CBIZ Investment Advisory Services, LLC

Est. AUM

$2.29B

13F long equity only

Positions

413

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$631.8M	8,579,414	27.57%	SOLE
2	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$401.9M	5,351,291	17.54%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$394.9M	904,105	17.23%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$242.8M	420,595	10.60%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$124.7M	476,205	5.44%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$115.1M	586,688	5.02%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$106.7M	1,974,971	4.66%	SOLE
8	VANGUARD INDEX FDS	MID CAP ETF	$78.5M	273,183	3.42%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$49.3M	257,035	2.15%	SOLE
10	ISHARES TR	IBOXX HI YD ETF	$35.1M	441,115	1.53%	SOLE
11	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$33.1M	400,595	1.45%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$18.1M	27,750	0.79%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.8M	169,197	0.47%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$7.2M	22,438	0.31%	SOLE
15	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$5.2M	17,674	0.23%	SOLE
16	ISHARES TR	ESG AWARE MSCI	$4.7M	99,939	0.21%	SOLE
17	ISHARES INC	MSCI EMRG CHN	$3.6M	46,241	0.16%	SOLE
18	VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.0M	16,027	0.13%	SOLE
19	APPLE INC	COM	$2.3M	9,174	0.10%	SOLE
20	VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	27,307	0.09%	SOLE
21	ISHARES TR	RUS 1000 GRW ETF	$1.4M	3,353	0.06%	SOLE
22	ISHARES TR	CORE S&P MCP ETF	$1.4M	20,952	0.06%	SOLE
23	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.1M	14,299	0.05%	SOLE
24	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.1M	11,672	0.05%	SOLE
25	NVIDIA CORPORATION	COM	$807K	4,629	0.04%	SOLE
26	JPMORGAN CHASE & CO	COM	$735K	2,500	0.03%	SOLE
27	STATE STR SPDR S&P 500 ETF T	TR UNIT	$687K	1,056	0.03%	SOLE
28	MICROSOFT CORP	COM	$667K	1,803	0.03%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$551K	1,150	0.02%	SOLE
30	ISHARES TR	SELECT DIVID ETF	$490K	3,238	0.02%	SOLE
31	BROADCOM INC	COM	$483K	1,561	0.02%	SOLE
32	ISHARES TR	CORE S&P SCP ETF	$480K	3,861	0.02%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$450K	8,490	0.02%	SOLE
34	WALMART INC	COM	$439K	3,526	0.02%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$379K	2,600	0.02%	SOLE
36	ELI LILLY & CO	COM	$373K	406	0.02%	SOLE
37	PARKE BANCORP INC	COM	$357K	12,567	0.02%	SOLE
38	ALPHABET INC	CAP STK CL C	$344K	1,198	0.02%	SOLE
39	ISHARES TR	MSCI EAFE ETF	$306K	2,996	0.01%	SOLE
40	CANADIAN IMPERIAL BANK OF CO	COM	$291K	3,072	0.01%	SOLE
41	CATERPILLAR INC	COM	$287K	405	0.01%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET TEC	$273K	2,052	0.01%	SOLE
43	ALPHABET INC	CAP STK CL A	$272K	945	0.01%	SOLE
44	ISHARES TR	CORE MSCI EAFE	$254K	2,809	0.01%	SOLE
45	VANGUARD INDEX FDS	S&P 500 ETF SHS	$242K	405	0.01%	SOLE
46	VANGUARD INDEX FDS	REAL ESTATE ETF	$210K	2,367	0.01%	SOLE
47	VANGUARD WORLD FD	INF TECH ETF	$171K	245	0.01%	SOLE
48	AMAZON COM INC	COM	$166K	799	0.01%	SOLE
49	ISHARES TR	CORE S&P US VLU	$136K	1,329	0.01%	SOLE
50	ABRDN FDS	ULTRA SHORT MUNI	$135K	5,175	0.01%	SOLE

1–50 of 413

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.