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CIK: 0001965522
Total reported value
$144.6M
$144.6M
73 檔
45.4%
In Q2 2024, Clifford Group, LLC's U.S. equity holdings reached a combined market value of $144.6M, distributed across 73 disclosed stock positions.
During Q2 2024, Clifford Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHD, MGK) accounted for 45.4% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.98% | -1.82% | -2.37% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 15.23% | — | -4.51% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 6.92% | -0.20% | +98.58% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.19% | +0.01% | +7.17% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.70% | +0.21% | +1.07% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.41% | +0.68% | -0.46% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.86% | -0.66% | -37.74% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.21% | -0.29% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.02% | +16.88% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.13% | +879.80% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.91% | -0.17% | -0.32% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.74% | +0.07% | -0.26% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.69% | -1.72% | EXIT | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.65% | — | +5.23% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.51% | — | +25.70% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.42% | — | +5.43% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.23% | -1.58% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.25% | -0.08% | -1.09% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | — | -1.69% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.13% | — | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.78% | — | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.77% | +0.26% | -0.35% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | -0.02% | +1.69% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.09% | +0.95% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.02% | -0.51% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.08% | -3.28% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.57% | -0.09% | +4.47% | |
| 28 | ACN | Accenture plc | Stock-Tech | 0.56% | — | +9.01% | |
| 29 | MS | Morgan Stanley | Stock-Financials | 0.55% | +0.05% | -1.55% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.15% | -1.46% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | — | +1.33% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.07% | -58.34% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.07% | -0.45% | |
| 34 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.49% | — | -2.04% | |
| 35 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.49% | -0.03% | -1.64% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.03% | +1.82% | |
| 37 | TEL | TE Connectivity plc | Stock-Tech | 0.47% | — | -1.57% | |
| 38 | COR | Cencora Inc | Stock-Healthcare | 0.47% | -0.09% | -1.33% | |
| 39 | PSX | Phillips 66 | Stock-Energy | 0.46% | -0.12% | -0.83% | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.46% | — | -4.65% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.45% | -0.04% | +3.08% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.44% | — | -0.58% | |
| 43 | NSP | Insperity Inc | Stock-Other | 0.44% | +0.07% | — | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.43% | — | +0.44% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.01% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.08% | -3.65% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.07% | — | |
| 48 | CVS | Cvs Health CORP | Stock-Healthcare | 0.36% | — | -5.14% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.07% | — | |
| 50 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.33% | — | +5.03% |
According to official SEC Form 13F filings, Clifford Group, LLC reported a total U.S. public equity portfolio value of $144.6M across 73 disclosed positions in Q2 2024.
During Q2 2024, Clifford Group, LLC's top holdings by market value included VOO (21.0%)、SCHD (15.2%)、MGK (6.9%). The largest single position, VOO, represented 21.0% of total portfolio value.
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In Q2 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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