Clifford Group, LLC
86 holdingsFiling period: 2026-06-30Current AUM: $147.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 61.3K | $42.1M | $43.1M | 29.17% | -5,914 | 2026-06-30 |
| 2 | MGK | Vanguard World FD | 132.4K | $11.6M | $11.9M | 8.02% | +103.3K | 2026-06-30 |
| 3 | LSGR | Natixis ETF Trust II | 152.9K | $6.4M | $6.9M | 4.64% | -16,942 | 2026-06-30 |
| 4 | EFV | iShares TR | 80.4K | $6.2M | $6.4M | 4.30% | -5,499 | 2026-06-30 |
| 5 | VGT | Vanguard World FD | 45.5K | $5.4M | $5.5M | 3.72% | +38.9K | 2026-06-30 |
| 6 | VXF | Vanguard Index Fds | 22.0K | $5.4M | $5.1M | 3.43% | -1,573 | 2026-06-30 |
| 7 | AVUV | American Centy ETF TR | 42.7K | $5.3M | $5.2M | 3.54% | -- | 2026-06-30 |
| 8 | MUB | iShares TR | 40.4K | $4.3M | $4.2M | 2.83% | +12.0K | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 20.4K | $4.1M | $4.4M | 2.98% | +335 | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 9.5K | $3.4M | $3.0M | 2.04% | -77 | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 14.2K | $3.4M | $3.5M | 2.39% | -530 | 2026-06-30 |
| 12 | AAPL | Apple Inc | 11.0K | $3.2M | $3.8M | 2.56% | +99 | 2026-06-30 |
| 13 | IWF | iShares TR | 18.5K | $2.3M | $2.2M | 1.51% | +13.1K | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 6.1K | $2.3M | $3.3M | 2.21% | -148 | 2026-06-30 |
| 15 | TSM | Taiwan Semiconductor Manufac | 4.2K | $2.0M | $1.8M | 1.20% | -151 | 2026-06-30 |
| 16 | IWD | iShares TR | 7.4K | $1.8M | $1.9M | 1.29% | -579 | 2026-06-30 |
| 17 | JPM | JPMorgan Chase & Co | 5.4K | $1.8M | $1.8M | 1.21% | +5 | 2026-06-30 |
| 18 | AVGO | Broadcom Inc | 4.5K | $1.7M | $1.5M | 1.00% | +413 | 2026-06-30 |
| 19 | META | Meta Platforms Inc | 2.6K | $1.5M | $1.7M | 1.12% | +19 | 2026-06-30 |
| 20 | MS | Morgan Stanley | 5.3K | $1.1M | $964K | 0.65% | -335 | 2026-06-30 |
| 21 | GOOG | Alphabet Inc | 3.1K | $1.1M | $959K | 0.65% | +12 | 2026-06-30 |
| 22 | CSCO | Cisco Sys Inc | 8.4K | $987K | $926K | 0.63% | -402 | 2026-06-30 |
| 23 | GOVT | iShares TR | 41.6K | $947K | $924K | 0.62% | -1,099 | 2026-06-30 |
| 24 | ADP | Automatic Data Processing in | 4.1K | $907K | $1.2M | 0.82% | -- | 2026-06-30 |
| 25 | VNQ | Vanguard Index Fds | 8.3K | $795K | $768K | 0.52% | -889 | 2026-06-30 |
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