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, BND, IVE, IVW, and represent 48.62% of Broadview Financial Management's stock portfolio.
Added to shares of these 8 stocks: SCHA, IYR, IWN, VOO, MDYV, SCHB, VXF, QQQ.
Started 1 new stock position in SCHA.
Reduced shares in these 10 stocks: MUB, IEFA, IVV, IEMG, VEA, IVW, IVE, IJK, IJJ, IWD.
Broadview Financial Management was a net seller of stock by $-8.0M.
Broadview Financial Management has $148M in assets under management (AUM), dropping by 0.73%.
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 September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core Msci Eafe Etf (IEFA)	15.8	$23M	-4%	268k	87.31	View chart
Ishares S&p 500 Index Etf (IVV)	10.7	$16M	-5%	24k	669.30	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.5	$11M		150k	74.37	View chart
Ishares S&p 500 Value Etf Etf (IVE)	7.3	$11M	-4%	53k	206.51	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	7.2	$11M	-6%	89k	120.72	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	6.1	$9.0M	-3%	94k	95.89	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	6.1	$9.0M	-8%	136k	65.92	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.1	$6.1M	-11%	102k	59.92	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	3.9	$5.7M	-3%	44k	129.72	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	3.2	$4.8M	-4%	24k	203.59	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	2.4	$3.6M	-2%	113k	31.91	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.3	$3.3M	-2%	127k	26.34	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	2.2	$3.3M	-3%	30k	110.59	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.9	$2.8M	-6%	20k	141.50	View chart
Vanguard Reit Index Etf Etf (VNQ)	1.8	$2.6M	-5%	29k	91.42	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	1.8	$2.6M	-3%	90k	29.11	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.6	$2.3M		6.4k	365.49	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	1.6	$2.3M		36k	65.26	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.4	$2.0M		4.3k	468.42	View chart
Ishares Us Real Estate Etf Etf (IYR)	1.2	$1.8M		19k	97.08	View chart
Ishares Russell Midcap Value Index Etf (IWS)	1.0	$1.5M	-2%	11k	139.67	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	1.0	$1.5M		16k	91.56	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.8	$1.2M		9.9k	118.83	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.8	$1.2M		31k	37.27	View chart
Ishares Trust Core Msci Total Intl Stk Etf Etf (IXUS)	0.7	$973k	-2%	12k	82.58	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$966k	-6%	4.0k	241.98	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.6	$961k	-7%	29k	33.37	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$836k		1.4k	612.30	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.5	$746k		16k	46.81	View chart
Schwab International Equity Etf Etf (SCHF)	0.5	$725k		31k	23.28	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.5	$717k		8.6k	83.41	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.4	$591k	-3%	992.00	595.90	View chart
Ishares Russell 2000 Value Etf (IWN)	0.4	$526k		3.0k	176.80	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.3	$447k		4.6k	96.55	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$417k	-77%	3.9k	106.50	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.3	$394k		15k	25.71	View chart
Powershares Qqq Tr Etf (QQQ)	0.2	$266k		444.00	599.82	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$250k		1.2k	209.41	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$246k	-11%	2.5k	97.99	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$221k		331.00	666.06	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$202k	NEW	7.2k	27.90	View chart

Past Filings by Broadview Financial Management

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

Broadview Financial Management 2025 Q3 filed Nov. 6, 2025
Broadview Financial Management 2025 Q2 filed Aug. 6, 2025
Broadview Financial Management 2025 Q1 filed May 14, 2025
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

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