$101 Million is the total value of Broadview Financial Management, LLC's 37 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FIS | Exit | FIDELITY NATL INFORMATION SVCS COM | $0 | – | -2,902 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | 27 | Q2 2024 | 20.2% |
| ISHARES S&P 500 INDEX | 27 | Q2 2024 | 12.7% |
| ISHARES S&P 500 VALUE ETF | 27 | Q2 2024 | 8.4% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 27 | Q2 2024 | 9.1% |
| ISHARES CORE MSCI EMERGING MKTS | 27 | Q2 2024 | 7.7% |
| ISHARES S&P 500 GROWTH ETF | 27 | Q2 2024 | 7.2% |
| ISHARES S&P MIDCAP 400 VALUE ETF | 27 | Q2 2024 | 4.3% |
| ISHARES S&P SMALLCAP 600 VALUE ETF | 27 | Q2 2024 | 5.5% |
| ISHARES RUSSELL 1000 VALUE ETF | 27 | Q2 2024 | 3.7% |
| VANGUARD REIT INDEX ETF | 27 | Q2 2024 | 3.1% |
View Broadview Financial Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| N-PX | 2024-07-31 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-08-03 |
View Broadview Financial Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.