News + Filings Holdings
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CBIZ Investment Advisory Services, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD INDEX FUNDS
| VTV | Common | 1,460,056 | 46,674 | 207,474,024,000 | 12,271,879,000 | 17.68 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 429,754 | 7,975 | 94,614,535,000 | 5,652,861,000 | 8.06 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 310,923 | 8,405 | 61,839,377,000 | 4,494,012,000 | 5.27 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 2,874,654 | 52,023 | 208,958,575,000 | 563,729,000 | 17.81 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| HYG | Common | 431,685 | 9,017 | 32,406,597,000 | 473,993,000 | 2.76 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCIT | Common | 405,660 | 6,506 | 32,059,272,000 | 39,132,000 | 2.73 | |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 636,627 | 8,107 | 48,109,901,000 | 34,428,000 | 4.10 | |
Hist
| 06/30/2023 |
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