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 |
