0001697024-23-000004.txt : 20230428 0001697024-23-000004.hdr.sgml : 20230428 20230428154017 ACCESSION NUMBER: 0001697024-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230428 EFFECTIVENESS DATE: 20230428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Broadview Financial Management, LLC CENTRAL INDEX KEY: 0001697024 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: 23865426 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 03-31-2023 03-31-2023 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 04-28-2023 0 41 114558334 false INFORMATION TABLE 2 Form13FQ123.xml VANGUARD REIT INDEX ETF ETF 922908553 3275101 39440 SH SOLE 0 1437 0 38002 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 1360583 12998 SH SOLE 0 1032 0 11964 SPDR S&P 500 ETF TRUST ETF 78462F103 237556 580 SH SOLE 0 0 0 580 ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF ETF 003261104 518073 24943 SH SOLE 0 0 0 24943 ISHARES RUSSELL 2000 VALUE ETF 464287630 442959 3233 SH SOLE 0 491 0 2741 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 251710 6003 SH SOLE 0 0 0 6003 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1341284 5490 SH SOLE 0 0 0 5489 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 236313 4939 SH SOLE 0 0 0 4938 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 534723 15366 SH SOLE 0 0 0 15365 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2631371 54401 SH SOLE 0 0 0 54400 ISHARES US REAL ESTATE ETF ETF 464287739 1634938 19257 SH SOLE 0 642 0 18614 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 2825060 43349 SH SOLE 0 0 0 43349 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 1001244 10354 SH SOLE 0 0 0 10354 SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 341233 13917 SH SOLE 0 0 0 13916 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 2043775 31165 SH SOLE 0 0 0 31164 VANGUARD S&P 500 ETF ETF 922908363 639148 1700 SH SOLE 0 0 0 1699 SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 524080 1143 SH SOLE 0 0 0 1143 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1209709 17675 SH SOLE 0 0 0 17675 SPDR S&P 400 MID CAP VALUE ETF ETF 78464A839 615065 9308 SH SOLE 0 0 0 9307 ISHARES RUSSELL MIDCAP VALUE INDEX ETF 464287473 1230410 11586 SH SOLE 0 1199 0 10385 ISHARES RUSSELL 2000 ETF ETF 464287655 780540 4375 SH SOLE 0 0 0 4375 SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF ETF 78464A284 235893 9421 SH SOLE 0 0 0 9420 ISHARES TRUST CORE MSCI TOTAL INTL STK ETF ETF 46432F834 1079505 17425 SH SOLE 0 5837 0 11587 ISHARES CORE MSCI EAFE ETF 46432F842 18103564 270809 SH SOLE 0 7433 0 263375 ISHARES CORE MSCI EMERGING MKTS ETF 46434G103 8172812 167510 SH SOLE 0 1266 0 166243 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 660512 13502 SH SOLE 0 550 0 12951 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 554780 7934 SH SOLE 0 0 0 7934 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 2253791 20500 SH SOLE 0 632 0 19868 FIDELITY MSCI MATERIALS INDEX ETF ETF 316092881 451992 9914 SH SOLE 0 0 0 9914 ISHARES S&P 500 VALUE ETF ETF 464287408 9195276 60591 SH SOLE 0 3850 0 56740 ISHARES S&P 500 GROWTH ETF ETF 464287309 7286609 114049 SH SOLE 0 1153 0 112895 ISHARES S&P 500 INDEX ETF 464287200 12471344 30338 SH SOLE 0 828 0 29509 VANGUARD MID-CAP VALUE ETF ETF 922908512 349510 2607 SH SOLE 0 0 0 2606 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 740174 21687 SH SOLE 0 616 0 21070 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 5493665 121622 SH SOLE 0 3390 0 118231 ISHARES S&P SMALLCAP 600 VALUE ETF ETF 464287879 3415541 36495 SH SOLE 0 702 0 35791 ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7921540 110775 SH SOLE 0 3047 0 107727 ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 4709955 45830 SH SOLE 0 519 0 45310 ISHARES CORE S&P MID CAP ETF ETF 464287507 2259621 9033 SH SOLE 0 809 0 8223 ISHARES RUSSELL 1000 ETF ETF 464287622 1659883 7370 SH SOLE 0 0 0 7369 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 3867492 25401 SH SOLE 0 0 0 25400