CBIZ Investment Advisory Services, LLC: 13F holdings
CIK 17959342026Q2
| Positions | 415 |
|---|
| Reported value | $2.7bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 415 (+0 vs prior quarter) |
|---|
| Reported value | $2.7bn (0.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BND VANGUARD BD INDEX FDS | 8,579,414 | $631.8m | 23.1% |
| VTV VANGUARD INDEX FDS | 2,701,704 | $530.1m | 19.4% |
| VEU VANGUARD INTL EQUITY INDEX F | 5,351,291 | $401.9m | 14.7% |
| VUG VANGUARD INDEX FDS | 904,105 | $394.9m | 14.4% |
| QQQ INVESCO QQQ TR | 420,595 | $242.8m | 8.9% |
| VB VANGUARD INDEX FDS | 476,205 | $124.7m | 4.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 1,975,017 | $106.7m | 3.9% |
| VO VANGUARD INDEX FDS | 297,343 | $85.4m | 3.1% |
| RSP INVESCO EXCHANGE TRADED FD T | 257,035 | $49.3m | 1.8% |
| IVV ISHARES TR | 58,356 | $38.2m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1795934")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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