Mga Batayang Estadistika
| Nilai Portofolio | $ 121,724,886 |
| Posisi Saat Ini | 83 |
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)
Clifford Group, LLC telah mengungkapkan total kepemilikan 83 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 121,724,886 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Clifford Group, LLC adalah Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , Vanguard World Fund - Vanguard Mega Cap Growth ETF (US:MGK) , Vanguard Index Funds - Vanguard Extended Market ETF (US:VXF) , iShares Trust - iShares MSCI EAFE Value ETF (US:EFV) , and iShares Trust - iShares National Muni Bond ETF (US:MUB) . Posisi baru Clifford Group, LLC meliputi: Linde plc (US:LIN) , Netflix, Inc. (US:NFLX) , Uber Technologies, Inc. (US:UBER) , Trane Technologies plc (US:TT) , and SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF (MX:SHE) .
Peningkatan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.03 | 10.23 | 8.4003 | 0.5902 | |
| 0.02 | 3.15 | 2.5859 | 0.5677 | |
| 0.01 | 4.35 | 3.5720 | 0.4781 | |
| 0.06 | 35.33 | 29.0239 | 0.3748 | |
| 0.01 | 2.99 | 2.4590 | 0.3407 | |
| 0.00 | 0.35 | 0.2875 | 0.2875 | |
| 0.00 | 0.28 | 0.2277 | 0.2277 | |
| 0.00 | 0.25 | 0.2071 | 0.2071 | |
| 0.00 | 0.25 | 0.2021 | 0.2021 | |
| 0.00 | 0.24 | 0.1983 | 0.1983 |
Penurunan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.01 | 2.02 | 1.6630 | -0.5344 | |
| 0.04 | 4.50 | 3.7001 | -0.4948 | |
| 0.04 | 2.05 | 1.6802 | -0.3691 | |
| 0.00 | 0.31 | 0.2558 | -0.3529 | |
| 0.09 | 5.41 | 4.4441 | -0.3421 | |
| 0.04 | 1.84 | 1.5077 | -0.3142 | |
| 0.01 | 0.36 | 0.2936 | -0.2019 | |
| 0.00 | 0.53 | 0.4349 | -0.1998 | |
| 0.01 | 1.56 | 1.2823 | -0.1673 | |
| 0.00 | 1.25 | 1.0243 | -0.1296 |
Pengajuan 13F dan Dana
Formulir ini diajukan pada 2025-08-14 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. 
.
| Keamanan | Ketik | Harga Saham Rata-rata | Saham (MM) |
ΔSaham (%) |
ΔSaham (%) |
Nilai ($MM) |
Portpolyo (%) |
ΔPortofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF | 0.06 | 4.22 | 35.33 | 15.20 | 29.0239 | 0.3748 | |||
| MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF | 0.03 | 3.17 | 10.23 | 22.31 | 8.4003 | 0.5902 | |||
| VXF / Vanguard Index Funds - Vanguard Extended Market ETF | 0.05 | 3.96 | 10.02 | 16.30 | 8.2305 | 0.1830 | |||
| EFV / iShares Trust - iShares MSCI EAFE Value ETF | 0.09 | -1.97 | 5.41 | 5.58 | 4.4441 | -0.3421 | |||
| MUB / iShares Trust - iShares National Muni Bond ETF | 0.04 | 1.22 | 4.50 | 0.29 | 3.7001 | -0.4948 | |||
| VGT / Vanguard World Fund - Vanguard Information Technology ETF | 0.01 | 7.35 | 4.35 | 31.29 | 3.5720 | 0.4781 | |||
| NVDA / NVIDIA Corporation | 0.02 | -0.05 | 3.15 | 45.69 | 2.5859 | 0.5677 | |||
| MSFT / Microsoft Corporation | 0.01 | -0.38 | 2.99 | 32.02 | 2.4590 | 0.3407 | |||
| AMZN / Amazon.com, Inc. | 0.01 | -1.39 | 2.94 | 13.72 | 2.4179 | -0.0002 | |||
| IWF / iShares Trust - iShares Russell 1000 Growth ETF | 0.01 | -2.90 | 2.50 | 14.19 | 2.0555 | 0.0083 | |||
| SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF | 0.04 | -7.22 | 2.05 | -6.75 | 1.6802 | -0.3691 | |||
| AAPL / Apple Inc. | 0.01 | -6.83 | 2.02 | -13.95 | 1.6630 | -0.5344 | |||
| VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF | 0.04 | -5.96 | 1.84 | -5.90 | 1.5077 | -0.3142 | |||
| META / Meta Platforms, Inc. | 0.00 | -0.08 | 1.75 | 27.96 | 1.4365 | 0.1599 | |||
| JPM / JPMorgan Chase & Co. | 0.01 | -3.92 | 1.60 | 13.57 | 1.3129 | -0.0019 | |||
| IWD / iShares Trust - iShares Russell 1000 Value ETF | 0.01 | -2.56 | 1.56 | 0.58 | 1.2823 | -0.1673 | |||
| GOOGL / Alphabet Inc. | 0.01 | -1.41 | 1.54 | 12.34 | 1.2641 | -0.0153 | |||
| ADP / Automatic Data Processing, Inc. | 0.00 | 0.00 | 1.25 | 0.89 | 1.0243 | -0.1296 | |||
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) | 0.01 | -1.28 | 1.21 | 34.78 | 0.9934 | 0.1548 | |||
| MS / Morgan Stanley | 0.01 | -1.01 | 0.85 | 19.52 | 0.6945 | 0.0338 | |||
| GOVT / iShares Trust - iShares U.S. Treasury Bond ETF | 0.04 | 3.25 | 0.82 | 3.26 | 0.6770 | -0.0687 | |||
| V / Visa Inc. | 0.00 | 0.00 | 0.73 | 1.39 | 0.5991 | -0.0733 | |||
| COR / Cencora, Inc. | 0.00 | -1.34 | 0.73 | 6.44 | 0.5976 | -0.0412 | |||
| HLI / Houlihan Lokey, Inc. | 0.00 | -0.17 | 0.72 | 11.21 | 0.5952 | -0.0133 | |||
| AJG / Arthur J. Gallagher & Co. | 0.00 | 0.46 | 0.71 | -6.86 | 0.5803 | -0.1281 | |||
| CSCO / Cisco Systems, Inc. | 0.01 | 2.38 | 0.65 | 15.07 | 0.5334 | 0.0065 | |||
| AVGO / Broadcom Inc. | 0.00 | -5.10 | 0.65 | 56.17 | 0.5305 | 0.1444 | |||
| PG / The Procter & Gamble Company | 0.00 | 0.77 | 0.63 | -5.85 | 0.5166 | -0.1070 | |||
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF | 0.01 | 3.78 | 0.63 | 2.12 | 0.5137 | -0.0585 | |||
| HD / The Home Depot, Inc. | 0.00 | 1.55 | 0.60 | 1.53 | 0.4918 | -0.0586 | |||
| PAYX / Paychex, Inc. | 0.00 | 1.90 | 0.55 | -3.87 | 0.4486 | -0.0823 | |||
| ABT / Abbott Laboratories | 0.00 | 0.85 | 0.55 | 3.42 | 0.4483 | -0.0447 | |||
| IFRA / iShares Trust - iShares U.S. Infrastructure ETF | 0.01 | 3.83 | 0.53 | 13.38 | 0.4394 | -0.0015 | |||
| UNP / Union Pacific Corporation | 0.00 | -19.99 | 0.53 | -22.09 | 0.4349 | -0.1998 | |||
| COST / Costco Wholesale Corporation | 0.00 | 0.00 | 0.52 | 4.84 | 0.4273 | -0.0369 | |||
| ACN / Accenture plc | 0.00 | -1.20 | 0.52 | -5.32 | 0.4244 | -0.0855 | |||
| TEL / TE Connectivity plc | 0.00 | 1.39 | 0.50 | 21.20 | 0.4134 | 0.0250 | |||
| GS / The Goldman Sachs Group, Inc. | 0.00 | 0.00 | 0.49 | 29.71 | 0.4018 | 0.0491 | |||
| ORCL / Oracle Corporation | 0.00 | 0.00 | 0.48 | 56.72 | 0.3928 | 0.1072 | |||
| KVYO / Klaviyo, Inc. | 0.01 | 2.79 | 0.48 | 13.91 | 0.3908 | 0.0012 | |||
| GOOG / Alphabet Inc. | 0.00 | 0.00 | 0.47 | 13.59 | 0.3846 | -0.0006 | |||
| HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF | 0.02 | 14.42 | 0.43 | 12.27 | 0.3538 | -0.0041 | |||
| ETN / Eaton Corporation plc | 0.00 | 0.00 | 0.41 | 31.09 | 0.3367 | 0.0452 | |||
| NEE / NextEra Energy, Inc. | 0.01 | -12.09 | 0.41 | -13.92 | 0.3354 | -0.1076 | |||
| ADI / Analog Devices, Inc. | 0.00 | 0.00 | 0.41 | 17.97 | 0.3350 | 0.0122 | |||
| AXP / American Express Company | 0.00 | 0.00 | 0.36 | 18.69 | 0.2977 | 0.0122 | |||
| PSX / Phillips 66 | 0.00 | -10.69 | 0.36 | -13.84 | 0.2972 | -0.0944 | |||
| IUSV / iShares Trust - iShares Core S&P U.S. Value ETF | 0.00 | 0.00 | 0.36 | 2.56 | 0.2969 | -0.0324 | |||
| DE / Deere & Company | 0.00 | 22.32 | 0.36 | 32.47 | 0.2953 | 0.0419 | |||
| NSP / Insperity, Inc. | 0.01 | 0.00 | 0.36 | -32.64 | 0.2936 | -0.2019 | |||
| LIN / Linde plc | 0.00 | 0.35 | 0.2875 | 0.2875 | |||||
| LLY / Eli Lilly and Company | 0.00 | -9.80 | 0.34 | -14.85 | 0.2831 | -0.0950 | |||
| BRK.B / Berkshire Hathaway Inc. | 0.00 | 0.00 | 0.33 | -8.94 | 0.2686 | -0.0663 | |||
| CRM / Salesforce, Inc. | 0.00 | 19.60 | 0.33 | 21.64 | 0.2679 | 0.0172 | |||
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF | 0.00 | 0.00 | 0.33 | 6.91 | 0.2675 | -0.0171 | |||
| UNH / UnitedHealth Group Incorporated | 0.00 | -19.77 | 0.31 | -52.23 | 0.2558 | -0.3529 | |||
| PLD / Prologis, Inc. | 0.00 | 9.65 | 0.31 | 3.00 | 0.2542 | -0.0261 | |||
| FIS / Fidelity National Information Services, Inc. | 0.00 | 2.24 | 0.31 | 11.23 | 0.2530 | -0.0052 | |||
| SPOT / Spotify Technology S.A. | 0.00 | 0.00 | 0.31 | 39.09 | 0.2522 | 0.0466 | |||
| HON / Honeywell International Inc. | 0.00 | 0.00 | 0.31 | 10.07 | 0.2520 | -0.0086 | |||
| PEP / PepsiCo, Inc. | 0.00 | -0.14 | 0.29 | -12.08 | 0.2395 | -0.0702 | |||
| WMT / Walmart Inc. | 0.00 | 0.00 | 0.28 | 11.55 | 0.2305 | -0.0048 | |||
| SPY / SPDR S&P 500 ETF | 0.00 | -33.58 | 0.28 | -26.72 | 0.2278 | -0.1254 | |||
| NFLX / Netflix, Inc. | 0.00 | 0.28 | 0.2277 | 0.2277 | |||||
| AON / Aon plc | 0.00 | 0.00 | 0.25 | -10.60 | 0.2082 | -0.0566 | |||
| BLK / BlackRock, Inc. | 0.00 | 0.00 | 0.25 | 10.96 | 0.2079 | -0.0054 | |||
| UBER / Uber Technologies, Inc. | 0.00 | 0.25 | 0.2071 | 0.2071 | |||||
| HLT / Hilton Worldwide Holdings Inc. | 0.00 | 0.00 | 0.25 | 17.37 | 0.2057 | 0.0059 | |||
| GLD / SPDR Gold Trust | 0.00 | 0.25 | 0.2021 | 0.2021 | |||||
| TSLA / Tesla, Inc. | 0.00 | 0.24 | 0.1983 | 0.1983 | |||||
| MCK / McKesson Corporation | 0.00 | 0.00 | 0.24 | 9.05 | 0.1981 | -0.0088 | |||
| DHR / Danaher Corporation | 0.00 | -0.58 | 0.24 | -4.44 | 0.1954 | -0.0365 | |||
| PINS / Pinterest, Inc. | 0.01 | 0.00 | 0.24 | 15.76 | 0.1936 | 0.0033 | |||
| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF | 0.01 | 20.39 | 0.23 | 14.15 | 0.1928 | 0.0007 | |||
| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF | 0.00 | 0.00 | 0.23 | 11.11 | 0.1893 | -0.0049 | |||
| UPS / United Parcel Service, Inc. | 0.00 | 12.59 | 0.23 | 3.62 | 0.1884 | -0.0189 | |||
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF | 0.00 | 0.00 | 0.22 | 10.50 | 0.1818 | -0.0051 | |||
| TT / Trane Technologies plc | 0.00 | 0.22 | 0.1786 | 0.1786 | |||||
| TDG / TransDigm Group Incorporated | 0.00 | 0.22 | 0.1774 | 0.1774 | |||||
| SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF | 0.00 | 0.21 | 0.1718 | 0.1718 | |||||
| ORLY / O'Reilly Automotive, Inc. | 0.00 | 1,400.00 | 0.21 | -5.94 | 0.1699 | -0.0348 | |||
| MA / Mastercard Incorporated | 0.00 | 0.21 | 0.1694 | 0.1694 | |||||
| TMO / Thermo Fisher Scientific Inc. | 0.00 | -3.87 | 0.20 | -21.79 | 0.1656 | -0.0748 | |||
| ISRG / Intuitive Surgical, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| TGT / Target Corporation | 0.00 | -100.00 | 0.00 | 0.0000 |
