Clifford Group, LLC 13F Holdings

CIK 0001965522 · WAYLAND, MA

As of Sep 30, 2025, Clifford Group, LLC reported 81 positions worth 28.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—63,751$39.0M30.41%
VANGUARD EXTENDED MARKET INDEX FUNDVXF—53,382 1.2M8.70%
VANGUARD WORLD FUNDMGK—27,662 1.1M8.67%
ISHARES MSCI EAFE VALUE ETFEFV—84,584$5.7M4.47%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—6,326$4.7M3.68%
NVIDIA CORPNVDATechnology19,691$3.7M2.86%
ISHARES NATIONAL MUNI BOND ETFMUB—29,983$3.2M2.49%
AMAZON.COM INCAMZNEquity13,437$3.0M2.30%
MICROSOFT CORPMSFTTechnology5,589$2.9M2.25%
ISHARES RUSSELL 1000 GROWTH ETFIWF—5,808$2.7M2.12%
APPLE INCAAPLTechnology9,678$2.5M1.92%
STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETFSHM—45,984$2.2M1.73%
ALPHABET INCGOOGLEquity8,755$2.1M1.66%
META PLATFORMS INCMETACommunication Services2,369 .7M1.36%
JPMORGAN CHASE & COJPMFinancial Services5,353 .7M1.32%
ISHARES RUSSELL 1000 VALUE ETFIWD—8,034 .6M1.27%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology4,399 .2M0.96%
AUTOMATIC DATA PROCESSING INCADPIndustrials4,043 .2M0.92%
MORGAN STANLEYMSFinancial Services5,475$870.4K0.68%
ISHARES US TREASURY BOND ETFGOVT—37,466$866.2K0.67%
BROADCOM INCAVGOTechnology2,343$772.9K0.60%
HOULIHAN LOKEY INCHLIFinancial Services3,763$772.7K0.60%
VANGUARD REAL ESTATE INDEX FUNDVNQ—8,087$739.3K0.58%
CENCORA INCCORHealthcare2,300$718.8K0.56%
VISA INC-CLASS A SHARESVFinancial Services2,054$701.2K0.55%