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Broadview Financial Management, LLC

Q2 2020 Holdings

Filed 2020-08-12 | 45 holdings | $125.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$17.8K312,04214.3%
Ishares S&P 500 Index(IVV)ETF464287200$12.1K39,0179.7%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$8.5K38,1336.8%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$8.0K38,7896.4%
Ishares S&P 500 Value ETF(IVE)ETF464287408$7.4K68,3455.9%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$7.3K152,4175.8%
Ishares Aggregate Bond ETF(AGG)ETF464287226$6.4K54,3665.1%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$6.1K158,4304.9%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$4.3K32,5213.5%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.0K35,4163.2%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$3.7K30,3972.9%
Vanguard REIT Index ETF(VNQ)ETF922908553$3.4K43,2442.7%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$2.7K26,9642.2%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.7K15,6202.1%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.6K34,7572.1%
Fidelity Msci Materials Index ETF(FMAT)ETF316092881$2.5K80,4412.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.3K44,9921.8%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.2K12,1001.7%
Ishares US Real Estate ETF(IYR)ETF464287739$1.6K20,6191.3%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.5K8,0191.2%
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$1.5K29,9841.2%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$1.4K24,3481.1%
Ishares Russell 1000 ETF(IWB)ETF464287622$1.3K7,7291.1%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.3K23,4771.0%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.2K21,1900.9%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$1.1K32,8620.9%
Ishares TR S&P Group Intl Treasury BD ETF(IGOV)ETF464288117$1.1K20,9670.9%
Schwab International Equity ETF(SCHF)ETF808524805$1.1K35,6360.8%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.1K13,8440.8%
Ishares Russell 2000 ETF(IWM)ETF464287655$9976,9610.8%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$76411,1940.6%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$69512,9590.6%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$58413,6940.5%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$54622,4050.4%
Ishares Russell 2000 Value(IWN)ETF464287630$5135,2610.4%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$4801,4790.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$4457,7090.4%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$3045,3530.2%
MFS Invt Grade MUN TR SH BEN INT(CXH)CEF59318B108$29030,7160.2%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$2672,4750.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$2493,8130.2%
Ishares Trust Core Short-Term US BD ETF(ISTB)ETF46432F859$2234,3360.2%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$2154,3700.2%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$2041,8690.2%
Powershares QQQ TR(QQQ)ETF46090E103$2028140.2%