IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Broadview Financial Management, LLC

Q4 2020 Holdings

Filed 2021-02-08 | 46 holdings | $130.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$20.8K300,33215.9%
Ishares S&P 500 Index(IVV)ETF464287200$13.1K34,88910.0%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$9.1K125,9137.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$8.5K66,7776.6%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$8.3K134,3106.4%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$7.5K117,6365.8%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$5.5K117,4034.3%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$4.8K55,8073.7%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$4.2K51,9973.2%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$3.8K27,5912.9%
Vanguard REIT Index ETF(VNQ)ETF922908553$3.7K43,4802.8%
Ishares Aggregate Bond ETF(AGG)ETF464287226$3.3K28,3372.6%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$2.9K22,5862.2%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.8K30,9352.2%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.8K24,1222.1%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.4K40,9761.9%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.4K10,5341.9%
Ishares Russell 1000 ETF(IWB)ETF464287622$1.6K7,4871.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.5K6,2061.1%
Ishares US Real Estate ETF(IYR)ETF464287739$1.5K17,0491.1%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$1.4K12,4821.1%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.4K20,5681.1%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.4K20,8601.1%
Fidelity Msci Materials Index ETF(FMAT)ETF316092881$1.3K32,5041.0%
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$1.3K25,3891.0%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.2K12,6730.9%
Ishares Russell 2000 ETF(IWM)ETF464287655$1.2K6,0350.9%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$1.2K20,9310.9%
Schwab International Equity ETF(SCHF)ETF808524805$1.0K28,9310.8%
Ishares TR S&P Group Intl Treasury BD ETF(IGOV)ETF464288117$1.0K18,6200.8%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$1.0K24,5110.8%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$92710,0900.7%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$66411,9720.5%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$5871,3980.5%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$5868,5520.4%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$53017,2840.4%
Ishares Russell 2000 Value(IWN)ETF464287630$4813,6500.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$4617,8690.4%
MFS Invt Grade MUN TR SH BEN INT(CXH)CEF59318B108$30831,4580.2%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$2662,4560.2%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$2623,4330.2%
Powershares QQQ TR(QQQ)ETF46090E103$2578180.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$2532,8400.2%
Ishares Trust Core Short-Term US BD ETF(ISTB)ETF46432F859$2524,8760.2%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$2182,3910.2%
Spdr S&P 500 ETF(SPY)ETF78462F103$2075540.2%