| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2021 | 24.3% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 22.2% |
| VANGUARD INDEX FDS | 8 | Q3 2021 | 17.9% |
| VANGUARD INDEX FDS | 8 | Q3 2021 | 16.5% |
| VANGUARD BD INDEX FDS | 8 | Q3 2021 | 14.5% |
| VANGUARD INDEX FDS | 8 | Q3 2021 | 16.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 45.7% |
| VANGUARD INDEX FDS | 8 | Q3 2021 | 6.0% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2021 | 5.6% |
| ISHARES TR | 8 | Q3 2021 | 8.7% |
View CBIZ Investment Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
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.