Universe · entity
Broadview Financial Management, LLC
Institutional manager (13F) · CIK 1697024
13F holdings · as of 2026-03-31 · top 40 · reported portfolio $146M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE MSCI EAFE | $23M | 258,139 |
| 2 | ISHARES S&P 500 INDEX | $15M | 23,318 |
| 3 | VANGUARD TOTAL BOND MARKET ETF | $11M | 151,932 |
| 4 | ISHARES S&P 500 VALUE ETF | $11M | 51,963 |
| 5 | ISHARES S&P 500 GROWTH ETF | $10M | 88,666 |
| 6 | ISHARES S&P MID-CAP 400 GROWTH ETF | $9M | 92,714 |
| 7 | ISHARES CORE MSCI EMERGING MKTS | $8M | 117,308 |
| 8 | VANGUARD FTSE DEVELOPED MARKETS ETF | $6M | 98,952 |
| 9 | ISHARES S&P MIDCAP 400 VALUE ETF | $6M | 44,403 |
| 10 | ISHARES RUSSELL 1000 VALUE ETF | $5M | 23,171 |
| 11 | ISHARES S&P SMALLCAP 600 VALUE ETF | $3M | 29,277 |
| 12 | SCHWAB U.S. LARGE-CAP GROWTH ETF | $3M | 115,945 |
| 13 | SCHWAB U.S. LARGE-CAP ETF | $3M | 124,349 |
| 14 | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $3M | 19,130 |
| 15 | SCHWAB U.S. LARGE-CAP VALUE ETF | $3M | 88,327 |
| 16 | VANGUARD REIT INDEX ETF | $3M | 29,456 |
| 17 | ISHARES CORE S&P MID CAP ETF | $2M | 35,565 |
| 18 | ISHARES RUSSELL 1000 ETF | $2M | 6,360 |
| 19 | ISHARES US REAL ESTATE ETF | $2M | 21,091 |
| 20 | ISHARES RUSSELL 1000 GROWTH ETF | $2M | 4,221 |
| 21 | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $2M | 16,312 |
| 22 | ISHARES RUSSELL MIDCAP VALUE INDEX | $2M | 10,434 |
| 23 | ISHARES S&P SMALLCAP 600 ETF | $1M | 9,831 |
| 24 | ISHARES TRUST CORE MSCI TOTAL INTL STK ETF | $1M | 11,680 |
| 25 | ISHARES RUSSELL 2000 ETF | $951k | 3,834 |
| 26 | FIDELITY ENHANCED LARGE CAP CORE ETF | $948k | 26,129 |
| 27 | VANGUARD S&P 500 ETF | $867k | 1,451 |
| 28 | SCHWAB EMERGING MARKETS EQUITY ETF | $787k | 23,899 |
| 29 | SCHWAB INTERNATIONAL EQUITY ETF | $756k | 30,545 |
| 30 | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $749k | 15,970 |
| 31 | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $723k | 8,494 |
| 32 | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $611k | 990 |
| 33 | ISHARES RUSSELL 2000 VALUE | $559k | 2,949 |
| 34 | ISHARES TR RUSSELL MIDCAP INDEX FD | $453k | 4,660 |
| 35 | SCHWAB U.S. BROAD MARKET ETF | $387k | 15,411 |
| 36 | ISHARES NATIONAL MUNI BOND ETF | $349k | 3,290 |
| 37 | POWERSHARES QQQ TR | $269k | 465 |
| 38 | VANGUARD EXTENDED MARKET ETF | $235k | 1,143 |
| 39 | SCHWAB U.S. SMALL-CAP ETF | $208k | 7,154 |
| 40 | STATE STREET SPDR S&P 500 ETF | $206k | 317 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.