0001965522-24-000002.txt : 20240515
0001965522-24-000002.hdr.sgml : 20240515
20240515105128
ACCESSION NUMBER: 0001965522-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
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: 24948171
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
03-31-2024
03-31-2024
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
05-15-2024
0
71
121116704
false
INFORMATION TABLE
2
CliffordGroup13f2024Q1.xml
ABBOTT LABS
COM
002824100
642501
5653
SH
SOLE
0
0
0
5653
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
726934
2097
SH
SOLE
0
0
0
2097
ALPHABET INC
CAP STK CL A
02079K305
1346136
8919
SH
SOLE
0
0
0
8919
ALPHABET INC
CAP STK CL C
02079K107
417040
2739
SH
SOLE
0
0
0
2739
AMAZON COM INC
COM
023135106
1961485
10874
SH
SOLE
0
0
0
10874
AMERICAN EXPRESS CO
COM
025816109
258656
1136
SH
SOLE
0
0
0
1136
ANALOG DEVICES INC
COM
032654105
338814
1713
SH
SOLE
0
0
0
1713
AON PLC
SHS CL A
G0403H108
237055
710
SH
SOLE
0
0
0
710
APPLE INC
COM
037833100
1760384
10266
SH
SOLE
0
0
0
10266
ARCHER DANIELS MIDLAND CO
COM
039483102
404937
6447
SH
SOLE
0
0
0
6447
AUTOMATIC DATA PROCESSING IN
COM
053015103
1009699
4043
SH
SOLE
0
0
0
4043
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
280066
666
SH
SOLE
0
0
0
666
BLACKROCK INC
COM
09247X101
218598
262
SH
SOLE
0
0
0
262
BROADCOM INC
COM
11135F101
291590
220
SH
SOLE
0
0
0
220
CENCORA INC
COM
03073E105
640459
2636
SH
SOLE
0
0
0
2636
CISCO SYS INC
COM
17275R102
674435
13513
SH
SOLE
0
0
0
13513
COSTCO WHSL CORP NEW
COM
22160K105
400363
546
SH
SOLE
0
0
0
546
CVS HEALTH CORP
COM
126650100
632915
7935
SH
SOLE
0
0
0
7935
DANAHER CORPORATION
COM
235851102
333905
1337
SH
SOLE
0
0
0
1337
DEERE & CO
COM
244199105
232479
566
SH
SOLE
0
0
0
566
EATON CORP PLC
SHS
G29183103
356455
1140
SH
SOLE
0
0
0
1140
ELI LILLY & CO
COM
532457108
377311
485
SH
SOLE
0
0
0
485
GALLAGHER ARTHUR J & CO
COM
363576109
599475
2398
SH
SOLE
0
0
0
2398
GOLDMAN SACHS GROUP INC
COM
38141G104
288624
691
SH
SOLE
0
0
0
691
HILTON WORLDWIDE HLDGS INC
COM
43300A203
210750
988
SH
SOLE
0
0
0
988
HOME DEPOT INC
COM
437076102
692271
1805
SH
SOLE
0
0
0
1805
HONEYWELL INTL INC
COM
438516106
293508
1430
SH
SOLE
0
0
0
1430
HOULIHAN LOKEY INC
CL A
441593100
584554
4560
SH
SOLE
0
0
0
4560
INSPERITY INC
COM
45778Q107
651522
5944
SH
SOLE
0
0
0
5944
ISHARES TR
CORE S&P US VLU
464287663
358956
3969
SH
SOLE
0
0
0
3969
ISHARES TR
US TREAS BD ETF
46429B267
678286
29789
SH
SOLE
0
169
0
29620
ISHARES TR
NATIONAL MUN ETF
464288414
4288811
39859
SH
SOLE
0
60
0
39799
ISHARES TR
EAFE VALUE ETF
464288877
5831948
107205
SH
SOLE
0
316
0
106889
ISHARES TR
RUS 1000 GRW ETF
464287614
2196892
6518
SH
SOLE
0
51
0
6467
ISHARES TR
US INFRASTRUC
46435U713
369086
8512
SH
SOLE
0
59
0
8453
ISHARES TR
RUS 1000 VAL ETF
464287598
1611811
8999
SH
SOLE
0
0
0
8999
JPMORGAN CHASE & CO
COM
46625H100
1176388
5873
SH
SOLE
0
0
0
5873
META PLATFORMS INC
CL A
30303M102
1058079
2179
SH
SOLE
0
0
0
2179
MICROSOFT CORP
COM
594918104
2592322
6162
SH
SOLE
0
0
0
6162
MONDAY COM LTD
SHS
M7S64H106
257718
1141
SH
SOLE
0
0
0
1141
MORGAN STANLEY
COM NEW
617446448
668596
7101
SH
SOLE
0
0
0
7101
NEXTERA ENERGY INC
COM
65339F101
666446
10428
SH
SOLE
0
0
0
10428
NVIDIA CORPORATION
COM
67066G104
1802602
1995
SH
SOLE
0
0
0
1995
ORACLE CORP
COM
68389X105
274709
2187
SH
SOLE
0
0
0
2187
PAYCHEX INC
COM
704326107
570669
4647
SH
SOLE
0
0
0
4647
PEPSICO INC
COM
713448108
658226
3761
SH
SOLE
0
0
0
3761
PHILLIPS 66
COM
718546104
669960
4102
SH
SOLE
0
0
0
4102
PNC FINL SVCS GROUP INC
COM
693475105
664895
4114
SH
SOLE
0
0
0
4114
PROCTER AND GAMBLE CO
COM
742718109
735510
4533
SH
SOLE
0
0
0
4533
PROLOGIS INC.
COM
74340W103
625585
4804
SH
SOLE
0
0
0
4804
SALESFORCE INC
COM
79466L302
288229
957
SH
SOLE
0
0
0
957
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
20479754
253997
SH
SOLE
0
1007
0
252990
SPDR S&P 500 ETF TR
TR UNIT
78462F103
267901
512
SH
SOLE
0
0
0
512
SPDR SER TR
PORTFOLIO INTRMD
78464A375
1955652
59824
SH
SOLE
0
332
0
59492
SPDR SER TR
PORTFOLIO LN TSR
78464A664
1526062
54619
SH
SOLE
0
163
0
54456
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
2353647
49613
SH
SOLE
0
70
0
49543
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
748682
5503
SH
SOLE
0
0
0
5503
TARGET CORP
COM
87612E106
717048
4046
SH
SOLE
0
0
0
4046
TE CONNECTIVITY LTD
SHS
H84989104
575172
3960
SH
SOLE
0
0
0
3960
THERMO FISHER SCIENTIFIC INC
COM
883556102
301091
518
SH
SOLE
0
0
0
518
UNION PAC CORP
COM
907818108
812482
3304
SH
SOLE
0
0
0
3304
UNITED PARCEL SERVICE INC
CL B
911312106
575390
3871
SH
SOLE
0
0
0
3871
UNITEDHEALTH GROUP INC
COM
91324P102
725767
1467
SH
SOLE
0
0
0
1467
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
7427211
42376
SH
SOLE
0
118
0
42258
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
25588840
53232
SH
SOLE
0
203
0
53029
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1538353
17789
SH
SOLE
0
78
0
17711
VANGUARD INDEX FDS
SMALL CP ETF
922908751
314083
1374
SH
SOLE
0
0
0
1374
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1676020
36747
SH
SOLE
0
212
0
36535
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
3937171
13737
SH
SOLE
0
63
0
13674
VANGUARD WORLD FD
INF TECH ETF
92204A702
4123433
7864
SH
SOLE
0
30
0
7834
VISA INC
COM CL A
92826C839
564300
2022
SH
SOLE
0
0
0
2022