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Disclosery

13F-HR filed by Clifford Group, LLC

Clifford Group, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-12, with 75 holding rows worth $131,192,153.

Accession
0001965522-25-000002
Filer
CIK 1965522
Filed
2025-02-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 75 entries on the cover page, a total value of $131,192,153 stated on the cover page (in dollars after the unit check, H1), rows summing to $131,192,153 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 ETF922908363COM54,843$29,549,725dollars as filed
SCHD808524797COM757,198$20,686,661dollars as filed
Vanguard Extended Market ETF922908652SHS46,752$8,881,908dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS25,791$8,856,779dollars as filed
iShares MSCI EAFE Value ETF464288877SHS76,679$4,023,346dollars as filed
VGT92204A702SHS5,949$3,699,192dollars as filed
Amazon.com, Inc023135106COM13,550$2,972,774dollars as filed
ISHARES TR464288414NATIONAL MUN ETF27,079$2,885,264dollars as filed
Apple Inc037833100COM10,604$2,655,411dollars as filed
NVIDIA Corp67066G104COM19,687$2,643,768dollars as filed
Microsoft Corp594918104COM6,204$2,614,843dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK6,192$2,486,583dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF72,801$2,384,967dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF43,191$2,046,828dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS42,358$1,920,499dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,827$1,670,940dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,547$1,582,306dollars as filed
META PLATFORMS INC CL A30303M102COM2,344$1,372,471dollars as filed
JPMorgan Chase & Co46625H100COM5,691$1,364,266dollars as filed
Automatic Data Processing,Inc.053015103COM4,043$1,183,507dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS40,748$1,067,194dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS5,372$1,060,938dollars as filed
Morgan Stanley617446448COM6,551$823,619dollars as filed
Accenture Plc Class AG1151C101COM2,289$805,372dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS34,910$802,226dollars as filed
Procter & Gamble Co742718109COM4,781$801,453dollars as filed
UnitedHealth Group Inc91324P102COM1,479$748,239dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock4,245$737,226dollars as filed
Union Pacific Corporation907818108COM3,229$736,314dollars as filed
Home Depot, Inc437076102COM1,810$703,985dollars as filed
Cisco Systems,Inc.17275R102COM11,624$688,141dollars as filed
Vanguard Real Estate922908553SHS7,430$661,861dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock2,319$658,126dollars as filed
PAYCHEX INC704326107COM4,637$650,134dollars as filed
Abbott Laboratories002824100COM5,566$629,587dollars as filed
Visa Inc92826C839COM1,968$621,967dollars as filed
CENCORA INC COM03073E105Stock2,695$605,468dollars as filed
Broadcom Inc.11135F101COM2,469$572,332dollars as filed
NextEra Energy,Inc.65339F101COM7,601$544,886dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock3,733$533,763dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,639$502,571dollars as filed
Costco Wholesale Corporation22160K105COM525$481,476dollars as filed
SPY78462F103SHS799$468,261dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS9,982$462,087dollars as filed
INSPERITY INC45778Q107COM5,944$460,719dollars as filed
PHILLIPS 66 COM718546104Stock4,035$459,740dollars as filed
Goldman Sachs Group,Inc.38141G104COM691$395,680dollars as filed
Eaton Corp. PlcG29183103COM1,130$375,013dollars as filed
Eli Lilly and Company532457108COM485$374,420dollars as filed
Prologis,Inc.74340W103COM3,523$372,342dollars as filed
Oracle Corporation68389X105COM2,189$364,775dollars as filed
Analog Devices,Inc.032654105COM1,713$363,944dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS3,819$353,601dollars as filed
American Express Company025816109COM1,136$337,153dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH13,163$336,710dollars as filed
Vanguard Small-Cap ETF922908751SHS1,374$330,145dollars as filed
Salesforce.com, Inc79466L302COM977$326,640dollars as filed
Honeywell Technologies438516106COM1,373$310,147dollars as filed
Tesla Motors, Inc88160R101COM750$302,880dollars as filed
Berkshire Hathaway Inc084670702COM666$301,884dollars as filed
PepsiCo,Inc.713448108COM1,968$299,178dollars as filed
Danaher Corporation235851102COM1,261$289,490dollars as filed
Walmart Inc.931142103COM2,845$257,046dollars as filed
BlackRock,Inc.09290D101COM250$256,485dollars as filed
AON PLC SHS CL AG0403H108Stock710$255,126dollars as filed
Thermo Fisher Scientific Inc.883556102COM490$254,934dollars as filed
Deere & Company244199105COM578$244,899dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock940$232,330dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock2,801$226,253dollars as filed
TARGET CORP COM87612E106Stock1,620$218,947dollars as filed
PINTEREST INC CL A72352L106Stock7,477$216,833dollars as filed
Vanguard Total World Stock ETF922042742SHS1,794$210,730dollars as filed
SPDR GOLD TR78463V107GOLD SHS857$207,505dollars as filed
Intuitive Surgical,Inc.46120E602COM397$207,218dollars as filed
KKR & CO INC48251W104COM1,353$200,122dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965522-25-000002this filing2025-02-12acceptance time not in the bulk data set