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Broadview Financial Management, LLC

Q3 2025 Holdings

Filed 2025-11-06 | 41 holdings | $148.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$23.4M267,72715.8%
Ishares S&P 500 Index(IVV)ETF464287200$15.9M23,80010.7%
Vanguard Total Bond Market ETF(BND)ETF921937835$11.2M150,3247.5%
Ishares S&P 500 Value ETF(IVE)ETF464287408$10.9M52,6467.3%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$10.7M89,0087.2%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$9.0M93,9536.1%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$9.0M136,1236.1%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$6.1M102,1494.1%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$5.7M44,2703.9%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.8M23,6033.2%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$3.6M113,2052.4%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.3M126,8802.3%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$3.3M30,0282.2%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.8M19,5811.9%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.6M28,7401.8%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.6M90,2181.8%
Ishares Russell 1000 ETF(IWB)ETF464287622$2.3M6,3951.6%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.3M35,6651.6%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2.0M4,2921.4%
Ishares US Real Estate ETF(IYR)ETF464287739$1.8M18,7881.2%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.5M10,4511.0%
State Street Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.5M15,9201.0%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.2M9,8610.8%
Fidelity Enhanced Large Cap Core ETF(FELC)ETF316092113$1.2M31,2120.8%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$973.1K11,7840.7%
Ishares Russell 2000 ETF(IWM)ETF464287655$966.2K3,9930.7%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$960.9K28,7950.6%
Vanguard S&P 500 ETF(VOO)ETF922908363$836.4K1,3660.6%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$745.9K15,9340.5%
Schwab International Equity ETF(SCHF)ETF808524805$725.3K31,1560.5%
State Street Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$716.9K8,5950.5%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$591.1K9920.4%
Ishares Russell 2000 Value(IWN)ETF464287630$526.1K2,9760.4%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$446.9K4,6290.3%
Ishares National Muni Bond ETF(MUB)ETF464288414$417.1K3,9170.3%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$393.9K15,3200.3%
Powershares QQQ TR(QQQ)ETF46090E103$266.3K4440.2%
Vanguard Extended Market ETF(VXF)ETF922908652$249.8K1,1930.2%
State Street Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$246.1K2,5120.2%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$220.5K3310.1%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$201.9K7,2370.1%