Broadview Financial Management, LLC
43 holdingsFiling period: 2026-06-30Current AUM: $162.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES CORE MSCI EAFE | 260.5K | $25.2M | $25.6M | 15.76% | +2.4K | 2026-06-30 |
| 2 | IVV | ISHARES S&P 500 INDEX | 22.9K | $17.2M | $17.4M | 10.70% | -397 | 2026-06-30 |
| 3 | IVW | ISHARES S&P 500 GROWTH ETF | 86.3K | $11.9M | $11.9M | 7.30% | -2,355 | 2026-06-30 |
| 4 | IVE | ISHARES S&P 500 VALUE ETF | 51.5K | $11.7M | $12.0M | 7.39% | -485 | 2026-06-30 |
| 5 | BND | VANGUARD TOTAL BOND MARKET ETF | 156.9K | $11.5M | $11.2M | 6.87% | +5.0K | 2026-06-30 |
| 6 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 90.7K | $10.7M | $9.9M | 6.10% | -2,020 | 2026-06-30 |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MKTS | 112.6K | $9.3M | $9.0M | 5.55% | -4,745 | 2026-06-30 |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 96.9K | $6.9M | $6.9M | 4.27% | -2,032 | 2026-06-30 |
| 9 | IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | 44.3K | $6.5M | $6.4M | 3.91% | -113 | 2026-06-30 |
| 10 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 22.8K | $5.5M | $5.8M | 3.55% | -413 | 2026-06-30 |
| 11 | IJS | ISHARES S&P SMALLCAP 600 VALUE ETF | 29.2K | $4.0M | $3.9M | 2.39% | -58 | 2026-06-30 |
| 12 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 115.4K | $3.9M | $4.0M | 2.49% | -522 | 2026-06-30 |
| 13 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 123.3K | $3.6M | $3.7M | 2.27% | -1,030 | 2026-06-30 |
| 14 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 18.9K | $3.4M | $3.1M | 1.90% | -199 | 2026-06-30 |
| 15 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 89.9K | $3.1M | $3.1M | 1.89% | +1.6K | 2026-06-30 |
| 16 | VNQ | VANGUARD REIT INDEX ETF | 29.5K | $2.8M | $2.8M | 1.71% | +72 | 2026-06-30 |
| 17 | IJH | ISHARES CORE S&P MID CAP ETF | 35.1K | $2.7M | $2.6M | 1.58% | -455 | 2026-06-30 |
| 18 | IWB | ISHARES RUSSELL 1000 ETF | 6.4K | $2.6M | $2.6M | 1.62% | +10 | 2026-06-30 |
| 19 | IYR | ISHARES US REAL ESTATE ETF | 20.7K | $2.1M | $2.1M | 1.27% | -367 | 2026-06-30 |
| 20 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 16.5K | $2.0M | $2.0M | 1.22% | +12.3K | 2026-06-30 |
| 21 | MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | 16.0K | $1.8M | $1.7M | 1.03% | -345 | 2026-06-30 |
| 22 | IWS | ISHARES RUSSELL MIDCAP VALUE INDEX | 10.4K | $1.7M | $1.7M | 1.06% | -37 | 2026-06-30 |
| 23 | IJR | ISHARES S&P SMALLCAP 600 ETF | 9.7K | $1.4M | $1.4M | 0.83% | -166 | 2026-06-30 |
| 24 | IWM | ISHARES RUSSELL 2000 ETF | 3.8K | $1.1M | $1.1M | 0.67% | -41 | 2026-06-30 |
| 25 | FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 25.9K | $1.1M | $1.1M | 0.69% | -247 | 2026-06-30 |
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