13F HOLDINGS REPORT
Clifford Group, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001965522-25-000007
Total Value
$128.4M
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 63,751 | $39.0M | 30.41% |
| 2 | VANGUARD INDEX FDS | 922908652 | 53,382 | $11.2M | 8.70% |
| 3 | VANGUARD WORLD FD | 921910816 | 27,662 | $11.1M | 8.67% |
| 4 | ISHARES TR | 464288877 | 84,584 | $5.7M | 4.47% |
| 5 | VANGUARD WORLD FD | 92204A702 | 6,326 | $4.7M | 3.68% |
| 6 | NVIDIA CORPORATION | NVDA | 19,691 | $3.7M | 2.86% |
| 7 | ISHARES TR | 464288414 | 29,983 | $3.2M | 2.49% |
| 8 | AMAZON COM INC | AMZN | 13,437 | $3.0M | 2.30% |
| 9 | MICROSOFT CORP | MSFT | 5,589 | $2.9M | 2.25% |
| 10 | ISHARES TR | 464287614 | 5,808 | $2.7M | 2.12% |
| 11 | APPLE INC | AAPL | 9,678 | $2.5M | 1.92% |
| 12 | SPDR SERIES TRUST | 78468R739 | 45,984 | $2.2M | 1.73% |
| 13 | ALPHABET INC | GOOG | 8,755 | $2.1M | 1.66% |
| 14 | META PLATFORMS INC | META | 2,369 | $1.7M | 1.36% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 5,353 | $1.7M | 1.32% |
| 16 | ISHARES TR | 464287598 | 8,034 | $1.6M | 1.27% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,399 | $1.2M | 0.96% |
| 18 | AUTOMATIC DATA PROCESSING IN | ADP | 4,043 | $1.2M | 0.92% |
| 19 | MORGAN STANLEY | MS-PQ | 5,475 | $870,376 | 0.68% |
| 20 | ISHARES TR | 46429B267 | 37,466 | $866,220 | 0.67% |
| 21 | BROADCOM INC | AVGO | 2,343 | $772,864 | 0.60% |
| 22 | HOULIHAN LOKEY INC | HLI | 3,763 | $772,683 | 0.60% |
| 23 | VANGUARD INDEX FDS | 922908553 | 8,087 | $739,335 | 0.58% |
| 24 | CENCORA INC | COR | 2,300 | $718,768 | 0.56% |
| 25 | VISA INC | V | 2,054 | $701,195 | 0.55% |
| 26 | GALLAGHER ARTHUR J & CO | 363576109 | 2,171 | $672,320 | 0.52% |
| 27 | SPDR SERIES TRUST | 78464A284 | 25,951 | $646,958 | 0.50% |
| 28 | ALPHABET INC | GOOG | 2,639 | $642,728 | 0.50% |
| 29 | TE CONNECTIVITY PLC | TEL | 2,843 | $624,038 | 0.49% |
| 30 | ORACLE CORP | ORCL-PD | 2,187 | $615,072 | 0.48% |
| 31 | HOME DEPOT INC | HD | 1,518 | $615,018 | 0.48% |
| 32 | ISHARES TR | 46435U713 | 11,256 | $594,537 | 0.46% |
| 33 | CISCO SYS INC | CSCO | 8,513 | $582,474 | 0.45% |
| 34 | UNION PAC CORP | UNP | 2,438 | $576,266 | 0.45% |
| 35 | ABBOTT LABS | ABLZF | 4,248 | $569,024 | 0.44% |
| 36 | PROCTER AND GAMBLE CO | 742718109 | 3,598 | $552,801 | 0.43% |
| 37 | GOLDMAN SACHS GROUP INC | GSCE | 691 | $550,278 | 0.43% |
| 38 | NEXTERA ENERGY INC | NEE-PW | 6,796 | $513,035 | 0.40% |
| 39 | COSTCO WHSL CORP NEW | 22160K105 | 525 | $486,395 | 0.38% |
| 40 | ACCENTURE PLC IRELAND | ACN | 1,954 | $481,964 | 0.38% |
| 41 | PHILLIPS 66 | PSX | 3,251 | $442,200 | 0.34% |
| 42 | PAYCHEX INC | PAYX | 3,445 | $436,656 | 0.34% |
| 43 | LINDE PLC | LIN | 910 | $432,250 | 0.34% |
| 44 | EATON CORP PLC | ETN | 1,148 | $429,639 | 0.33% |
| 45 | ANALOG DEVICES INC | ADI | 1,713 | $420,884 | 0.33% |
| 46 | PROLOGIS INC. | PLDGP | 3,399 | $389,310 | 0.30% |
| 47 | INSPERITY INC | NSP | 7,879 | $387,647 | 0.30% |
| 48 | ISHARES TR | 464287663 | 3,819 | $381,709 | 0.30% |
| 49 | UNITEDHEALTH GROUP INC | UNH | 1,100 | $379,903 | 0.30% |
| 50 | AMERICAN EXPRESS CO | AXP | 1,136 | $377,334 | 0.29% |
| 51 | KLAVIYO INC | KVYO | 13,073 | $361,991 | 0.28% |
| 52 | VANGUARD INDEX FDS | 922908751 | 1,374 | $349,381 | 0.27% |
| 53 | PEPSICO INC | PEP | 2,476 | $347,759 | 0.27% |
| 54 | WORLD GOLD TR | GLDW | 4,498 | $343,872 | 0.27% |
| 55 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 673 | $338,344 | 0.26% |
| 56 | TESLA INC | TSLA | 760 | $337,987 | 0.26% |
| 57 | ELI LILLY & CO | LLY | 442 | $337,246 | 0.26% |
| 58 | DEERE & CO | DE | 707 | $323,283 | 0.25% |
| 59 | UNITED PARCEL SERVICE INC | UPS | 3,758 | $313,913 | 0.24% |
| 60 | FIDELITY NATL INFORMATION SV | 31620M106 | 4,743 | $312,739 | 0.24% |
| 61 | WALMART INC | WMT | 2,870 | $295,782 | 0.23% |
| 62 | BLACKROCK INC | BLK | 241 | $281,210 | 0.22% |
| 63 | SPDR S&P 500 ETF TR | SPY | 421 | $280,462 | 0.22% |
| 64 | SPOTIFY TECHNOLOGY S A | SPOT | 400 | $279,200 | 0.22% |
| 65 | SCHWAB STRATEGIC TR | 808524797 | 9,997 | $272,904 | 0.21% |
| 66 | HONEYWELL INTL INC | 438516106 | 1,293 | $272,177 | 0.21% |
| 67 | UBER TECHNOLOGIES INC | UBER | 2,702 | $264,715 | 0.21% |
| 68 | MCKESSON CORP | MCK | 329 | $254,166 | 0.20% |
| 69 | AON PLC | AON | 710 | $253,294 | 0.20% |
| 70 | SPDR SERIES TRUST | 78468R747 | 1,985 | $253,004 | 0.20% |
| 71 | NETFLIX INC | NFLX | 207 | $248,176 | 0.19% |
| 72 | OREILLY AUTOMOTIVE INC | 67103H107 | 2,295 | $247,424 | 0.19% |
| 73 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,793 | $247,075 | 0.19% |
| 74 | HILTON WORLDWIDE HLDGS INC | HLT | 940 | $243,874 | 0.19% |
| 75 | THERMO FISHER SCIENTIFIC INC | TMO | 497 | $241,075 | 0.19% |
| 76 | VANGUARD INDEX FDS | 922908769 | 728 | $238,908 | 0.19% |
| 77 | DANAHER CORPORATION | 235851102 | 1,204 | $238,729 | 0.19% |
| 78 | SALESFORCE INC | CRM | 917 | $217,329 | 0.17% |
| 79 | TRANE TECHNOLOGIES PLC | TT | 497 | $209,714 | 0.16% |
| 80 | MASTERCARD INCORPORATED | MA | 367 | $208,753 | 0.16% |
| 81 | APPLOVIN CORP | APP | 288 | $206,940 | 0.16% |