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CIK: 0001697024
Total reported value
$163.8M
$163.8M
41 檔
40.2%
As reported in its official Q4 2024 Form 13F filing, Broadview Financial Management, LLC's tracked investment portfolio stood at $163.8M with 41 total positions.
During Q4 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 | 13.59% | -0.60% | +0.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.40% | +0.08% | -4.53% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.73% | -0.35% | -6.36% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.69% | +0.40% | -1.50% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 7.63% | -0.60% | +0.99% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 6.42% | +0.14% | -5.61% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.72% | +0.10% | +0.66% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.13% | -0.11% | +1.32% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.89% | -0.02% | -3.78% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.37% | -0.01% | -1.43% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.50% | +0.07% | -4.72% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.37% | +0.08% | +280.78% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.20% | +0.04% | +189.51% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.00% | +0.17% | -1.99% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.92% | +0.04% | -0.68% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.89% | -0.04% | -0.24% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.76% | +0.07% | +197.79% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.75% | +0.01% | -1.29% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.59% | — | +16.00% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.48% | -0.07% | -0.27% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.29% | +0.02% | -1.45% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.01% | +0.01% | -21.71% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.98% | +0.02% | -2.63% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | +0.05% | -31.92% | |
| 25 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.80% | +0.01% | -5.38% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.05% | +1.48% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.65% | -0.03% | +0.11% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.61% | -0.02% | +2.28% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.01% | +0.32% | |
| 30 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.49% | — | -5.72% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.44% | — | -1.11% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.43% | -0.02% | -42.00% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.41% | — | +104.42% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.35% | +0.02% | -3.22% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | — | -1.29% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.25% | +0.01% | +201.03% | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.19% | — | +1.37% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.19% | — | — | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.17% | — | -0.93% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.03% | -18.30% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.14% | +0.02% | +97.85% |
According to official SEC Form 13F filings, Broadview Financial Management, LLC reported a total U.S. public equity portfolio value of $163.8M across 41 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IEFA, IVV, IVE) accounted for 40.2% of total reported equity market value during Q4 2024.
During Q4 2024, Broadview Financial Management, LLC's top holdings by market value included IEFA (13.6%)、IVV (10.4%)、IVE (7.7%). The largest single position, IEFA, represented 13.6% of total portfolio value.
In Q4 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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