Universe · entity
CBIZ Investment Advisory Services, LLC
Institutional manager (13F) · CIK 1795934
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $632M | 8,579,414 |
| 2 | VANGUARD INDEX FDS | $530M | 2,701,704 |
| 3 | VANGUARD INTL EQUITY INDEX F | $402M | 5,351,291 |
| 4 | VANGUARD INDEX FDS | $395M | 904,105 |
| 5 | INVESCO QQQ TR | $243M | 420,595 |
| 6 | VANGUARD INDEX FDS | $125M | 476,205 |
| 7 | VANGUARD INTL EQUITY INDEX F | $107M | 1,975,017 |
| 8 | VANGUARD INDEX FDS | $85M | 297,343 |
| 9 | INVESCO EXCHANGE TRADED FD T | $49M | 257,035 |
| 10 | ISHARES TR | $38M | 58,356 |
| 11 | ISHARES TR | $35M | 441,115 |
| 12 | VANGUARD SCOTTSDALE FDS | $33M | 400,595 |
| 13 | VANGUARD TAX-MANAGED FDS | $11M | 169,197 |
| 14 | VANGUARD INDEX FDS | $7M | 22,438 |
| 15 | VANGUARD SCOTTSDALE FDS | $5M | 17,674 |
| 16 | ISHARES TR | $5M | 99,939 |
| 17 | ISHARES INC | $4M | 46,241 |
| 18 | APPLE INC | $4M | 14,214 |
| 19 | VANGUARD INDEX FDS | $3M | 16,027 |
| 20 | VANGUARD STAR FDS | $2M | 27,307 |
| 21 | ISHARES TR | $1M | 3,353 |
| 22 | ISHARES TR | $1M | 20,952 |
| 23 | VANGUARD BD INDEX FDS | $1M | 14,299 |
| 24 | VANGUARD SCOTTSDALE FDS | $1M | 11,672 |
| 25 | NVIDIA CORPORATION | $807k | 4,629 |
| 26 | JPMORGAN CHASE & CO | $735k | 2,500 |
| 27 | STATE STR SPDR S&P 500 ETF T | $687k | 1,056 |
| 28 | MICROSOFT CORP | $667k | 1,803 |
| 29 | BERKSHIRE HATHAWAY INC DEL | $652k | 1,360 |
| 30 | ISHARES TR | $490k | 3,238 |
| 31 | BROADCOM INC | $483k | 1,561 |
| 32 | ISHARES TR | $480k | 3,861 |
| 33 | SPDR SERIES TRUST | $450k | 8,490 |
| 34 | WALMART INC | $439k | 3,526 |
| 35 | SPDR SERIES TRUST | $379k | 2,600 |
| 36 | ELI LILLY & CO | $373k | 406 |
| 37 | PARKE BANCORP INC | $357k | 12,567 |
| 38 | ALPHABET INC | $344k | 1,198 |
| 39 | ISHARES TR | $306k | 2,996 |
| 40 | CANADIAN IMPERIAL BANK OF CO | $291k | 3,072 |
| 41 | CATERPILLAR INC | $287k | 405 |
| 42 | SELECT SECTOR SPDR TR | $273k | 2,052 |
| 43 | ALPHABET INC | $272k | 945 |
| 44 | ISHARES TR | $254k | 2,809 |
| 45 | VANGUARD INDEX FDS | $242k | 405 |
| 46 | VANGUARD INDEX FDS | $210k | 2,367 |
| 47 | BANK AMERICA CORP | $195k | 3,991 |
| 48 | VANGUARD WORLD FD | $171k | 245 |
| 49 | AMAZON COM INC | $166k | 799 |
| 50 | ISHARES TR | $136k | 1,329 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.