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Home > Institutional Investor > Cbiz Investment Advisory Services, Llc > Profile

Instuitional Investor - Cbiz Investment Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Cbiz Investment Advisory Services, Llc
Portfolio Value $346,249,831
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 409,205 $191,888,340 55.42%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 266,519 $46,169,034 13.33%
3.
Ishares Trust
 IEF 46,291 $26,010,913 7.51%
4.
Vanguard Scottsdale Funds
 317,303 $25,942,688 7.49%
5.
Vanguard Bond Index Funds
 BND 195,245 $14,340,745 4.14%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)