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CIK: 0001697024
Total reported value
$163.8M
$163.8M
40 檔
39.4%
In Q1 2024, Broadview Financial Management, LLC's U.S. equity holdings reached a combined market value of $163.8M, distributed across 40 disclosed stock positions.
During Q1 2024, Broadview Financial Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 14.34% | -0.60% | +0.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.46% | +0.08% | -2.36% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.95% | -0.35% | +0.17% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 7.22% | -0.60% | -0.00% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 7.03% | +0.14% | -1.12% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.59% | +0.40% | -0.49% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.87% | +0.10% | -0.32% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.27% | -0.11% | -3.16% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.95% | -0.02% | -1.65% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.36% | -0.01% | +1.41% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.59% | +0.07% | -0.33% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.34% | +0.08% | -8.19% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.16% | +0.04% | -5.66% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.03% | +0.17% | -1.10% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.94% | -0.04% | -0.17% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.81% | +0.01% | +388.48% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.77% | +0.07% | -0.08% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.51% | -0.07% | +17.52% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.41% | +0.04% | -1.25% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.33% | — | -3.05% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.19% | +0.02% | -4.51% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.15% | +0.01% | +5.13% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.09% | +0.02% | -2.15% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.98% | +0.05% | +5.57% | |
| 25 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.70% | +0.01% | +6.76% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.68% | -0.03% | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.05% | -0.88% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.59% | -0.02% | -0.62% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.01% | -5.82% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | -0.02% | -0.32% | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.50% | — | +2.74% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | — | -3.41% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | — | — | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.36% | +0.02% | -0.19% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | — | -1.27% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | +0.01% | +0.30% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | +0.03% | — | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.19% | — | +1.46% | |
| 39 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.18% | — | +0.19% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Broadview Financial Management, LLC reported a total U.S. public equity portfolio value of $163.8M across 40 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IEFA, IVV, IVE) accounted for 39.4% of total reported equity market value during Q1 2024.
During Q1 2024, Broadview Financial Management, LLC's top holdings by market value included IEFA (14.3%)、IVV (10.5%)、IVE (8.0%). The largest single position, IEFA, represented 14.3% of total portfolio value.
In Q1 2024, Broadview Financial Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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