0001965522-24-000003.txt : 20240812
0001965522-24-000003.hdr.sgml : 20240812
20240812170817
ACCESSION NUMBER: 0001965522-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240812
DATE AS OF CHANGE: 20240812
EFFECTIVENESS DATE: 20240812
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Clifford Group, LLC
CENTRAL INDEX KEY: 0001965522
ORGANIZATION NAME:
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: 241197854
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
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true
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0001965522
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06-30-2024
06-30-2024
Clifford Group, LLC
321 COMMONWEALTH ROAD
SUITE 103
WAYLAND
MA
01778
13F HOLDINGS REPORT
028-22914
000318897
N
Sarah Ludden
Chief Compliance Officer
6176002083
Sarah E. Ludden
Wayland
MA
08-12-2024
0
73
123864197
false
INFORMATION TABLE
2
CliffordGroup13FQ22024.xml
ABBOTT LABS
COM
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ACCENTURE PLC IRELAND
SHS CLASS A
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SOLE
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ALPHABET INC
CAP STK CL A
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SOLE
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0
0
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ALPHABET INC
CAP STK CL C
02079K107
484045
2639
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SOLE
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AMAZON COM INC
COM
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AMERICAN EXPRESS CO
COM
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SOLE
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ANALOG DEVICES INC
COM
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SOLE
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AON PLC
SHS CL A
G0403H108
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SH
SOLE
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0
0
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APPLE INC
COM
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ARCHER DANIELS MIDLAND CO
COM
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COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BLACKROCK INC
COM
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SOLE
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BROADCOM INC
COM
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CENCORA INC
COM
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CISCO SYS INC
COM
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COSTCO WHSL CORP NEW
COM
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CVS HEALTH CORP
COM
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DANAHER CORPORATION
COM
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SOLE
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DEERE & CO
COM
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EATON CORP PLC
SHS
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ELI LILLY & CO
COM
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COM
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GOLDMAN SACHS GROUP INC
COM
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HILTON WORLDWIDE HLDGS INC
COM
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HOME DEPOT INC
COM
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COM
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HOULIHAN LOKEY INC
CL A
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INSPERITY INC
COM
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CORE S&P US VLU
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EAFE VALUE ETF
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JPMORGAN CHASE & CO.
COM
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META PLATFORMS INC
CL A
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MICROCHIP TECHNOLOGY INC.
COM
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MICROSOFT CORP
COM
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MONDAY COM LTD
SHS
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MORGAN STANLEY
COM NEW
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NEXTERA ENERGY INC
COM
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NVIDIA CORPORATION
COM
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COM
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PEPSICO INC
COM
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PHILLIPS 66
COM
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PROCTER AND GAMBLE CO
COM
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PROLOGIS INC.
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COM
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TE CONNECTIVITY LTD
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