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Broadview Financial Management, LLC

Q1 2021 Holdings

Filed 2021-05-14 | 44 holdings | $128.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$20.4K283,08415.8%
Ishares S&P 500 Index(IVV)ETF464287200$13.7K34,55810.7%
Ishares S&P 500 Value ETF(IVE)ETF464287408$9.1K64,5967.1%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$9.0K115,3057.0%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$8.4K131,1466.6%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$7.7K117,8466.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$5.8K117,1194.5%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$4.9K47,9983.8%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$4.2K41,9223.3%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.1K27,2803.2%
Vanguard REIT Index ETF(VNQ)ETF922908553$4.0K43,6883.1%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$2.8K21,3312.2%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.8K28,7742.1%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.7K21,2202.1%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.6K9,8422.0%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$2.5K23,1072.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.4K36,7451.9%
Ishares Russell 1000 ETF(IWB)ETF464287622$1.7K7,4371.3%
Ishares US Real Estate ETF(IYR)ETF464287739$1.5K16,8461.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.5K6,2061.2%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.4K20,2441.1%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.4K12,3631.0%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.3K17,8901.0%
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$1.2K24,5520.9%
Ishares Aggregate Bond ETF(AGG)ETF464287226$1.1K9,5510.8%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$1.1K24,5110.8%
Ishares Russell 2000 ETF(IWM)ETF464287655$1.0K4,6360.8%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.0K9,2920.8%
Ishares TR S&P Group Intl Treasury BD ETF(IGOV)ETF464288117$96318,5460.7%
Fidelity Msci Materials Index ETF(FMAT)ETF316092881$68615,4990.5%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$6451,3540.5%
Schwab International Equity ETF(SCHF)ETF808524805$63716,9430.5%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$6119,3410.5%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$5797,8310.4%
Ishares Russell 2000 Value(IWN)ETF464287630$5403,3830.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$4507,8810.3%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$39212,3410.3%
MFS Invt Grade MUN TR SH BEN INT(CXH)CEF59318B108$31331,9110.2%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$2985,5320.2%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$2532,3480.2%
Ishares Trust Core Short-Term US BD ETF(ISTB)ETF46432F859$2514,8900.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$2452,4550.2%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$2322,3980.2%
Spdr S&P 500 ETF(SPY)ETF78462F103$2215560.2%