Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/13 申報。只含多頭部位。
- 持股檔數
- 74
- 2022 年第 3 季沒有申報
- 總值
- $8,008 萬
- 2022 年第 3 季沒有申報
Clifford Group, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 40,810 | $1,434 萬 | 17.9% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 120,012 | $1,017 萬 | 12.7% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 83,901 | $384.9 萬 | 4.8% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 44,498 | $336.1 萬 | 4.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,655 | $323.5 萬 | 4.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 128,332 | $295.3 萬 | 3.7% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 87,296 | $198.3 萬 | 2.5% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 40,841 | $191.9 萬 | 2.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,332 | $178.5 萬 | 2.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 20,692 | $170.7 萬 | 2.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,559 | $160.1 萬 | 2.0% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 18,059 | $130.2 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,393 | $129.3 萬 | 1.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 9,531 | $123.8 萬 | 1.5% | – | – | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 26,467 | $120.5 萬 | 1.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,680 | $107.8 萬 | 1.3% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 4,044 | $96.6 萬 | 1.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,980 | $95.2 萬 | 1.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,899 | $93.2 萬 | 1.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,968 | $80.0 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 15,972 | $74.3 萬 | 0.9% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,053 | $71.1 萬 | 0.9% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,123 | $69.6 萬 | 0.9% | – | – | – |
| NSPInsperity, Inc. | COM | 5,944 | $67.5 萬 | 0.8% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,236 | $65.5 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,717 | $64.8 萬 | 0.8% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,020 | $62.5 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,946 | $61.5 萬 | 0.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,694 | $56.0 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 6,098 | $55.6 萬 | 0.7% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 22,129 | $54.5 萬 | 0.7% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 22,362 | $54.2 萬 | 0.7% | – | – | – |
| ACNAccenture plc | Stock | 2,019 | $53.9 萬 | 0.7% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,014 | $53.3 萬 | 0.7% | – | – | – |
| TGTTarget Corp | Stock | 3,522 | $52.5 萬 | 0.7% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 6,102 | $51.9 萬 | 0.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,652 | $51.1 萬 | 0.6% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 6,004 | $50.2 萬 | 0.6% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,241 | $48.7 萬 | 0.6% | – | – | 歷史 |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 8,882 | $48.4 萬 | 0.6% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,047 | $48.1 萬 | 0.6% | – | – | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 4,331 | $47.2 萬 | 0.6% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 5,024 | $46.8 萬 | 0.6% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 2,803 | $46.4 萬 | 0.6% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,451 | $46.2 萬 | 0.6% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 3,823 | $43.1 萬 | 0.5% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 3,658 | $42.3 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 11,577 | $42.0 萬 | 0.5% | – | – | – |
| VVisa Inc. | Stock | 2,020 | $42.0 萬 | 0.5% | – | – | 歷史 |
| AVYAvery Dennison Corp | COM | 2,313 | $41.9 萬 | 0.5% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,372 | $41.2 萬 | 0.5% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 4,359 | $40.2 萬 | 0.5% | – | – | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 4,482 | $39.1 萬 | 0.5% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,464 | $36.9 萬 | 0.5% | – | – | – |
| DHRDanaher Corp | Stock | 1,388 | $36.8 萬 | 0.5% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 3,440 | $35.8 萬 | 0.4% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,051 | $35.0 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,954 | $34.5 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,550 | $33.2 萬 | 0.4% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,118 | $30.7 萬 | 0.4% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 549 | $30.2 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,065 | $30.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,069 | $29.8 萬 | 0.4% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 4,150 | $29.3 萬 | 0.4% | – | – | – |
| ADIAnalog Devices Inc | Stock | 1,725 | $28.3 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 632 | $27.1 萬 | 0.3% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 969 | $25.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,350 | $24.8 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,040 | $24.5 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 526 | $24.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 5,287 | $23.7 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,623 | $23.3 萬 | 0.3% | – | – | 歷史 |
| AONAon plc | CL A | 767 | $23.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,513 | $20.5 萬 | 0.3% | – | – | – |