Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Cbiz Investment Advisory Services, Llc > Profile

Instuitional Investor - Cbiz Investment Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Cbiz Investment Advisory Services, Llc
Portfolio Value $2,004,043,456
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 6,269,520 $450,841,197 22.49%
2.
Vanguard Index Fds
 857,121 $351,796,890 17.55%
3.
Vanguard Index Fds
 1,968,792 $333,315,447 16.63%
4.
Vanguard Intl Equity Index Funds
 VWO 5,556,922 $319,022,000 15.91%
5.
Invesco Qqq Tr
 395,476 $202,179,195 10.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)