MondegarAI
Clifford Group, LLC

Q3 2024 · 13F-HR

Clifford Group, LLCholdings as filed

Filed 2024-11-12 · accession 0001965522-24-000004

$128.6M
Reported value
74
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$28.0M21.8%53,038CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$20.4M15.9%241,721CommonNONE
922908652VXFVANGUARD INDEX FDS$8.3M6.48%45,809CommonNONE
921910816MGKVANGUARD WORLD FD$7.9M6.15%24,559CommonNONE
464288877EFVISHARES TR$4.3M3.33%74,532CommonNONE
464288414MUBISHARES TR$4.0M3.12%36,953CommonNONE
92204A702VGTVANGUARD WORLD FD$3.4M2.64%5,790CommonNONE
594918104MSFTMICROSOFT CORP$2.7M2.06%6,160CommonNONE
037833100AAPLAPPLE INC$2.5M1.92%10,580CommonNONE
464287614IWFISHARES TR$2.4M1.88%6,433CommonNONE
67066G104NVDANVIDIA CORPORATION$2.4M1.85%19,586CommonNONE
023135106AMZNAMAZON COM INC$2.3M1.83%12,597CommonNONE
78464A375SPIBSPDR SER TR$2.2M1.75%66,696CommonNONE
78468R739SHMSPDR SER TR$2.1M1.60%42,714CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.8M1.43%38,850CommonNONE
78464A664SPTLSPDR SER TR$1.8M1.40%61,809CommonNONE
464287598IWDISHARES TR$1.6M1.27%8,576CommonNONE
02079K305GOOGLALPHABET INC$1.5M1.13%8,797CommonNONE
30303M102METAMETA PLATFORMS INC$1.3M1.00%2,236CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.93%5,694CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.87%4,043CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$928,6260.72%5,347CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$858,9690.67%1,469CommonNONE
907818108UNPUNION PAC CORP$829,6060.65%3,366CommonNONE
65339F101NEENEXTERA ENERGY INC$821,8300.64%9,722CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$810,6430.63%2,293CommonNONE
742718109PGPROCTER AND GAMBLE CO$772,7140.60%4,461CommonNONE
46429B267GOVTISHARES TR$750,0630.58%31,986CommonNONE
437076102HDHOME DEPOT INC$729,6610.57%1,801CommonNONE
617446448MSMORGAN STANLEY$693,4100.54%6,652CommonNONE
441593100HLIHOULIHAN LOKEY INC$691,9980.54%4,379CommonNONE
922908553VNQVANGUARD INDEX FDS$680,1390.53%6,982CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$647,5870.50%2,302CommonNONE
002824100ABTABBOTT LABS$643,4760.50%5,644CommonNONE
74340W103PLDPROLOGIS INC.$625,3920.49%4,952CommonNONE
17275R102CSCOCISCO SYS INC$620,8850.48%11,666CommonNONE
704326107PAYXPAYCHEX INC$617,0590.48%4,598CommonNONE
87612E106TGTTARGET CORP$599,8330.47%3,849CommonNONE
03073E105CORCENCORA INC$577,5060.45%2,566CommonNONE
718546104PSXPHILLIPS 66$566,4250.44%4,309CommonNONE
G87052109TELTE CONNECTIVITY PLC$566,2560.44%3,750CommonNONE
92826C839VVISA INC$541,1020.42%1,968CommonNONE
45778Q107NSPINSPERITY INC$523,0720.41%5,944CommonNONE
713448108PEPPEPSICO INC$480,1360.37%2,824CommonNONE
46435U713IFRAISHARES TR$464,0590.36%9,880CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$460,5240.36%519CommonNONE
02079K107GOOGALPHABET INC$441,2140.34%2,639CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$433,1720.34%755CommonNONE
11135F101AVGOBROADCOM INC$432,7420.34%2,509CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$430,9840.34%7,214CommonNONE
532457108LLYELI LILLY & CO$429,6810.33%485CommonNONE
032654105ADIANALOG DEVICES INC$394,2810.31%1,713CommonNONE
G29183103ETNEATON CORP PLC$374,5270.29%1,130CommonNONE
68389X105ORCLORACLE CORP$373,0060.29%2,189CommonNONE
464287663IUSVISHARES TR$364,6760.28%3,819CommonNONE
235851102DHRDANAHER CORPORATION$350,6160.27%1,261CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$342,1210.27%691CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$335,7620.26%2,463CommonNONE
922908751VBVANGUARD INDEX FDS$325,9270.25%1,374CommonNONE
78464A284HYMBSPDR SER TR$311,8770.24%11,872CommonNONE
025816109AXPAMERICAN EXPRESS CO$308,0830.24%1,136CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$306,5330.24%666CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$304,3620.24%492CommonNONE
438516106HONHONEYWELL INTL INC$283,8130.22%1,373CommonNONE
79466L302CRMSALESFORCE INC$267,4150.21%977CommonNONE
G0403H108AONAON PLC$245,7710.19%710CommonNONE
72352L106PINSPINTEREST INC$242,0300.19%7,477CommonNONE
244199105DEDEERE & CO$241,2170.19%578CommonNONE
09247X101BLKCHFBLACKROCK INC$237,5690.18%250CommonNONE
931142103WMTWALMART INC$228,7650.18%2,833CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$216,6700.17%940CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$214,6220.17%1,793CommonNONE
88160R101TSLATESLA INC$213,7520.17%817CommonNONE
893641100TDGTRANSDIGM GROUP INC$202,6520.16%142CommonNONE

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.