Clifford Group, LLC
81 holdingsFiling period: 2026-03-31Current AUM: $147.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 67.2K | $40.2M | $46.2M | 31.20% | +2.4K | 2026-03-31 |
| 2 | MGK | VANGUARD WORLD FD | 29.2K | $10.7M | $12.6M | 8.51% | +1.3K | 2026-03-31 |
| 3 | LSGR | NATIXIS ETF TRUST II | 169.8K | $6.7M | $7.3M | 4.92% | -- | 2026-03-31 |
| 4 | EFV | ISHARES TR | 85.9K | $6.4M | $6.9M | 4.70% | +967 | 2026-03-31 |
| 5 | VXF | VANGUARD INDEX FDS | 23.6K | $4.9M | $5.6M | 3.76% | -30,091 | 2026-03-31 |
| 6 | VGT | VANGUARD WORLD FD | 6.6K | $4.6M | $6.0M | 4.04% | +197 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 20.1K | $3.5M | $4.0M | 2.73% | +2.1K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 14.7K | $3.1M | $4.0M | 2.70% | +1.4K | 2026-03-31 |
| 9 | MUB | ISHARES TR | 28.4K | $3.0M | $3.0M | 2.03% | -1,562 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 10.9K | $2.8M | $3.4M | 2.28% | +1.4K | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 9.6K | $2.8M | $3.4M | 2.31% | +1.3K | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 6.3K | $2.3M | $2.9M | 1.97% | +769 | 2026-03-31 |
| 13 | IWF | ISHARES TR | 5.4K | $2.3M | $2.5M | 1.72% | -125 | 2026-03-31 |
| 14 | SHM | SPDR SERIES TRUST | 46.6K | $2.2M | $2.2M | 1.50% | +784 | 2026-03-31 |
| 15 | IWD | ISHARES TR | 7.9K | $1.7M | $2.0M | 1.35% | -74 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 5.4K | $1.6M | $1.9M | 1.27% | +46 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 2.6K | $1.5M | $1.4M | 0.98% | +230 | 2026-03-31 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.3K | $1.5M | $1.8M | 1.19% | +101 | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 4.1K | $1.3M | $1.6M | 1.08% | +1.8K | 2026-03-31 |
| 20 | GOVT | ISHARES TR | 42.7K | $978K | $958K | 0.65% | +1.2K | 2026-03-31 |
| 21 | MS | MORGAN STANLEY | 5.6K | $920K | $1.2M | 0.80% | +300 | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 3.0K | $871K | $1.1M | 0.73% | +411 | 2026-03-31 |
| 23 | WMT | WALMART INC | 6.6K | $825K | $738K | 0.50% | +650 | 2026-03-31 |
| 24 | ADP | AUTOMATIC DATA PROCESSING IN | 4.1K | $823K | $1.1M | 0.73% | +24 | 2026-03-31 |
| 25 | VNQ | VANGUARD INDEX FDS | 9.1K | $811K | $905K | 0.61% | +585 | 2026-03-31 |
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