Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Broadview Financial Management, LLC (CIK 1697024) reported $146.4M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($23.4M, 15.96%), IVV ($15.2M, 10.40%), BND ($11.2M, 7.64%), IVE ($11.0M, 7.49%), IVW ($10.0M, 6.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES CORE MSCI EAFE | $23.4M | 15.96% | 258,139 | Trimmed |
| 2 | IVV | ISHARES S&P 500 INDEX | $15.2M | 10.40% | 23,318 | Trimmed |
| 3 | BND | VANGUARD TOTAL BOND MARKET ETF | $11.2M | 7.64% | 151,932 | Trimmed |
| 4 | IVE | ISHARES S&P 500 VALUE ETF | $11.0M | 7.49% | 51,963 | Added |
| 5 | IVW | ISHARES S&P 500 GROWTH ETF | $10.0M | 6.85% | 88,666 | Trimmed |
| 6 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $9.3M | 6.37% | 92,714 | Trimmed |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MKTS | $8.2M | 5.59% | 117,308 | Trimmed |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $6.3M | 4.33% | 98,952 | Trimmed |
| 9 | IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | $5.9M | 4.02% | 44,403 | Trimmed |
| 10 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $5.0M | 3.38% | 23,171 | Trimmed |
| 11 | IJS | ISHARES S&P SMALLCAP 600 VALUE ETF | $3.5M | 2.37% | 29,277 | Trimmed |
| 12 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $3.4M | 2.31% | 115,945 | Added |
| 13 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $3.2M | 2.18% | 124,349 | Trimmed |
| 14 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $2.8M | 1.89% | 19,130 | Trimmed |
| 15 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $2.7M | 1.84% | 88,327 | Trimmed |
| 16 | VNQ | VANGUARD REIT INDEX ETF | $2.6M | 1.78% | 29,456 | Added |
| 17 | IJH | ISHARES CORE S&P MID CAP ETF | $2.4M | 1.64% | 35,565 | Trimmed |
| 18 | IWB | ISHARES RUSSELL 1000 ETF | $2.3M | 1.55% | 6,360 | Added |
| 19 | IYR | ISHARES US REAL ESTATE ETF | $2.0M | 1.36% | 21,091 | Added |
| 20 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1.8M | 1.23% | 4,221 | Trimmed |
| 21 | MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $1.6M | 1.07% | 16,312 | Added |
| 22 | IWS | ISHARES RUSSELL MIDCAP VALUE INDEX | $1.5M | 1.04% | 10,434 | Trimmed |
| 23 | IJR | ISHARES S&P SMALLCAP 600 ETF | $1.2M | 0.83% | 9,831 | Added |
| 24 | IXUS | ISHARES TRUST CORE MSCI TOTAL INTL STK ETF | $1.0M | 0.69% | 11,680 | Trimmed |
| 25 | FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $947,694 | 0.65% | 26,129 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31