0001172661-23-001910.txt : 20230509 0001172661-23-001910.hdr.sgml : 20230509 20230509092049 ACCESSION NUMBER: 0001172661-23-001910 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CBIZ Investment Advisory Services, LLC CENTRAL INDEX KEY: 0001795934 IRS NUMBER: 813968784 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19859 FILM NUMBER: 23900284 BUSINESS ADDRESS: STREET 1: 6801 BRECKSVILLE ROAD STREET 2: DOOR N CITY: INDEPENDENCE STATE: OH ZIP: 44131 BUSINESS PHONE: 2165257018 MAIL ADDRESS: STREET 1: 6801 BRECKSVILLE ROAD STREET 2: DOOR N CITY: INDEPENDENCE STATE: OH ZIP: 44131 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001795934 XXXXXXXX 03-31-2023 03-31-2023 false CBIZ Investment Advisory Services, LLC

6801 Brecksville Road Door N Independence OH 44131

13F HOLDINGS REPORT 028-19859 000286002 801-108996 N Chris Brown 216-525-7020 /s/ Chris Brown Cleveland OH 05-04-2023 0 33 1143240856 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 2924277 17734 SH SOLE 0 0 17734 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 396769 1285 SH SOLE 0 0 1285 CBIZ INC COM 124805102 434473 8779 SH SOLE 0 0 8779 CISCO SYS INC COM 17275R102 1435091 27453 SH SOLE 0 0 27453 ISHARES TR BLACKROCK ULTRA 46434V878 2179594 43375 SH SOLE 0 0 43375 ISHARES TR CORE S&P SCP ETF 464287804 355856 3680 SH SOLE 0 0 3680 ISHARES TR RUS 1000 GRW ETF 464287614 771105 3156 SH SOLE 0 0 3156 ISHARES TR IBOXX HI YD ETF 464288513 31932604 422668 SH SOLE 0 0 422668 ISHARES TR RUS MID CAP ETF 464287499 216332 3094 SH SOLE 0 0 3094 ISHARES TR CORE S&P500 ETF 464287200 10179163 26813 SH SOLE 0 0 26813 ISHARES TR MSCI EAFE ETF 464287465 446356 6241 SH SOLE 0 0 6241 MICROSOFT CORP COM 594918104 783311 2717 SH SOLE 0 0 2717 PARKE BANCORP INC COM 700885106 223441 12567 SH SOLE 0 0 12567 PAYPAL HLDGS INC COM 70450Y103 212632 2800 SH SOLE 0 0 2800 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 314136 942 SH SOLE 0 0 942 SPDR S&P 500 ETF TR TR UNIT 78462F103 202572 493 SH SOLE 0 0 493 SPDR SER TR S&P DIVID ETF 78464A763 748940 6054 SH SOLE 0 0 6054 U HAUL HOLDING COMPANY COM SER N 023586506 233325 4500 SH SOLE 0 0 4500 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 208394846 2822631 SH SOLE 0 0 2822631 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 48075473 628520 SH SOLE 0 0 628520 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 489267 1301 SH SOLE 0 0 1301 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2550950 30352 SH SOLE 0 0 30352 VANGUARD INDEX FDS VALUE ETF 922908744 195202145 1413382 SH SOLE 0 0 1413382 VANGUARD INDEX FDS GROWTH ETF 922908736 214309651 859163 SH SOLE 0 0 859163 VANGUARD INDEX FDS TOTAL STK MKT 922908769 22246629 108999 SH SOLE 0 0 108999 VANGUARD INDEX FDS MID CAP ETF 922908629 88961674 421779 SH SOLE 0 0 421779 VANGUARD INDEX FDS SMALL CP ETF 922908751 57345365 302518 SH SOLE 0 0 302518 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 189450980 3543127 SH SOLE 0 0 3543127 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 334357 6992 SH SOLE 0 0 6992 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 32020140 399154 SH SOLE 0 0 399154 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 17901096 96072 SH SOLE 0 0 96072 VANGUARD WORLD FD ESG INTL STK ETF 921910725 5208563 99476 SH SOLE 0 0 99476 VANGUARD WORLD FD ESG US STK ETF 921910733 6759743 94265 SH SOLE 0 0 94265