Top 50 Clifford Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 30.93% | 67.2K | $40.2M | +3.71%(+2.40K) | $403.57(+68.36%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 8.25% | 29.2K | $10.7M | +4.49%(+1.25K) | $57.77(+53.26%) | 2026-03-31 | |
| LSGR | NATIXIS ETF TRUST II | 5.15% | 169.8K | $6.7M | new | $42.07(+8.03%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.92% | 85.9K | $6.4M | +1.14%(+967) | $47.04(+64.28%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.74% | 23.6K | $4.9M | -56.07%(-30.09K) | $158.09(+42.07%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.55% | 6.6K | $4.6M | +3.08%(+197) | $54.19(+109.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.7% | 20.1K | $3.5M | +11.57%(+2.08K) | $33.52(+572.23%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.36% | 14.7K | $3.1M | +10.93%(+1.45K) | $135.11(+95.50%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.32% | 28.4K | $3.0M | -5.21%(-1.56K) | $105.23(+0.84%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.13% | 10.9K | $2.8M | +14.31%(+1.36K) | $154.60(+94.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.50% | +46.23% |
| Top 20 Holdings Unweighted | +16.44% | +57.87% |
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