Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $129,634
At 09/30/2023: $108,111

Broadview Financial Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Broadview Financial Management LLC 13F filings. Link to 13F filings: SEC filings

Broadview Financial Management LLC Top Holdings
As of  12/31/2023, below is a summary of the Broadview Financial Management LLC top holdings by largest position size, as per the latest 13f filing made by Broadview Financial Management LLC. In the Broadview Financial Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Broadview Financial Management LLC in that top holding, then the share count change between reporting periods, and finally the Broadview Financial Management LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ISHARES CORE MSCI EAFE (IEFA) 265,241 -861 $18,660
     IEFA265,241-861$18,660
ISHARES S&P 500 INDEX (IVV) 27,995 -666 $13,371
     IVV27,995-666$13,371
ISHARES S&P 500 VALUE ETF (IVE) 58,315 -492 $10,140
     IVE58,315-492$10,140
VANGUARD TOTAL BOND MARKET ETF (BND) 136,569 +136,569 $10,045
     BND136,569+136,569$10,045
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 106,971 -1,493 $8,474
     IJK106,971-1,493$8,474
ISHARES S&P 500 GROWTH ETF (IVW) 107,656 -764 $8,085
     IVW107,656-764$8,085
ISHARES CORE MSCI EMERGING MKTS (IEMG) 129,891 -36,310 $6,570
     IEMG129,891-36,310$6,570
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 120,557 +1,056 $5,775
     VEA120,557+1,056$5,775
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 46,637 +924 $5,318
     IJJ46,637+924$5,318
ISHARES RUSSELL 1000 VALUE ETF (IWD) 25,411 +90 $4,199
     IWD25,411+90$4,199
ISHARES S&P SMALLCAP 600 VALUE ETF (IJS) 34,688 -862 $3,575
     IJS34,688-862$3,575
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) 37,671 -1,909 $3,125
     SCHG37,671-1,909$3,125
SCHWAB U.S. LARGE CAP ETF (SCHX) 50,704 -958 $2,860
     SCHX50,704-958$2,860
VANGUARD REIT INDEX ETF (VNQ) 30,797 -7,413 $2,721
     VNQ30,797-7,413$2,721
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) 21,585 +1,724 $2,701
     IJT21,585+1,724$2,701
ISHARES CORE S&P MID CAP ETF (IJH) 8,375 -568 $2,321
     IJH8,375-568$2,321
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 31,982 +76 $2,242
     SCHV31,982+76$2,242
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 38,324 +38,324 $1,892
     BNDX38,324+38,324$1,892
ISHARES US REAL ESTATE ETF (IYR) 19,608 +1,034 $1,792
     IYR19,608+1,034$1,792
ISHARES RUSSELL 1000 ETF (IWB) 6,787 -119 $1,780
     IWB6,787-119$1,780
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 5,095 -150 $1,545
     IWF5,095-150$1,545
ISHARES RUSSELL MIDCAP VALUE INDEX (IWS) 11,979 +571 $1,393
     IWS11,979+571$1,393
SPDR S&P 400 MID CAP GROWTH ETF (MDYG) 17,522 +520 $1,326
     MDYG17,522+520$1,326
ISHARES S&P SMALLCAP 600 ETF (IJR) 11,477 +1,511 $1,242
     IJR11,477+1,511$1,242
ISHARES RUSSELL 2000 ETF (IWM) 4,424 +37 $888
     IWM4,424+37$888
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF (IXUS) 13,662 +219 $887
     IXUS13,662+219$887
FIDELITY ENHANCED LARGE CAP CORE ETF (FELC) 30,369 +30,369 $807
     FELC30,369+30,369$807
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 32,217 +18,228 $799
     SCHE32,217+18,228$799
VANGUARD S&P 500 ETF (VOO) 1,701 +13 $743
     VOO1,701+13$743
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 19,497 -2,246 $690
     SPEM19,497-2,246$690
SPDR S&P 400 MID CAP VALUE ETF (MDYV) 8,839 -661 $649
     MDYV8,839-661$649
SPDR S&P MIDCAP 400 ETF TRUST (MDY) 1,144 -6 $580
     MDY1,144-6$580
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 15,202 +297 $562
     SCHF15,202+297$562
ISHARES RUSSELL 2000 VALUE (IWN) 3,136 -5 $487
     IWN3,136-5$487
ISHARES TR RUSSELL MIDCAP INDEX FD (IWR) 4,894 -354 $380
     IWR4,894-354$380
SCHWAB U.S. BROAD MARKET ETF (SCHB) 4,997 +21 $278
     SCHB4,997+21$278
SPDR BLOOMBERG HIGH YIELD BOND ETF (JNK) 2,672 +2,672 $253
     JNK2,672+2,672$253
POWERSHARES QQQ TR (QQQ) 613 +2 $251
     QQQ613+2$251

See Full List: All Stocks Held By Broadview Financial Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Broadview Financial Management LLC

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