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Broadview Financial Management, LLC13F | |
| Broadview Financial Management, LLC | |
| Last update 2025-05-14 | 39 Stocks (0 new) |
| Value $134.00 Mil | Turnover 0 % |
Broadview Financial Management... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 269,010 | 20,350.6 | -0.51% | 15.180 | -0.07% | 0.020 | +13.24% | +23.74% | 147,380.3 | ||
IVV | iShares Core S&P 500 ETF | 24,266 | 13,635.3 | -1.76% | 10.170 | -0.18% | 0.000 | +18.67% | +8.76% | 641,141.0 | ||
BND | Vanguard Total Bond Market ETF | 148,493 | 10,906.8 | +0.08% | 8.140 | +0.01% | 0.010 | +1.69% | +3.55% | 127,784.6 | ||
IVE | iShares S&P 500 Value ETF | 56,621 | 10,790.8 | -0.01% | 8.050 | 0% | 0.030 | +11.85% | +5.57% | 39,986.0 | ||
IVW | iShares S&P 500 Growth ETF | 105,502 | 9,793.7 | -0.42% | 7.310 | -0.03% | 0.020 | +25.09% | +11.49% | 62,071.9 | ||
IJK | iShares S&P Mid-Cap 400 Growth ETF | 97,536 | 8,122.8 | -1.16% | 6.060 | -0.07% | 0.100 | +16.73% | +3.54% | 9,062.1 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 125,410 | 6,768.4 | -0.83% | 5.050 | -0.04% | 0.010 | +17.81% | +20.18% | 100,694.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 119,014 | 6,049.5 | -1.53% | 4.510 | -0.06% | 0.000 | +14.11% | +23.82% | 163,518.7 | ||
IJJ | iShares S&P Mid-Cap 400 Value ETF | 43,074 | 5,157.3 | -1.10% | 3.850 | -0.04% | 0.070 | +15.03% | +3.92% | 7,967.8 | ||
IWD | iShares Russell 1000 Value ETF | 25,348 | 4,769.4 | -0.30% | 3.560 | -0.01% | 0.010 | +11.83% | +8.28% | 62,904.4 |
Broadview Financial Management, LLC's Historical Top Holdings Breakdowns
Broadview Financial Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-03-31 | Sold Out Sold Out | -1.59% | 48.33 ($48.9) 49.5 | $49.23 | 0.69% | Sold Out | 0 | -45,352 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.18% | 554.06 ($590.51) 615.85 | $636.27 | 7.75% | Reduce -1.76% | 24,266 | -434 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.14% | 23.16 ($25.49) 27.04 | $26.49 | 3.92% | Sold Out | 0 | -7,805 | |
IYR | iShares U.S. Real Estate ETF | 2025-03-31 | Reduce Reduce | -0.09% | 89.49 ($95.12) 98.98 | $97.84 | 2.86% | Reduce -5.8% | 20,875 | -1,286 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.09% | 57.21 ($62.1) 65.8 | $64.32 | 3.58% | Reduce -4.9% | 37,366 | -1,927 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.07% | 507.05 ($540.58) 563.67 | $582.09 | 7.68% | Reduce -11.05% | 1,392 | -173 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.07% | 69.57 ($74.78) 78.65 | $85.43 | 14.24% | Reduce -0.51% | 269,010 | -1,383 | |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 2025-03-31 | Reduce Reduce | -0.07% | 81.62 ($90.08) 96.63 | $93.89 | 4.23% | Reduce -1.16% | 97,536 | -1,144 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.06% | 47.4 ($50.6) 52.99 | $58.48 | 15.56% | Reduce -1.53% | 119,014 | -1,846 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.04% | 24.91 ($27.39) 29.02 | $29.91 | 9.20% | Reduce -1.87% | 116,818 | -2,221 |
Broadview Financial Management, LLC Total Holding History ($B)
Broadview Financial Management, LLC's Asset Allocation
Broadview Financial Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Broadview Financial Management, LLC's Hypothetical Growth since 2025-03-31
Broadview Financial Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Broadview Financial Management, LLC's Holdings Heat Map
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Broadview Financial Management, LLC's Holdings Bubble Chart
Broadview Financial Management, LLC News
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