Broadview Financial Management, LLC - Portfolio overview

Broadview Financial Management, LLC has 41 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES CORE MSCI EAFE, 15.93%
2. IVV - ISHARES S&P 500 INDEX, 10.38%
3. BND - VANGUARD TOTAL BOND MARKET ETF, 7.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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