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Broadview Financial Management, LLC

Q4 2019 Holdings

Filed 2020-02-05 | 44 holdings | $143.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$19.0K291,82413.3%
Ishares S&P 500 Index(IVV)ETF464287200$14.0K43,4319.8%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$10.4K43,5487.2%
Ishares S&P 500 Value ETF(IVE)ETF464287408$9.5K72,7936.6%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$8.2K152,6425.7%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$7.7K39,9295.4%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$7.0K157,8314.8%
Ishares Aggregate Bond ETF(AGG)ETF464287226$6.5K57,5774.5%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$5.7K35,3724.0%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$5.4K31,3393.7%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.5K32,6973.1%
Fidelity Msci Materials Index ETF(FMAT)ETF316092881$4.0K117,2892.8%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$3.3K16,9772.3%
Vanguard REIT Index ETF(VNQ)ETF922908553$3.1K33,8112.2%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$3.0K32,4672.1%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.8K36,9642.0%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.7K13,3091.9%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$2.6K22,6821.8%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.5K42,3691.8%
Ishares US Real Estate ETF(IYR)ETF464287739$1.9K19,9851.3%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.5K8,3991.0%
Schwab International Equity ETF(SCHF)ETF808524805$1.4K42,9551.0%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$1.4K26,7111.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$1.4K7,9471.0%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.4K22,5121.0%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.4K24,1001.0%
Ishares TR S&P Group Intl Treasury BD ETF(IGOV)ETF464288117$1.3K26,5470.9%
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$1.3K25,5540.9%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$1.2K21,0860.8%
Ishares Russell 2000 ETF(IWM)ETF464287655$9655,8230.7%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$84622,4990.6%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$74312,4670.5%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$71626,1760.5%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$6948,2800.5%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$5905,5270.4%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$5891,5700.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$4848,5500.3%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$3144,8710.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$2943,8920.2%
MFS Invt Grade MUN TR SH BEN INT(CXH)CEF59318B108$29329,9800.2%
Ishares Russell 2000 Value(IWN)ETF464287630$2762,1440.2%
Schwab U.S. REIT ETF(SCHH)ETF808524847$2585,6130.2%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$2483,7750.2%
Ishares Trust Core Short-Term US BD ETF(ISTB)ETF46432F859$2454,8520.2%