Clifford Group, LLC holdings history

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86 is the total number of securities Clifford Group, LLC has owned. The longest Clifford Group, LLC has owned a single stock is 4 quarters.

Clifford Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VOO VANGUARD INDEX FDS4417.91%18.58%19.01%Q4 2022Q3 20234
SCHD SCHWAB STRATEGIC TR444.20%14.13%17.88%Q4 2022Q3 20234
EFV ISHARES TR444.81%5.08%5.45%Q4 2022Q3 20234
MUB ISHARES TR444.04%4.39%4.54%Q4 2022Q3 20234
EELV INVESCO EXCH TRADED FD...443.69%4.04%4.46%Q4 2022Q3 20234
SHM SPDR SER TR442.08%2.31%2.40%Q4 2022Q3 20234
VGT VANGUARD WORLD FDS441.19%2.15%2.78%Q4 2022Q3 20234
IWF ISHARES TR441.98%2.14%2.24%Q4 2022Q3 20234
MSFT MICROSOFT CORP441.62%1.96%2.22%Q4 2022Q3 20234
AAPL APPLE INC441.55%1.85%2.10%Q4 2022Q3 20234
GOVT ISHARES TR441.06%1.83%2.48%Q4 2022Q3 20234
IWD ISHARES TR441.58%1.77%2.00%Q4 2022Q3 20234
VMBS VANGUARD SCOTTSDALE FDS441.50%1.74%2.08%Q4 2022Q3 20234
VNQ VANGUARD INDEX FDS441.36%1.68%2.13%Q4 2022Q3 20234
USMV ISHARES TR441.04%1.41%1.91%Q4 2022Q3 20234
VXF VANGUARD INDEX FDS440.67%1.23%2.47%Q4 2022Q3 20234
ADP AUTOMATIC DATA PROCESS...440.95%1.08%1.21%Q4 2022Q3 20234
GOOGL ALPHABET INC440.89%1.07%1.25%Q4 2022Q3 20234
AMZN AMAZON COM INC440.81%1.06%1.24%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.93%1.00%1.08%Q4 2022Q3 20234
XLV SELECT SECTOR SPDR TR440.87%0.98%1.10%Q4 2022Q3 20234
NSP INSPERITY INC440.63%0.78%0.88%Q4 2022Q3 20234
NVDA NVIDIA CORPORATION440.38%0.76%1.00%Q4 2022Q3 20234
UNP UNION PAC CORP440.70%0.76%0.80%Q4 2022Q3 20234
UNH UNITEDHEALTH GROUP INC440.72%0.76%0.82%Q4 2022Q3 20234
PG PROCTER AND GAMBLE CO440.68%0.72%0.80%Q4 2022Q3 20234
ACN ACCENTURE PLC IRELAND440.67%0.71%0.77%Q4 2022Q3 20234
HD HOME DEPOT INC440.58%0.71%0.77%Q4 2022Q3 20234
TGT TARGET CORP440.49%0.63%0.76%Q4 2022Q3 20234
ABT ABBOTT LABS440.58%0.63%0.68%Q4 2022Q3 20234
MS MORGAN STANLEY440.56%0.61%0.65%Q4 2022Q3 20234
AJG GALLAGHER ARTHUR J & CO440.57%0.60%0.67%Q4 2022Q3 20234
ABC CENCORA INC440.54%0.60%0.69%Q4 2022Q3 20234
PLD PROLOGIS INC.440.54%0.58%0.63%Q4 2022Q3 20234
NEE NEXTERA ENERGY INC440.47%0.57%0.63%Q4 2022Q3 20234
PNC PNC FINL SVCS GROUP INC440.53%0.56%0.60%Q4 2022Q3 20234
FB META PLATFORMS INC440.31%0.56%0.71%Q4 2022Q3 20234
UPS UNITED PARCEL SERVICE INC440.51%0.55%0.60%Q4 2022Q3 20234
ADM ARCHER DANIELS MIDLAND CO440.50%0.55%0.61%Q4 2022Q3 20234
CVS CVS HEALTH CORP440.48%0.55%0.60%Q4 2022Q3 20234
PAYX PAYCHEX INC440.52%0.54%0.57%Q4 2022Q3 20234
HLI HOULIHAN LOKEY INC440.49%0.53%0.63%Q4 2022Q3 20234
TEL TE CONNECTIVITY LTD440.44%0.53%0.63%Q4 2022Q3 20234
V VISA INC440.50%0.53%0.55%Q4 2022Q3 20234
PSX PHILLIPS 66440.45%0.51%0.58%Q4 2022Q3 20234
TSM TAIWAN SEMICONDUCTOR M...440.38%0.49%0.57%Q4 2022Q3 20234
IFRA ISHARES TR440.42%0.46%0.52%Q4 2022Q3 20234
DHR DANAHER CORPORATION440.34%0.40%0.46%Q4 2022Q3 20234
BILL BILL HOLDINGS INC440.27%0.39%0.59%Q4 2022Q3 20234
ADI ANALOG DEVICES INC440.32%0.36%0.41%Q4 2022Q3 20234
HON HONEYWELL INTL INC440.28%0.36%0.42%Q4 2022Q3 20234
IUSV ISHARES TR440.32%0.35%0.37%Q4 2022Q3 20234
TMO THERMO FISHER SCIENTIF...440.30%0.34%0.38%Q4 2022Q3 20234
GOOG ALPHABET INC440.29%0.34%0.38%Q4 2022Q3 20234
JNJ JOHNSON & JOHNSON440.24%0.32%0.43%Q4 2022Q3 20234
COST COSTCO WHSL CORP NEW440.30%0.32%0.34%Q4 2022Q3 20234
VB VANGUARD INDEX FDS440.28%0.30%0.31%Q4 2022Q3 20234
DE DEERE & CO440.24%0.28%0.34%Q4 2022Q3 20234
AON AON PLC440.25%0.26%0.29%Q4 2022Q3 20234
SPTL SPDR SER TR330.84%1.18%1.72%Q1 2023Q3 20233
CSCO CISCO SYS INC330.65%0.70%0.72%Q1 2023Q3 20233
VGIT VANGUARD SCOTTSDALE FDS330.25%0.27%0.29%Q4 2022Q2 20233
ORCL ORACLE CORP330.25%0.26%0.28%Q1 2023Q3 20233
ETN EATON CORP PLC330.24%0.25%0.26%Q1 2023Q3 20233
BRKB BERKSHIRE HATHAWAY INC...330.24%0.25%0.25%Q1 2023Q3 20233
PEP PEPSICO INC220.63%0.64%0.65%Q2 2023Q3 20232
AVY AVERY DENNISON CORP220.52%0.53%0.53%Q4 2022Q1 20232
TSLA TESLA INC220.30%0.30%0.30%Q2 2023Q3 20232
LLY LILLY ELI & CO220.24%0.26%0.28%Q2 2023Q3 20232
SPY SPDR S&P 500 ETF TR220.23%0.24%0.24%Q2 2023Q3 20232
GS GOLDMAN SACHS GROUP INC220.23%0.24%0.24%Q2 2023Q3 20232
ESGU ISHARES TR1112.70%12.70%12.70%Q4 2022Q4 20221
VEA VANGUARD TAX-MANAGED FDS111.35%1.35%1.35%Q4 2022Q4 20221
VWO VANGUARD INTL EQUITY I...111.16%1.16%1.16%Q4 2022Q4 20221
IYE ISHARES TR110.93%0.93%0.93%Q4 2022Q4 20221
SPIB SPDR SER TR110.81%0.81%0.81%Q3 2023Q3 20231
VLUE ISHARES TR110.69%0.69%0.69%Q4 2022Q4 20221
FALN ISHARES TR110.68%0.68%0.68%Q4 2022Q4 20221
SJNK SPDR SER TR110.68%0.68%0.68%Q4 2022Q4 20221
CMDY ISHARES U S ETF TR110.60%0.60%0.60%Q4 2022Q4 20221
GRMN GARMIN LTD110.50%0.50%0.50%Q4 2022Q4 20221
TIP ISHARES TR110.46%0.46%0.46%Q4 2022Q4 20221
STIP ISHARES TR110.37%0.37%0.37%Q4 2022Q4 20221
ISRG INTUITIVE SURGICAL INC110.32%0.32%0.32%Q4 2022Q4 20221
IXN ISHARES TR110.30%0.30%0.30%Q4 2022Q4 20221
CRM SALESFORCE INC110.22%0.22%0.22%Q2 2023Q2 20231
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The securities at the top of the list , including VANGUARD INDEX FDS, SCHWAB STRATEGIC TR, and ISHARES TR, are the highest-conviction holdings of Clifford Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Clifford Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Clifford Group, LLC owns currently or has owned in the past.