CBIZ Investment Advisory Services, LLC - Portfolio overview

CBIZ Investment Advisory Services, LLC has 700 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 27.51%
2. VEU - VANGUARD INTL EQUITY INDEX F, 17.50%
3. VUG - VANGUARD INDEX FDS, 17.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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