Instuitional Investor - Clifford Group, Llc
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% |
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