account_balance
Investment manager · 13F filer · SEC CIK 1965522
Clifford Group, LLC
Reported value$145Mas of Jun 30, 2026
Positions86 11 new, 5 sold out
Top 10 weight65.2%VOO alone is 29%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
29.1%Trimmed −9%
MGKVanguard World Fd
8.0%Trimmed −9%
LSGRNatixis ETF Trust II
4.5%Trimmed −10%
EFViShares Tr
4.3%Trimmed −6%
VGTVanguard World Fd
3.8%Trimmed −14%
VXFVanguard Index FDS
3.7%Trimmed −7%
AVUVAmerican Centy ETF Tr
3.7%New
MUBiShares Tr
3.0%Added +42%
NVDANVIDIA Corp
2.8%
GOOGLAlphabet Inc.
2.3%
AMZNAmazon.com Inc
2.3%Trimmed −4%
AAPLApple Inc.
2.2%
VOOVanguard Index FDS
29.1%Trimmed −9%
MGKVanguard World Fd
8.0%
LSGRNatixis ETF Trust II
4.5%
EFViShares Tr
4.3%
VGT3.8%
VXF3.7%
AVUVAmerican Centy ETF Tr
3.7%
MUB3.0%
NVDA2.8%GOOGLAMZN2.3%AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 29.1% Trimmed −9%
MGK Vanguard World Fd 8.0% Trimmed −9%
LSGR Natixis ETF Trust II 4.5% Trimmed −10%
EFV iShares Tr 4.3% Trimmed −6%
VGT Vanguard World Fd 3.8% Trimmed −14%
VXF Vanguard Index FDS 3.7% Trimmed −7%
AVUV American Centy ETF Tr 3.7% New
MUB iShares Tr 3.0% Added +42%
NVDA NVIDIA Corp 2.8% HeldGOOGL Alphabet Inc. 2.3% HeldAMZN Amazon.com Inc 2.3% Trimmed −4%AAPL Apple Inc. 2.2% HeldWhat changed
Biggest moves since Mar 31, 2026
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