0001172661-23-003600.txt : 20231103 0001172661-23-003600.hdr.sgml : 20231103 20231103102137 ACCESSION NUMBER: 0001172661-23-003600 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231103 DATE AS OF CHANGE: 20231103 EFFECTIVENESS DATE: 20231103 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: 231374805 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 09-30-2023 09-30-2023 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 10-31-2023 0 33 1088938053 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 2952283 17244 SH SOLE 17244 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 345046 985 SH SOLE 985 0 0 CBIZ INC COM 124805102 364546 7024 SH SOLE 7024 0 0 CISCO SYS INC COM 17275R102 1475858 27453 SH SOLE 27453 0 0 ELI LILLY & CO COM 532457108 212166 395 SH SOLE 395 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 863739 3241 SH SOLE 3241 0 0 ISHARES TR CORE S&P500 ETF 464287200 10633774 24762 SH SOLE 24762 0 0 ISHARES TR IBOXX HI YD ETF 464288513 16565786 224712 SH SOLE 224712 0 0 ISHARES TR MSCI EAFE ETF 464287465 430130 6241 SH SOLE 6241 0 0 ISHARES TR RUS MID CAP ETF 464287499 215267 3094 SH SOLE 3094 0 0 ISHARES TR CORE S&P SCP ETF 464287804 348824 3680 SH SOLE 3680 0 0 MICROSOFT CORP COM 594918104 842105 2667 SH SOLE 2667 0 0 PARKE BANCORP INC COM 700885106 204716 12567 SH SOLE 12567 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 316392 942 SH SOLE 942 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 211528 493 SH SOLE 493 0 0 SPDR SER TR SPDR S&P 500 ETF 78468R796 288487 8307 SH SOLE 8307 0 0 SPDR SER TR S&P DIVID ETF 78464A763 344110 2992 SH SOLE 2992 0 0 U HAUL HOLDING COMPANY COM SER N 023586506 235755 4500 SH SOLE 4500 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 240601568 3448002 SH SOLE 3448002 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 33309403 443121 SH SOLE 443121 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 57314154 303137 SH SOLE 303137 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 512844 1301 SH SOLE 1301 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 180463062 1308367 SH SOLE 1308367 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 17461552 82207 SH SOLE 82207 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 87929505 422251 SH SOLE 422251 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 182794494 671274 SH SOLE 671274 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2491776 19027 SH SOLE 19027 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 219595176 4233568 SH SOLE 4233568 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 216211 4573 SH SOLE 4573 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 12899534 66267 SH SOLE 66267 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 4444022 66667 SH SOLE 66667 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 7036671 94265 SH SOLE 94265 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 5017569 99476 SH SOLE 99476 0 0