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Broadview Financial Management, LLC

Q4 2024 Holdings

Filed 2025-02-03 | 41 holdings | $139.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$19.0M270,39313.6%
Ishares S&P 500 Index(IVV)ETF464287200$14.5M24,70010.4%
Ishares S&P 500 Value ETF(IVE)ETF464287408$10.8M56,6287.7%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$10.8M105,9487.7%
Vanguard Total Bond Market ETF(BND)ETF921937835$10.7M148,3787.6%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$9.0M98,6806.4%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$6.6M126,4654.7%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$5.8M120,8604.1%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$5.4M43,5533.9%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.7M25,4233.4%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$3.5M32,1762.5%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$3.3M119,0392.4%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.1M132,6952.2%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.8M20,6572.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$2.7M8,3341.9%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.6M29,7061.9%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.5M94,3871.8%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.4M39,2931.8%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$2.2M45,3521.6%
Ishares US Real Estate ETF(IYR)ETF464287739$2.1M22,1611.5%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.8M4,4901.3%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.4M10,8751.0%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.4M15,7661.0%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.1M9,7270.8%
Fidelity Enhanced Large Cap Core ETF(FELC)ETF316092113$1.1M33,7560.8%
Ishares Russell 2000 ETF(IWM)ETF464287655$971.3K4,3960.7%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$904.1K13,6700.6%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$849.3K31,8940.6%
Vanguard S&P 500 ETF(VOO)ETF922908363$843.3K1,5650.6%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$684.4K8,5340.5%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$610.2K1,0710.4%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$601.0K15,6630.4%
Schwab International Equity ETF(SCHF)ETF808524805$580.1K31,3540.4%
Ishares Russell 2000 Value(IWN)ETF464287630$484.3K2,9500.3%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$420.1K4,7530.3%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$344.7K15,1840.2%
Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$267.8K2,8050.2%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$265.4K2,0940.2%
Vanguard Extended Market ETF(VXF)ETF922908652$243.5K1,2820.2%
Powershares QQQ TR(QQQ)ETF46090E103$226.2K4420.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$201.8K7,8050.1%