$108 Million is the total value of Broadview Financial Management, LLC's 36 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES RUSSELL 2000 ETFetf | $775,374 | -5.6% | 4,387 | 0.0% | 0.72% | +2.1% | |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $729,907 | -2.4% | 21,743 | 0.0% | 0.68% | +5.8% | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $506,187 | -4.7% | 14,905 | 0.0% | 0.47% | +3.1% | |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETFetf | $334,890 | -2.8% | 13,989 | 0.0% | 0.31% | +5.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | 24 | Q3 2023 | 20.2% |
| ISHARES S&P 500 INDEX | 24 | Q3 2023 | 12.7% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 24 | Q3 2023 | 9.1% |
| ISHARES S&P 500 VALUE ETF | 24 | Q3 2023 | 8.4% |
| ISHARES CORE MSCI EMERGING MKTS | 24 | Q3 2023 | 7.7% |
| ISHARES S&P 500 GROWTH ETF | 24 | Q3 2023 | 6.9% |
| ISHARES S&P MIDCAP 400 VALUE ETF | 24 | Q3 2023 | 4.3% |
| ISHARES S&P SMALLCAP 600 VALUE ETF | 24 | Q3 2023 | 5.5% |
| ISHARES RUSSELL 1000 VALUE ETF | 24 | Q3 2023 | 3.7% |
| VANGUARD REIT INDEX ETF | 24 | Q3 2023 | 3.1% |
View Broadview Financial Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-16 |
| 13F-HR | 2021-11-08 |
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.