Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

SJA Financial Advisory

Latest statistics and disclosures from Broadview Financial Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, IVV, IVE, IVW, BND, and represent 47.05% of Broadview Financial Management's stock portfolio.
Added to shares of these 10 stocks: SCHG, SCHX, SCHV, BNDX, SCHF, SCHB, IEFA, BND, SCHA, VEA.
Reduced shares in these 10 stocks: IVE, IVV, IJK, IJR, SPEM, IWS, IJJ, , IJS, IVW.
Sold out of its position in SPY.
Broadview Financial Management was a net buyer of stock by $2.9M.
Broadview Financial Management has $140M in assets under management (AUM), dropping by -5.37%.
Central Index Key (CIK): 0001697024

Tip: Access up to 7 years of quarterly data

Positions held by SJA Financial Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Broadview Financial Management

Broadview Financial Management holds 41 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core Msci Eafe Etf (IEFA)	13.6	$19M		270k	70.28	View chart
Ishares S&p 500 Index Etf (IVV)	10.4	$15M	-4%	25k	588.68	View chart
Ishares S&p 500 Value Etf Etf (IVE)	7.7	$11M	-6%	57k	190.88	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	7.7	$11M		106k	101.53	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.6	$11M		148k	71.91	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	6.4	$9.0M	-5%	99k	90.93	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	4.7	$6.6M		127k	52.22	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.1	$5.8M		121k	47.82	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	3.9	$5.4M	-3%	44k	124.96	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	3.4	$4.7M		25k	185.13	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	2.5	$3.5M	-4%	32k	108.61	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	2.4	$3.3M	+280%	119k	27.87	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.2	$3.1M	+189%	133k	23.18	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.0	$2.8M		21k	135.37	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.9	$2.7M		8.3k	322.14	View chart
Vanguard Reit Index Etf Etf (VNQ)	1.9	$2.6M		30k	89.08	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	1.8	$2.5M	+197%	94k	26.07	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	1.8	$2.4M		39k	62.31	View chart
Vanguard Total International Bond Etf Etf (BNDX)	1.6	$2.2M	+15%	45k	49.05	View chart
Ishares Us Real Estate Etf Etf (IYR)	1.5	$2.1M		22k	93.06	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.3	$1.8M		4.5k	401.61	View chart
Ishares Russell Midcap Value Index Etf (IWS)	1.0	$1.4M	-21%	11k	129.34	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	1.0	$1.4M	-2%	16k	86.89	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.8	$1.1M	-31%	9.7k	115.23	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.8	$1.1M	-5%	34k	32.93	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$971k		4.4k	220.95	View chart
Ishares Trust Core Msci Total Intl Stk Etf Etf (IXUS)	0.6	$904k		14k	66.14	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.6	$849k	+2%	32k	26.63	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$843k		1.6k	538.85	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.5	$684k	-5%	8.5k	80.20	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.4	$610k		1.1k	569.71	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.4	$601k	-41%	16k	38.37	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$580k	+104%	31k	18.50	View chart
Ishares Russell 2000 Value Etf (IWN)	0.3	$484k	-3%	3.0k	164.17	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.3	$420k		4.8k	88.39	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$345k	+201%	15k	22.70	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$268k		2.8k	95.46	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$265k		2.1k	126.73	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$244k		1.3k	189.94	View chart
Powershares Qqq Tr Etf (QQQ)	0.2	$226k	-18%	442.00	511.76	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$202k	+97%	7.8k	25.86	View chart

Past Filings by Broadview Financial Management

SEC 13F filings are viewable for Broadview Financial Management going back to 2017

Broadview Financial Management 2024 Q4 filed Feb. 3, 2025
Broadview Financial Management 2024 Q3 filed Nov. 25, 2024
Broadview Financial Management 2024 Q2 filed Aug. 1, 2024
Broadview Financial Management 2024 Q1 filed May 10, 2024
Broadview Financial Management 2023 Q4 filed Feb. 14, 2024
Broadview Financial Management 2023 Q3 filed Nov. 15, 2023
Broadview Financial Management 2023 Q2 filed Aug. 14, 2023
Broadview Financial Management 2023 Q1 filed April 28, 2023
SJA Financial Advisory 2022 Q3 filed Feb. 14, 2023
SJA Financial Advisory 2022 Q4 filed Feb. 14, 2023
SJA Financial Advisory 2022 Q2 filed Aug. 3, 2022
SJA Financial Advisory 2022 Q1 filed April 21, 2022
SJA Financial Advisory 2021 Q4 filed Feb. 16, 2022
SJA Financial Advisory 2021 Q3 filed Nov. 8, 2021
SJA Financial Advisory 2021 Q2 filed July 21, 2021
SJA Financial Advisory 2021 Q1 filed May 14, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z