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Disclosery

13F-HR filed by Clifford Group, LLC

Clifford Group, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 76 holding rows worth $107,046,750.

Accession
0001965522-25-000005
Filer
CIK 1965522
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 76 entries on the cover page, a total value of $107,046,750 stated on the cover page (in dollars after the unit check, H1), rows summing to $107,046,750 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 ETF922908363COM59,676$30,667,882dollars as filed
Vanguard Extended Market ETF922908652SHS50,009$8,614,635dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS27,067$8,360,463dollars as filed
iShares MSCI EAFE Value ETF464288877SHS86,927$5,123,476dollars as filed
ISHARES TR464288414NATIONAL MUN ETF42,588$4,490,475dollars as filed
VGT92204A702SHS6,106$3,311,905dollars as filed
Amazon.com, Inc023135106COM13,605$2,588,522dollars as filed
Apple Inc037833100COM10,590$2,352,319dollars as filed
Microsoft Corp594918104COM6,041$2,267,609dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF46,086$2,193,700dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK6,069$2,191,455dollars as filed
NVIDIA Corp67066G104COM19,933$2,160,339dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS42,113$1,950,276dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,247$1,551,756dollars as filed
JPMorgan Chase & Co46625H100COM5,737$1,407,377dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,856$1,369,483dollars as filed
META PLATFORMS INC CL A30303M102COM2,371$1,366,584dollars as filed
Automatic Data Processing,Inc.053015103COM4,043$1,235,258dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS5,408$897,752dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS34,733$798,342dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock2,197$758,347dollars as filed
Visa Inc92826C839COM2,054$719,845dollars as filed
Morgan Stanley617446448COM6,063$707,345dollars as filed
CENCORA INC COM03073E105Stock2,459$683,772dollars as filed
Union Pacific Corporation907818108COM2,876$679,405dollars as filed
Procter & Gamble Co742718109COM3,917$667,552dollars as filed
UnitedHealth Group Inc91324P102COM1,244$651,627dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock4,033$651,370dollars as filed
Vanguard Real Estate922908553SHS6,765$612,542dollars as filed
Home Depot, Inc437076102COM1,608$589,243dollars as filed
PAYCHEX INC704326107COM3,684$568,382dollars as filed
Cisco Systems,Inc.17275R102COM9,141$564,093dollars as filed
Accenture Plc Class AG1151C101COM1,749$545,877dollars as filed
INSPERITY INC45778Q107COM5,944$530,383dollars as filed
Abbott Laboratories002824100COM3,978$527,715dollars as filed
Costco Wholesale Corporation22160K105COM525$496,983dollars as filed
NextEra Energy,Inc.65339F101COM6,691$474,306dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS10,472$471,956dollars as filed
PHILLIPS 66 COM718546104Stock3,395$419,213dollars as filed
KLAVIYO INC COM SER A49845K101Stock13,783$417,074dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock2,942$415,759dollars as filed
Broadcom Inc.11135F101COM2,469$413,326dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,639$412,291dollars as filed
Eli Lilly and Company532457108COM490$404,696dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH15,188$383,041dollars as filed
SPY78462F103SHS676$378,131dollars as filed
Goldman Sachs Group,Inc.38141G104COM691$377,486dollars as filed
Berkshire Hathaway Inc084670702COM673$358,426dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS3,819$352,456dollars as filed
Analog Devices,Inc.032654105COM1,713$345,461dollars as filed
PepsiCo,Inc.713448108COM2,211$331,495dollars as filed
Eaton Corp. PlcG29183103COM1,148$312,061dollars as filed
Oracle Corporation68389X105COM2,187$305,764dollars as filed
American Express Company025816109COM1,136$305,641dollars as filed
Vanguard Small-Cap ETF922908751SHS1,374$304,685dollars as filed
Prologis,Inc.74340W103COM2,685$300,127dollars as filed
AON PLC SHS CL AG0403H108Stock710$283,490dollars as filed
Honeywell Technologies438516106COM1,317$278,875dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock3,700$276,344dollars as filed
Deere & Company244199105COM578$271,284dollars as filed
Salesforce.com, Inc79466L302COM1,000$268,360dollars as filed
Thermo Fisher Scientific Inc.883556102COM517$257,280dollars as filed
Walmart Inc.931142103COM2,870$251,957dollars as filed
Danaher Corporation235851102COM1,211$248,279dollars as filed
TARGET CORP COM87612E106Stock2,201$229,671dollars as filed
BlackRock,Inc.09290D101COM241$228,293dollars as filed
United Parcel Service,Inc. Class B911312106COM2,018$221,968dollars as filed
MCKESSON CORP COM58155Q103Stock329$221,414dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK400$220,012dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock153$219,185dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock940$213,897dollars as filed
Vanguard Total World Stock ETF922042742SHS1,793$207,898dollars as filed
SCHD808524797COM7,358$205,730dollars as filed
PINTEREST INC CL A72352L106Stock6,570$203,670dollars as filed
Intuitive Surgical,Inc.46120E602COM407$201,575dollars as filed
VTI922908769COM728$200,084dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965522-25-000005this filing2025-05-15acceptance time not in the bulk data set