0001697024-24-000002.txt : 20240510 0001697024-24-000002.hdr.sgml : 20240510 20240510150559 ACCESSION NUMBER: 0001697024-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 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: 24934373 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 03-31-2024 03-31-2024 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 05-10-2024 0 40 137321257 false INFORMATION TABLE 2 Form13FQ124.xml POWERSHARES QQQ TR ETF 46090E103 272306 613 SH SOLE 0 0 0 613 VANGUARD EXTENDED MARKET ETF ETF 922908652 205454 1172 SH SOLE 0 0 0 1172 VANGUARD REIT INDEX ETF ETF 922908553 2658951 30746 SH SOLE 0 1247 0 29499 ISHARES RUSSELL 2000 VALUE ETF 464287630 497012 3130 SH SOLE 0 500 0 2629 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1639753 4865 SH SOLE 0 0 0 4865 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 305976 5012 SH SOLE 0 0 0 5011 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 593195 15202 SH SOLE 0 0 0 15202 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2968551 47834 SH SOLE 0 0 0 47833 ISHARES US REAL ESTATE ETF ETF 464287739 2071647 23044 SH SOLE 0 379 0 22664 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 3206659 34584 SH SOLE 0 0 0 34584 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 1339074 12116 SH SOLE 0 0 0 12116 SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 808437 32017 SH SOLE 0 0 0 32017 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 2427938 31955 SH SOLE 0 0 0 31954 VANGUARD S&P 500 ETF ETF 922908363 769991 1602 SH SOLE 0 0 0 1601 SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 614976 1105 SH SOLE 0 0 0 1105 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1496592 17145 SH SOLE 0 0 0 17145 SPDR S&P 400 MID CAP VALUE ETF ETF 78464A839 690170 9081 SH SOLE 0 0 0 9081 ISHARES RUSSELL MIDCAP VALUE INDEX ETF 464287473 1578445 12594 SH SOLE 0 1096 0 11497 ISHARES RUSSELL 2000 ETF ETF 464287655 922138 4385 SH SOLE 0 0 0 4384 ISHARES TRUST CORE MSCI TOTAL INTL STK ETF ETF 46432F834 927134 13662 SH SOLE 0 6026 0 7635 ISHARES CORE MSCI EAFE ETF 46432F842 19692316 265324 SH SOLE 0 7464 0 257859 ISHARES CORE MSCI EMERGING MKTS ETF 46434G103 6680907 129475 SH SOLE 0 1261 0 128213 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 9918683 136565 SH SOLE 0 3234 0 133329 FIDELITY ENHANCED LARGE CAP CORE ETF ETF 316092113 956436 32422 SH SOLE 0 0 0 32421 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 1827638 37155 SH SOLE 0 2223 0 34931 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 406327 4832 SH SOLE 0 0 0 4832 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 2790749 21347 SH SOLE 0 630 0 20716 FIDELITY MSCI MATERIALS INDEX ETF ETF 316092881 245311 4684 SH SOLE 0 0 0 4684 ISHARES S&P 500 VALUE ETF ETF 464287408 10912876 58417 SH SOLE 0 3765 0 54651 ISHARES S&P 500 GROWTH ETF ETF 464287309 9046302 107133 SH SOLE 0 833 0 106299 ISHARES S&P 500 INDEX ETF 464287200 14369604 27333 SH SOLE 0 693 0 26638 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 703342 19435 SH SOLE 0 616 0 18817 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 5856930 116742 SH SOLE 0 3232 0 113509 ISHARES S&P SMALLCAP 600 VALUE ETF ETF 464287879 3552782 34574 SH SOLE 0 664 0 33908 ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 9651841 105774 SH SOLE 0 2827 0 102945 ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 5425817 45869 SH SOLE 0 512 0 45356 SPDR BLOOMBERG HIGH YIELD BOND ETF ETF 78468R622 258046 2711 SH SOLE 0 0 0 2710 ISHARES CORE S&P MID CAP ETF ETF 464287507 2484860 40910 SH SOLE 0 4106 0 36802 ISHARES RUSSELL 1000 ETF ETF 464287622 1930484 6702 SH SOLE 0 0 0 6702 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 4615607 25770 SH SOLE 0 0 0 25769