Broadview Financial Management, LLC
40 holdingsFiling period: 2026-03-31Current AUM: $163.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES CORE MSCI EAFE | 258.1K | $23.4M | $25.4M | 15.53% | -5,343 | 2026-03-31 |
| 2 | IVV | ISHARES S&P 500 INDEX | 23.3K | $15.2M | $17.5M | 10.71% | -225 | 2026-03-31 |
| 3 | BND | VANGUARD TOTAL BOND MARKET ETF | 151.9K | $11.2M | $11.0M | 6.72% | -237 | 2026-03-31 |
| 4 | IVE | ISHARES S&P 500 VALUE ETF | 52.0K | $11.0M | $12.0M | 7.37% | +57 | 2026-03-31 |
| 5 | IVW | ISHARES S&P 500 GROWTH ETF | 88.7K | $10.0M | $12.0M | 7.34% | -287 | 2026-03-31 |
| 6 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 92.7K | $9.3M | $10.4M | 6.35% | -1,006 | 2026-03-31 |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MKTS | 117.3K | $8.2M | $9.1M | 5.58% | -6,431 | 2026-03-31 |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 99.0K | $6.3M | $7.0M | 4.28% | -4,091 | 2026-03-31 |
| 9 | IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | 44.4K | $5.9M | $6.6M | 4.02% | -29 | 2026-03-31 |
| 10 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 23.2K | $5.0M | $5.8M | 3.57% | -329 | 2026-03-31 |
| 11 | IJS | ISHARES S&P SMALLCAP 600 VALUE ETF | 29.3K | $3.5M | $4.0M | 2.44% | -261 | 2026-03-31 |
| 12 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 115.9K | $3.4M | $4.0M | 2.43% | +3.4K | 2026-03-31 |
| 13 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 124.3K | $3.2M | $3.7M | 2.24% | -1,341 | 2026-03-31 |
| 14 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 19.1K | $2.8M | $3.3M | 2.02% | -325 | 2026-03-31 |
| 15 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 88.3K | $2.7M | $3.0M | 1.84% | -2,377 | 2026-03-31 |
| 16 | VNQ | VANGUARD REIT INDEX ETF | 29.5K | $2.6M | $2.9M | 1.78% | +93 | 2026-03-31 |
| 17 | IJH | ISHARES CORE S&P MID CAP ETF | 35.6K | $2.4M | $2.7M | 1.64% | -147 | 2026-03-31 |
| 18 | IWB | ISHARES RUSSELL 1000 ETF | 6.4K | $2.3M | $2.6M | 1.59% | +12 | 2026-03-31 |
| 19 | IYR | ISHARES US REAL ESTATE ETF | 21.1K | $2.0M | $2.2M | 1.36% | +411 | 2026-03-31 |
| 20 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 4.2K | $1.8M | $2.0M | 1.22% | -2 | 2026-03-31 |
| 21 | MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | 16.3K | $1.6M | $1.7M | 1.07% | +421 | 2026-03-31 |
| 22 | IWS | ISHARES RUSSELL MIDCAP VALUE INDEX | 10.4K | $1.5M | $1.7M | 1.07% | -50 | 2026-03-31 |
| 23 | IJR | ISHARES S&P SMALLCAP 600 ETF | 9.8K | $1.2M | $1.4M | 0.88% | +14 | 2026-03-31 |
| 24 | IXUS | ISHARES TRUST CORE MSCI TOTAL INTL STK ETF | 11.7K | $1.0M | $1.1M | 0.68% | -326 | 2026-03-31 |
| 25 | IWM | ISHARES RUSSELL 2000 ETF | 3.8K | $950K | $1.1M | 0.68% | -173 | 2026-03-31 |
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