CBIZ Investment Advisory Services

CBIZ Investment Advisory Services as of Dec. 31, 2022

Portfolio Holdings for CBIZ Investment Advisory Services

CBIZ Investment Advisory Services holds 27 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 27.7 $71M 33k 2131.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 20.0 $51M 887k 57.82
Vanguard Index Fds Total Stk Mkt (VTI) 9.1 $23M 2.0k 11640.51
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 6.5 $17M 96k 174.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.1 $16M 201k 77.51
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.3 $14M 272k 50.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.1 $10M 145k 71.84
Ishares Tr Core S&p500 Etf (IVV) 4.0 $10M 27k 384.21
Vanguard Index Fds Value Etf (VTV) 3.2 $8.2M 58k 140.37
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $5.8M 28k 203.81
Vanguard World Esg Us Stk Etf (ESGV) 2.1 $5.3M 80k 65.86
Vanguard World Esg Intl Stk Etf (VSGX) 1.3 $3.2M 61k 53.12
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.2 $3.1M 18k 173.31
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $2.7M 36k 75.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $2.7M 30k 89.30
Vanguard Index Fds Small Cp Etf (VB) 1.0 $2.7M 15k 183.53
Ishares Tr Tips Bd Etf (TIP) 0.9 $2.4M 23k 106.44
Ishares Tr Blackrock Ultra (ICSH) 0.8 $2.1M 42k 50.04
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $1.8M 25k 73.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.4M 6.8k 214.24
Microsoft Corporation (MSFT) 0.4 $1.2M 4.8k 239.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $659k 1.9k 351.34
Ishares Tr Msci Eafe Etf (EFA) 0.2 $408k 6.2k 65.64
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $348k 3.7k 94.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $265k 5.1k 51.72
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $251k 5.0k 50.21
Enterprise Products Partners (EPD) 0.1 $218k 9.0k 24.12