CG
| |
Clifford Group, LLC13F | |
| Clifford Group, LLC | |
| Last update 2025-05-15 | 76 Stocks (6 new) |
| Value $107.00 Mil | Turnover 7 % |
Clifford Group, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 59,676 | 30,667.9 | +8.81% | 28.650 | +2.32% | 0.010 | +17.21% | +7.08% | 654,655.2 | ||
VXF | Vanguard Extended Market Index ETF | 50,009 | 8,614.6 | +6.97% | 8.050 | +0.52% | 0.040 | +22.29% | +3.76% | 21,090.0 | ||
MGK | Vanguard Mega Cap Growth ETF | 27,067 | 8,360.5 | +4.95% | 7.810 | +0.37% | 0.040 | +23.32% | +7.74% | 25,689.9 | ||
EFV | iShares MSCI EAFE Value ETF | 86,927 | 5,123.5 | +13.36% | 4.790 | +0.56% | 0.030 | +14.89% | +23.93% | 26,094.1 | ||
MUB | iShares National Muni Bond ETF | 42,588 | 4,490.5 | +57.27% | 4.190 | +1.53% | 0.010 | +2.43% | -0.88% | 38,400.3 | ||
VGT | Vanguard Information Technology ETF | 6,106 | 3,311.9 | +2.64% | 3.090 | +0.08% | 0.000 | +29.01% | +8.06% | 85,097.1 | ||
AMZN | Amazon.com Inc | 13,605 | 2,588.5 | +0.41% | 2.420 | +0.01% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
AAPL | Apple Inc | 10,590 | 2,352.3 | -0.13% | 2.200 | 0% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 6,041 | 2,267.6 | -2.63% | 2.120 | -0.05% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
SHM |
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
| 46,086 | 2,193.7 | +6.70% | 2.050 | +0.13% | 0.060 | +2.51% | +2.36% | 3,412.5 |
Clifford Group, LLC's Historical Top Holdings Breakdowns
Clifford Group, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -15.62% | 27.01 ($27.88) 28.54 | $27.33 | -1.97% | Reduce -99.03% | 7,358 | -749,840 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +2.32% | 507.05 ($540.58) 563.67 | $573.22 | 6.04% | Add 8.81% | 59,676 | 4,833 | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -1.82% | 32.5 ($32.96) 33.3 | $33.33 | 1.12% | Sold Out | 0 | -72,801 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Add Add | +1.53% | 104.71 ($106.35) 107.68 | $103.95 | -2.26% | Add 57.27% | 42,588 | 15,509 | |
SPTL |
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
| 2025-03-31 | Sold Out Sold Out | -0.81% | 25.54 ($26.65) 27.64 | $25.88 | -2.89% | Sold Out | 0 | -40,748 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Add Add | +0.56% | 51.88 ($56.57) 60.73 | $63.64 | 12.50% | Add 13.36% | 86,927 | 10,248 | |
VXF | Vanguard Extended Market Index ETF | 2025-03-31 | Add Add | +0.52% | 170.36 ($189.24) 201.04 | $195.91 | 3.52% | Add 6.97% | 50,009 | 3,257 | |
KVYO | Klaviyo Inc | 2025-03-31 | New Buy New Buy | +0.39% | 30.26 ($40.34) 49.19 | $31.40 | -22.16% | New holding | 13,783 | 13,783 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Add Add | +0.37% | 307.43 ($337.36) 357.48 | $369.20 | 9.44% | Add 4.95% | 27,067 | 1,276 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.23% | 222.15 ($333.26) 428.22 | $313.51 | -5.93% | Sold Out | 0 | -750 |
Clifford Group, LLC Total Holding History ($B)
Clifford Group, LLC's Asset Allocation
Clifford Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Clifford Group, LLC's Hypothetical Growth since 2025-03-31
Clifford Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Clifford Group, LLC's Holdings Heat Map
Size field:
Clifford Group, LLC's Holdings Bubble Chart
Clifford Group, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers