Skip to content
Disclosery

13F-HR filed by Clifford Group, LLC

Clifford Group, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-15, with 71 holding rows worth $121,116,704.

Accession
0001965522-24-000002
Filer
CIK 1965522
Filed
2024-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 71 entries on the cover page, a total value of $121,116,704 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,116,704 with VALUE read as dollars as filed, 13F file number 028-22914. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM53,232$25,588,840dollars as filed
SCHD808524797COM253,997$20,479,754dollars as filed
Vanguard Extended Market ETF922908652SHS42,376$7,427,211dollars as filed
iShares MSCI EAFE Value ETF464288877SHS107,205$5,831,948dollars as filed
ISHARES TR464288414NATIONAL MUN ETF39,859$4,288,811dollars as filed
VGT92204A702SHS7,864$4,123,433dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS13,737$3,937,171dollars as filed
Microsoft Corp594918104COM6,162$2,592,322dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF49,613$2,353,647dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK6,518$2,196,892dollars as filed
Amazon.com, Inc023135106COM10,874$1,961,485dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF59,824$1,955,652dollars as filed
NVIDIA Corp67066G104COM1,995$1,802,602dollars as filed
Apple Inc037833100COM10,266$1,760,384dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS36,747$1,676,020dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,999$1,611,811dollars as filed
Vanguard Real Estate922908553SHS17,789$1,538,353dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS54,619$1,526,062dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,919$1,346,136dollars as filed
JPMorgan Chase & Co46625H100COM5,873$1,176,388dollars as filed
META PLATFORMS INC CL A30303M102COM2,179$1,058,079dollars as filed
Automatic Data Processing,Inc.053015103COM4,043$1,009,699dollars as filed
Union Pacific Corporation907818108COM3,304$812,482dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS5,503$748,682dollars as filed
Procter & Gamble Co742718109COM4,533$735,510dollars as filed
Accenture Plc Class AG1151C101COM2,097$726,934dollars as filed
UnitedHealth Group Inc91324P102COM1,467$725,767dollars as filed
TARGET CORP COM87612E106Stock4,046$717,048dollars as filed
Home Depot, Inc437076102COM1,805$692,271dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS29,789$678,286dollars as filed
Cisco Systems,Inc.17275R102COM13,513$674,435dollars as filed
PHILLIPS 66 COM718546104Stock4,102$669,960dollars as filed
Morgan Stanley617446448COM7,101$668,596dollars as filed
NextEra Energy,Inc.65339F101COM10,428$666,446dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock4,114$664,895dollars as filed
PepsiCo,Inc.713448108COM3,761$658,226dollars as filed
INSPERITY INC45778Q107COM5,944$651,522dollars as filed
Abbott Laboratories002824100COM5,653$642,501dollars as filed
CENCORA INC COM03073E105Stock2,636$640,459dollars as filed
CVS Health Corporation126650100COM7,935$632,915dollars as filed
Prologis,Inc.74340W103COM4,804$625,585dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock2,398$599,475dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock4,560$584,554dollars as filed
United Parcel Service,Inc. Class B911312106COM3,871$575,390dollars as filed
TE CONNECTIVITY LTDH84989104SHS3,960$575,172dollars as filed
PAYCHEX INC704326107COM4,647$570,669dollars as filed
Visa Inc92826C839COM2,022$564,300dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,739$417,040dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock6,447$404,937dollars as filed
Costco Wholesale Corporation22160K105COM546$400,363dollars as filed
Eli Lilly and Company532457108COM485$377,311dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS8,512$369,086dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS3,969$358,956dollars as filed
Eaton Corp. PlcG29183103COM1,140$356,455dollars as filed
Analog Devices,Inc.032654105COM1,713$338,814dollars as filed
Danaher Corporation235851102COM1,337$333,905dollars as filed
Vanguard Small-Cap ETF922908751SHS1,374$314,083dollars as filed
Thermo Fisher Scientific Inc.883556102COM518$301,091dollars as filed
Honeywell Technologies438516106COM1,430$293,508dollars as filed
Broadcom Inc.11135F101COM220$291,590dollars as filed
Goldman Sachs Group,Inc.38141G104COM691$288,624dollars as filed
Salesforce.com, Inc79466L302COM957$288,229dollars as filed
Berkshire Hathaway Inc084670702COM666$280,066dollars as filed
Oracle Corporation68389X105COM2,187$274,709dollars as filed
SPY78462F103SHS512$267,901dollars as filed
American Express Company025816109COM1,136$258,656dollars as filed
MONDAY COM LTD SHSM7S64H106Stock1,141$257,718dollars as filed
AON PLC SHS CL AG0403H108Stock710$237,055dollars as filed
Deere & Company244199105COM566$232,479dollars as filed
BLACKROCK INC CL A COM09247X101COM262$218,598dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock988$210,750dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965522-24-000002this filing2024-05-15acceptance time not in the bulk data set