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Broadview Financial Management, LLC

Q4 2025 Holdings

Filed 2026-02-13 | 41 holdings | $149.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)ETF46432F842$23.6M263,48215.8%
Ishares S&P 500 Index(IVV)ETF464287200$16.1M23,54310.8%
Vanguard Total Bond Market ETF(BND)ETF921937835$11.3M152,1697.5%
Ishares S&P 500 Value ETF(IVE)ETF464287408$11.0M51,9067.4%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$11.0M88,9537.3%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$9.1M93,7206.1%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$8.3M123,7395.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$6.4M103,0434.3%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$5.8M44,4323.9%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.9M23,5003.3%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$3.7M112,5942.5%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.4M125,6902.3%
Ishares S&P Smallcap 600 Value ETF(IJS)ETF464287879$3.4M29,5382.2%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$2.7M19,4551.8%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$2.7M90,7041.8%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.6M29,3631.7%
Ishares Russell 1000 ETF(IWB)ETF464287622$2.4M6,3481.6%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$2.4M35,7121.6%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2.0M4,2231.3%
Ishares US Real Estate ETF(IYR)ETF464287739$1.9M20,6801.3%
Ishares Russell Midcap Value Index(IWS)ETF464287473$1.5M10,4841.0%
State Street Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$1.5M15,8911.0%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.2M9,8170.8%
Ishares Trust Core Msci Total Intl STK ETF(IXUS)ETF46432F834$1.0M12,0060.7%
Fidelity Enhanced Large Cap Core ETF(FELC)ETF316092113$998.0K26,1470.7%
Ishares Russell 2000 ETF(IWM)ETF464287655$986.3K4,0070.7%
Vanguard S&P 500 ETF(VOO)ETF922908363$954.2K1,5220.6%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$887.0K27,0850.6%
Schwab International Equity ETF(SCHF)ETF808524805$770.4K32,0450.5%
State Street Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$754.8K16,1260.5%
State Street Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$716.0K8,4580.5%
State Street Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$595.1K9860.4%
Ishares Russell 2000 Value(IWN)ETF464287630$545.9K3,0130.4%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$447.4K4,6480.3%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$403.1K15,3680.3%
Ishares National Muni Bond ETF(MUB)ETF464288414$350.5K3,2730.2%
Powershares QQQ TR(QQQ)ETF46090E103$285.5K4650.2%
Vanguard Extended Market ETF(VXF)ETF922908652$249.6K1,1930.2%
State Street Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$246.7K2,5380.2%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$226.1K3320.2%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$203.5K7,1460.1%