Clifford Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$129M
Signature - Title
Sarah Ludden - Chief Compliance Officer
Location
Wayland, MA
Summary
This page shows a list of all the recent 13F filings made by Clifford Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clifford Group, LLC reported 74 stock holdings with total value $129M as of Q3 2024. Top holdings included VOO, SCHD, VXF, MGK, and EFV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 74 $129M +$3.43M -$5.17M -$1.73M VOO, SCHD, VXF, MGK, EFV 13F-HR 11/12/2024, 04:37 PM
Q2 2024 73 $124M +$8.83M -$5.77M +$3.07M VOO, SCHD, MGK, VXF, VGT 13F-HR 8/12/2024, 05:08 PM
Q1 2024 71 $121M +$8.34M -$2.99M +$5.36M VOO, SCHD, VXF, EFV, MUB 13F-HR 5/15/2024, 10:51 AM
Q4 2023 74 $108M +$13.1M -$6.19M +$6.88M VOO, SCHD, VXF, EFV, MUB 13F-HR 2/14/2024, 12:57 PM
Q3 2023 70 $92.2M +$5.74M -$3.58M +$2.16M VOO, SCHD, EFV, MUB, EELV 13F-HR 11/14/2023, 04:03 PM
Q2 2023 71 $93.1M +$8.7M -$1.87M +$6.83M VOO, SCHD, EFV, MUB, EELV 13F-HR 8/14/2023, 03:37 PM
Q1 2023 66 $82.5M +$17.3M -$17.8M -$523K VOO, SCHD, EFV, MUB, EELV 13F-HR 5/15/2023, 02:53 PM
Q4 2022 74 $80.1M $0 $0 VOO, ESGU, EFV, SCHD, MUB 13F-HR 2/13/2023, 12:40 PM