Clifford Group, LLC
- SEC CIK
- 0001965522
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only.
- Positions
- 74
- No filing for Q3 2022
- Portfolio value
- $80.1M
- No filing for Q3 2022
Clifford Group, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 40,810 | $14.3M | 17.9% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 120,012 | $10.2M | 12.7% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 83,901 | $3.85M | 4.8% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 44,498 | $3.36M | 4.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,655 | $3.23M | 4.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 128,332 | $2.95M | 3.7% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 87,296 | $1.98M | 2.5% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 40,841 | $1.92M | 2.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,332 | $1.79M | 2.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 20,692 | $1.71M | 2.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,559 | $1.60M | 2.0% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 18,059 | $1.30M | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,393 | $1.29M | 1.6% | – | – | History |
| AAPLApple Inc. | Stock | 9,531 | $1.24M | 1.5% | – | – | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 26,467 | $1.20M | 1.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,680 | $1.08M | 1.3% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 4,044 | $966.0K | 1.2% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,980 | $951.8K | 1.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,899 | $931.6K | 1.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,968 | $800.3K | 1.0% | – | – | History |
| iShares Tr464287796 | U.S. ENERGY ETF | 15,972 | $742.6K | 0.9% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,053 | $710.5K | 0.9% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,123 | $696.0K | 0.9% | – | – | – |
| NSPInsperity, Inc. | COM | 5,944 | $675.2K | 0.8% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,236 | $655.4K | 0.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 7,717 | $648.2K | 0.8% | – | – | History |
| UNPUnion Pacific Corp | Stock | 3,020 | $625.3K | 0.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,946 | $614.8K | 0.8% | – | – | History |
| PGProcter & Gamble Co | Stock | 3,694 | $559.9K | 0.7% | – | – | History |
| iShares Tr46432F388 | MSCI USA VALUE | 6,098 | $555.8K | 0.7% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 22,129 | $544.6K | 0.7% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 22,362 | $542.1K | 0.7% | – | – | – |
| ACNAccenture plc | Stock | 2,019 | $538.6K | 0.7% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,014 | $533.3K | 0.7% | – | – | – |
| TGTTarget Corp | Stock | 3,522 | $524.9K | 0.7% | – | – | History |
| MSMorgan Stanley | Stock | 6,102 | $518.8K | 0.6% | – | – | History |
| ABTAbbott Laboratories | Stock | 4,652 | $510.7K | 0.6% | – | – | History |
| NEENextera Energy Inc | Stock | 6,004 | $501.9K | 0.6% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 5,241 | $486.6K | 0.6% | – | – | History |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 8,882 | $484.1K | 0.6% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,047 | $481.2K | 0.6% | – | – | History |
| BILLBILL Holdings, Inc. | Stock | 4,331 | $471.9K | 0.6% | – | – | History |
| CVSCVS Health Corp | Stock | 5,024 | $468.1K | 0.6% | – | – | History |
| CORCencora, Inc. | Stock | 2,803 | $464.5K | 0.6% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 2,451 | $462.2K | 0.6% | – | – | History |
| PLDPrologis, Inc. | REIT | 3,823 | $430.9K | 0.5% | – | – | History |
| PAYXPaychex Inc | Stock | 3,658 | $422.7K | 0.5% | – | – | History |
| iShares Tr46435U713 | US INFRASTRUC | 11,577 | $419.8K | 0.5% | – | – | – |
| VVisa Inc. | Stock | 2,020 | $419.7K | 0.5% | – | – | History |
| AVYAvery Dennison Corp | COM | 2,313 | $418.7K | 0.5% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 2,372 | $412.3K | 0.5% | – | – | History |
| GRMNGarmin Ltd | SHS | 4,359 | $402.3K | 0.5% | – | – | History |
| HLIHoulihan Lokey, Inc. | CL A | 4,482 | $390.7K | 0.5% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 3,464 | $368.7K | 0.5% | – | – | – |
| DHRDanaher Corp | Stock | 1,388 | $368.4K | 0.5% | – | – | History |
| PSXPhillips 66 | Stock | 3,440 | $358.0K | 0.4% | – | – | History |
| TELTE Connectivity plc | REG SHS | 3,051 | $350.3K | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,954 | $345.2K | 0.4% | – | – | History |
| HONHoneywell International Inc | COM | 1,550 | $332.2K | 0.4% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,118 | $306.7K | 0.4% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 549 | $302.4K | 0.4% | – | – | History |
| NVDANVIDIA Corp | Stock | 2,065 | $301.8K | 0.4% | – | – | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,069 | $297.6K | 0.4% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 4,150 | $293.1K | 0.4% | – | – | – |
| ADIAnalog Devices Inc | Stock | 1,725 | $283.0K | 0.4% | – | – | History |
| DEDeere & Co | Stock | 632 | $271.0K | 0.3% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 969 | $257.1K | 0.3% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,350 | $247.8K | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,040 | $245.5K | 0.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 526 | $240.3K | 0.3% | – | – | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 5,287 | $237.0K | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,623 | $232.7K | 0.3% | – | – | History |
| AONAon plc | CL A | 767 | $230.2K | 0.3% | – | – | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,513 | $205.4K | 0.3% | – | – | – |