Notify me when CBIZ Investment Advisory Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 765 | $2,644,396,028 | +$62,729,296 | -$2,542,771 | +$60,186,525 | BND, VUG, VTV, VEU, QQQ | 13F-HR | 09 Feb 2026, 13:51 |
| Q3 2025 | 661 | $2,553,948,958 | +$243,865,281 | -$65,630,834 | +$178,234,447 | BND, VUG, VTV, VEU, QQQ | 13F-HR | 06 Nov 2025, 13:33 |
| Q2 2025 | 737 | $2,258,242,146 | +$67,701,614 | -$14,660,160 | +$53,041,454 | BND, VUG, VEU, VTV, QQQ | 13F-HR | 11 Aug 2025, 11:43 |
| Q1 2025 | 616 | $2,042,041,727 | +$74,499,081 | -$16,827,648 | +$57,671,433 | BND, VTV, VEU, VUG, QQQ | Restatement | 03 Jun 2025, 09:45 |
| Q4 2024 | 476 | $2,004,043,455 | +$135,623,576 | -$26,690,051 | +$108,933,525 | BND, VUG, VTV, VEU, QQQ | 13F-HR | 10 Feb 2025, 12:44 |
| Q3 2024 | 403 | $1,925,936,922 | +$37,850,583 | -$18,611,699 | +$19,238,884 | BND, VTV, VUG, VEU, QQQ | 13F-HR | 12 Nov 2024, 10:14 |
| Q2 2024 | 401 | $1,778,503,533 | +$436,237,076 | -$104,124,638 | +$332,112,438 | BND, VUG, VEU, VTV, QQQ | 13F-HR | 09 Aug 2024, 10:34 |
| Q1 2024 | 357 | $1,438,939,509 | +$102,572,170 | -$53,713,112 | +$48,859,058 | BND, VEU, VUG, VTV, VO | 13F-HR | 13 May 2024, 15:24 |
| Q4 2023 | 45 | $1,313,900,509 | +$131,498,736 | -$5,553,215 | +$125,945,521 | BND, VEU, VUG, VTV, VO | 13F-HR | 09 Feb 2024, 11:07 |
| Q3 2023 | 33 | $1,088,938,053 | +$82,950,355 | -$123,697,245 | -$40,746,890 | BND, VEU, VUG, VTV, VO | 13F-HR | 03 Nov 2023, 10:21 |
| Q2 2023 | 31 | $1,173,469,175 | +$15,645,092 | -$32,101,978 | -$16,456,886 | VUG, BND, VTV, VEU, VO | 13F-HR | 08 Aug 2023, 12:30 |
| Q1 2023 | 33 | $1,140,689,906 | +$799,460,612 | -$59,195,385 | +$740,265,227 | VUG, BND, VTV, VEU, VO | 13F-HR | 09 May 2023, 09:20 |
| Q4 2022 | 27 | $159,893,238 | +$95,379,293 | -$8,224,847 | +$87,154,446 | VGSH, VONE, VCIT, VEU, BND | 13F-HR | 01 Feb 2023, 15:15 |
| Q3 2022 | 23 | $91,959,000 | +$9,758,861 | -$977,214,507 | -$967,455,646 | VTI, VCIT, VONE, IVV, ESGV | 13F-HR | 01 Nov 2022, 15:34 |
| Q2 2022 | 34 | $1,091,636,000 | +$704,837,275 | -$150,517,032 | +$554,320,243 | VEU, VTV, VUG, BND, VO | 13F-HR | 02 Aug 2022, 11:55 |
| Q1 2022 | 21 | $582,102,000 | +$132,288,273 | -$798,470,900 | -$666,182,627 | VEU, BND, DVY, SPY, AAPL | 13F-HR | 03 May 2022, 12:26 |
| Q4 2021 | 34 | $1,281,615,000 | +$1,281,615,000 | -$1,190,936,000 | +$90,679,000 | VEU, VUG, VTV, BND, VO | 13F-HR | 11 Feb 2022, 16:26 |
| Q3 2021 | 102 | $1,190,936,000 | +$43,230,475 | -$8,425,200 | +$34,805,275 | VEU, VUG, VTV, BND, VO | 13F-HR | 12 Nov 2021, 09:55 |
| Q2 2021 | 99 | $1,155,860,000 | +$25,276,757 | -$28,694,836 | -$3,418,079 | VEU, VUG, VTV, BND, VO | 13F-HR | 16 Aug 2021, 12:37 |
| Q1 2021 | 90 | $1,042,383,000 | +$98,485,477 | -$102,505,171 | -$4,019,694 | VEU, VTV, VUG, BND, VB | 13F-HR | 17 May 2021, 10:41 |
| Q4 2020 | 109 | $1,071,975,000 | +$28,930,755 | -$12,939,603 | +$15,991,152 | VEU, VTV, VUG, BND, VB | 13F-HR | 16 Feb 2021, 15:46 |
| Q3 2020 | 110 | $962,096,000 | +$36,530,907 | -$32,281,033 | +$4,249,874 | VEU, VUG, VTV, BND, VO | 13F-HR | 13 Nov 2020, 17:00 |
| Q2 2020 | 115 | $907,702,000 | +$44,979,519 | -$41,785,831 | +$3,193,688 | VEU, VUG, VTV, BND, VB | 13F-HR | 13 Aug 2020, 19:00 |
| Q1 2020 | 214 | $783,034,000 | +$50,232,130 | -$47,670,871 | +$2,561,259 | VEU, VUG, VTV, BND, TIP | 13F-HR | 15 May 2020, 08:27 |
| Q4 2019 | 150 | $939,893,000 | $0 | $0 | $0 | VEU, VUG, VTV, BND, TIP | 13F-HR | 11 Feb 2020, 18:44 |