13F HOLDINGS REPORT
Clifford Group, LLC
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001965522-25-000002
Total Value
$131.2M
Positions
75
Other Managers
0
Confidential Omitted
No
Holdings (75)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 54,843 | $29.5M | 22.52% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 757,198 | $20.7M | 15.77% |
| 3 | VANGUARD INDEX FDS | 922908652 | 46,752 | $8.9M | 6.77% |
| 4 | VANGUARD WORLD FD | 921910816 | 25,791 | $8.9M | 6.75% |
| 5 | ISHARES TR | 464288877 | 76,679 | $4.0M | 3.07% |
| 6 | VANGUARD WORLD FD | 92204A702 | 5,949 | $3.7M | 2.82% |
| 7 | AMAZON COM INC | AMZN | 13,550 | $3.0M | 2.27% |
| 8 | ISHARES TR | 464288414 | 27,079 | $2.9M | 2.20% |
| 9 | APPLE INC | AAPL | 10,604 | $2.7M | 2.02% |
| 10 | NVIDIA CORPORATION | NVDA | 19,687 | $2.6M | 2.02% |
| 11 | MICROSOFT CORP | MSFT | 6,204 | $2.6M | 1.99% |
| 12 | ISHARES TR | 464287614 | 6,192 | $2.5M | 1.90% |
| 13 | SPDR SER TR | 78464A375 | 72,801 | $2.4M | 1.82% |
| 14 | SPDR SER TR | 78468R739 | 43,191 | $2.0M | 1.56% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C771 | 42,358 | $1.9M | 1.46% |
| 16 | ALPHABET INC | GOOG | 8,827 | $1.7M | 1.27% |
| 17 | ISHARES TR | 464287598 | 8,547 | $1.6M | 1.21% |
| 18 | META PLATFORMS INC | META | 2,344 | $1.4M | 1.05% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 5,691 | $1.4M | 1.04% |
| 20 | AUTOMATIC DATA PROCESSING IN | ADP | 4,043 | $1.2M | 0.90% |
| 21 | SPDR SER TR | 78464A664 | 40,748 | $1.1M | 0.81% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,372 | $1.1M | 0.81% |
| 23 | MORGAN STANLEY | MS-PQ | 6,551 | $823,619 | 0.63% |
| 24 | ACCENTURE PLC IRELAND | ACN | 2,289 | $805,372 | 0.61% |
| 25 | ISHARES TR | 46429B267 | 34,910 | $802,226 | 0.61% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 4,781 | $801,453 | 0.61% |
| 27 | UNITEDHEALTH GROUP INC | UNH | 1,479 | $748,239 | 0.57% |
| 28 | HOULIHAN LOKEY INC | HLI | 4,245 | $737,226 | 0.56% |
| 29 | UNION PAC CORP | UNP | 3,229 | $736,314 | 0.56% |
| 30 | HOME DEPOT INC | HD | 1,810 | $703,985 | 0.54% |
| 31 | CISCO SYS INC | CSCO | 11,624 | $688,141 | 0.52% |
| 32 | VANGUARD INDEX FDS | 922908553 | 7,430 | $661,861 | 0.50% |
| 33 | GALLAGHER ARTHUR J & CO | 363576109 | 2,319 | $658,126 | 0.50% |
| 34 | PAYCHEX INC | PAYX | 4,637 | $650,134 | 0.50% |
| 35 | ABBOTT LABS | ABLZF | 5,566 | $629,587 | 0.48% |
| 36 | VISA INC | V | 1,968 | $621,967 | 0.47% |
| 37 | CENCORA INC | COR | 2,695 | $605,468 | 0.46% |
| 38 | BROADCOM INC | AVGO | 2,469 | $572,332 | 0.44% |
| 39 | NEXTERA ENERGY INC | NEE-PW | 7,601 | $544,886 | 0.42% |
| 40 | TE CONNECTIVITY PLC | TEL | 3,733 | $533,763 | 0.41% |
| 41 | ALPHABET INC | GOOG | 2,639 | $502,571 | 0.38% |
| 42 | COSTCO WHSL CORP NEW | 22160K105 | 525 | $481,476 | 0.37% |
| 43 | SPDR S&P 500 ETF TR | SPY | 799 | $468,261 | 0.36% |
| 44 | ISHARES TR | 46435U713 | 9,982 | $462,087 | 0.35% |
| 45 | INSPERITY INC | NSP | 5,944 | $460,719 | 0.35% |
| 46 | PHILLIPS 66 | PSX | 4,035 | $459,740 | 0.35% |
| 47 | GOLDMAN SACHS GROUP INC | GSCE | 691 | $395,680 | 0.30% |
| 48 | EATON CORP PLC | ETN | 1,130 | $375,013 | 0.29% |
| 49 | ELI LILLY & CO | LLY | 485 | $374,420 | 0.29% |
| 50 | PROLOGIS INC. | PLDGP | 3,523 | $372,342 | 0.28% |
| 51 | ORACLE CORP | ORCL-PD | 2,189 | $364,775 | 0.28% |
| 52 | ANALOG DEVICES INC | ADI | 1,713 | $363,944 | 0.28% |
| 53 | ISHARES TR | 464287663 | 3,819 | $353,601 | 0.27% |
| 54 | AMERICAN EXPRESS CO | AXP | 1,136 | $337,153 | 0.26% |
| 55 | SPDR SER TR | 78464A284 | 13,163 | $336,710 | 0.26% |
| 56 | VANGUARD INDEX FDS | 922908751 | 1,374 | $330,145 | 0.25% |
| 57 | SALESFORCE INC | CRM | 977 | $326,640 | 0.25% |
| 58 | HONEYWELL INTL INC | 438516106 | 1,373 | $310,147 | 0.24% |
| 59 | TESLA INC | TSLA | 750 | $302,880 | 0.23% |
| 60 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 666 | $301,884 | 0.23% |
| 61 | PEPSICO INC | PEP | 1,968 | $299,178 | 0.23% |
| 62 | DANAHER CORPORATION | 235851102 | 1,261 | $289,490 | 0.22% |
| 63 | WALMART INC | WMT | 2,845 | $257,046 | 0.20% |
| 64 | BLACKROCK INC | BLK | 250 | $256,485 | 0.20% |
| 65 | AON PLC | AON | 710 | $255,126 | 0.19% |
| 66 | THERMO FISHER SCIENTIFIC INC | TMO | 490 | $254,934 | 0.19% |
| 67 | DEERE & CO | DE | 578 | $244,899 | 0.19% |
| 68 | HILTON WORLDWIDE HLDGS INC | HLT | 940 | $232,330 | 0.18% |
| 69 | FIDELITY NATL INFORMATION SV | 31620M106 | 2,801 | $226,253 | 0.17% |
| 70 | TARGET CORP | TGT | 1,620 | $218,947 | 0.17% |
| 71 | PINTEREST INC | PINS | 7,477 | $216,833 | 0.17% |
| 72 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,794 | $210,730 | 0.16% |
| 73 | SPDR GOLD TR | GLD | 857 | $207,505 | 0.16% |
| 74 | INTUITIVE SURGICAL INC | ISRG | 397 | $207,218 | 0.16% |
| 75 | KKR & CO INC | KKRT | 1,353 | $200,122 | 0.15% |