Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 75
- 較 2024 年第 3 季 +1
- 總值
- $1.31 億
- 較 2024 年第 3 季 +$259.8 萬 (+2.0%)
| 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 | 54,843 | $2,955 萬 | 22.5% | +1,805+3.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 757,198 | $2,069 萬 | 15.8% | +32,035+4.4% | 加碼依 3 比 1 拆股換算 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 46,752 | $888.2 萬 | 6.8% | +943+2.1% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 25,791 | $885.7 萬 | 6.8% | +1,232+5.0% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 76,679 | $402.3 萬 | 3.1% | +2,147+2.9% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,949 | $369.9 萬 | 2.8% | +159+2.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 13,550 | $297.3 萬 | 2.3% | +953+7.6% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 27,079 | $288.5 萬 | 2.2% | −9,874−26.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,604 | $265.5 萬 | 2.0% | +24+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,687 | $264.4 萬 | 2.0% | +101+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,204 | $261.5 萬 | 2.0% | +44+0.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,192 | $248.7 萬 | 1.9% | −241−3.7% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 72,801 | $238.5 萬 | 1.8% | +6,105+9.2% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 43,191 | $204.7 萬 | 1.6% | +477+1.1% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 42,358 | $192.0 萬 | 1.5% | +3,508+9.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,827 | $167.1 萬 | 1.3% | +30+0.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,547 | $158.2 萬 | 1.2% | −29−0.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,344 | $137.2 萬 | 1.0% | +108+4.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,691 | $136.4 萬 | 1.0% | −3−0.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $118.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 40,748 | $106.7 萬 | 0.8% | −21,061−34.1% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,372 | $106.1 萬 | 0.8% | +25+0.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,551 | $82.4 萬 | 0.6% | −101−1.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,289 | $80.5 萬 | 0.6% | −4−0.2% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 34,910 | $80.2 萬 | 0.6% | +2,924+9.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,781 | $80.1 萬 | 0.6% | +320+7.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,479 | $74.8 萬 | 0.6% | +10+0.7% | 加碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 4,245 | $73.7 萬 | 0.6% | −134−3.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,229 | $73.6 萬 | 0.6% | −137−4.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,810 | $70.4 萬 | 0.5% | +9+0.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,624 | $68.8 萬 | 0.5% | −42−0.4% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,430 | $66.2 萬 | 0.5% | +448+6.4% | 加碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 2,319 | $65.8 萬 | 0.5% | +17+0.7% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,637 | $65.0 萬 | 0.5% | +39+0.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,566 | $63.0 萬 | 0.5% | −78−1.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,968 | $62.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 2,695 | $60.5 萬 | 0.5% | +129+5.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,469 | $57.2 萬 | 0.4% | −40−1.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,601 | $54.5 萬 | 0.4% | −2,121−21.8% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 3,733 | $53.4 萬 | 0.4% | −17−0.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,639 | $50.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 525 | $48.1 萬 | 0.4% | +6+1.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 799 | $46.8 萬 | 0.4% | +44+5.8% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 9,982 | $46.2 萬 | 0.4% | +102+1.0% | 加碼 | – |
| NSPInsperity, Inc. | COM | 5,944 | $46.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 4,035 | $46.0 萬 | 0.4% | −274−6.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 691 | $39.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 1,130 | $37.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 485 | $37.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,523 | $37.2 萬 | 0.3% | −1,429−28.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,189 | $36.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,713 | $36.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $35.4 萬 | 0.3% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,136 | $33.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 13,163 | $33.7 萬 | 0.3% | +1,291+10.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $33.0 萬 | 0.3% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 977 | $32.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,373 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 750 | $30.3 萬 | 0.2% | −67−8.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 666 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,968 | $29.9 萬 | 0.2% | −856−30.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,261 | $28.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,845 | $25.7 萬 | 0.2% | +12+0.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 250 | $25.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 710 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 490 | $25.5 萬 | 0.2% | −2−0.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 578 | $24.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,801 | $22.6 萬 | 0.2% | +2,801 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 1,620 | $21.9 萬 | 0.2% | −2,229−57.9% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 7,477 | $21.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,794 | $21.1 萬 | 0.2% | +1+0.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 857 | $20.8 萬 | 0.2% | +857 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 397 | $20.7 萬 | 0.2% | +397 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,353 | $20.0 萬 | 0.2% | +1,353 | 新進 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。