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CIK: 0001965522
Total reported value
$144.6M
$144.6M
71 檔
44.0%
In Q1 2024, Clifford Group, LLC's U.S. equity holdings reached a combined market value of $144.6M, distributed across 71 disclosed stock positions.
During Q1 2024, Clifford Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.13% | -1.82% | +8.94% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 16.91% | — | +2.91% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.13% | +0.01% | +17.76% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.82% | -0.66% | +6.72% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 3.54% | +0.68% | -15.52% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.40% | +0.21% | +18.72% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.25% | -0.20% | +70.37% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.21% | +0.13% | |
| 9 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.94% | -1.72% | EXIT | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.81% | -0.17% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.02% | -0.37% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.61% | — | +36.16% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.13% | -4.91% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.07% | +2.26% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.38% | — | +15.13% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.33% | -0.08% | -1.48% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.27% | -0.07% | +3.42% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.26% | — | -12.47% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.23% | +1.13% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | — | -1.39% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.13% | — | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 0.83% | — | — | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | -0.02% | +0.76% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.26% | +2.76% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.02% | +3.90% | |
| 26 | ACN | Accenture plc | Stock-Tech | 0.60% | — | +0.53% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.09% | +7.32% | |
| 28 | TGT | Target CORP | Stock-Consumer Disc | 0.59% | — | -1.99% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | — | +0.33% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.56% | -0.09% | +11.61% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.15% | +14.34% | |
| 32 | PSX | Phillips 66 | Stock-Energy | 0.55% | -0.12% | -7.90% | |
| 33 | MS | Morgan Stanley | Stock-Financials | 0.55% | +0.05% | +7.74% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.08% | +18.37% | |
| 35 | PNC | Pnc Financial Services Group | Stock-Financials | 0.55% | — | -1.60% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.07% | +11.34% | |
| 37 | NSP | Insperity Inc | Stock-Other | 0.54% | +0.07% | — | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.03% | +4.30% | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.53% | -0.09% | -5.42% | |
| 40 | CVS | Cvs Health CORP | Stock-Healthcare | 0.52% | — | +12.00% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.52% | -0.04% | +4.78% | |
| 42 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.49% | — | +4.35% | |
| 43 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.48% | -0.03% | +0.44% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.48% | — | +17.48% | |
| 45 | TEL | TE Connectivity plc | Stock-Tech | 0.47% | — | +0.97% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.47% | — | +10.64% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.01% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.08% | -6.87% | |
| 49 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.33% | — | +0.97% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.07% | — |
According to official SEC Form 13F filings, Clifford Group, LLC reported a total U.S. public equity portfolio value of $144.6M across 71 disclosed positions in Q1 2024.
During Q1 2024, Clifford Group, LLC's top holdings by market value included VOO (21.1%)、SCHD (16.9%)、VXF (6.1%). The largest single position, VOO, represented 21.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHD, VXF) accounted for 44.0% of total reported equity market value during Q1 2024.
In Q1 2024, Clifford Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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