Fund HoldingsCBIZ Investment Advisory Services, LLC

Total Portfolio Value
$1.78B
Total Bought
$450.64M
Total Sold
$112.47M
Net Transaction
+$338.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO QQQ TR5,667395,588+389,9212,519162,1119.12%+159,592
VANGUARD INDEX FDS666,411858,940+192,529229,379321,25318.06%+91,874
VANGUARD INDEX FDS1,406,4981,885,784+479,286229,062302,49917.01%+73,437
VANGUARD BD INDEX FDS4,077,8034,965,916+888,113296,171357,79420.12%+61,623
VANGUARD INTL EQUITY INDEX F4,628,6475,212,296+583,649271,470305,64917.19%+34,179
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
140,999265,605+124,60623,88143,6342.45%+19,753
VANGUARD BD INDEX FDS0276,915+276,915021,2391.19%+21,239
ISHARES TR241,320272,773+31,45318,75821,0421.18%+2,284
ISHARES TR29,12131,443+2,32215,31017,2060.97%+1,896
TRANSDIGM GROUP INC(TDG)29,59429,594036,44837,8102.13%+1,362
APPLE INC(AAPL)020,437+20,43704,3040.24%+4,304
AMAZON COM INC(AMZN)7982,645+1,8471445110.03%+367
ADOBE INC(ADBE)0527+52702930.02%+293
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
04,110+4,11001560.01%+156
NVIDIA CORPORATION(NVDA)1222,100+1,9781102590.01%+149
ISHARES TR7,2458,477+1,2328921,0260.06%+133
SCHWAB STRATEGIC TR01,824+1,82401180.01%+118
MICROSOFT CORP(MSFT)3,5383,586+481,4891,6030.09%+114
VANGUARD INDEX FDS1,3011,442+1416257240.04%+98
SCHWAB STRATEGIC TR01,454+1,4540980.01%+98
ISHARES TR3,2413,24101,0921,1810.07%+89
SCHWAB STRATEGIC TR01,245+1,2450690.00%+69
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
01,790+1,7900680.00%+68
BROADCOM INC(AVGO)223224+12963590.02%+63
ISHARES TR
CORE MSCI EAFE
5,0805,975+8953774340.02%+57
META PLATFORMS INC(META)0156+1560790.00%+79
ALPHABET INC(GOOG)2,1962,118-783313860.02%+54
TESLA INC(TSLA)0346+3460680.00%+68
SCHWAB STRATEGIC TR0794+7940380.00%+38
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
016,739+16,73904,6510.26%+4,651
WALMART INC(WMT)3,4433,44302082330.01%+25
BANK AMERICA CORP1,4581,971+51355780.00%+23
ISHARES TR0273+2730220.00%+22
ISHARES TR31,46332,945+1,4821,9111,9280.11%+17
SPDR SER TR
ST STR SP500FF
08,381+8,38103740.02%+374
COSTCO WHSL CORP NEW(COST)143142-11051210.01%+16
U S PHYSICAL THERAPY(USPH)0192+1920180.00%+18
BOSTON SCIENTIFIC CORP(BSX)1,7301,73001181330.01%+15
SPDR INDEX SHS FDS
ST DOW GLOBA ETF
0630+6300260.00%+26
SPDR SER TR
ST SHO TREAS ETF
0453+4530130.00%+13
WARNER BROS DISCOVERY INC(WBD)01,829+1,8290140.00%+14
SPDR S&P 500 ETF TR(SPY)59359303113240.02%+13
SENSATA TECHNOLOGIES HLDG PL
SHS
0336+3360130.00%+13
SELECT SECTOR SPDR TR
ST STR TECHN ETF
051+510120.00%+12
AMPHENOL CORP NEW5311,062+53161720.00%+10
LAM RESEARCH CORP(LRCX)10510501021120.01%+10
SELECT SECTOR SPDR TR
ST STR FINL ETF
0234+2340100.00%+10
CARNIVAL CORP0685+6850130.00%+13
CITIZENS FINL GROUP INC(CFG)0264+2640100.00%+10
EXXON MOBIL CORP573660+8767760.00%+9
SPDR SER TR
ST STR P500ETF
0140+140090.00%+9
ISHARES TR0170+170090.00%+9
FIRSTSERVICE CORP NEW054+54080.00%+8
SPDR SER TR
ST INTER ETF
0289+289080.00%+8
NAPCO SEC TECHNOLOGIES INC(NSSC)0206+2060110.00%+11
SELECT SECTOR SPDR TR
ST STR DISCR ETF
044+44080.00%+8
SPDR GOLD TR(GLD)250276+2651590.00%+8
SELECT SECTOR SPDR TR
ST STR SVC ETF
087+87070.00%+7
ORACLE CORP(ORCL)472472059670.00%+7
KLA CORP(KLAC)5858041480.00%+7
ISHARES S&P GSCI COMMODITY-(GSG)3,1663,470+30470770.00%+7
VANGUARD INTL EQUITY INDEX F3,2143,226+121341410.01%+7
UNITEDHEALTH GROUP INC(UNH)43443402152210.01%+6
ATLAS ENERGY SOLUTIONS INC(AESI)0649+6490130.00%+13
ALPHABET INC(GOOG)0200+2000370.00%+37
TRANE TECHNOLOGIES PLC(TT)211211063690.00%+6
CLOUDFLARE INC(NET)073+73060.00%+6
RIVIAN AUTOMOTIVE INC(RIVN)0443+443060.00%+6
SNOWFLAKE INC(SNOW)041+41060.00%+6
WYNDHAM HOTELS & RESORTS INC(WH)073+73050.00%+5
QUALCOMM INC(QCOM)0177+1770350.00%+35
SNAP INC(SNAP)0352+352060.00%+6
ISHARES TR522577+5556610.00%+5
UNITY SOFTWARE INC(U)0324+324050.00%+5
BLACKSTONE INC(BX)041+41050.00%+5
PRICESMART INC(PSMT)0168+1680140.00%+14
UNIVERSAL DISPLAY CORP(OLED)0113+1130240.00%+24
ZSCALER INC(ZS)025+25050.00%+5
MGM RESORTS INTERNATIONAL(MGM)0107+107050.00%+5
SELECT SECTOR SPDR TR
ST STR CARE ETF
032+32050.00%+5
SELECT SECTOR SPDR TR
ST STR ENERG ETF
051+51050.00%+5
ISHARES INC
MSCI EMRG CHN
2,1702,189+191251300.01%+5
INVESCO EXCH TRD SLF IDX FD023,160+23,16004880.03%+488
MONGODB INC(MDB)017+17040.00%+4
T-MOBILE US INC(TMUS)323326+353570.00%+4
COINBASE GLOBAL INC(COIN)019+19040.00%+4
UNITED AIRLS HLDGS INC(UAL)086+86040.00%+4
ABRDN SILVER ETF TRUST01,000+1,0000280.00%+28
PALANTIR TECHNOLOGIES INC(PLTR)0159+159040.00%+4
ALBEMARLE CORP(ALB)037+37040.00%+4
THE TRADE DESK INC(TTD)035+35030.00%+3
SCHNEIDER NATIONAL INC(SNDR)0650+6500160.00%+16
NETFLIX INC(NFLX)05+5030.00%+3
VALMONT INDS INC(VMI)072+720200.00%+20
ZILLOW GROUP INC(Z)071+71030.00%+3
SAP SE(SAP)480480094970.01%+3
BLOCK INC(XYZ)0204+2040130.00%+13
ROCKET COS INC(RKT)0219+219030.00%+3
SELECT SECTOR SPDR TR
ST STR INDL ETF
024+24030.00%+3
ILLUMINA INC(ILMN)028+28030.00%+3
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