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
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $29.5M | 22.5% | 54,843 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $20.7M | 15.8% | 757,198 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $8.9M | 6.77% | 46,752 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $8.9M | 6.75% | 25,791 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $4.0M | 3.07% | 76,679 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $3.7M | 2.82% | 5,949 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3.0M | 2.27% | 13,550 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $2.9M | 2.20% | 27,079 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.7M | 2.02% | 10,604 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.6M | 2.02% | 19,687 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.6M | 1.99% | 6,204 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $2.5M | 1.90% | 6,192 | Common | NONE |
| 78464A375 | SPIB | SPDR SER TR | $2.4M | 1.82% | 72,801 | Common | NONE |
| 78468R739 | SHM | SPDR SER TR | $2.0M | 1.56% | 43,191 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $1.9M | 1.46% | 42,358 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.7M | 1.27% | 8,827 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $1.6M | 1.21% | 8,547 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.4M | 1.05% | 2,344 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $1.4M | 1.04% | 5,691 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $1.2M | 0.90% | 4,043 | Common | NONE |
| 78464A664 | SPTL | SPDR SER TR | $1.1M | 0.81% | 40,748 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.1M | 0.81% | 5,372 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $823,619 | 0.63% | 6,551 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $805,372 | 0.61% | 2,289 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $802,226 | 0.61% | 34,910 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $801,453 | 0.61% | 4,781 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $748,239 | 0.57% | 1,479 | Common | NONE |
| 441593100 | HLI | HOULIHAN LOKEY INC | $737,226 | 0.56% | 4,245 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $736,314 | 0.56% | 3,229 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $703,985 | 0.54% | 1,810 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $688,141 | 0.52% | 11,624 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $661,861 | 0.50% | 7,430 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $658,126 | 0.50% | 2,319 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $650,134 | 0.50% | 4,637 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $629,587 | 0.48% | 5,566 | Common | NONE |
| 92826C839 | V | VISA INC | $621,967 | 0.47% | 1,968 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $605,468 | 0.46% | 2,695 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $572,332 | 0.44% | 2,469 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $544,886 | 0.42% | 7,601 | Common | NONE |
| G87052109 | TEL | TE CONNECTIVITY PLC | $533,763 | 0.41% | 3,733 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $502,571 | 0.38% | 2,639 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $481,476 | 0.37% | 525 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $468,261 | 0.36% | 799 | Common | NONE |
| 46435U713 | IFRA | ISHARES TR | $462,087 | 0.35% | 9,982 | Common | NONE |
| 45778Q107 | NSP | INSPERITY INC | $460,719 | 0.35% | 5,944 | Common | NONE |
| 718546104 | PSX | PHILLIPS 66 | $459,740 | 0.35% | 4,035 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $395,680 | 0.30% | 691 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $375,013 | 0.29% | 1,130 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $374,420 | 0.29% | 485 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $372,342 | 0.28% | 3,523 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $364,775 | 0.28% | 2,189 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $363,944 | 0.28% | 1,713 | Common | NONE |
| 464287663 | IUSV | ISHARES TR | $353,601 | 0.27% | 3,819 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $337,153 | 0.26% | 1,136 | Common | NONE |
| 78464A284 | HYMB | SPDR SER TR | $336,710 | 0.26% | 13,163 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $330,145 | 0.25% | 1,374 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $326,640 | 0.25% | 977 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $310,147 | 0.24% | 1,373 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $302,880 | 0.23% | 750 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $301,884 | 0.23% | 666 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $299,178 | 0.23% | 1,968 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $289,490 | 0.22% | 1,261 | Common | NONE |
| 931142103 | WMT | WALMART INC | $257,046 | 0.20% | 2,845 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $256,485 | 0.20% | 250 | Common | NONE |
| G0403H108 | AON | AON PLC | $255,126 | 0.19% | 710 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $254,934 | 0.19% | 490 | Common | NONE |
| 244199105 | DE | DEERE & CO | $244,899 | 0.19% | 578 | Common | NONE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $232,330 | 0.18% | 940 | Common | NONE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $226,253 | 0.17% | 2,801 | Common | NONE |
| 87612E106 | TGT | TARGET CORP | $218,947 | 0.17% | 1,620 | Common | NONE |
| 72352L106 | PINS | PINTEREST INC | $216,833 | 0.17% | 7,477 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $210,730 | 0.16% | 1,794 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $207,505 | 0.16% | 857 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $207,218 | 0.16% | 397 | Common | NONE |
| 48251W104 | KKR | KKR & CO INC | $200,122 | 0.15% | 1,353 | Common | NONE |
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.