SEC Form 13F

CBIZ Investment Advisory Services, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$2,735,301,139
Positions415

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$631,788,0738,579,414
VANGUARD INDEX FDSVTVVALUE ETF$530,074,2452,701,704
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$401,881,9485,351,291
VANGUARD INDEX FDSVUGGROWTH ETF$394,903,933904,105
INVESCO QQQ TRQQQUNIT SER 1$242,810,993420,595
VANGUARD INDEX FDSVBSMALL CP ETF$124,727,582476,205
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$106,749,6881,975,017
VANGUARD INDEX FDSVOMID CAP ETF$85,391,083297,343
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$49,314,446257,035
ISHARES TRIVVCORE S&P500 ETF$38,200,65058,356

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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