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Christopher Brown

Cbiz Investment Advisory Services, Llc

Assets Managed
$2.735B
Holdings
415
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
3.44%(2Q avg: 3.49%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Cbiz Investment Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 415 positions.

Assets under management

The assets under management (AUM) of Cbiz Investment Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.735B in assets, with a quarterly growth rate of 3.44% and a 2-quarter average growth rate of 3.49%. The portfolio is managed by Christopher Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 7.16%
23.1%
$631.788M
8.579M shares@ $73.65 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 28.08%
19.38%
$530.074M
2.702M shares@ $196.2 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.61%
14.7%
$401.882M
5.351M shares@ $75.1 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 9.24%
14.44%
$394.904M
904,105 shares@ $436.79 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.15%
8.88%
$242.811M
420,595 shares@ $577.31 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 259.48%
4.56%
$124.728M
476,205 shares@ $261.92 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -0.16%
3.91%
$106.75M
1.975M shares@ $54.06 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -52.8%
3.13%
$85.391M
297,343 shares@ $287.19 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.01%
1.81%
$49.314M
257,035 shares@ $191.86 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.21%
1.4%
$38.201M
58,356 shares@ $654.62 avg price

1-10 of 415