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Broadview Financial Management, LLC

Q1 2025 Holdings

Filed 2025-05-14 | 39 holdings | $134.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$20.4M269,01015.2%
Ishares S&P 500 Index(IVV)ETF464287200$13.6M24,26610.2%
Vanguard Total Bond Market ETF(BND)ETF921937835$10.9M148,4938.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$10.8M56,6218.1%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$9.8M105,5027.3%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$8.1M97,5366.1%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$6.8M125,4105.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$6.0M119,0144.5%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$5.2M43,0743.8%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.8M25,3483.6%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$3.1M31,9562.3%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$2.9M116,8182.2%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.9M132,0992.2%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.7M30,1032.0%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.6M20,6081.9%
Ishares Russell 1000 ETF(IWB)ETF464287622$2.6M8,3241.9%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.5M93,4471.9%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.2M37,3661.6%
Ishares US Real Estate ETF(IYR)ETF464287739$2.0M20,8751.5%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.6M4,4671.2%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.4M10,7301.0%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.3M16,1021.0%
Fidelity Enhanced Large Cap Core ETF(FELC)ETF316092113$1.0M33,6040.8%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.0M9,9250.8%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$922.9K13,2200.7%
Ishares Russell 2000 ETF(IWM)ETF464287655$862.9K4,3260.6%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$858.6K31,1440.6%
Vanguard S&P 500 ETF(VOO)ETF922908363$715.3K1,3920.5%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$638.5K8,2870.5%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$629.1K15,9780.5%
Schwab International Equity ETF(SCHF)ETF808524805$620.2K31,3540.5%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$553.7K1,0380.4%
Ishares Russell 2000 Value(IWN)ETF464287630$445.3K2,9490.3%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$401.3K4,7170.3%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$327.9K15,2310.2%
Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$269.1K2,8240.2%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$246.2K2,0950.2%
Powershares QQQ TR(QQQ)ETF46090E103$207.5K4420.2%
Vanguard Extended Market ETF(VXF)ETF922908652$204.4K1,1870.2%