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Broadview Financial Management, LLC

Q1 2018 Holdings

Filed 2018-05-11 | 37 holdings | $101.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$17.4K263,70017.2%
Ishares S&P 500 Index(IVV)ETF464287200$12.5K47,08812.3%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$9.2K42,0349.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$8.2K75,4078.1%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$7.8K132,7677.7%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$5.3K35,1345.2%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$5.2K33,7175.2%
Ishares Aggregate Bond ETF(AGG)ETF464287226$3.6K33,8963.6%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$3.3K21,2873.2%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$3.0K17,2843.0%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.7K36,0372.7%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.3K12,4382.3%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$2.3K19,2142.3%
Fidelity Msci Materials Index ETF(FMAT)ETF316092881$2.3K68,7512.2%
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$1.7K35,7171.7%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.6K25,0761.6%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$1.4K22,2801.4%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$1.2K16,8431.2%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$1.2K11,1541.2%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$1.1K21,5481.1%
Ishares US Real Estate ETF(IYR)ETF464287739$1.1K14,2531.1%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$7935,0340.8%
Ishares TR S&P Group Intl Treasury BD ETF(IGOV)ETF464288117$75314,5940.7%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$6578,5360.6%
Schwab International Equity ETF(SCHF)ETF808524805$48614,4030.5%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$4774,7960.5%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$4498,8000.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$4438,1010.4%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$4153,0510.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$4086,7470.4%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$3971,1630.4%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$3141,3500.3%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$31410,9500.3%
Spdr S&P 500 ETF(SPY)ETF78462F103$2519550.2%
Ishares Trust Core Short-Term US BD ETF(ISTB)ETF46432F859$2454,9610.2%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$2381,9250.2%
Ishares Iboxx High Yield Corporate Bond ETF(HYG)ETF464288513$2122,4730.2%