CBIZ Investment Advisory Services, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Independence, OH
CIK
0001795934
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 45 1,313,900 BND, VEU, VUG, VTV 13F-HR 2/9/2024 000179593424000004
Q3 2023 33 1,088,938 BND, VEU, VUG, VTV 13F-HR 11/3/2023 000117266123003600
Q2 2023 31 1,173,469 VUG, BND, VTV, VEU 13F-HR 8/8/2023 000117266123002804
Q1 2023 33 1,143,240 VUG, BND, VTV, VEU 13F-HR 5/9/2023 000117266123001910
Q4 2022 27 256,984 VUG, VGSH, VTI, VONE 13F-HR 2/1/2023 000117266123000393
Q3 2022 26 99,551 VTI, VCIT, VONE, IVV 13F-HR 11/1/2022 000160658722002089
Q2 2022 34 1,091,636 VEU, VTV, VUG, BND 13F-HR 8/2/2022 000160658722001569
Q1 2022 21 1,231,232 VOO, VEU, BND, DVY 13F-HR 5/3/2022 000160658722000868
Q4 2021 34 1,281,615 VEU, VUG, VTV, BND 13F-HR 2/11/2022 000160658722000497
Q3 2021 109 1,190,939 VEU, VUG, VTV, BND 13F-HR 11/12/2021 000179593421000004
Q2 2021 106 1,174,252 VEU, VUG, VTV, BND 13F-HR 8/16/2021 000179593421000003
Q1 2021 93 2,082,306 VOE, VO, VEU, VTV 13F-HR 5/17/2021 000179593421000002
Q4 2020 113 1,080,194 VEU, VTV, VUG, BND 13F-HR 2/16/2021 000179593421000001
Q3 2020 116 962,101 VEU, VUG, VTV, BND 13F-HR 11/13/2020 000179593420000007
Q2 2020 122 907,704 VEU, VUG, VTV, BND 13F-HR 8/14/2020 000179593420000006
Q1 2020 225 783,045 VEU, VUG, VTV, BND 13F-HR 5/15/2020 000179593420000005
Q4 2019 158 941,813 VEU, VUG, VTV, BND 13F-HR 2/12/2020 000179593420000001