| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 22.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 45.7% |
| MICROSOFT CORP | 11 | Q2 2024 | 0.8% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 27.7% |
| VANGUARD BD INDEX FDS | 10 | Q2 2024 | 22.1% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 9.7% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 19.9% |
| ISHARES TR | 10 | Q2 2024 | 9.6% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 3.7% |
| ISHARES TR | 10 | Q2 2024 | 2.0% |
View CBIZ Investment Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-03 |
View CBIZ Investment Advisory Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.