Cbiz Investment Advisory Services
$2.7B Assets Reported
771 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 8,579,414 | $632M | 23.1% |
| VTV | VANGUARD INDEX FDS | 2,701,704 | $530M | 19.4% |
| VEU | VANGUARD INTL EQUITY INDEX F | 5,351,291 | $402M | 14.7% |
| VUG | VANGUARD INDEX FDS | 904,105 | $395M | 14.4% |
| QQQ | INVESCO QQQ TR | 420,595 | $243M | 8.9% |
| VB | VANGUARD INDEX FDS | 476,205 | $125M | 4.6% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,975,017 | $107M | 3.9% |
| VO | VANGUARD INDEX FDS | 297,343 | $85M | 3.1% |
| RSP | INVESCO EXCHANGE TRADED FD T | 257,035 | $49M | 1.8% |
| IVV | ISHARES TR | 58,356 | $38M | 1.4% |
Track Cbiz Investment Advisory Services's 13F portfolio: $2.7B in reported holdings, 771 positions. Top holdings, AUM, and quarterly changes on SentiSense.