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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, BND, IVW, and represent 47.39% of Broadview Financial Management's stock portfolio.
Added to shares of these 10 stocks: BND, SPY, IJR, IVE, IWB, FELC, VEA, SPEM, VOO, IWS.
Started 1 new stock position in SPY.
Reduced shares in these 10 stocks: IVV, FMAT, SCHG, IJK, IEMG, IWF, IJS, SCHX, MDYG, IJH.
Sold out of its position in FMAT.
Broadview Financial Management was a net seller of stock by $-94k.
Broadview Financial Management has $137M in assets under management (AUM), dropping by -0.02%.
Central Index Key (CIK): 0001697024

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Portfolio Holdings for Broadview Financial Management

Broadview Financial Management holds 40 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core Msci Eafe Etf (IEFA)	14.1	$19M		266k	72.64	View chart
Ishares S&p 500 Index Etf (IVV)	10.6	$15M	-2%	27k	547.24	View chart
Ishares S&p 500 Value Etf Etf (IVE)	7.8	$11M		59k	182.01	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.7	$11M	+7%	147k	72.05	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	7.2	$9.9M		107k	92.54	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	6.6	$9.1M	-2%	104k	88.11	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	5.0	$6.8M		128k	53.53	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.3	$5.9M		119k	49.42	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	3.8	$5.2M		46k	113.46	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	3.3	$4.5M		26k	174.47	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	2.4	$3.3M	-2%	34k	97.27	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	2.4	$3.3M	-6%	32k	100.84	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.2	$3.0M	-2%	47k	64.25	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.0	$2.7M		21k	128.43	View chart
Vanguard Reit Index Etf Etf (VNQ)	1.8	$2.5M		30k	83.76	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	1.7	$2.3M		32k	74.08	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	1.7	$2.3M	-2%	40k	58.52	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.5	$2.1M	+5%	7.1k	297.54	View chart
Ishares Us Real Estate Etf Etf (IYR)	1.5	$2.0M		23k	87.74	View chart
Vanguard Total International Bond Etf Etf (BNDX)	1.3	$1.8M		38k	48.67	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.2	$1.7M	-5%	4.6k	364.54	View chart
Ishares Russell Midcap Value Index Etf (IWS)	1.1	$1.6M	+3%	13k	120.74	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	1.0	$1.4M	+10%	13k	106.66	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	1.0	$1.4M	-5%	16k	84.06	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.8	$1.1M	+10%	36k	30.60	View chart
Ishares Trust Core Msci Total Intl Stk Etf Etf (IXUS)	0.7	$934k		14k	67.56	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$892k		4.4k	202.91	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$851k	+6%	1.7k	500.07	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.6	$837k		32k	26.56	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.6	$818k	+11%	22k	37.67	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.5	$657k		9.0k	72.94	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.4	$588k		1.1k	535.21	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$584k		15k	38.42	View chart
Ishares Russell 2000 Value Etf (IWN)	0.3	$470k		3.1k	152.32	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.3	$393k		4.8k	81.08	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$315k		5.0k	62.87	View chart
Powershares Qqq Tr Etf (QQQ)	0.2	$261k	-11%	544.00	479.20	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$258k		2.7k	94.25	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$218k	+10%	1.3k	168.82	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$202k	NEW	371.00	544.65	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 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
SJA Financial Advisory 2020 Q4 filed Feb. 8, 2021
SJA Financial Advisory 2020 Q3 filed Nov. 6, 2020

View all past filings

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