The Analysis of Broadview Financial Management, LLC's Holdings
Currently, Broadview Financial Management, LLC holds 41 types of securities in its portfolio with a total value $148.3M. In the most recent quarter, they have increased their positions in SCHA (+7.2K shares, valued at $201.9K), IYR (+164 shares, valued at $15.9K), IWN (+14 shares, valued at $2.5K); decreased their positions in MUB (-13.4K shares, valued at $1.4M), IEFA (-11.5K shares, valued at $1.0M), IVV (-1.4K shares, valued at $930.3K); initiated new positions in SCHA (+7.2K shares, valued at $201.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IEFA ISHARES CORE MSCI EAFE267.7K shares-4.11%2025-09-302025-11-06
IVV ISHARES S&P 500 INDEX23.8K shares-5.52%2025-09-302025-11-06 BND VANGUARD TOTAL BOND MARKET ETF150.3K shares-1.27%2025-09-302025-11-06 IVE ISHARES S&P 500 VALUE ETF52.6K shares-4.56%2025-09-302025-11-06 IVW ISHARES S&P 500 GROWTH ETF89.0K shares-6.22%2025-09-302025-11-06 IJK ISHARES S&P MID-CAP 400 GROWTH ETF94.0K shares-3.87%2025-09-302025-11-06 IEMG ISHARES CORE MSCI EMERGING MKTS136.1K shares-8.06%2025-09-302025-11-06 VEA VANGUARD FTSE DEVELOPED MARKETS ETF102.1K shares-11.21%2025-09-302025-11-06 IJJ ISHARES S&P MIDCAP 400 VALUE ETF44.3K shares-3.96%2025-09-302025-11-06 IWD ISHARES RUSSELL 1000 VALUE ETF23.6K shares-4.33%2025-09-302025-11-06 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF113.2K shares-2.56%2025-09-302025-11-06 SCHX SCHWAB U.S. LARGE-CAP ETF126.9K shares-2.68%2025-09-302025-11-06 IJS ISHARES S&P SMALLCAP 600 VALUE ETF30.0K shares-3.80%2025-09-302025-11-06 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF19.6K shares-6.54%2025-09-302025-11-06 VNQ VANGUARD REIT INDEX ETF28.7K shares-5.01%2025-09-302025-11-06 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF90.2K shares-3.95%2025-09-302025-11-06 IWB ISHARES RUSSELL 1000 ETF6.4K shares-0.37%2025-09-302025-11-06 IJH ISHARES CORE S&P MID CAP ETF35.7K shares-0.08%2025-09-302025-11-06 IWF ISHARES RUSSELL 1000 GROWTH ETF4.3K shares-0.63%2025-09-302025-11-06 IYR ISHARES US REAL ESTATE ETF18.8K shares0.88%2025-09-302025-11-06 IWS ISHARES RUSSELL MIDCAP VALUE INDEX10.5K shares-2.39%2025-09-302025-11-06 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF15.9K shares-1.96%2025-09-302025-11-06 IJR ISHARES S&P SMALLCAP 600 ETF9.9K shares-1.66%2025-09-302025-11-06 FELC FIDELITY ENHANCED LARGE CAP CORE ETF31.2K shares-0.58%2025-09-302025-11-06 IXUS ISHARES TRUST CORE MSCI TOTAL INTL STK ETF11.8K shares-2.12%2025-09-302025-11-06 IWM ISHARES RUSSELL 2000 ETF4.0K shares-6.42%2025-09-302025-11-06 SCHE SCHWAB EMERGING MARKETS EQUITY ETF28.8K shares-7.29%2025-09-302025-11-06 VOO VANGUARD S&P 500 ETF1.4K shares0.29%2025-09-302025-11-06 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF15.9K shares-1.01%2025-09-302025-11-06 SCHF SCHWAB INTERNATIONAL EQUITY ETF31.2K shares0.00%2025-09-302025-11-06 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF8.6K shares0.17%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TRUST992 shares-3.97%2025-09-302025-11-06 IWN ISHARES RUSSELL 2000 VALUE3.0K shares0.47%2025-09-302025-11-06 IWR ISHARES TR RUSSELL MIDCAP INDEX FD4.6K shares-0.92%2025-09-302025-11-06 MUB ISHARES NATIONAL MUNI BOND ETF3.9K shares-77.38%2025-09-302025-11-06 SCHB SCHWAB U.S. BROAD MARKET ETF15.3K shares0.29%2025-09-302025-11-06 QQQ POWERSHARES QQQ TR444 shares0.23%2025-09-302025-11-06 VXF VANGUARD EXTENDED MARKET ETF1.2K shares0.25%2025-09-302025-11-06 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF2.5K shares-11.98%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TRUST331 shares-0.90%2025-09-302025-11-06 SCHA SCHWAB U.S. SMALL-CAP ETF7.2K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available