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Broadview Financial Management, LLC

Q2 2018 Holdings

Filed 2018-08-08 | 37 holdings | $102.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$17.4K275,21517.0%
Ishares S&P 500 Index(IVV)ETF464287200$12.7K46,65412.4%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$9.3K41,2669.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$8.2K74,7288.0%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$7.2K137,3367.0%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$5.6K34,3655.5%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$5.5K33,5965.3%
Ishares Aggregate Bond ETF(AGG)ETF464287226$3.6K34,2543.6%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$3.4K21,1913.4%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$3.1K16,6543.1%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.9K35,4202.8%
Fidelity Msci Materials Index ETF(FMAT)ETF316092881$2.4K69,7352.3%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$2.3K19,0942.3%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.3K11,7652.2%
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$1.7K36,2361.7%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.5K24,5241.4%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$1.5K22,5021.4%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$1.3K17,0941.3%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$1.2K22,8871.2%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$1.1K10,4871.1%
Ishares US Real Estate ETF(IYR)ETF464287739$1.1K13,0261.0%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$87016,1000.8%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$6527,8090.6%
Ishares TR S&P Group Intl Treasury BD ETF(IGOV)ETF464288117$63412,8830.6%
Schwab International Equity ETF(SCHF)ETF808524805$53616,2230.5%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$51610,1960.5%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$5109,8010.5%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$4528,2650.4%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$4363,0300.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$4176,6670.4%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$4031,1340.4%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$32412,5310.3%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$3175,0200.3%
Spdr S&P 500 ETF(SPY)ETF78462F103$2609590.3%
Ishares Trust Core Short-Term US BD ETF(ISTB)ETF46432F859$2555,1960.2%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$2523,7770.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$2293,1070.2%