Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CLIFFORD GROUP LLC 08-12-2024 06-30-2024 73 123,864,197
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $25,991,482 51,969 0.02 0.02 -1,263 -2.37 06-30-2024
SCHWAB STRATEGIC TR US DIVIDEND EQ 2 $18,859,887 242,540 0.02 0.02 -11,457 -4.51 06-30-2024
VANGUARD WORLD FD MEGA GRWTH IND 3 $8,571,345 27,279 0.01 0.00 13,542 98.58 06-30-2024
VANGUARD INDEX FDS EXTEND MKT ETF 4 $7,665,737 45,416 0.01 0.01 3,040 7.17 06-30-2024
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