Broadview Financial Management, LLC Top Holdings and 13F Report (2024) About Broadview Financial Management, LLCInvestment ActivityBroadview Financial Management, LLC has $147.74 million in total holdings as of September 30, 2024.Broadview Financial Management, LLC owns shares of 42 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.45% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Broadview Financial Management, LLC has purchased 40 new stocks and bought additional shares in 20 stocks.Broadview Financial Management, LLC sold shares of 20 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $20,968,068iShares Core S&P 500 ETF $14,923,740iShares S&P 500 Value ETF $11,923,457Vanguard Total Bond Market ETF $11,035,107iShares S&P 500 Growth ETF $10,298,567 Largest New Holdings this Quarter iShares Russell Mid-Cap Growth ETF $245,576 HoldingSchwab US Small-Cap ETF $203,182 Holding Largest Purchases this Quarter iShares Russell 1000 ETF 1,314 shares (about $413.09K)iShares S&P 500 Value ETF 1,422 shares (about $280.38K)iShares Russell Mid-Cap Growth ETF 2,094 shares (about $245.58K)SPDR Portfolio Emerging Markets ETF 5,299 shares (about $218.74K)iShares Core MSCI EAFE ETF 2,725 shares (about $212.69K) Largest Sales this Quarter iShares Core S&P 500 ETF 711 shares (about $410.13K)Schwab U.S. Large-Cap Growth ETF 1,038 shares (about $108.14K)iShares Core MSCI Emerging Markets ETF 1,849 shares (about $106.15K)Vanguard S&P 500 ETF 141 shares (about $74.39K)iShares U.S. Real Estate ETF 502 shares (about $51.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroadview Financial Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$20,968,068$212,686 ▲1.0%268,64914.2%ETFIVViShares Core S&P 500 ETF$14,923,740$410,126 ▼-2.7%25,87210.1%ETFIVEiShares S&P 500 Value ETF$11,923,457$280,376 ▲2.4%60,4738.1%ETFBNDVanguard Total Bond Market ETF$11,035,107$16,074 ▲0.1%146,9197.5%ETFIVWiShares S&P 500 Growth ETF$10,298,567$66,259 ▲0.6%107,5577.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$9,610,443$86,506 ▲0.9%104,5416.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,212,441$106,151 ▼-1.5%125,6304.9%ETFVEAVanguard FTSE Developed Markets ETF$6,299,628$31,052 ▲0.5%119,2894.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$5,595,462$23,859 ▼-0.4%45,2633.8%ETFIWDiShares Russell 1000 Value ETF$4,895,059$31,127 ▲0.6%25,7913.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,635,711$6,244 ▲0.2%33,7702.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,256,869$108,139 ▼-3.2%31,2622.2%ETFSCHXSchwab US Large-Cap ETF$3,109,884$48,173 ▼-1.5%45,8352.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,940,091$1,395 ▼0.0%21,0772.0%ETFVNQVanguard Real Estate ETF$2,900,731$46,274 ▼-1.6%29,7762.0%ETFIWBiShares Russell 1000 ETF$2,637,924$413,089 ▲18.6%8,3911.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,547,380$18,244 ▲0.7%31,6961.7%ETFIJHiShares Core S&P Mid-Cap ETF$2,480,786$7,229 ▲0.3%39,8071.7%ETFIYRiShares U.S. Real Estate ETF$2,263,512$51,138 ▼-2.2%22,2201.5%ETFBNDXVanguard Total International Bond ETF$1,965,858$61,895 ▲3.3%39,0981.3%ETFIWSiShares Russell Mid-Cap Value ETF$1,837,125$118,895 ▲6.9%13,8911.2%ETFIWFiShares Russell 1000 Growth ETF$1,710,291$24,025 ▼-1.4%4,5561.2%ETFIJRiShares Core S&P Small-Cap ETF$1,671,074$107,717 ▲6.9%14,2881.1%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$1,420,678$614 ▼0.0%16,1921.0%ETFFIDELITY ENHANCED LARGE CAP CORE ETF$1,144,861$7,477 ▼-0.6%35,6770.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,114,676$218,741 ▲24.4%27,0030.8%ETFIXUSiShares Core MSCI Total International Stock ETF$991,751$12,056 ▼-1.2%13,6550.7%ManufacturingIWMiShares Russell 2000 ETF$956,905$14,358 ▼-1.5%4,3320.6%FinanceSCHESchwab Emerging Markets Equity ETF$909,913$9,308 ▼-1.0%31,1830.6%ETFVOOVanguard S&P 500 ETF$822,994$74,386 ▼-8.3%1,5600.6%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$719,255$3,099 ▲0.4%9,0520.5%ETFSCHFSchwab International Equity ETF$630,711$5,880 ▲0.9%15,3380.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$617,024$9,116 ▼-1.5%1,0830.4%ETFIWNiShares Russell 2000 Value ETF$508,448$6,339 ▼-1.2%3,0480.3%ETFIWRiShares Russell Mid-Cap ETF$424,423$2,644 ▼-0.6%4,8150.3%ETFSCHBSchwab US Broad Market ETF$335,514$2,129 ▲0.6%5,0440.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$270,576$2,738 ▲1.0%2,7670.2%FinanceQQQInvesco QQQ$264,048$1,464 ▼-0.6%5410.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$245,576$245,576 ▲New Holding2,0940.2%ETFVXFVanguard Extended Market ETF$235,578$728 ▲0.3%1,2940.2%ETFSCHASchwab US Small-Cap ETF$203,182$203,182 ▲New Holding3,9450.1%ETFSPYSPDR S&P 500 ETF Trust$202,019$10,904 ▼-5.1%3520.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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