Broadview Financial Management, LLC Top Holdings and 13F Report (2025) About Broadview Financial Management, LLCInvestment ActivityBroadview Financial Management, LLC has $139.81 million in total holdings as of December 31, 2024.Broadview Financial Management, LLC owns shares of 41 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.30% of the portfolio was purchased this quarter.About 3.22% of the portfolio was sold this quarter.This quarter, Broadview Financial Management, LLC has purchased 42 new stocks and bought additional shares in 16 stocks.Broadview Financial Management, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core MSCI EAFE ETF $19,003,234iShares Core S&P 500 ETF $14,540,472iShares S&P 500 Value ETF $10,809,181iShares S&P 500 Growth ETF $10,756,928Vanguard Total Bond Market ETF $10,669,827 Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 87,777 shares (about $2.45M)Schwab US Large-Cap ETF 86,860 shares (about $2.01M)Schwab U.S. Large-Cap Value ETF 62,691 shares (about $1.63M)Vanguard Total International Bond ETF 6,254 shares (about $306.76K)Schwab International Equity ETF 16,016 shares (about $296.30K) Largest Sales this Quarter iShares S&P 500 Value ETF 3,845 shares (about $733.94K)iShares Core S&P 500 ETF 1,172 shares (about $689.94K)iShares S&P Mid-Cap 400 Growth ETF 5,861 shares (about $532.94K)iShares Core S&P Small-Cap ETF 4,561 shares (about $525.54K)SPDR Portfolio Emerging Markets ETF 11,340 shares (about $435.12K) 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$19,003,234$122,568 ▲0.6%270,39313.6%ETFIVViShares Core S&P 500 ETF$14,540,472$689,937 ▼-4.5%24,70010.4%ETFIVEiShares S&P 500 Value ETF$10,809,181$733,936 ▼-6.4%56,6287.7%ETFIVWiShares S&P 500 Growth ETF$10,756,928$163,362 ▼-1.5%105,9487.7%ETFBNDVanguard Total Bond Market ETF$10,669,827$104,916 ▲1.0%148,3787.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$8,972,986$532,942 ▼-5.6%98,6806.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,603,977$43,604 ▲0.7%126,4654.7%ETFVEAVanguard FTSE Developed Markets ETF$5,779,540$75,125 ▲1.3%120,8604.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$5,442,414$213,683 ▼-3.8%43,5533.9%ETFIWDiShares Russell 1000 Value ETF$4,706,565$68,128 ▼-1.4%25,4233.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,494,644$173,125 ▼-4.7%32,1762.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,317,619$2,446,347 ▲280.8%119,0392.4%ETFSCHXSchwab US Large-Cap ETF$3,075,867$2,013,413 ▲189.5%132,6952.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,796,387$56,856 ▼-2.0%20,6572.0%ETFIWBiShares Russell 1000 ETF$2,684,739$18,362 ▼-0.7%8,3341.9%ETFVNQVanguard Real Estate ETF$2,646,203$6,236 ▼-0.2%29,7061.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,460,671$1,634,356 ▲197.8%94,3871.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,448,326$32,027 ▼-1.3%39,2931.8%ETFBNDXVanguard Total International Bond ETF$2,224,498$306,756 ▲16.0%45,3521.6%ETFIYRiShares U.S. Real Estate ETF$2,062,265$5,490 ▼-0.3%22,1611.5%ETFIWFiShares Russell 1000 Growth ETF$1,803,215$26,506 ▼-1.4%4,4901.3%ETFIWSiShares Russell Mid-Cap Value ETF$1,406,564$390,087 ▼-21.7%10,8751.0%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$1,369,883$37,014 ▼-2.6%15,7661.0%ETFIJRiShares Core S&P Small-Cap ETF$1,120,796$525,542 ▼-31.9%9,7270.8%ETFFIDELITY ENHANCED LARGE CAP CORE ETF$1,111,571$63,258 ▼-5.4%33,7560.8%ETFIWMiShares Russell 2000 ETF$971,290$14,141 ▲1.5%4,3960.7%FinanceIXUSiShares Core MSCI Total International Stock ETF$904,125$992 ▲0.1%13,6700.6%ManufacturingSCHESchwab Emerging Markets Equity ETF$849,328$18,934 ▲2.3%31,8940.6%ETFVOOVanguard S&P 500 ETF$843,303$2,694 ▲0.3%1,5650.6%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$684,401$41,542 ▼-5.7%8,5340.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$610,162$6,837 ▼-1.1%1,0710.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$600,991$435,117 ▼-42.0%15,6630.4%ETFSCHFSchwab International Equity ETF$580,052$296,298 ▲104.4%31,3540.4%ETFIWNiShares Russell 2000 Value ETF$484,306$16,089 ▼-3.2%2,9500.3%ETFIWRiShares Russell Mid-Cap ETF$420,131$5,480 ▼-1.3%4,7530.3%ETFSCHBSchwab US Broad Market ETF$344,682$230,181 ▲201.0%15,1840.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$267,767$3,628 ▲1.4%2,8050.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$265,3820.0%2,0940.2%ETFVXFVanguard Extended Market ETF$243,508$2,279 ▼-0.9%1,2820.2%ETFQQQInvesco QQQ$226,198$50,664 ▼-18.3%4420.2%FinanceSCHASchwab US Small-Cap ETF$201,844$99,823 ▲97.8%7,8050.1%ETFSPYSPDR S&P 500 ETF Trust$0$202,019 ▼-100.0%00.0%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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