Broadview Financial Management, LLC Top Holdings and 13F Report (2025) About Broadview Financial Management, LLCInvestment ActivityBroadview Financial Management, LLC has $134.04 million in total holdings as of March 31, 2025.Broadview Financial Management, LLC owns shares of 39 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.08% of the portfolio was purchased this quarter.About 2.79% of the portfolio was sold this quarter.This quarter, Broadview Financial Management, LLC has purchased 41 new stocks and bought additional shares in 8 stocks.Broadview Financial Management, LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $20,350,630iShares Core S&P 500 ETF $13,635,321Vanguard Total Bond Market ETF $10,906,834iShares S&P 500 Value ETF $10,790,806iShares S&P 500 Growth ETF $9,793,724 Largest Purchases this Quarter Vanguard Real Estate ETF 397 shares (about $35.94K)SPDR S&P 400 Mid Cap Growth ETF 336 shares (about $26.70K)iShares Core S&P Small-Cap ETF 198 shares (about $20.70K)SPDR Portfolio Emerging Markets ETF 315 shares (about $12.40K)Vanguard Total Bond Market ETF 115 shares (about $8.45K) Largest Sales this Quarter iShares Core S&P 500 ETF 434 shares (about $243.87K)iShares U.S. Real Estate ETF 1,286 shares (about $123.13K)iShares Core S&P Mid-Cap ETF 1,927 shares (about $112.44K)iShares Core MSCI EAFE ETF 1,383 shares (about $104.62K)iShares S&P Mid-Cap 400 Growth ETF 1,144 shares (about $95.27K) 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$20,350,630$104,624 ▼-0.5%269,01015.2%ETFIVViShares Core S&P 500 ETF$13,635,321$243,869 ▼-1.8%24,26610.2%ETFBNDVanguard Total Bond Market ETF$10,906,834$8,447 ▲0.1%148,4938.1%ETFIVEiShares S&P 500 Value ETF$10,790,806$1,334 ▼0.0%56,6218.1%ETFIVWiShares S&P 500 Growth ETF$9,793,724$41,402 ▼-0.4%105,5027.3%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$8,122,775$95,272 ▼-1.2%97,5366.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,768,354$56,938 ▼-0.8%125,4105.0%ETFVEAVanguard FTSE Developed Markets ETF$6,049,473$93,832 ▼-1.5%119,0144.5%ETFIJJiShares S&P Mid-Cap 400 Value ETF$5,157,298$57,351 ▼-1.1%43,0743.8%ETFIWDiShares Russell 1000 Value ETF$4,769,407$14,112 ▼-0.3%25,3483.6%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,115,023$21,445 ▼-0.7%31,9562.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,925,121$55,614 ▼-1.9%116,8182.2%ETFSCHXSchwab US Large-Cap ETF$2,916,738$13,160 ▼-0.4%132,0992.2%ETFVNQVanguard Real Estate ETF$2,725,568$35,945 ▲1.3%30,1032.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,565,658$6,100 ▼-0.2%20,6081.9%ETFIWBiShares Russell 1000 ETF$2,553,228$3,067 ▼-0.1%8,3241.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,483,827$24,985 ▼-1.0%93,4471.9%ETFIJHiShares Core S&P Mid-Cap ETF$2,180,304$112,440 ▼-4.9%37,3661.6%ETFIYRiShares U.S. Real Estate ETF$1,998,768$123,134 ▼-5.8%20,8751.5%ETFIWFiShares Russell 1000 Growth ETF$1,613,024$8,305 ▼-0.5%4,4671.2%ETFIWSiShares Russell Mid-Cap Value ETF$1,351,636$18,265 ▼-1.3%10,7301.0%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$1,279,427$26,698 ▲2.1%16,1021.0%ETFFIDELITY ENHANCED LARGE CAP CORE ETF$1,048,097$4,741 ▼-0.5%33,6040.8%ETFIJRiShares Core S&P Small-Cap ETF$1,037,820$20,704 ▲2.0%9,9250.8%ETFIXUSiShares Core MSCI Total International Stock ETF$922,879$31,414 ▼-3.3%13,2200.7%ManufacturingIWMiShares Russell 2000 ETF$862,907$13,963 ▼-1.6%4,3260.6%FinanceSCHESchwab Emerging Markets Equity ETF$858,630$20,677 ▼-2.4%31,1440.6%ETFVOOVanguard S&P 500 ETF$715,267$88,895 ▼-11.1%1,3920.5%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$638,516$19,031 ▼-2.9%8,2870.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$629,056$12,402 ▲2.0%15,9780.5%ETFSCHFSchwab International Equity ETF$620,1850.0%31,3540.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$553,745$17,605 ▼-3.1%1,0380.4%ETFIWNiShares Russell 2000 Value ETF$445,292$151 ▼0.0%2,9490.3%ETFIWRiShares Russell Mid-Cap ETF$401,267$3,062 ▼-0.8%4,7170.3%ETFSCHBSchwab US Broad Market ETF$327,919$1,012 ▲0.3%15,2310.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$269,139$1,811 ▲0.7%2,8240.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$246,196$118 ▲0.0%2,0950.2%ETFQQQInvesco QQQ$207,4780.0%4420.2%FinanceVXFVanguard Extended Market ETF$204,437$16,362 ▼-7.4%1,1870.2%ETFBNDXVanguard Total International Bond ETF$0$2,224,498 ▼-100.0%00.0%ETFSCHASchwab US Small-Cap ETF$0$201,844 ▼-100.0%00.0%ETFShowing 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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