Clifford Group, LLC has disclosed 76 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $107.00 Mil. The turnover rate is 7%.
In Clifford Group, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Vanguard S&P 500 ETF (VOO), Vanguard Extended Market Index ETF (VXF), Vanguard Mega Cap Growth ETF (MGK), iShares MSCI EAFE Value ETF (EFV), iShares National Muni Bond ETF (MUB), not including call and put options.
Clifford Group, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Clifford Group, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Clifford Group, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Clifford Group, LLC.