286CommonNONE
617446448MSMORGAN STANLEY$679,4390.55%6,991CommonNONE
17275R102CSCOCISCO SYS INC$632,6250.51%13,316CommonNONE
437076102HDHOME DEPOT INC$629,5120.51%1,829CommonNONE
922908553VNQVANGUARD INDEX FDS$620,6890.50%7,410CommonNONE
713448108PEPPEPSICO INC$617,5560.50%3,744CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$608,9980.49%2,349CommonNONE
441593100HLIHOULIHAN LOKEY INC$604,8640.49%4,485CommonNONE
002824100ABTABBOTT LABS$598,0970.48%5,756CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$586,4080.47%3,898CommonNONE
03073E105CORCENCORA INC$585,9520.47%2,601CommonNONE
718546104PSXPHILLIPS 66$574,2560.46%4,068CommonNONE
87612E106TGTTARGET CORP$571,2000.46%3,858CommonNONE
74340W103PLDPROLOGIS INC.$556,1880.45%4,952CommonNONE
704326107PAYXPAYCHEX INC$547,7800.44%4,620CommonNONE
45778Q107NSPINSPERITY INC$542,1520.44%5,944CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$532,1340.43%3,888CommonNONE
92826C839VVISA INC$530,7140.43%2,022CommonNONE
02079K107GOOGALPHABET INC$484,0450.39%2,639CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$464,4970.38%546CommonNONE
126650100CVSCVS HEALTH CORP$444,5740.36%7,527CommonNONE
532457108LLYELI LILLY & CO$439,1090.35%485CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$409,3080.33%6,771CommonNONE
46435U713IFRAISHARES TR$402,1390.32%9,547CommonNONE
032654105ADIANALOG DEVICES INC$391,0090.32%1,713CommonNONE
G29183103ETNEATON CORP PLC$354,3120.29%1,130CommonNONE
11135F101AVGOBROADCOM INC$340,9580.28%212CommonNONE
464287663IUSVISHARES TR$336,5680.27%3,819CommonNONE
235851102DHRDANAHER CORPORATION$326,3340.26%1,306CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$312,5530.25%691CommonNONE
68389X105ORCLORACLE CORP$308,8040.25%2,187CommonNONE
438516106HONHONEYWELL INTL INC$305,3620.25%1,430CommonNONE
78464A284HYMBSPDR SER TR$303,4230.24%11,927CommonNONE
922908751VBVANGUARD INDEX FDS$299,5870.24%1,374CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$286,4770.23%518CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$284,6110.23%523CommonNONE
M7S64H106MNDYMONDAY COM LTD$274,7070.22%1,141CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$270,9290.22%666CommonNONE
025816109AXPAMERICAN EXPRESS CO$263,0410.21%1,136CommonNONE
79466L302CRMSALESFORCE INC$246,0450.20%957CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$215,5820.17%988CommonNONE
244199105DEDEERE & CO$211,4750.17%566CommonNONE
G0403H108AONAON PLC$208,5420.17%710CommonNONE
09247X101BLKCHFBLACKROCK INC$206,4370.17%262CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$201,9460.16%1,793CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$200,6600.16%2,193CommonNONE

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.