Instuitional Investor - Clifford Group, Llc
Fund Profile
Filing Period:
Fund Name: | Clifford Group, Llc |
Portfolio Value | $121,724,886 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 62,196 | $35,329,292 | 29.02% | |
2. | Vanguard World Fd | 27,925 | $10,225,276 | 8.4% | |
3. | Vanguard Index Fds - EXTEND MKT ETF | 51,988 | $10,018,585 | 8.23% | |
4. | Ishares Tr - EAFE VALUE ETF | 85,218 | $5,409,617 | 4.44% | |
5. | Ishares Tr - NATIONAL MUN ETF | 43,108 | $4,503,920 | 3.7% |