Instuitional Investor - Clifford Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Clifford Group, Llc |
| Portfolio Value | $107,046,750 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 59,676 | $30,667,882 | 28.65% | |
| 2. | Vanguard Index Fds - EXTEND MKT ETF | 50,009 | $8,614,635 | 8.05% | |
| 3. | Vanguard World Fd | 27,067 | $8,360,463 | 7.81% | |
| 4. | Ishares Tr - EAFE VALUE ETF | 86,927 | $5,123,476 | 4.79% | |
| 5. | Ishares Tr - NATIONAL MUN ETF | 42,588 | $4,490,475 | 4.19% |
