Cbiz Investment Advisory Services, LLC ETFs

Cbiz Investment Advisory Services, LLC

$2 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VPU Vanguard Utilities ETF	$0	$55,000 0.0% of portfolio	338	Q4 2024 Added 1.5%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$53,000 0.0% of portfolio	581	Q4 2024 Added 1.57%
BNDX Vanguard Total International B	$0	$53,000 0.0% of portfolio	1,090	Q4 2024 New
VDC Vanguard Consumer Staples ETF	$0	$53,000 0.0% of portfolio	252	Q4 2024 Added 1.2%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$52,000 0.0% of portfolio	502	Q3 2024 Added 638.24%
BGRN Ishares Trust Ishares Usd Gre	$0	$49,000 0.0% of portfolio	1,061	Q4 2024 Added 1.43%
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	$44,000 0.0% of portfolio	1,022	Q4 2024 Added 1.29%
VBK Vanguard Small Cap Growth ETF	$0	$43,000 0.0% of portfolio	156	Q1 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$41,000 0.0% of portfolio	1,588	Q4 2024 Added 100.0%
VIG Vanguard Dividend Appreciation	$0	$37,000 0.0% of portfolio	208	Q1 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$28,000 0.0% of portfolio	50	Q4 2024 Added 2.04%
SIVR Abrdn Silver ETF Trust	$1.53B	$27,000 0.0% of portfolio	990	Q4 2024 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$24,000 0.0% of portfolio	428	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$22,000 0.0% of portfolio	279	Q4 2024 Added 1.45%
EMB Ishares Tr	$0	$18,000 0.0% of portfolio	204	Q4 2024 Added 2.0%
XLF Financial Sector Spdr	$0	$15,000 0.0% of portfolio	314	Q4 2024 Added 0.32%
DHS Wisdomtree Tr U.S	$0	$15,000 0.0% of portfolio	167	Q1 2024 New
IBB Ishares Biotechnology ETF	$0	$14,000 0.0% of portfolio	113	Q3 2024 Reduced 85.95%
IRBO Ishares Robotics & Artificial	$0	$14,000 0.0% of portfolio	462	Q4 2024 New
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$11,000 0.0% of portfolio	478	Q4 2024 Added 1.7%
BSJR Invesco Indx Tr	$0	$10,000 0.0% of portfolio	477	Q4 2024 Added 1.92%
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$10,000 0.0% of portfolio	469	Q4 2024 Added 1.74%
RPG Invesco Exchange Traded Fd Tr	$0	$9,000 0.0% of portfolio	228	Q4 2024 Added 0.44%
BIV Vanguard Bd Index Fd Inc Inter	$0	$9,000 0.0% of portfolio	127	Q4 2024 New
BLV Vanguard Bd Index Fd Inc Long	$0	$9,000 0.0% of portfolio	134	Q4 2024 New
RFV Invesco Exchange Traded Fd Tr	$0	$9,000 0.0% of portfolio	79	Q4 2024 Added 1.28%
SLYG Spdr S&P 600 Small Cap Growth	$0	$8,000 0.0% of portfolio	93	Q1 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$8,000 0.0% of portfolio	170	Q2 2024 New
PICK Ishares Inc Msci Global Select	$0	$8,000 0.0% of portfolio	242	Q4 2024 Added 2.11%
SCHF Schwab Strategic Tr Intl Eqty	$0	$8,000 0.0% of portfolio	446	Q4 2024 Added 100.0%
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	67	Q4 2024 Added 1.52%
VFH Vanguard Financial ETF	$0	$6,000 0.0% of portfolio	53	Q1 2024 New
RFG Invesco Exchange Traded Fd Tr	$0	$6,000 0.0% of portfolio	142	Q1 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$6,000 0.0% of portfolio	151	Q4 2024 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$5,000 0.0% of portfolio	148	Q4 2024 Added 1.37%
GSG I Shares S&P Gsci Commodity Indexed Trust	$1.61B	$5,000 0.0% of portfolio	247	Q3 2024 Reduced 92.88%
IGSB Ishares Trust Ishares 1 5 Year	$0	$3,000 0.0% of portfolio	60	Q4 2024 Added 1.69%
SLVP Ishares Msci Global Silver And	$0	$3,000 0.0% of portfolio	318	Q4 2024 Added 0.95%
SHM Spdr Nuveen Bloomberg Short Te	$0	$3,000 0.0% of portfolio	83	Q4 2024 Added 1.22%
SLV I Shares Silver Trust	$15.5B	$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
VSGX Vanguard World Fd Esg Intl Stk	$0	$3,000 0.0% of portfolio	70	Q4 2024 Added 2.94%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$2,000 0.0% of portfolio	46	Q4 2024 Reduced 95.71%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$2,000 0.0% of portfolio	118	Q4 2024 Added 0.85%
FILL Ishares Inc Msci Global Energy	$0	$1,000 0.0% of portfolio	73	Q4 2024 Added 4.29%
JNK Spdr Bloomberg High Yield Bond	$0	$0 0.0% of portfolio	7	Q2 2024 New
XES Spdr Ser Tr Spdr S&P Oil & Gas	$0	$0 0.0% of portfolio	4	Q3 2024 Reduced 50.0%
KBE Spdr S&P Bank ETF	$0	$0 0.0% of portfolio	10	Q1 2024 New

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