CBIZ Investment Advisory Services, LLC

**CBIZ Investment Advisory Services, LLC** manages $2.6B across a diversified portfolio of 765 holdings. The strategy exhibits a significant allocation to fixed income and broad market equity exposure, notably anchored by BND ($593.0M). Core equity weightings are concentrated in growth and value sectors, with substantial positions in VUG ($403.8M), VTV ($402.9M), and VEU ($396.1M). This structure suggests a tactical blend of defensive fixed income ballast and broad global equity growth capture.

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