The Analysis of Broadview Financial Management, LLC's Holdings
Currently, Broadview Financial Management, LLC holds 41 types of securities in its portfolio with a total value $149.4M. In the most recent quarter, they have increased their positions in IYR (+1.9K shares, valued at $177.6K), BND (+1.8K shares, valued at $136.7K), N/A (+156 shares, valued at $97.8K); decreased their positions in IEMG (-12.4K shares, valued at $832.5K), IEFA (-4.2K shares, valued at $379.8K), FELC (-5.1K shares, valued at $193.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IEFA ISHARES CORE MSCI EAFE263.5K shares-1.59%2025-12-312026-02-13
IVV ISHARES S&P 500 INDEX23.5K shares-1.08%2025-12-312026-02-13 BND VANGUARD TOTAL BOND MARKET ETF152.2K shares1.23%2025-12-312026-02-13 IVE ISHARES S&P 500 VALUE ETF51.9K shares-1.41%2025-12-312026-02-13 IVW ISHARES S&P 500 GROWTH ETF89.0K shares-0.06%2025-12-312026-02-13 IJK ISHARES S&P MID-CAP 400 GROWTH ETF93.7K shares-0.25%2025-12-312026-02-13 IEMG ISHARES CORE MSCI EMERGING MKTS123.7K shares-9.10%2025-12-312026-02-13 VEA VANGUARD FTSE DEVELOPED MARKETS ETF103.0K shares0.88%2025-12-312026-02-13 IJJ ISHARES S&P MIDCAP 400 VALUE ETF44.4K shares0.37%2025-12-312026-02-13 IWD ISHARES RUSSELL 1000 VALUE ETF23.5K shares-0.44%2025-12-312026-02-13 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF112.6K shares-0.54%2025-12-312026-02-13 SCHX SCHWAB U.S. LARGE-CAP ETF125.7K shares-0.94%2025-12-312026-02-13 IJS ISHARES S&P SMALLCAP 600 VALUE ETF29.5K shares-1.63%2025-12-312026-02-13 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF19.5K shares-0.64%2025-12-312026-02-13 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF90.7K shares0.54%2025-12-312026-02-13 VNQ VANGUARD REIT INDEX ETF29.4K shares2.17%2025-12-312026-02-13 IWB ISHARES RUSSELL 1000 ETF6.3K shares-0.73%2025-12-312026-02-13 IJH ISHARES CORE S&P MID CAP ETF35.7K shares0.13%2025-12-312026-02-13 IWF ISHARES RUSSELL 1000 GROWTH ETF4.2K shares-1.61%2025-12-312026-02-13 IYR ISHARES US REAL ESTATE ETF20.7K shares10.07%2025-12-312026-02-13 IWS ISHARES RUSSELL MIDCAP VALUE INDEX10.5K shares0.32%2025-12-312026-02-13 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF15.9K shares-0.18%2025-12-312026-02-13 IJR ISHARES S&P SMALLCAP 600 ETF9.8K shares-0.45%2025-12-312026-02-13 IXUS ISHARES TRUST CORE MSCI TOTAL INTL STK ETF12.0K shares1.88%2025-12-312026-02-13 FELC FIDELITY ENHANCED LARGE CAP CORE ETF26.1K shares-16.23%2025-12-312026-02-13 IWM ISHARES RUSSELL 2000 ETF4.0K shares0.35%2025-12-312026-02-13 SCHE SCHWAB EMERGING MARKETS EQUITY ETF27.1K shares-5.94%2025-12-312026-02-13 SCHF SCHWAB INTERNATIONAL EQUITY ETF32.0K shares2.85%2025-12-312026-02-13 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF16.1K shares1.20%2025-12-312026-02-13 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF8.5K shares-1.59%2025-12-312026-02-13 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST986 shares-0.60%2025-12-312026-02-13 IWN ISHARES RUSSELL 2000 VALUE3.0K shares1.24%2025-12-312026-02-13 IWR ISHARES TR RUSSELL MIDCAP INDEX FD4.6K shares0.41%2025-12-312026-02-13 SCHB SCHWAB U.S. BROAD MARKET ETF15.4K shares0.31%2025-12-312026-02-13 MUB ISHARES NATIONAL MUNI BOND ETF3.3K shares-16.44%2025-12-312026-02-13 VXF VANGUARD EXTENDED MARKET ETF1.2K shares0.00%2025-12-312026-02-13 SPY STATE STREET SPDR S&P 500 ETF332 shares0.30%2025-12-312026-02-13 SCHA SCHWAB U.S. SMALL-CAP ETF7.1K shares-1.26%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available