Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 74
- 較 2023 年第 3 季 +4
- 總值
- $1.08 億
- 較 2023 年第 3 季 +$1,570 萬 (+17.0%)
| 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 | 48,862 | $2,134 萬 | 19.8% | +4,224+9.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 246,826 | $1,879 萬 | 17.4% | +16,844+7.3% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 35,985 | $591.7 萬 | 5.5% | +20,109+126.7% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 100,453 | $523.4 萬 | 4.9% | −2,168−2.1% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 47,183 | $511.5 萬 | 4.7% | +6,454+15.8% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,624 | $320.6 萬 | 3.0% | +2,369+55.7% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 48,425 | $231.4 萬 | 2.1% | +458+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,154 | $231.4 萬 | 2.1% | +29+0.5% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 8,063 | $209.2 萬 | 1.9% | +8,063 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,518 | $197.6 萬 | 1.8% | −327−4.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,039 | $193.3 萬 | 1.8% | −9−0.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 62,403 | $181.1 萬 | 1.7% | +1,830+3.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 10,914 | $165.8 萬 | 1.5% | +2,083+23.6% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 17,200 | $152.0 萬 | 1.4% | +676+4.1% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,134 | $150.9 萬 | 1.4% | −438−4.6% | 減碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 31,917 | $148.0 萬 | 1.4% | −1,311−3.9% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 43,937 | $144.2 萬 | 1.3% | +20,322+86.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,819 | $123.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,098 | $103.9 萬 | 1.0% | −21−1.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,956 | $101.3 萬 | 0.9% | +31+0.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $94.2 萬 | 0.9% | +4+0.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,279 | $80.5 萬 | 0.7% | +115+3.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,179 | $77.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 2,086 | $73.2 萬 | 0.7% | −2−0.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,367 | $72.0 萬 | 0.7% | +6+0.4% | 加碼 | 歷史 |
| NSPInsperity, Inc. | COM | 5,944 | $69.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,358 | $65.2 萬 | 0.6% | −5,116−38.0% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 4,181 | $64.7 萬 | 0.6% | +17+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,363 | $63.9 萬 | 0.6% | +40+0.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,799 | $62.3 萬 | 0.6% | +25+1.4% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 26,691 | $61.5 萬 | 0.6% | −17,696−39.9% | 減碼 | – |
| MSMorgan Stanley | Stock | 6,591 | $61.5 萬 | 0.6% | +311+5.0% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 4,585 | $61.1 萬 | 0.6% | +133+3.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,818 | $59.7 萬 | 0.6% | +594+5.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,420 | $59.7 萬 | 0.6% | −56−1.0% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 4,454 | $59.3 萬 | 0.5% | −4−0.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,128 | $58.8 萬 | 0.5% | +75+1.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,378 | $57.4 萬 | 0.5% | −34−1.0% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 2,787 | $57.2 萬 | 0.5% | −3−0.1% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 7,085 | $55.9 萬 | 0.5% | −782−9.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,355 | $55.7 萬 | 0.5% | −20−0.4% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,922 | $55.1 萬 | 0.5% | +40+1.0% | 加碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 4,540 | $54.4 萬 | 0.5% | +42+0.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,810 | $53.5 萬 | 0.5% | +1,296+17.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,022 | $52.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,295 | $51.8 萬 | 0.5% | +287+9.5% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,298 | $51.7 萬 | 0.5% | −2−0.1% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,200 | $50.0 萬 | 0.5% | +9+0.2% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 11,879 | $47.8 萬 | 0.4% | +1,183+11.1% | 加碼 | – |
| ADMArcher-Daniels-Midland Co | Stock | 6,385 | $46.1 萬 | 0.4% | +252+4.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,941 | $41.4 萬 | 0.4% | +313+11.9% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 4,299 | $36.3 萬 | 0.3% | +330+8.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 546 | $36.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 14,463 | $34.8 萬 | 0.3% | −150,346−91.2% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 1,713 | $34.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,337 | $30.9 萬 | 0.3% | +13+1.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,430 | $30.0 萬 | 0.3% | +24+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $29.3 萬 | 0.3% | +24+1.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 485 | $28.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,112 | $27.6 萬 | 0.3% | +5+0.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,140 | $27.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 516 | $27.4 萬 | 0.3% | −32−5.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 691 | $26.7 萬 | 0.2% | +17+2.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 957 | $25.2 萬 | 0.2% | +957 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 220 | $24.6 萬 | 0.2% | +220 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 513 | $24.4 萬 | 0.2% | −8−1.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 666 | $23.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,736 | $23.7 萬 | 0.2% | −6,175−78.1% | 減碼 | – |
| ORCLOracle Corp | Stock | 2,187 | $23.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 566 | $22.6 萬 | 0.2% | −8−1.4% | 減碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 1,141 | $21.4 萬 | 0.2% | +1,141 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 262 | $21.3 萬 | 0.2% | +262 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 1,136 | $21.3 萬 | 0.2% | +1,136 | 新進 | 歷史 |
| AONAon plc | CL A | 710 | $20.7 萬 | 0.2% | −21−2.9% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（2 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。