0001965522-23-000005.txt : 20230814 0001965522-23-000005.hdr.sgml : 20230814 20230814153756 ACCESSION NUMBER: 0001965522-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clifford Group, LLC CENTRAL INDEX KEY: 0001965522 IRS NUMBER: 852594828 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22914 FILM NUMBER: 231169235 BUSINESS ADDRESS: STREET 1: 321 COMMONWEALTH ROAD STREET 2: SUITE 103 CITY: WAYLAND STATE: MA ZIP: 01778 BUSINESS PHONE: 6176002083 MAIL ADDRESS: STREET 1: 321 COMMONWEALTH ROAD STREET 2: SUITE 103 CITY: WAYLAND STATE: MA ZIP: 01778 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001965522 XXXXXXXX 06-30-2023 06-30-2023 Clifford Group, LLC
321 COMMONWEALTH ROAD SUITE 103 WAYLAND MA 01778
13F HOLDINGS REPORT 028-22914 000318897 N
Sarah E. Ludden Chief Compliance Officer 6176002083 Sarah E. Ludden Wayland MA 08-14-2023 0 71 93108940 false
INFORMATION TABLE 2 CliffordGroup13F20230630.xml ABBOTT LABS COM 002824100 635459 5829 SH SOLE 0 0 0 5829 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 719382 2331 SH SOLE 0 0 0 2331 ALPHABET INC CAP STK CL A 02079K305 1062809 8879 SH SOLE 0 0 0 8879 ALPHABET INC CAP STK CL C 02079K107 318112 2630 SH SOLE 0 0 0 2630 AMAZON COM INC COM 023135106 1152406 8840 SH SOLE 0 0 0 8840 AMERISOURCEBERGEN CORP COM 03073E105 641897 3336 SH SOLE 0 0 0 3336 ANALOG DEVICES INC COM 032654105 333710 1713 SH SOLE 0 0 0 1713 AON PLC SHS CL A G0403H108 236462 685 SH SOLE 0 0 0 685 APPLE INC COM 037833100 1956257 10085 SH SOLE 0 0 0 10085 ARCHER DANIELS MIDLAND CO COM 039483102 513507 6796 SH SOLE 0 0 0 6796 AUTOMATIC DATA PROCESSING IN COM 053015103 887732 4039 SH SOLE 0 0 0 4039 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227106 666 SH SOLE 0 0 0 666 BILL HOLDINGS INC COM 090043100 264782 2266 SH SOLE 0 0 0 2266 CISCO SYS INC COM 17275R102 672738 13002 SH SOLE 0 0 0 13002 COSTCO WHSL CORP NEW COM 22160K105 294211 546 SH SOLE 0 0 0 546 CVS HEALTH CORP COM 126650100 494711 7156 SH SOLE 0 0 0 7156 DANAHER CORPORATION COM 235851102 317789 1324 SH SOLE 0 0 0 1324 DEERE & CO COM 244199105 245140 605 SH SOLE 0 0 0 605 EATON CORP PLC SHS G29183103 229254 1140 SH SOLE 0 0 0 1140 GALLAGHER ARTHUR J & CO COM 363576109 627201 2856 SH SOLE 0 0 0 2856 GOLDMAN SACHS GROUP INC COM 38141G104 217392 674 SH SOLE 0 0 0 674 HOME DEPOT INC COM 437076102 716223 2306 SH SOLE 0 0 0 2306 HONEYWELL INTL INC COM 438516106 341545 1646 SH SOLE 0 0 0 1646 HOULIHAN LOKEY INC CL A 441593100 582977 5930 SH SOLE 0 0 0 5930 INSPERITY INC COM 45778Q107 707098 5944 SH SOLE 0 0 0 5944 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 3704667 157511 SH SOLE 0 0 0 157511 ISHARES TR CORE S&P US VLU 464287663 310614 3969 SH SOLE 0 0 0 3969 ISHARES TR US TREAS BD ETF 46429B267 1631343 71238 SH SOLE 0 0 0 71238 ISHARES TR NATIONAL MUN ETF 464288414 4223643 39573 SH SOLE 0 0 0 39573 ISHARES TR MSCI USA MIN VOL 46429B697 965584 12990 SH SOLE 0 0 0 12990 ISHARES TR EAFE VALUE ETF 464288877 4560666 93189 SH SOLE 0 0 0 93189 ISHARES TR US INFRASTRUC 46435U713 389397 9964 SH SOLE 0 0 0 9964 ISHARES TR RUS 1000 GRW ETF 464287614 1980195 7196 SH SOLE 0 0 0 7196 ISHARES TR RUS 1000 VAL ETF 464287598 1521481 9640 SH SOLE 0 0 0 9640 JOHNSON & JOHNSON COM 478160104 231066 1396 SH SOLE 0 0 0 1396 JPMORGAN CHASE & CO COM 46625H100 1010245 6946 SH SOLE 0 0 0 6946 LILLY ELI & CO COM 532457108 227455 485 SH SOLE 0 0 0 485 META PLATFORMS INC CL A 30303M102 621312 2165 SH SOLE 0 0 0 2165 MICROSOFT CORP COM 594918104 2069674 6078 SH SOLE 0 0 0 6078 MORGAN STANLEY COM NEW 617446448 586838 6872 SH SOLE 0 0 0 6872 NEXTERA ENERGY INC COM 65339F101 567600 7650 SH SOLE 0 0 0 7650 NVIDIA CORPORATION COM 67066G104 917530 2169 SH SOLE 0 0 0 2169 ORACLE CORP COM 68389X105 260450 2187 SH SOLE 0 0 0 2187 PAYCHEX INC COM 704326107 528042 4720 SH SOLE 0 0 0 4720 PEPSICO INC COM 713448108 607524 3280 SH SOLE 0 0 0 3280 PHILLIPS 66 COM 718546104 493426 5173 SH SOLE 0 0 0 5173 PNC FINL SVCS GROUP INC COM 693475105 531903 4223 SH SOLE 0 0 0 4223 PROCTER AND GAMBLE CO COM 742718109 739899 4876 SH SOLE 0 0 0 4876 PROLOGIS INC. COM 74340W103 582793 4752 SH SOLE 0 0 0 4752 SALESFORCE INC COM 79466L302 202176 957 SH SOLE 0 0 0 957 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 15631043 215244 SH SOLE 0 0 0 215244 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 919553 6928 SH SOLE 0 0 0 6928 SPDR S&P 500 ETF TR TR UNIT 78462F103 217283 490 SH SOLE 0 0 0 490 SPDR SER TR NUVEEN BLMBRG SH 78468R739 2189572 46537 SH SOLE 0 0 0 46537 SPDR SER TR PORTFOLIO LN TSR 78464A664 925555 30955 SH SOLE 0 0 0 30955 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 534270 5294 SH SOLE 0 0 0 5294 TARGET CORP COM 87612E106 597274 4528 SH SOLE 0 0 0 4528 TE CONNECTIVITY LTD SHS H84989104 587704 4193 SH SOLE 0 0 0 4193 TESLA INC COM 88160R101 274597 1049 SH SOLE 0 0 0 1049 THERMO FISHER SCIENTIFIC INC COM 883556102 289593 555 SH SOLE 0 0 0 555 UNION PAC CORP COM 907818108 747000 3651 SH SOLE 0 0 0 3651 UNITED PARCEL SERVICE INC CL B 911312106 547188 3053 SH SOLE 0 0 0 3053 UNITEDHEALTH GROUP INC COM 91324P102 709941 1477 SH SOLE 0 0 0 1477 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 17460462 42871 SH SOLE 0 0 0 42871 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1031915 6934 SH SOLE 0 0 0 6934 VANGUARD INDEX FDS SMALL CP ETF 922908751 268502 1350 SH SOLE 0 0 0 1350 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1314364 15730 SH SOLE 0 0 0 15730 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 231476 3946 SH SOLE 0 0 0 3946 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1685611 36652 SH SOLE 0 0 0 36652 VANGUARD WORLD FDS INF TECH ETF 92204A702 2593268 5865 SH SOLE 0 0 0 5865 VISA INC COM CL A 92826C839 491346 2069 SH SOLE 0 0 0 2069