13F HOLDINGS REPORT
Clifford Group, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001965522-25-000006
Total Value
$121.7M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 62,196 | $35.3M | 29.02% |
| 2 | VANGUARD WORLD FD | 921910816 | 27,925 | $10.2M | 8.40% |
| 3 | VANGUARD INDEX FDS | 922908652 | 51,988 | $10.0M | 8.23% |
| 4 | ISHARES TR | 464288877 | 85,218 | $5.4M | 4.44% |
| 5 | ISHARES TR | 464288414 | 43,108 | $4.5M | 3.70% |
| 6 | VANGUARD WORLD FD | 92204A702 | 6,555 | $4.3M | 3.57% |
| 7 | NVIDIA CORPORATION | NVDA | 19,923 | $3.1M | 2.59% |
| 8 | MICROSOFT CORP | MSFT | 6,018 | $3.0M | 2.46% |
| 9 | AMAZON COM INC | AMZN | 13,416 | $2.9M | 2.42% |
| 10 | ISHARES TR | 464287614 | 5,893 | $2.5M | 2.06% |
| 11 | SPDR SERIES TRUST | 78468R739 | 42,759 | $2.0M | 1.68% |
| 12 | APPLE INC | AAPL | 9,867 | $2.0M | 1.66% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C771 | 39,604 | $1.8M | 1.51% |
| 14 | META PLATFORMS INC | META | 2,369 | $1.7M | 1.44% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 5,512 | $1.6M | 1.31% |
| 16 | ISHARES TR | 464287598 | 8,036 | $1.6M | 1.28% |
| 17 | ALPHABET INC | GOOG | 8,731 | $1.5M | 1.26% |
| 18 | AUTOMATIC DATA PROCESSING IN | ADP | 4,043 | $1.2M | 1.02% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,339 | $1.2M | 0.99% |
| 20 | MORGAN STANLEY | MS-PQ | 6,002 | $845,422 | 0.69% |
| 21 | ISHARES TR | 46429B267 | 35,863 | $824,130 | 0.68% |
| 22 | VISA INC | V | 2,054 | $729,273 | 0.60% |
| 23 | CENCORA INC | COR | 2,426 | $727,384 | 0.60% |
| 24 | HOULIHAN LOKEY INC | HLI | 4,026 | $724,529 | 0.60% |
| 25 | GALLAGHER ARTHUR J & CO | 363576109 | 2,207 | $706,372 | 0.58% |
| 26 | CISCO SYS INC | CSCO | 9,359 | $649,325 | 0.53% |
| 27 | BROADCOM INC | AVGO | 2,343 | $645,751 | 0.53% |
| 28 | PROCTER AND GAMBLE CO | 742718109 | 3,947 | $628,867 | 0.52% |
| 29 | VANGUARD INDEX FDS | 922908553 | 7,021 | $625,266 | 0.51% |
| 30 | HOME DEPOT INC | HD | 1,633 | $598,660 | 0.49% |
| 31 | PAYCHEX INC | PAYX | 3,754 | $546,081 | 0.45% |
| 32 | ABBOTT LABS | ABLZF | 4,012 | $545,713 | 0.45% |
| 33 | ISHARES TR | 46435U713 | 10,873 | $534,847 | 0.44% |
| 34 | UNION PAC CORP | UNP | 2,301 | $529,402 | 0.43% |
| 35 | COSTCO WHSL CORP NEW | 22160K105 | 525 | $520,188 | 0.43% |
| 36 | ACCENTURE PLC IRELAND | ACN | 1,728 | $516,603 | 0.42% |
| 37 | TE CONNECTIVITY PLC | TEL | 2,983 | $503,150 | 0.41% |
| 38 | GOLDMAN SACHS GROUP INC | GSCE | 691 | $489,055 | 0.40% |
| 39 | ORACLE CORP | ORCL-PD | 2,187 | $478,144 | 0.39% |
| 40 | KLAVIYO INC | KVYO | 14,168 | $475,761 | 0.39% |
| 41 | ALPHABET INC | GOOG | 2,639 | $468,132 | 0.38% |
| 42 | SPDR SERIES TRUST | 78464A284 | 17,378 | $430,627 | 0.35% |
| 43 | EATON CORP PLC | ETN | 1,148 | $409,825 | 0.34% |
| 44 | NEXTERA ENERGY INC | NEE-PW | 5,882 | $408,321 | 0.34% |
| 45 | ANALOG DEVICES INC | ADI | 1,713 | $407,728 | 0.33% |
| 46 | AMERICAN EXPRESS CO | AXP | 1,136 | $362,361 | 0.30% |
| 47 | PHILLIPS 66 | PSX | 3,032 | $361,748 | 0.30% |
| 48 | ISHARES TR | 464287663 | 3,819 | $361,392 | 0.30% |
| 49 | DEERE & CO | DE | 707 | $359,502 | 0.30% |
| 50 | INSPERITY INC | NSP | 5,944 | $357,353 | 0.29% |
| 51 | LINDE PLC | LIN | 746 | $350,008 | 0.29% |
| 52 | ELI LILLY & CO | LLY | 442 | $344,552 | 0.28% |
| 53 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 673 | $326,923 | 0.27% |
| 54 | SALESFORCE INC | CRM | 1,196 | $326,137 | 0.27% |
| 55 | VANGUARD INDEX FDS | 922908751 | 1,374 | $325,611 | 0.27% |
| 56 | UNITEDHEALTH GROUP INC | UNH | 998 | $311,402 | 0.26% |
| 57 | PROLOGIS INC. | PLDGP | 2,944 | $309,460 | 0.25% |
| 58 | FIDELITY NATL INFORMATION SV | 31620M106 | 3,783 | $307,937 | 0.25% |
| 59 | SPOTIFY TECHNOLOGY S A | SPOT | 400 | $306,936 | 0.25% |
| 60 | HONEYWELL INTL INC | 438516106 | 1,317 | $306,703 | 0.25% |
| 61 | PEPSICO INC | PEP | 2,208 | $291,549 | 0.24% |
| 62 | WALMART INC | WMT | 2,870 | $280,629 | 0.23% |
| 63 | SPDR S&P 500 ETF TR | SPY | 449 | $277,291 | 0.23% |
| 64 | NETFLIX INC | NFLX | 207 | $277,200 | 0.23% |
| 65 | AON PLC | AON | 710 | $253,422 | 0.21% |
| 66 | BLACKROCK INC | BLK | 241 | $253,081 | 0.21% |
| 67 | UBER TECHNOLOGIES INC | UBER | 2,702 | $252,097 | 0.21% |
| 68 | HILTON WORLDWIDE HLDGS INC | HLT | 940 | $250,360 | 0.21% |
| 69 | SPDR GOLD TR | GLD | 807 | $245,998 | 0.20% |
| 70 | TESLA INC | TSLA | 760 | $241,422 | 0.20% |
| 71 | MCKESSON CORP | MCK | 329 | $241,085 | 0.20% |
| 72 | DANAHER CORPORATION | 235851102 | 1,204 | $237,862 | 0.20% |
| 73 | PINTEREST INC | PINS | 6,570 | $235,600 | 0.19% |
| 74 | SCHWAB STRATEGIC TR | 808524797 | 8,858 | $234,737 | 0.19% |
| 75 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,793 | $230,436 | 0.19% |
| 76 | UNITED PARCEL SERVICE INC | UPS | 2,272 | $229,367 | 0.19% |
| 77 | VANGUARD INDEX FDS | 922908769 | 728 | $221,261 | 0.18% |
| 78 | TRANE TECHNOLOGIES PLC | TT | 497 | $217,393 | 0.18% |
| 79 | TRANSDIGM GROUP INC | TDG | 142 | $215,931 | 0.18% |
| 80 | SPDR SERIES TRUST | 78468R747 | 1,675 | $209,076 | 0.17% |
| 81 | OREILLY AUTOMOTIVE INC | 67103H107 | 2,295 | $206,848 | 0.17% |
| 82 | MASTERCARD INCORPORATED | MA | 367 | $206,232 | 0.17% |
| 83 | THERMO FISHER SCIENTIFIC INC | TMO | 497 | $201,530 | 0.17% |