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Broadview Financial Management, LLC

Q3 2021 Holdings

Filed 2021-11-08 | 46 holdings | $129.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$21.0K282,61116.2%
Ishares S&P 500 Index(IVV)ETF464287200$14.4K33,53011.2%
Ishares S&P 500 Value ETF(IVE)ETF464287408$9.2K63,3727.1%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$8.7K110,3906.8%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$8.4K113,7496.5%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$8.3K134,0056.4%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$6.0K118,5184.6%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$4.8K46,6023.7%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.3K27,4023.3%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$4.0K40,0273.1%
Vanguard REIT Index ETF(VNQ)ETF922908553$3.7K36,6972.9%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$3.0K20,5672.4%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.9K28,1112.3%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.7K20,6062.1%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.5K9,5841.9%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.4K35,4621.9%
Ishares Russell 1000 ETF(IWB)ETF464287622$1.8K7,4381.4%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.7K6,2341.3%
Ishares US Real Estate ETF(IYR)ETF464287739$1.6K15,4881.2%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.4K20,0101.1%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.3K11,6461.0%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.3K17,1871.0%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$1.2K11,2371.0%
Spdr Nuveen Bloomberg Short Term Municipal Bond ETF(SHM)ETF78468R739$1.2K23,7360.9%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$1.1K25,3070.8%
Ishares Aggregate Bond ETF(AGG)ETF464287226$1.0K8,9240.8%
Ishares Russell 2000 ETF(IWM)ETF464287655$1.0K4,6530.8%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$9889,0490.8%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$6569,9080.5%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$6541,3600.5%
Fidelity Msci Materials Index ETF(FMAT)ETF316092881$62514,1170.5%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$6067,7430.5%
Ishares TR S&P Group Intl Treasury BD ETF(IGOV)ETF464288117$58911,4670.5%
Schwab International Equity ETF(SCHF)ETF808524805$55414,3030.4%
Ishares Russell 2000 Value(IWN)ETF464287630$5133,2020.4%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$36111,8500.3%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$3295,7800.3%
MFS Invt Grade MUN TR SH BEN INT(CXH)CEF59318B108$32632,5980.3%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$3095,6900.2%
Ishares Trust Core Short-Term US BD ETF(ISTB)ETF46432F859$2825,5130.2%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$2792,5930.2%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$2512,4130.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$2382,3740.2%
Powershares QQQ TR(QQQ)ETF46090E103$2166030.2%
Spdr S&P 500 ETF(SPY)ETF78462F103$2094880.2%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$2051,4650.2%