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Clifford Group Llc

Portfolio Manager
Clifford Group LLC
Performance
-5.45% (2026 Q1)
AUM (13F)
$129.84M
# of Holdings
80
Performance Rank
Allocation (Top 20)
79.97%

Clifford Group Llc Holdings Map

Top 50 Clifford Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
30.93%67.2K$40.2M
+3.71%(+2.40K)
2025-Q1: 59.7K shares2025-Q2: 62.2K shares2025-Q3: 63.8K shares2025-Q4: 64.8K shares2026-Q1: 67.2K shares
$403.57(+68.36%)
2026-03-31
MGK
VANGUARD WORLD FD
8.25%29.2K$10.7M
+4.49%(+1.25K)
2025-Q1: 27.1K shares2025-Q2: 27.9K shares2025-Q3: 27.7K shares2025-Q4: 27.9K shares2026-Q1: 29.2K shares
$57.77(+53.26%)
2026-03-31
LSGR
NATIXIS ETF TRUST II
5.15%169.8K$6.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 169.8K shares
$42.07(+8.03%)
2026-03-31
EFV
ISHARES TR
4.92%85.9K$6.4M
+1.14%(+967)
2025-Q1: 86.9K shares2025-Q2: 85.2K shares2025-Q3: 84.6K shares2025-Q4: 85.0K shares2026-Q1: 85.9K shares
$47.04(+64.28%)
2026-03-31
VXF
VANGUARD INDEX FDS
3.74%23.6K$4.9M
-56.07%(-30.09K)
2025-Q1: 50.0K shares2025-Q2: 52.0K shares2025-Q3: 53.4K shares2025-Q4: 53.7K shares2026-Q1: 23.6K shares
$158.09(+42.07%)
2026-03-31
VGT
VANGUARD WORLD FD
3.55%6.6K$4.6M
+3.08%(+197)
2025-Q1: 6.1K shares2025-Q2: 6.6K shares2025-Q3: 6.3K shares2025-Q4: 6.4K shares2026-Q1: 6.6K shares
$54.19(+109.08%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.7%20.1K$3.5M
+11.57%(+2.08K)
2025-Q1: 19.9K shares2025-Q2: 19.9K shares2025-Q3: 19.7K shares2025-Q4: 18.0K shares2026-Q1: 20.1K shares
$33.52(+572.23%)
2026-03-31
AMZN
AMAZON COM INC
2.36%14.7K$3.1M
+10.93%(+1.45K)
2025-Q1: 13.6K shares2025-Q2: 13.4K shares2025-Q3: 13.4K shares2025-Q4: 13.3K shares2026-Q1: 14.7K shares
$135.11(+95.50%)
2026-03-31
MUB
ISHARES TR
2.32%28.4K$3.0M
-5.21%(-1.56K)
2025-Q1: 42.6K shares2025-Q2: 43.1K shares2025-Q3: 30.0K shares2025-Q4: 30.0K shares2026-Q1: 28.4K shares
$105.23(+0.84%)
2026-03-31
AAPL
APPLE INC
2.13%10.9K$2.8M
+14.31%(+1.36K)
2025-Q1: 10.6K shares2025-Q2: 9.9K shares2025-Q3: 9.7K shares2025-Q4: 9.5K shares2026-Q1: 10.9K shares
$154.60(+94.20%)
2026-03-31

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