0001606587-22-001569.txt : 20220802 0001606587-22-001569.hdr.sgml : 20220802 20220802115545 ACCESSION NUMBER: 0001606587-22-001569 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220802 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220802 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: 221127586 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 13F-HR LIVE false true false 0001795934 XXXXXXXX 06-30-2022 06-30-2022 false CBIZ Investment Advisory Services, LLC

6801 Brecksville Road Door N Independence OH 44131

13F HOLDINGS REPORT 028-19859 N Chris Brown 216-525-7020 Chris Brown Cleveland OH 08-01-2022 0 34 1091636 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMERCO COM 023586100 239 500 SH SOLE NONE 0 0 500 APPLE INC COM 037833100 2517 18408 SH SOLE NONE 0 0 18408 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 391 1433 SH SOLE NONE 0 0 1433 EMCLAIRE FINL CORP COM 290828102 963 27994 SH SOLE NONE 0 0 27994 ENTERPRISE PRODS PARTNERS L COM 293792107 220 9030 SH SOLE NONE 0 0 9030 ISHARES TR TIPS BD ETF 464287176 349 3067 SH SOLE NONE 0 0 3067 ISHARES TR CORE S&P500 ETF 464287200 18299 48264 SH SOLE NONE 0 0 48264 ISHARES TR MSCI EAFE ETF 464287465 3341 50970 SH SOLE NONE 0 0 50970 ISHARES TR RUS 1000 GRW ETF 464287614 2049 9369 SH SOLE NONE 0 0 9369 ISHARES TR CORE S&P SCP ETF 464287804 450 4875 SH SOLE NONE 0 0 4875 ISHARES TR IBOXX HI YD ETF 464288513 46531 632134 SH SOLE NONE 0 0 632134 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 239 5000 SH SOLE NONE 0 0 5000 MICROSOFT CORP COM 594918104 897 3492 SH SOLE NONE 0 0 3492 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 3030 17818 SH SOLE NONE 0 0 17818 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 32525 423561 SH SOLE NONE 0 0 423561 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 164039 2179628 SH SOLE NONE 0 0 2179628 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 29473 588049 SH SOLE NONE 0 0 588049 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 207071 4144743 SH SOLE NONE 0 0 4144743 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 454 1302 SH SOLE NONE 0 0 1302 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3931 30352 SH SOLE NONE 0 0 30352 VANGUARD INDEX FDS MID CAP ETF 922908629 80481 408594 SH SOLE NONE 0 0 408594 VANGUARD INDEX FDS GROWTH ETF 922908736 165102 740734 SH SOLE NONE 0 0 740734 VANGUARD INDEX FDS VALUE ETF 922908744 173214 1313423 SH SOLE NONE 0 0 1313423 VANGUARD INDEX FDS SMALL CP ETF 922908751 53512 303853 SH SOLE NONE 0 0 303853 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23292 121842 SH SOLE NONE 0 0 121842 CISCO SYS INC COM 17275R102 1213 28453 SH SOLE NONE 0 0 28453 ISHARES TR BLACKROCK ULTRA 46434V878 2235 44672 SH SOLE NONE 0 0 44672 SPDR S&P 500 ETF TR TR UNIT 78462F103 5120 13571 SH SOLE NONE 0 0 13571 SPDR SER TR S&P DIVID ETF 78464A763 863 7274 SH SOLE NONE 0 0 7274 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 291 942 SH SOLE NONE 0 0 942 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 16744 97446 SH SOLE NONE 0 0 97446 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 19905 416337 SH SOLE NONE 0 0 416337 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 32406 404977 SH SOLE NONE 0 0 404977 VERIZON COMMUNICATIONS INC COM 92343V104 250 4929 SH SOLE NONE 0 0 4929