Clifford Group, LLC
CIK 1965522 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- VOO19.78%
- SCHD17.42%
- VXF5.48%
- EFV4.85%
- MUB4.74%
- VGT2.97%
- SHM2.14%
- MSFT2.14%
- MGK1.94%
- IWF1.83%
Share classes counted separately63.29%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $21.34M | 19.78% | 48.86K shares | — | ↗▾ | |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $18.79M | 17.42% | 246.83K shares | — | ↗▾ | |
| 03 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $5.92M | 5.48% | 35.98K shares | — | ↗▾ | |
| 04 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $5.23M | 4.85% | 100.45K shares | — | ↗▾ | |
| 05 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $5.12M | 4.74% | 47.18K shares | — | ↗▾ | |
| 06 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $3.21M | 2.97% | 6.62K shares | — | ↗▾ | |
| 07 | SHMSS SPDR N ICE ST MUNI ETFNUVEEN BLMBRG SH View history and evidence | $2.31M | 2.14% | 48.42K shares | — | ↗▾ | |
| 08 | MSFTMICROSOFT CORP View history and evidence | $2.31M | 2.14% | 6.15K shares | — | ↗▾ | |
| 09 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $2.09M | 1.94% | 8.06K shares | — | ↗▾ | |
| 10 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $1.98M | 1.83% | 6.52K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BILL BILL HOLDINGS INC | Non-derivative | — | — | SEC filing ↗ | |
| JNJ JOHNSON & JOHNSON | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965522 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 107899148
}Research all 74 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.