0001697024-24-000001.txt : 20240214 0001697024-24-000001.hdr.sgml : 20240214 20240214122508 ACCESSION NUMBER: 0001697024-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Broadview Financial Management, LLC CENTRAL INDEX KEY: 0001697024 ORGANIZATION NAME: IRS NUMBER: 473857922 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18465 FILM NUMBER: 24634961 BUSINESS ADDRESS: STREET 1: 10401 W. INNOVATION DRIVE STREET 2: SUITE 100 CITY: WAUWATOSA STATE: WI ZIP: 53226 BUSINESS PHONE: 4143901492 MAIL ADDRESS: STREET 1: 10401 W. INNOVATION DRIVE STREET 2: SUITE 100 CITY: WAUWATOSA STATE: WI ZIP: 53226 FORMER COMPANY: FORMER CONFORMED NAME: SJA Financial Advisory, LLC DATE OF NAME CHANGE: 20170202 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001697024 XXXXXXXX 12-31-2023 12-31-2023 Broadview Financial Management, LLC

10401 W. INNOVATION DRIVE SUITE 100 WAUWATOSA WI 53226

13F HOLDINGS REPORT 028-18465 N Angie Pingel 4143901492 /s/ Angie Pingel Wauwatosa WI 02-14-2024 0 39 129635847 false INFORMATION TABLE 2 Form13FQ423.xml POWERSHARES QQQ TR ETF 46090E103 251021 613 SH SOLE 0 0 0 612 VANGUARD REIT INDEX ETF ETF 922908553 2721195 30797 SH SOLE 0 1236 0 29560 ISHARES RUSSELL 2000 VALUE ETF 464287630 487185 3136 SH SOLE 0 498 0 2637 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1544524 5095 SH SOLE 0 0 0 5094 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 278157 4997 SH SOLE 0 0 0 4996 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 561878 15202 SH SOLE 0 0 0 15202 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2859681 50704 SH SOLE 0 0 0 50703 ISHARES US REAL ESTATE ETF ETF 464287739 1792336 19608 SH SOLE 0 378 0 19229 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 3125179 37671 SH SOLE 0 0 0 37670 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 1242373 11477 SH SOLE 0 0 0 11476 SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 798667 32217 SH SOLE 0 0 0 32217 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 2241946 31982 SH SOLE 0 0 0 31982 VANGUARD S&P 500 ETF ETF 922908363 742926 1701 SH SOLE 0 0 0 1700 SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 580437 1144 SH SOLE 0 0 0 1143 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1325862 17522 SH SOLE 0 0 0 17521 SPDR S&P 400 MID CAP VALUE ETF ETF 78464A839 648592 8839 SH SOLE 0 0 0 8838 ISHARES RUSSELL MIDCAP VALUE INDEX ETF 464287473 1393056 11979 SH SOLE 0 1152 0 10826 ISHARES RUSSELL 2000 ETF ETF 464287655 887937 4424 SH SOLE 0 0 0 4423 ISHARES TRUST CORE MSCI TOTAL INTL STK ETF ETF 46432F834 887103 13662 SH SOLE 0 6026 0 7635 ISHARES CORE MSCI EAFE ETF 46432F842 18659700 265241 SH SOLE 0 7533 0 257707 ISHARES CORE MSCI EMERGING MKTS ETF 46434G103 6569872 129891 SH SOLE 0 1261 0 128629 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 10044664 136569 SH SOLE 0 3229 0 133339 FIDELITY ENHANCED LARGE CAP CORE ETF ETF 316092113 807205 30369 SH SOLE 0 0 0 30368 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 1891873 38324 SH SOLE 0 2215 0 36108 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 380438 4894 SH SOLE 0 0 0 4894 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 2701088 21585 SH SOLE 0 637 0 20947 FIDELITY MSCI MATERIALS INDEX ETF ETF 316092881 227846 4675 SH SOLE 0 0 0 4674 ISHARES S&P 500 VALUE ETF ETF 464287408 10140323 58315 SH SOLE 0 3773 0 54541 ISHARES S&P 500 GROWTH ETF ETF 464287309 8084950 107656 SH SOLE 0 971 0 106683 ISHARES S&P 500 INDEX ETF 464287200 13371319 27995 SH SOLE 0 714 0 27280 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 690379 19497 SH SOLE 0 616 0 18879 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 5774671 120557 SH SOLE 0 3286 0 117270 ISHARES S&P SMALLCAP 600 VALUE ETF ETF 464287879 3575343 34688 SH SOLE 0 671 0 34017 ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 8474278 106971 SH SOLE 0 2989 0 103982 ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 5318476 46637 SH SOLE 0 524 0 46112 SPDR BLOOMBERG HIGH YIELD BOND ETF ETF 78468R622 253133 2672 SH SOLE 0 0 0 2672 ISHARES CORE S&P MID CAP ETF ETF 464287507 2321012 8375 SH SOLE 0 819 0 7555 ISHARES RUSSELL 1000 ETF ETF 464287622 1779995 6787 SH SOLE 0 0 0 6787 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 4199227 25411 SH SOLE 0 0 0 25411