Q1 2025 · 13F-HR
Clifford Group, LLCholdings as filed
Filed 2025-05-15 · accession 0001965522-25-000005
$107.0M
Reported value
76
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $30.7M | 28.6% | 59,676 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $8.6M | 8.05% | 50,009 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $8.4M | 7.81% | 27,067 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $5.1M | 4.79% | 86,927 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $4.5M | 4.19% | 42,588 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $3.3M | 3.09% | 6,106 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.6M | 2.42% | 13,605 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.4M | 2.20% | 10,590 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.3M | 2.12% | 6,041 | Common | NONE |
| 78468R739 | SHM | SPDR SER TR | $2.2M | 2.05% | 46,086 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $2.2M | 2.05% | 6,069 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.2M | 2.02% | 19,933 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $2.0M | 1.82% | 42,113 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $1.6M | 1.45% | 8,247 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $1.4M | 1.31% | 5,737 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.4M | 1.28% | 8,856 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.4M | 1.28% | 2,371 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $1.2M | 1.15% | 4,043 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $897,752 | 0.84% | 5,408 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $798,342 | 0.75% | 34,733 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $758,347 | 0.71% | 2,197 | Common | NONE |
| 92826C839 | V | VISA INC | $719,845 | 0.67% | 2,054 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $707,345 | 0.66% | 6,063 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $683,772 | 0.64% | 2,459 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $679,405 | 0.63% | 2,876 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $667,552 | 0.62% | 3,917 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $651,627 | 0.61% | 1,244 | Common | NONE |
| 441593100 | HLI | HOULIHAN LOKEY INC | $651,370 | 0.61% | 4,033 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $612,542 | 0.57% | 6,765 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $589,243 | 0.55% | 1,608 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $568,382 | 0.53% | 3,684 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $564,093 | 0.53% | 9,141 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $545,877 | 0.51% | 1,749 | Common | NONE |
| 45778Q107 | NSP | INSPERITY INC | $530,383 | 0.50% | 5,944 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $527,715 | 0.49% | 3,978 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $496,983 | 0.46% | 525 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $474,306 | 0.44% | 6,691 | Common | NONE |
| 46435U713 | IFRA | ISHARES TR | $471,956 | 0.44% | 10,472 | Common | NONE |
| 718546104 | PSX | PHILLIPS 66 | $419,213 | 0.39% | 3,395 | Common | NONE |
| 49845K101 | KVYO | KLAVIYO INC | $417,074 | 0.39% | 13,783 | Common | NONE |
| G87052109 | TEL | TE CONNECTIVITY PLC | $415,759 | 0.39% | 2,942 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $413,326 | 0.39% | 2,469 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $412,291 | 0.39% | 2,639 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $404,696 | 0.38% | 490 | Common | NONE |
| 78464A284 | HYMB | SPDR SER TR | $383,041 | 0.36% | 15,188 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $378,131 | 0.35% | 676 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $377,486 | 0.35% | 691 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $358,426 | 0.33% | 673 | Common | NONE |
| 464287663 | IUSV | ISHARES TR | $352,456 | 0.33% | 3,819 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $345,461 | 0.32% | 1,713 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $331,495 | 0.31% | 2,211 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $312,061 | 0.29% | 1,148 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $305,764 | 0.29% | 2,187 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $305,641 | 0.29% | 1,136 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $304,685 | 0.28% | 1,374 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $300,127 | 0.28% | 2,685 | Common | NONE |
| G0403H108 | AON | AON PLC | $283,490 | 0.26% | 710 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $278,875 | 0.26% | 1,317 | Common | NONE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $276,344 | 0.26% | 3,700 | Common | NONE |
| 244199105 | DE | DEERE & CO | $271,284 | 0.25% | 578 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $268,360 | 0.25% | 1,000 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $257,280 | 0.24% | 517 | Common | NONE |
| 931142103 | WMT | WALMART INC | $251,957 | 0.24% | 2,870 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $248,279 | 0.23% | 1,211 | Common | NONE |
| 87612E106 | TGT | TARGET CORP | $229,671 | 0.21% | 2,201 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $228,293 | 0.21% | 241 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $221,968 | 0.21% | 2,018 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $221,414 | 0.21% | 329 | Common | NONE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $220,012 | 0.21% | 400 | Common | NONE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $219,185 | 0.20% | 153 | Common | NONE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $213,897 | 0.20% | 940 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $207,898 | 0.19% | 1,793 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $205,730 | 0.19% | 7,358 | Common | NONE |
| 72352L106 | PINS | PINTEREST INC | $203,670 | 0.19% | 6,570 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $201,575 | 0.19% | 407 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $200,084 | 0.19% | 728 | 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.