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Broadview Financial Management, LLC

Q2 2025 Holdings

Filed 2025-08-06 | 40 holdings | $147.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$23.3M279,21215.8%
Ishares S&P 500 Index(IVV)ETF464287200$15.6M25,19010.6%
Vanguard Total Bond Market ETF(BND)ETF921937835$11.2M152,2577.6%
Ishares S&P 500 Value ETF(IVE)ETF464287408$10.8M55,1597.3%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$10.5M94,9147.1%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$8.9M97,7316.0%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$8.9M148,0636.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$6.6M115,0414.5%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$5.7M46,0963.9%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.8M24,6713.3%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$3.4M116,1842.3%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.2M130,3802.2%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$3.1M31,2152.1%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.8M20,9511.9%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.7M30,2571.8%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.6M93,9251.8%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.2M35,6931.5%
Ishares Russell 1000 ETF(IWB)ETF464287622$2.2M6,4191.5%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.8M4,3191.2%
Ishares National Muni Bond ETF(MUB)ETF464288414$1.8M17,3181.2%
Ishares US Real Estate ETF(IYR)ETF464287739$1.8M18,6241.2%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.4M10,7071.0%
Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.4M16,2381.0%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.1M10,0270.7%
Fidelity Enhanced Large Cap Core ETF(FELC)ETF316092113$1.1M31,3940.7%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$936.1K31,0600.6%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$930.7K12,0390.6%
Ishares Russell 2000 ETF(IWM)ETF464287655$920.8K4,2670.6%
Vanguard S&P 500 ETF(VOO)ETF922908363$773.6K1,3620.5%
Schwab International Equity ETF(SCHF)ETF808524805$688.5K31,1560.5%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$688.0K16,0970.5%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$681.5K8,5800.5%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$585.0K1,0330.4%
Ishares Russell 2000 Value(IWN)ETF464287630$467.3K2,9620.3%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$429.6K4,6720.3%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$364.0K15,2760.2%
Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$277.6K2,8540.2%
Powershares QQQ TR(QQQ)ETF46090E103$244.4K4430.2%
Vanguard Extended Market ETF(VXF)ETF922908652$229.3K1,1900.2%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$206.5K3340.1%