Clifford Group, LLC
CIK 1965522 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- VOO21.13%
- SCHD16.91%
- VXF6.13%
- EFV4.82%
- MUB3.54%
- VGT3.40%
- MGK3.25%
- MSFT2.14%
- SHM1.94%
- IWF1.81%
Share classes counted separately65.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight increased · +1.35 pp19.78% → 21.13%Shares +4.37K (+8.94%)
- MGKWeight increased · +1.31 pp1.94% → 3.25%Shares +5.67K (+70.37%)
- MUBWeight decreased · -1.20 pp4.74% → 3.54%Shares -7.32K (-15.52%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $25.59M | 21.13% | 53.23K shares | 19.78% → 21.13%+1.35 pp +4.37K (+8.94%) | Added | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $20.48M | 16.91% | 254.00K shares | 17.42% → 16.91%-0.51 pp +7.17K (+2.91%) | Added | ↗▾ |
| 03 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $7.43M | 6.13% | 42.38K shares | 5.48% → 6.13%+0.65 pp +6.39K (+17.76%) | Added | ↗▾ |
| 04 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $5.83M | 4.82% | 107.20K shares | 4.85% → 4.82%-0.03 pp +6.75K (+6.72%) | Added | ↗▾ |
| 05 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $4.29M | 3.54% | 39.86K shares | 4.74% → 3.54%-1.20 pp -7.32K (-15.52%) | Reduced | ↗▾ |
| 06 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $4.12M | 3.40% | 7.86K shares | 2.97% → 3.40%+0.43 pp +1.24K (+18.72%) | Added | ↗▾ |
| 07 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $3.94M | 3.25% | 13.74K shares | 1.94% → 3.25%+1.31 pp +5.67K (+70.37%) | Added | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $2.59M | 2.14% | 6.16K shares | 2.14% → 2.14%+0.00 pp +8 (+0.13%) | Added | ↗▾ |
| 09 | SHMSS SPDR N ICE ST MUNI ETFNUVEEN BLMBRG SH View history and evidence | $2.35M | 1.94% | 49.61K shares | 2.14% → 1.94%-0.20 pp +1.19K (+2.45%) | Added | ↗▾ |
| 10 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $2.20M | 1.81% | 6.52K shares | 1.83% → 1.81%-0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USMV ISHARES MSCI USA MIN VOL FAC | Non-derivative | -8,358 | -$652.19K | SEC filing ↗ | SEC filing ↗ |
| EELV INVESCO S&P EMERGING MARKETS | Non-derivative | -14,463 | -$347.69K | SEC filing ↗ | SEC filing ↗ |
| TSLA TESLA INC | Non-derivative | -1,112 | -$276.31K | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 Mar 31, 2024
Data loaded Sep 23, 2026 · First reported May 15, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 121116704
}Research all 71 reported holdings.
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