13F-HR filed by Clifford Group, LLC
Clifford Group, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 83 holding rows worth $121,724,886.
- Accession
- 0001965522-25-000006
- Filer
- CIK 1965522
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 83 entries on the cover page, a total value of $121,724,886 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,724,886 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 62,196 | $35,329,292 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 27,925 | $10,225,276 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 51,988 | $10,018,585 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 85,218 | $5,409,617 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 43,108 | $4,503,920 | dollars as filed | |
| VGT | 92204A702 | SHS | 6,555 | $4,347,991 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 19,923 | $3,147,635 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,018 | $2,993,257 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,416 | $2,943,236 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 5,893 | $2,502,050 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 42,759 | $2,045,169 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,867 | $2,024,329 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 39,604 | $1,835,228 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,369 | $1,748,580 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,512 | $1,598,101 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 8,036 | $1,560,832 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,731 | $1,538,664 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 4,043 | $1,246,861 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 5,339 | $1,209,275 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 6,002 | $845,422 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 35,863 | $824,130 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,054 | $729,273 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 2,426 | $727,384 | dollars as filed | |
| HOULIHAN LOKEY INC CL A | 441593100 | Stock | 4,026 | $724,529 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 2,207 | $706,372 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 9,359 | $649,325 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,343 | $645,751 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,947 | $628,867 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 7,021 | $625,266 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,633 | $598,660 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 3,754 | $546,081 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,012 | $545,713 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 10,873 | $534,847 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 2,301 | $529,402 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 525 | $520,188 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,728 | $516,603 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 2,983 | $503,150 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 691 | $489,055 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,187 | $478,144 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 14,168 | $475,761 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,639 | $468,132 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 17,378 | $430,627 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,148 | $409,825 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 5,882 | $408,321 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,713 | $407,728 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,136 | $362,361 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 3,032 | $361,748 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 3,819 | $361,392 | dollars as filed | |
| Deere & Company | 244199105 | COM | 707 | $359,502 | dollars as filed | |
| INSPERITY INC | 45778Q107 | COM | 5,944 | $357,353 | dollars as filed | |
| Linde plc | G54950103 | COM | 746 | $350,008 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 442 | $344,552 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 673 | $326,923 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,196 | $326,137 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,374 | $325,611 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 998 | $311,402 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 2,944 | $309,460 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 3,783 | $307,937 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 400 | $306,936 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,317 | $306,703 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,208 | $291,549 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,870 | $280,629 | dollars as filed | |
| SPY | 78462F103 | SHS | 449 | $277,291 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 207 | $277,200 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 710 | $253,422 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 241 | $253,081 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 2,702 | $252,097 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 940 | $250,360 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 807 | $245,998 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 760 | $241,422 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 329 | $241,085 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,204 | $237,862 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 6,570 | $235,600 | dollars as filed | |
| SCHD | 808524797 | COM | 8,858 | $234,737 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 1,793 | $230,436 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,272 | $229,367 | dollars as filed | |
| VTI | 922908769 | COM | 728 | $221,261 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 497 | $217,393 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 142 | $215,931 | dollars as filed | |
| SPDR SERIES TRUST | 78468R747 | ST STR MSCI GEN | 1,675 | $209,076 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 2,295 | $206,848 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 367 | $206,232 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 497 | $201,530 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965522-25-000006 | this filing | 2025-08-14 | acceptance time not in the bulk data set |