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Investment manager · 13F filer · SEC CIK 1795934
CBIZ Investment Advisory Services, LLC
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Reported value$2.86Bas of Sep 30, 2026
Positions316 83 new, 182 sold out
Top 10 weight94.6%BND alone is 24%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Bd Index FDS
23.6%Added +12%
VTVVanguard Index FDS
21.4%Added +9%
VUGVanguard Index FDS
17.2%Added +491%
VEUVanguard Intl Equity Index F
15.7%
VBVanguard Index FDS
4.8%
VWOVanguard Intl Equity Index F
4.1%
VOVanguard Index FDS
3.1%+280%
RSP1.8%
IVV1.6%
HYG1.3%
VCIT1.2%
BNDVanguard Bd Index FDS
23.6%Added +12%
VTVVanguard Index FDS
21.4%Added +9%
VUGVanguard Index FDS
17.2%Added +491%
VEUVanguard Intl Equity Index F
15.7%
VB4.8%
VWO4.1%
VO
RSP
IVV
HYG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BND Vanguard Bd Index FDS 23.6% Added +12%
VTV Vanguard Index FDS 21.4% Added +9%
VUG Vanguard Index FDS 17.2% Added +491%
VEU Vanguard Intl Equity Index F 15.7% Held
VB Vanguard Index FDS 4.8% Held
VWO Vanguard Intl Equity Index F 4.1% Held
VO Vanguard Index FDS 3.1% Added +280%
RSP Invesco Exchange Traded Fd T 1.8% Held
IVV iShares Tr 1.6% Added +3%
HYG iShares Tr 1.3% Added +12%
VCIT Vanguard Scottsdale FDS 1.2% Added +13%
VOOG Vanguard Admiral FDS Inc 0.6% New
What changed
Biggest moves since Jun 30, 2026
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