IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Broadview Financial Management, LLC

Q3 2020 Holdings

Filed 2020-11-06 | 44 holdings | $118.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$18.2K301,21415.3%
Ishares S&P 500 Index(IVV)ETF464287200$12.2K36,25410.3%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$8.2K34,4076.9%
Ishares S&P 500 Value ETF(IVE)ETF464287408$7.3K65,3456.2%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$7.2K136,1456.1%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$6.9K30,0575.9%
Ishares Aggregate Bond ETF(AGG)ETF464287226$6.3K53,1215.3%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$4.8K117,7694.1%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$4.1K30,5173.5%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$3.6K29,0473.0%
Vanguard REIT Index ETF(VNQ)ETF922908553$3.3K41,7432.8%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$3.3K27,5752.7%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$2.7K23,5742.3%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.6K32,2442.2%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.4K13,6792.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.2K42,0491.8%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.0K10,9981.7%
Fidelity Msci Materials Index ETF(FMAT)ETF316092881$1.8K51,9141.5%
Ishares Russell 1000 ETF(IWB)ETF464287622$1.4K7,7021.2%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$1.4K24,4921.2%
Ishares US Real Estate ETF(IYR)ETF464287739$1.4K17,1831.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.3K6,1321.1%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.3K22,4601.1%
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$1.2K24,7151.0%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.2K20,9431.0%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.0K12,5650.9%
Schwab International Equity ETF(SCHF)ETF808524805$97631,0720.8%
Ishares Russell 2000 ETF(IWM)ETF464287655$9456,3070.8%
Ishares TR S&P Group Intl Treasury BD ETF(IGOV)ETF464288117$92117,4280.8%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$90424,7380.8%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$78411,1610.7%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$56613,0500.5%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$5131,5150.4%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$4908,5480.4%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$47817,8460.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$4567,8320.4%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$4073,6740.3%
Ishares Russell 2000 Value(IWN)ETF464287630$3633,6520.3%
MFS Invt Grade MUN TR SH BEN INT(CXH)CEF59318B108$29231,0820.2%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$2622,4250.2%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$2574,3460.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$2553,7290.2%
Ishares Trust Core Short-Term US BD ETF(ISTB)ETF46432F859$2314,4750.2%
Powershares QQQ TR(QQQ)ETF46090E103$2278150.2%