Filer Name: BROADVIEW FINANCIAL MANAGEMENT, LLC
CIK: 1697024
Period: 2024-12-31
Filed At: 2025-02-03
Number of Holdings: 41
Portfolio Value: $0.14B

Broadview Financial Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IEFA US ISHARES CORE MSCI EAFE ETF 270,393 $19M 13.59% 0.6% -
IVV US ISHARES CORE S&P 500 ETF 24,700 $15M 10.40% -4.5% -
IVE US ISHARES S&P 500 VALUE ETF 56,628 $11M 7.73% -6.4% -
IVW US ISHARES S&P 500 GROWTH ETF 105,948 $11M 7.69% -1.5% -
BND US VANGUARD TOTAL BOND MARKET 148,378 $11M 7.63% 1.0% -
IJK US ISHARES S&P MID-CAP 400 GROW 98,680 $9M 6.42% -5.6% -
IEMG US ISHARES CORE MSCI EMERGING 126,465 $7M 4.72% 0.7% -
VEA US VANGUARD FTSE DEVELOPED ETF 120,860 $6M 4.13% 1.3% -
IJJ US ISHARES S&P MID-CAP 400 VALU 43,553 $5M 3.89% -3.8% -
IWD US ISHARES RUSSELL 1000 VALUE E 25,423 $5M 3.37% -1.4% -
IJS US ISHARES S&P SMALL-CAP 600 VA 32,176 $3M 2.50% -4.7% -
SCHG US SCHWAB US LARGE-CAP GROWTH 119,039 $3M 2.37% 280.8% -
SCHX US SCHWAB US LARGE-CAP ETF 132,695 $3M 2.20% 189.5% -
IJT US ISHARES S&P SMALL-CAP 600 GR 20,657 $3M 2.00% -2.0% -
IWB US ISHARES RUSSELL 1000 ETF 8,334 $3M 1.92% -0.7% -
VNQ US VANGUARD REAL ESTATE ETF 29,706 $3M 1.89% -0.2% -
SCHV US SCHWAB US LARGE-CAP VALUE 94,387 $2M 1.76% 197.8% -
IJH US ISHARES CORE S&P MIDCAP ETF 39,293 $2M 1.75% -1.3% -
BNDX US VANGUARD TOTAL INTL BOND ETF 45,352 $2M 1.59% 16.0% -
IYR US ISHARES US REAL ESTATE ETF 22,161 $2M 1.48% -0.3% -
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