0001172661-23-002804.txt : 20230808 0001172661-23-002804.hdr.sgml : 20230808 20230808123043 ACCESSION NUMBER: 0001172661-23-002804 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230808 DATE AS OF CHANGE: 20230808 EFFECTIVENESS DATE: 20230808 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: 231150184 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 06-30-2023 06-30-2023 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 08-08-2023 0 31 1173469175 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 3358326 17314 SH SOLE 17314 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 404085 1185 SH SOLE 1185 0 0 CBIZ INC COM 124805102 374239 7024 SH SOLE 7024 0 0 CISCO SYS INC COM 17275R102 1420404 27453 SH SOLE 27453 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 868468 3156 SH SOLE 3156 0 0 ISHARES TR RUS MID CAP ETF 464287499 225955 3094 SH SOLE 3094 0 0 ISHARES TR IBOXX HI YD ETF 464288513 32406597 431685 SH SOLE 431685 0 0 ISHARES TR CORE S&P SCP ETF 464287804 366712 3680 SH SOLE 3680 0 0 ISHARES TR CORE S&P500 ETF 464287200 11036671 24762 SH SOLE 24762 0 0 ISHARES TR MSCI EAFE ETF 464287465 452473 6241 SH SOLE 6241 0 0 MICROSOFT CORP COM 594918104 908220 2667 SH SOLE 2667 0 0 PARKE BANCORP INC COM 700885106 213513 12567 SH SOLE 12567 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 324637 942 SH SOLE 942 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 219345 493 SH SOLE 493 0 0 SPDR SER TR S&P DIVID ETF 78464A763 742099 6054 SH SOLE 6054 0 0 U HAUL HOLDING COMPANY COM SER N 023586506 228015 4500 SH SOLE 4500 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 208958575 2874654 SH SOLE 2874654 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 48109901 636627 SH SOLE 636627 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2635956 19027 SH SOLE 19027 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 531922 1301 SH SOLE 1301 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 94614535 429754 SH SOLE 429754 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 61839377 310923 SH SOLE 310923 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 18384339 83459 SH SOLE 83459 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 222979655 788025 SH SOLE 788025 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 207474024 1460056 SH SOLE 1460056 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 190514046 3501453 SH SOLE 3501453 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 216852 4573 SH SOLE 4573 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 32059272 405660 SH SOLE 405660 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 18932128 93928 SH SOLE 93928 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 7385663 94265 SH SOLE 94265 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 5283171 99476 SH SOLE 99476 0 0