Broadview Financial Management, LLC 13F Holdings
CIK 0001697024 · WAUWATOSA, WI
As of Sep 30, 2025, Broadview Financial Management, LLC reported 41 positions worth
CIK 0001697024 · WAUWATOSA, WI
As of Sep 30, 2025, Broadview Financial Management, LLC reported 41 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 267,727 | $23.4M | 15.76% |
| ISHARES CORE S&P 500 ETF | IVV | — | 23,800 | 5.9M | 10.74% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 150,324 | 1.2M | 7.54% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 52,646 | 0.9M | 7.33% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 89,008 | 0.7M | 7.25% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 93,953 | $9.0M | 6.08% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 136,123 | $9.0M | 6.05% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 102,149 | $6.1M | 4.13% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 44,270 | $5.7M | 3.87% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 23,603 | $4.8M | 3.24% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 113,205 | $3.6M | 2.44% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 126,880 | $3.3M | 2.25% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 30,028 | $3.3M | 2.24% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 19,581 | $2.8M | 1.87% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 28,740 | $2.6M | 1.77% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 90,218 | $2.6M | 1.77% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 6,395 | $2.3M | 1.58% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 35,665 | $2.3M | 1.57% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 4,292 | $2.0M | 1.36% |
| ISHARES US REAL ESTATE ETF | IYR | — | 18,788 | .8M | 1.23% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 10,451 | .5M | 0.98% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF | MDYG | — | 15,920 | .5M | 0.98% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 9,861 | .2M | 0.79% |
| FIDELITY ENHANCED LARGE CAP CORE ETF | FELC | — | 31,212 | .2M | 0.78% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 11,784 | $973.1K | 0.66% |