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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 $2,042,041,827
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 6,734,159 $494,623,962 24.22%
2.
Vanguard Index Fds - VALUE ETF
 2,002,853 $345,972,840 16.94%
3.
Vanguard Intl Equity Index Funds
 VWO 5,626,970 $341,331,982 16.72%
4.
Vanguard Index Fds - GROWTH ETF
 868,218 $321,952,711 15.77%
5.
Invesco Qqq Tr
 409,205 $191,888,340 9.4%
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)