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Broadview Financial Management, LLC

Q1 2020 Holdings

Filed 2020-05-11 | 40 holdings | $111.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$16.0K320,03414.3%
Ishares S&P 500 Index(IVV)ETF464287200$11.0K42,4759.8%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$8.0K44,5757.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$7.2K74,9736.5%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$6.8K41,4236.1%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$6.4K157,3105.7%
Ishares Aggregate Bond ETF(AGG)ETF464287226$6.3K54,3365.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$5.2K157,2504.7%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$4.1K37,5173.7%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$3.8K37,8683.4%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$3.3K33,5633.0%
Fidelity Msci Materials Index ETF(FMAT)ETF316092881$2.8K112,8662.5%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.7K38,2472.4%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$2.5K31,0702.2%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.5K17,8262.2%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.3K36,7982.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.0K45,1141.8%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.0K13,6141.8%
Ishares US Real Estate ETF(IYR)ETF464287739$1.4K20,7061.3%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.2K8,2651.1%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$1.2K12,5261.1%
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$1.2K23,9191.0%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$1.2K21,4351.0%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.1K26,7991.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$1.1K7,9151.0%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.1K22,5230.9%
Schwab International Equity ETF(SCHF)ETF808524805$1.0K40,2660.9%
Ishares TR S&P Group Intl Treasury BD ETF(IGOV)ETF464288117$1.0K20,9670.9%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$88725,1580.8%
Ishares Russell 2000 ETF(IWM)ETF464287655$7126,2220.6%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$65823,1180.6%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$54112,5270.5%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$49724,0380.4%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$4548,0860.4%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$4161,5830.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$4087,2510.4%
MFS Invt Grade MUN TR SH BEN INT(CXH)CEF59318B108$27930,3720.2%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$2622,4660.2%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$2545,5020.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$2344,5470.2%