Broadview Financial Management, LLC
CIK 1697024 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- IEFA15.36%
- IVV10.48%
- IVW7.25%
- IVE7.14%
- BND7.04%
- IJK6.51%
- IEMG5.69%
- VEA4.22%
- IJJ4.00%
- IWD3.37%
Share classes counted separately71.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IEFAWeight decreased · -0.60 pp15.96% → 15.36%Shares +2.36K (+0.91%)
- BNDWeight decreased · -0.60 pp7.64% → 7.04%Shares +5.02K (+3.30%)
- IVWWeight increased · +0.40 pp6.85% → 7.25%Shares -2.35K (-2.66%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IEFAISHARES CORE MSCI EAFE ETFETF View history and evidence | $25.16M | 15.36% | 260.50K shares | 15.96% → 15.36%-0.60 pp +2.36K (+0.91%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $17.17M | 10.48% | 22.92K shares | 10.40% → 10.48%+0.08 pp -397 (-1.70%) | Reduced | ↗▾ |
| 03 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $11.87M | 7.25% | 86.31K shares | 6.85% → 7.25%+0.40 pp -2.35K (-2.66%) | Reduced | ↗▾ |
| 04 | IVEISHARES S&P 500 VALUE ETFETF View history and evidence | $11.69M | 7.14% | 51.48K shares | 7.49% → 7.14%-0.35 pp -485 (-0.93%) | Reduced | ↗▾ |
| 05 | BNDVANGUARD TOTAL BOND MARKETETF View history and evidence | $11.52M | 7.04% | 156.95K shares | 7.64% → 7.04%-0.60 pp +5.02K (+3.30%) | Added | ↗▾ |
| 06 | IJKISHARES S&P MID-CAP 400 GROWETF View history and evidence | $10.66M | 6.51% | 90.69K shares | 6.37% → 6.51%+0.14 pp -2.02K (-2.18%) | Reduced | ↗▾ |
| 07 | IEMGISHARES CORE MSCI EMERGINGETF View history and evidence | $9.32M | 5.69% | 112.56K shares | 5.59% → 5.69%+0.10 pp -4.75K (-4.04%) | Reduced | ↗▾ |
| 08 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $6.91M | 4.22% | 96.92K shares | 4.33% → 4.22%-0.11 pp -2.03K (-2.05%) | Reduced | ↗▾ |
| 09 | IJJISHARES S&P MID-CAP 400 VALUETF View history and evidence | $6.54M | 4.00% | 44.29K shares | 4.02% → 4.00%-0.02 pp -113 (-0.25%) | Reduced | ↗▾ |
| 10 | IWDISHARES RUSSELL 1000 VALUE EETF View history and evidence | $5.52M | 3.37% | 22.76K shares | 3.38% → 3.37%-0.01 pp -413 (-1.78%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1697024 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 163756443
}Research all 43 reported holdings.
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