Cbiz Investment Advisory Services, LLC ETFs

Cbiz Investment Advisory Services, LLC

$1.93 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ITOT Ishares Core S&P Total U.S. St	$0	$62,000 0.0% of portfolio	500	Q1 2024 New
GLD Spdr Gold Trust	$87.7B	$60,000 0.0% of portfolio	250	Q3 2024 Reduced 9.42%
VPU Vanguard Utilities ETF	$0	$57,000 0.0% of portfolio	333	Q3 2024 New
VDC Vanguard Consumer Staples ETF	$0	$54,000 0.0% of portfolio	249	Q3 2024 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$52,000 0.0% of portfolio	572	Q3 2024 Added 1.24%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$51,000 0.0% of portfolio	502	Q3 2024 Added 638.24%
BGRN Ishares Trust Ishares Usd Gre	$0	$50,000 0.0% of portfolio	1,046	Q3 2024 Added 0.97%
VBR Vanguard Small Cap Value ETF	$0	$49,000 0.0% of portfolio	248	Q1 2024 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$46,000 0.0% of portfolio	1,009	Q3 2024 New
SMMD Ishares Tr Russell 2500 ETF	$0	$41,000 0.0% of portfolio	607	Q1 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$41,000 0.0% of portfolio	156	Q1 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$40,000 0.0% of portfolio	794	Q2 2024 New
VIG Vanguard Dividend Appreciation	$0	$37,000 0.0% of portfolio	208	Q1 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$27,000 0.0% of portfolio	49	Q1 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$22,000 0.0% of portfolio	275	Q3 2024 Added 0.73%
EMB Ishares Tr	$0	$18,000 0.0% of portfolio	200	Q3 2024 New
IBB Ishares Biotechnology ETF	$0	$16,000 0.0% of portfolio	113	Q3 2024 Reduced 85.95%
DHS Wisdomtree Tr U.S	$0	$15,000 0.0% of portfolio	167	Q1 2024 New
XLF Financial Sector Spdr	$0	$14,000 0.0% of portfolio	313	Q3 2024 Added 33.76%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$14,000 0.0% of portfolio	199	Q3 2024 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$13,000 0.0% of portfolio	157	Q3 2024 New
PICK Ishares Inc Msci Global Select	$0	$10,000 0.0% of portfolio	237	Q2 2024 Added 1.28%
BSJR Invesco Indx Tr	$0	$10,000 0.0% of portfolio	468	Q3 2024 Added 1.52%
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$10,000 0.0% of portfolio	461	Q3 2024 Added 1.54%
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$10,000 0.0% of portfolio	470	Q3 2024 Added 1.51%
RFV Invesco Exchange Traded Fd Tr	$0	$9,000 0.0% of portfolio	78	Q3 2024 Reduced 1.27%
SCHF Schwab Strategic Tr Intl Eqty	$0	$9,000 0.0% of portfolio	223	Q1 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$8,000 0.0% of portfolio	170	Q2 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$8,000 0.0% of portfolio	93	Q1 2024 New
RPG Invesco Exchange Traded Fd Tr	$0	$8,000 0.0% of portfolio	227	Q3 2024 Reduced 0.44%
RPV Invesco Exchange Traded Fd Tr	$0	$7,000 0.0% of portfolio	85	Q2 2024 Added 1.19%
RZV Invesco Fd Tr	$0	$7,000 0.0% of portfolio	66	Q1 2024 New
RFG Invesco Exchange Traded Fd Tr	$0	$6,000 0.0% of portfolio	142	Q1 2024 New
VFH Vanguard Financial ETF	$0	$5,000 0.0% of portfolio	53	Q1 2024 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$5,000 0.0% of portfolio	146	Q1 2024 New
GSG I Shares S&P Gsci Commodity Indexed Trust	$1.76B	$5,000 0.0% of portfolio	247	Q3 2024 Reduced 92.88%
VSGX Vanguard World Fd Esg Intl Stk	$0	$4,000 0.0% of portfolio	68	Q3 2024 Added 1.49%
SLVP Ishares Msci Global Silver And	$0	$4,000 0.0% of portfolio	315	Q3 2024 Reduced 0.32%
IGSB Ishares Trust Ishares 1 5 Year	$0	$3,000 0.0% of portfolio	59	Q2 2024 Added 1.72%
SHM Spdr Nuveen Bloomberg Short Te	$0	$3,000 0.0% of portfolio	82	Q1 2024 New
SLV I Shares Silver Trust	$14.6B	$3,000 0.0% of portfolio	117	Q1 2024 New
TIP Ishares Tr Tips Bd ETF	$0	$3,000 0.0% of portfolio	30	Q1 2024 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$2,000 0.0% of portfolio	117	Q2 2024 Added 290.0%
FILL Ishares Inc Msci Global Energy	$0	$1,000 0.0% of portfolio	70	Q3 2024 Reduced 47.37%
KRE Spdr S&P Regional Banking ETF	$0	$0 0.0% of portfolio	10	Q1 2024 New
KBE Spdr S&P Bank ETF	$0	$0 0.0% of portfolio	10	Q1 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$0 0.0% of portfolio	21	Q3 2024 Reduced 53.33%
XES Spdr Ser Tr Spdr S&P Oil & Gas	$0	$0 0.0% of portfolio	4	Q3 2024 Reduced 50.0%
JNK Spdr Bloomberg High Yield Bond	$0	$0 0.0% of portfolio	7	Q2 2024 New
XJH Ishares Tr Esg Screened S&P Mi	$0	$0 0.0% of portfolio	23	Q3 2024 Added 4.55%

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