account_balance

Investment manager · 13F filer · SEC CIK 1697024

Broadview Financial Management, LLC

Reported value$160Mas of Sep 30, 2026

Positions41 1 new, 3 sold out

Top 10 weight71.6%IEFA alone is 16%

FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IEFAiShares Core MSCI EAFE

16.3%Added +3%

IVViShares S&P 500 Index

10.6%Trimmed −3%

IVWiShares S&P 500 Growth ETF

7.6%

IVEiShares S&P 500 Value ETF

7.3%

BNDVanguard Total Bond Market ETF

7.0%Added +2%

IJKiShares S&P Mid-Cap 400 Growth ETF

6.1%

IEMGiShares Core MSCI Emerging MKTS

5.5%Trimmed −3%

VEAVanguard Ftse Developed Markets ETF

4.0%Trimmed −6%

IJJiShares S&P Midcap 400 Value ETF

3.8%

IWDiShares Russell 1000 Value ETF

3.3%

SCHGSchwab U.S. Large-Cap Growth ETF

2.6%

IJSiShares S&P Smallcap 600 Value ETF

2.3%

IEFAiShares Core MSCI EAFE

16.3%Added +3%

IVViShares S&P 500 Index

10.6%−3%

IVWiShares S&P 500 Growth ETF

7.6%

IVEiShares S&P 500 Value ETF

7.3%

BNDVanguard Total Bond Market ETF

7.0%+2%

IJKiShares S&P Mid-Cap 400 Growth ETF

6.1%

IEMGiShares Core MSCI Emerging MKTS

5.5%

VEA4.0%

IJJ3.8%

IWD3.3%

SCHG

IJS2.3%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IEFA iShares Core MSCI EAFE 16.3% Added +3%

IVV iShares S&P 500 Index 10.6% Trimmed −3%

IVW iShares S&P 500 Growth ETF 7.6% Held

IVE iShares S&P 500 Value ETF 7.3% Held

BND Vanguard Total Bond Market ETF 7.0% Added +2%

IJK iShares S&P Mid-Cap 400 Growth ETF 6.1% Held

IEMG iShares Core MSCI Emerging MKTS 5.5% Trimmed −3%

VEA Vanguard Ftse Developed Markets ETF 4.0% Trimmed −6%

IJJ iShares S&P Midcap 400 Value ETF 3.8% Held

IWD iShares Russell 1000 Value ETF 3.3% Trimmed −8%

SCHG Schwab U.S. Large-Cap Growth ETF 2.6% Held

IJS iShares S&P Smallcap 600 Value ETF 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 13, 2026 filing

add_circleNew

JNK $306K

arrow_upwardAdded

MUB +225%
IEFA +3%
BND +2%

arrow_downwardTrimmed

IWN −11%
IWD −8%
SCHX −8%
VEA −6%

remove_circleSold out

AAPL $267K
AEP $258K
SLYG $211K

Broadview Financial Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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