Broadview Financial Management, LLC
CIK:0001697024
Investment Adviser
$147M AUM
40 holdings
Wauwatosa, WI, USA
Broadview Financial Management, LLC provides fee-only financial planning services, helping individuals and families develop comprehensive financial plans.
Top Buys
I
IEFAISHARES CORE MSCI EAFE+$3.0M
I
IEMGISHARES CORE MSCI EMERGING MKTS+$2.1M
I
IVVISHARES S&P 500 INDEX+$2.0M
M
MUBISHARES NATIONAL MUNI BOND ETF+$1.8M
I
IJKISHARES S&P MID-CAP 400 GROWTH ETF+$768.8K
Top Sells
I
IWBISHARES RUSSELL 1000 ETF-$373.5K
I
IWPISHARES RUSSELL MID-CAP GROWTH ETF-$246.2K
I
IYRISHARES US REAL ESTATE ETF-$233.8K
V
VNQVANGUARD REIT INDEX ETF-$30.9K
I
IWDISHARES RUSSELL 1000 VALUE ETF+$22.4K
Top Holdings
I
IEFAISHARES CORE MSCI EAFE+15.8%$23.3M
I
IVVISHARES S&P 500 INDEX+10.6%$15.6M
B
BNDVANGUARD TOTAL BOND MARKET ETF+7.6%$11.2M
I
IVEISHARES S&P 500 VALUE ETF+7.3%$10.8M
I
IVWISHARES S&P 500 GROWTH ETF+7.1%$10.5M
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES CORE MSCI EAFE | 15.83% | $23.3M | 279,212 | $65.10 | $83.48 | +$3.0M |
I IVV | ISHARES S&P 500 INDEX | 10.62% | $15.6M | 25,190 | $281.67 | $620.90 | +$2.0M |
B BND | VANGUARD TOTAL BOND MARKET ETF | 7.62% | $11.2M | 152,257 | $73.40 | $73.63 | +$303.9K |
I IVE | ISHARES S&P 500 VALUE ETF | 7.32% | $10.8M | 55,159 | $118.45 | $195.42 | -$11.6K |
I IVW | ISHARES S&P 500 GROWTH ETF | 7.10% | $10.5M | 94,914 | $41.00 | $110.10 | +$656.3K |