Clifford Group, LLC - Portfolio overview

Clifford Group, LLC has 89 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 30.30%
2. MGK - VANGUARD WORLD FD, 8.08%
3. LSGR - NATIXIS ETF TRUST II, 5.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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