StockDriftsStockDriftsTop 50 CBIZ Investment Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 23.1% | 8.58M | $631.8M | +7.16%(+572.92K) | $73.21(-0.07%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 19.38% | 2.70M | $530.1M | +28.07%(+592.20K) | $158.01(+32.28%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 14.69% | 5.35M | $401.9M | -0.62%(-33.37K) | $53.76(+54.18%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 14.44% | 904.1K | $394.9M | +9.23%(+76.40K) | $47.48(+86.36%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.88% | 420.6K | $242.8M | -0.16%(-665) | $460.41(+56.34%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.56% | 476.2K | $124.7M | +259.48%(+343.73K) | $240.66(+19.26%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.9% | 1.98M | $106.7M | -0.16%(-3.19K) | $51.80(+15.75%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.12% | 297.3K | $85.4M | -52.80%(-332.67K) | $62.14(+24.76%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.8% | 257.0K | $49.3M | +0.00%(+5) | $163.44(+24.61%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.4% | 58.4K | $38.2M | -2.21%(-1.32K) | $516.08(+45.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.96% | +47.99% |
| Top 20 Holdings Unweighted | +14.28% | +49.27% |
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