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Cbiz shares owned by Raffa Wealth Management

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Raffa Wealth Management from 13F filings

Historical chart of Raffa Wealth Management investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Raffa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Raffa Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $38k 1.2k 32.08

More positions owned by Raffa Wealth Management

Vanguard Total Stock Market ETF Etf (VTI)
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Avantis US Equity ETF Etf (AVUS)
Vanguard Total Bond Market ETF Etf (BND)
iShares Short-Term Corporate Bond ETF Etf (IGSB)
Vanguard Intermediate-Term Corporate Bond ETF Etf (VCIT)
iShares Core International Aggregate Bond ETF Etf (IAGG)
Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Fidelity Quality Factor ETF Etf (FQAL)
Vanguard Ultra-Short Bond ETF Etf (VUSB)
Avantis International Equity ETF Etf (AVDE)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Dimensional US High Profitability ETF Etf (DUHP)
iShares MSCI EAFE ESG Select ETF Etf (ESGD)

View all positions for Raffa Wealth Management

Top funds holding Cbiz

FMR
BlackRock
Bank Of Montreal
22C Capital
Vanguard Capital Management
Vanguard Portfolio Management
Morgan Stanley
Geode Capital Management
State Street Corporation
P2 Capital Partners
Bloombergsen Investment Partners
Sunriver Management
Alliancebernstein
Royce & Associates
Robeco Investment Management

View all funds holding Cbiz