MondegarAI
Clifford Group, LLC

Q4 2024 · 13F-HR

Clifford Group, LLCholdings as filed

Filed 2025-02-12 · accession 0001965522-25-000002

$131.2M
Reported value
75
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$29.5M22.5%54,843CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$20.7M15.8%757,198CommonNONE
922908652VXFVANGUARD INDEX FDS$8.9M6.77%46,752CommonNONE
921910816MGKVANGUARD WORLD FD$8.9M6.75%25,791CommonNONE
464288877EFVISHARES TR$4.0M3.07%76,679CommonNONE
92204A702VGTVANGUARD WORLD FD$3.7M2.82%5,949CommonNONE
023135106AMZNAMAZON COM INC$3.0M2.27%13,550CommonNONE
464288414MUBISHARES TR$2.9M2.20%27,079CommonNONE
037833100AAPLAPPLE INC$2.7M2.02%10,604CommonNONE
67066G104NVDANVIDIA CORPORATION$2.6M2.02%19,687CommonNONE
594918104MSFTMICROSOFT CORP$2.6M1.99%6,204CommonNONE
464287614IWFISHARES TR$2.5M1.90%6,192CommonNONE
78464A375SPIBSPDR SER TR$2.4M1.82%72,801CommonNONE
78468R739SHMSPDR SER TR$2.0M1.56%43,191CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.9M1.46%42,358CommonNONE
02079K305GOOGLALPHABET INC$1.7M1.27%8,827CommonNONE
464287598IWDISHARES TR$1.6M1.21%8,547CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M1.05%2,344CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.4M1.04%5,691CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.90%4,043CommonNONE
78464A664SPTLSPDR SER TR$1.1M0.81%40,748CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.1M0.81%5,372CommonNONE
617446448MSMORGAN STANLEY$823,6190.63%6,551CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$805,3720.61%2,289CommonNONE
46429B267GOVTISHARES TR$802,2260.61%34,910CommonNONE
742718109PGPROCTER AND GAMBLE CO$801,4530.61%4,781CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$748,2390.57%1,479CommonNONE
441593100HLIHOULIHAN LOKEY INC$737,2260.56%4,245CommonNONE
907818108UNPUNION PAC CORP$736,3140.56%3,229CommonNONE
437076102HDHOME DEPOT INC$703,9850.54%1,810CommonNONE
17275R102CSCOCISCO SYS INC$688,1410.52%11,624CommonNONE
922908553VNQVANGUARD INDEX FDS$661,8610.50%7,430CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$658,1260.50%2,319CommonNONE
704326107PAYXPAYCHEX INC$650,1340.50%4,637CommonNONE
002824100ABTABBOTT LABS$629,5870.48%5,566CommonNONE
92826C839VVISA INC$621,9670.47%1,968CommonNONE
03073E105CORCENCORA INC$605,4680.46%2,695CommonNONE
11135F101AVGOBROADCOM INC$572,3320.44%2,469CommonNONE
65339F101NEENEXTERA ENERGY INC$544,8860.42%7,601CommonNONE
G87052109TELTE CONNECTIVITY PLC$533,7630.41%3,733CommonNONE
02079K107GOOGALPHABET INC$502,5710.38%2,639CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$481,4760.37%525CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$468,2610.36%799CommonNONE
46435U713IFRAISHARES TR$462,0870.35%9,982CommonNONE
45778Q107NSPINSPERITY INC$460,7190.35%5,944CommonNONE
718546104PSXPHILLIPS 66$459,7400.35%4,035CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$395,6800.30%691CommonNONE
G29183103ETNEATON CORP PLC$375,0130.29%1,130CommonNONE
532457108LLYELI LILLY & CO$374,4200.29%485CommonNONE
74340W103PLDPROLOGIS INC.$372,3420.28%3,523CommonNONE
68389X105ORCLORACLE CORP$364,7750.28%2,189CommonNONE
032654105ADIANALOG DEVICES INC$363,9440.28%1,713CommonNONE
464287663IUSVISHARES TR$353,6010.27%3,819CommonNONE
025816109AXPAMERICAN EXPRESS CO$337,1530.26%1,136CommonNONE
78464A284HYMBSPDR SER TR$336,7100.26%13,163CommonNONE
922908751VBVANGUARD INDEX FDS$330,1450.25%1,374CommonNONE
79466L302CRMSALESFORCE INC$326,6400.25%977CommonNONE
438516106HONHONEYWELL INTL INC$310,1470.24%1,373CommonNONE
88160R101TSLATESLA INC$302,8800.23%750CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$301,8840.23%666CommonNONE
713448108PEPPEPSICO INC$299,1780.23%1,968CommonNONE
235851102DHRDANAHER CORPORATION$289,4900.22%1,261CommonNONE
931142103WMTWALMART INC$257,0460.20%2,845CommonNONE
09290D101BLKBLACKROCK INC$256,4850.20%250CommonNONE
G0403H108AONAON PLC$255,1260.19%710CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$254,9340.19%490CommonNONE
244199105DEDEERE & CO$244,8990.19%578CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$232,3300.18%940CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$226,2530.17%2,801CommonNONE
87612E106TGTTARGET CORP$218,9470.17%1,620CommonNONE
72352L106PINSPINTEREST INC$216,8330.17%7,477CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$210,7300.16%1,794CommonNONE
78463V107GLDSPDR GOLD TR$207,5050.16%857CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$207,2180.16%397CommonNONE
48251W104KKRKKR & CO INC$200,1220.15%1,353CommonNONE

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.