13F HOLDINGS REPORT
Clifford Group, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001965522-25-000005
Total Value
$107.0M
Positions
76
Other Managers
0
Confidential Omitted
No
Holdings (76)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 59,676 | $30.7M | 28.65% |
| 2 | VANGUARD INDEX FDS | 922908652 | 50,009 | $8.6M | 8.05% |
| 3 | VANGUARD WORLD FD | 921910816 | 27,067 | $8.4M | 7.81% |
| 4 | ISHARES TR | 464288877 | 86,927 | $5.1M | 4.79% |
| 5 | ISHARES TR | 464288414 | 42,588 | $4.5M | 4.19% |
| 6 | VANGUARD WORLD FD | 92204A702 | 6,106 | $3.3M | 3.09% |
| 7 | AMAZON COM INC | AMZN | 13,605 | $2.6M | 2.42% |
| 8 | APPLE INC | AAPL | 10,590 | $2.4M | 2.20% |
| 9 | MICROSOFT CORP | MSFT | 6,041 | $2.3M | 2.12% |
| 10 | SPDR SER TR | 78468R739 | 46,086 | $2.2M | 2.05% |
| 11 | ISHARES TR | 464287614 | 6,069 | $2.2M | 2.05% |
| 12 | NVIDIA CORPORATION | NVDA | 19,933 | $2.2M | 2.02% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C771 | 42,113 | $2.0M | 1.82% |
| 14 | ISHARES TR | 464287598 | 8,247 | $1.6M | 1.45% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 5,737 | $1.4M | 1.31% |
| 16 | ALPHABET INC | GOOG | 8,856 | $1.4M | 1.28% |
| 17 | META PLATFORMS INC | META | 2,371 | $1.4M | 1.28% |
| 18 | AUTOMATIC DATA PROCESSING IN | ADP | 4,043 | $1.2M | 1.15% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,408 | $897,752 | 0.84% |
| 20 | ISHARES TR | 46429B267 | 34,733 | $798,342 | 0.75% |
| 21 | GALLAGHER ARTHUR J & CO | 363576109 | 2,197 | $758,347 | 0.71% |
| 22 | VISA INC | V | 2,054 | $719,845 | 0.67% |
| 23 | MORGAN STANLEY | MS-PQ | 6,063 | $707,345 | 0.66% |
| 24 | CENCORA INC | COR | 2,459 | $683,772 | 0.64% |
| 25 | UNION PAC CORP | UNP | 2,876 | $679,405 | 0.63% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 3,917 | $667,552 | 0.62% |
| 27 | UNITEDHEALTH GROUP INC | UNH | 1,244 | $651,627 | 0.61% |
| 28 | HOULIHAN LOKEY INC | HLI | 4,033 | $651,370 | 0.61% |
| 29 | VANGUARD INDEX FDS | 922908553 | 6,765 | $612,542 | 0.57% |
| 30 | HOME DEPOT INC | HD | 1,608 | $589,243 | 0.55% |
| 31 | PAYCHEX INC | PAYX | 3,684 | $568,382 | 0.53% |
| 32 | CISCO SYS INC | CSCO | 9,141 | $564,093 | 0.53% |
| 33 | ACCENTURE PLC IRELAND | ACN | 1,749 | $545,877 | 0.51% |
| 34 | INSPERITY INC | NSP | 5,944 | $530,383 | 0.50% |
| 35 | ABBOTT LABS | ABLZF | 3,978 | $527,715 | 0.49% |
| 36 | COSTCO WHSL CORP NEW | 22160K105 | 525 | $496,983 | 0.46% |
| 37 | NEXTERA ENERGY INC | NEE-PW | 6,691 | $474,306 | 0.44% |
| 38 | ISHARES TR | 46435U713 | 10,472 | $471,956 | 0.44% |
| 39 | PHILLIPS 66 | PSX | 3,395 | $419,213 | 0.39% |
| 40 | KLAVIYO INC | KVYO | 13,783 | $417,074 | 0.39% |
| 41 | TE CONNECTIVITY PLC | TEL | 2,942 | $415,759 | 0.39% |
| 42 | BROADCOM INC | AVGO | 2,469 | $413,326 | 0.39% |
| 43 | ALPHABET INC | GOOG | 2,639 | $412,291 | 0.39% |
| 44 | ELI LILLY & CO | LLY | 490 | $404,696 | 0.38% |
| 45 | SPDR SER TR | 78464A284 | 15,188 | $383,041 | 0.36% |
| 46 | SPDR S&P 500 ETF TR | SPY | 676 | $378,131 | 0.35% |
| 47 | GOLDMAN SACHS GROUP INC | GSCE | 691 | $377,486 | 0.35% |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 673 | $358,426 | 0.33% |
| 49 | ISHARES TR | 464287663 | 3,819 | $352,456 | 0.33% |
| 50 | ANALOG DEVICES INC | ADI | 1,713 | $345,461 | 0.32% |
| 51 | PEPSICO INC | PEP | 2,211 | $331,495 | 0.31% |
| 52 | EATON CORP PLC | ETN | 1,148 | $312,061 | 0.29% |
| 53 | ORACLE CORP | ORCL-PD | 2,187 | $305,764 | 0.29% |
| 54 | AMERICAN EXPRESS CO | AXP | 1,136 | $305,641 | 0.29% |
| 55 | VANGUARD INDEX FDS | 922908751 | 1,374 | $304,685 | 0.28% |
| 56 | PROLOGIS INC. | PLDGP | 2,685 | $300,127 | 0.28% |
| 57 | AON PLC | AON | 710 | $283,490 | 0.26% |
| 58 | HONEYWELL INTL INC | 438516106 | 1,317 | $278,875 | 0.26% |
| 59 | FIDELITY NATL INFORMATION SV | 31620M106 | 3,700 | $276,344 | 0.26% |
| 60 | DEERE & CO | DE | 578 | $271,284 | 0.25% |
| 61 | SALESFORCE INC | CRM | 1,000 | $268,360 | 0.25% |
| 62 | THERMO FISHER SCIENTIFIC INC | TMO | 517 | $257,280 | 0.24% |
| 63 | WALMART INC | WMT | 2,870 | $251,957 | 0.24% |
| 64 | DANAHER CORPORATION | 235851102 | 1,211 | $248,279 | 0.23% |
| 65 | TARGET CORP | TGT | 2,201 | $229,671 | 0.21% |
| 66 | BLACKROCK INC | BLK | 241 | $228,293 | 0.21% |
| 67 | UNITED PARCEL SERVICE INC | UPS | 2,018 | $221,968 | 0.21% |
| 68 | MCKESSON CORP | MCK | 329 | $221,414 | 0.21% |
| 69 | SPOTIFY TECHNOLOGY S A | SPOT | 400 | $220,012 | 0.21% |
| 70 | OREILLY AUTOMOTIVE INC | 67103H107 | 153 | $219,185 | 0.20% |
| 71 | HILTON WORLDWIDE HLDGS INC | HLT | 940 | $213,897 | 0.20% |
| 72 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,793 | $207,898 | 0.19% |
| 73 | SCHWAB STRATEGIC TR | 808524797 | 7,358 | $205,730 | 0.19% |
| 74 | PINTEREST INC | PINS | 6,570 | $203,670 | 0.19% |
| 75 | INTUITIVE SURGICAL INC | ISRG | 407 | $201,575 | 0.19% |
| 76 | VANGUARD INDEX FDS | 922908769 | 728 | $200,084 | 0.19% |