HoldingsChannel.com
CBIZ Investment Advisory Services LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INTL EQUITY INDEX F (VEU) 4,512,800 +498,431 $185,115
     VEU4,512,800+498,431$185,115
VANGUARD INDEX FDS (VUG) 814,989 +13,666 $127,700
     VUG814,989+13,666$127,700
VANGUARD INDEX FDS (VTV) 1,395,294 +142,980 $124,265
     VTV1,395,294+142,980$124,265
VANGUARD BD INDEX FDS (BND) 1,312,127 -240,190 $111,990
     BND1,312,127-240,190$111,990
ISHARES TR (TIP) 574,587 -93,578 $67,755
     TIP574,587-93,578$67,755
VANGUARD SCOTTSDALE FDS (VCIT) 503,066 -67,518 $43,812
     VCIT503,066-67,518$43,812
VANGUARD INDEX FDS (VB) 371,546 +60,273 $42,891
     VB371,546+60,273$42,891
VANGUARD INDEX FDS (VO) 325,258 +35,885 $42,820
     VO325,258+35,885$42,820
VANGUARD INDEX FDS (VTI) 98,953 -15,756 $12,756
     VTI98,953-15,756$12,756
APPLE INC 8,149 -305 $2,072
     AAPL8,149-305$2,072
ISHARES TR (SMLF) 60,413 +12,476 $1,800
     SMLF60,413+12,476$1,800
CISCO SYS INC 45,028 +504 $1,770
     CSCO45,028+504$1,770
ISHARES TR (IWF) 11,308 +766 $1,704
     IWF11,308+766$1,704
MICROSOFT CORP 10,756 +285 $1,696
     MSFT10,756+285$1,696
INVESCO QQQ TR 6,694 +300 $1,277
     QQQ6,694+300$1,277
SPDR INDEX SHS FDS (CWI) 55,207 +34,335 $1,089
     CWI55,207+34,335$1,089
SPDR SER TR (SDY) 13,086 +25 $1,045
     SDY13,086+25$1,045
EMCLAIRE FINL CORP 27,994 UNCH $657
     EMCF27,994UNCH$657
PAYPAL HLDGS INC 5,715 +115 $547
     PYPL5,715+115$547
ISHARES TR (IVV) 1,685 +1,151 $435
     IVV1,685+1,151$435
SPDR SER TR (PSK) 10,117 +3,395 $396
     PSK10,117+3,395$396
BERKSHIRE HATHAWAY INC DEL      $382
     BRK.B2,088UNCH$382
ISHARES TR (LQD) 2,940 -305 $363
     LQD2,940-305$363
SPDR INDEX SHS FDS (RWO) 10,089 -5,933 $363
     RWO10,089-5,933$363
VANGUARD SCOTTSDALE FDS (VONV) 4,085 -4,383 $355
     VONV4,085-4,383$355
VERIZON COMMUNICATIONS INC 6,561 +82 $353
     VZ6,561+82$353
ISHARES TR (AGG) 2,858 UNCH $330
     AGG2,858UNCH$330
VANGUARD INDEX FDS (VOO) 1,383 -157 $328
     VOO1,383-157$328
ISHARES TR (IXUS) 6,345 -9,642 $298
     IXUS6,345-9,642$298
ISHARES TR (EFA) 4,933 -493 $264
     EFA4,933-493$264
ISHARES TR (PFF) 8,298 -866 $264
     PFF8,298-866$264
ISHARES TR (IJR) 4,675 -778 $262
     IJR4,675-778$262
INTEL CORP 4,657 +404 $252
     INTC4,657+404$252
SPDR DOW JONES INDL AVRG ETF (DIA) 942 UNCH $207
     DIA942UNCH$207
SPDR INDEX SHS FDS (GII) 4,811 -2,642 $188
     GII4,811-2,642$188
ISHARES TR (TLH) 1,043 UNCH $175
     TLH1,043UNCH$175
SCHWAB STRATEGIC TR 7,384 -7,722 $153
     SCHE7,384-7,722$153
SPDR INDEX SHS FDS (GNR) 4,691 -2,753 $145
     GNR4,691-2,753$145
AMERCO 500 UNCH $145
     UHAL500UNCH$145
SCHWAB STRATEGIC TR 2,579 UNCH $140
     SCHZ2,579UNCH$140
KEMPER CORP DEL 1,805 UNCH $134
     KMPR1,805UNCH$134
SPDR S&P 500 ETF TR (SPY) 518 -200 $134
     SPY518-200$134
VANGUARD INDEX FDS (VOT) 1,037 +1,037 $131
     VOT1,037+1,037$131
PFIZER INC 3,695 +619 $121
     PFE3,695+619$121
VANGUARD WORLD FD (MGK) 920 UNCH $117
     MGK920UNCH$117
VANGUARD INDEX FDS (VBR) 1,300 +1,300 $115
     VBR1,300+1,300$115
ISHARES TR (DVY) 1,475 UNCH $108
     DVY1,475UNCH$108
JOHNSON & JOHNSON 809 +175 $106
     JNJ809+175$106
SPDR INDEX SHS FDS (SPGM) 3,128 +3,128 $105
     SPGM3,128+3,128$105
ELECTRONIC ARTS INC 1,000 UNCH $100
     EA1,000UNCH$100

See Full List: All Stocks Held By CBIZ Investment Advisory Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By CBIZ Investment Advisory Services LLC

Size ($ in 1000's)
At 03/31/2020: $783,045
At 12/31/2019: $941,813

CBIZ Investment Advisory Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CBIZ Investment Advisory Services LLC 13F filings. Link to 13F filings: SEC filings

CBIZ Investment Advisory Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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