Institutional Fund
Cbiz Investment Advisory Services, LLC
Independence, OHCIK 17959346 filings on record
Portfolio Value
$2.74B
Q1 2026
Holdings
413
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+3.4%
from $2.64B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds23.1%
- Vanguard Index Fds19.4%
- Vanguard Intl Equity Index F14.7%
- Vanguard Index Fds14.4%
- Invesco Qqq Tr8.9%
- Vanguard Index Fds4.6%
- Other15.0%
Portfolio Holdings
413 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 8.58M | $631.79M | 23.1% | +572.9K | Added |
| 2 | Vanguard Index Fds | 2.70M | $530.07M | 19.4% | +592.2K | Added |
| 3 | Vanguard Intl Equity Index F | 5.35M | $401.88M | 14.7% | −33.4K | Reduced |
| 4 | Vanguard Index Fds | 904.1K | $394.90M | 14.4% | +76.4K | Added |
| 5 | Invesco Qqq Tr | 420.6K | $242.81M | 8.9% | −665 | Reduced |
| 6 | Vanguard Index Fds | 476.2K | $124.73M | 4.6% | +343.7K | Added |
| 7 | Vanguard Intl Equity Index F | 1.98M | $106.75M | 3.9% | −3.2K | Reduced |
| 8 | Vanguard Index Fds | 297.3K | $85.39M | 3.1% | −332.7K | Reduced |
| 9 | Invesco Exchange Traded Fd T | 257.0K | $49.31M | 1.8% | +5 | Added |
| 10 | Ishares Tr | 58.4K | $38.20M | 1.4% | −1.3K | Reduced |
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