0001697024-23-000005.txt : 20230814 0001697024-23-000005.hdr.sgml : 20230814 20230814101400 ACCESSION NUMBER: 0001697024-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231167026 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 06-30-2023 06-30-2023 Broadview Financial Management, LLC

10401 W. INNOVATION DRIVE SUITE 100 WAUWATOSA WI 53226

13F HOLDINGS REPORT 028-18465 N Angie Pingel 414.390.1492 /s/ Angie Pingel Wauwatosa WI 08-14-2023 0 40 117111133 false INFORMATION TABLE 2 Form13FQ223.xml POWERSHARES QQQ TR ETF 46090E103 225350 610 SH SOLE 0 0 0 610 VANGUARD REIT INDEX ETF ETF 922908553 3269517 39128 SH SOLE 0 1437 0 37690 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 1336740 12848 SH SOLE 0 1036 0 11811 SPDR S&P 500 ETF TRUST ETF 78462F103 258006 582 SH SOLE 0 0 0 582 ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF ETF 003261104 388739 19283 SH SOLE 0 0 0 19282 ISHARES RUSSELL 2000 VALUE ETF 464287630 446832 3174 SH SOLE 0 493 0 2680 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1447362 5260 SH SOLE 0 0 0 5259 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 256266 4957 SH SOLE 0 0 0 4956 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 531377 14905 SH SOLE 0 0 0 14905 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2736851 52260 SH SOLE 0 0 0 52259 ISHARES US REAL ESTATE ETF ETF 464287739 1685085 19472 SH SOLE 0 645 0 18826 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 3052264 40724 SH SOLE 0 0 0 40724 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 993882 9974 SH SOLE 0 0 0 9973 SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 344542 13989 SH SOLE 0 0 0 13988 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 2131268 31767 SH SOLE 0 0 0 31767 VANGUARD S&P 500 ETF ETF 922908363 684860 1682 SH SOLE 0 0 0 1681 SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 548980 1146 SH SOLE 0 0 0 1146 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1223927 17082 SH SOLE 0 0 0 17082 SPDR S&P 400 MID CAP VALUE ETF ETF 78464A839 650485 9457 SH SOLE 0 0 0 9457 ISHARES RUSSELL MIDCAP VALUE INDEX ETF 464287473 1261878 11488 SH SOLE 0 1140 0 10348 ISHARES RUSSELL 2000 ETF ETF 464287655 821570 4387 SH SOLE 0 0 0 4387 SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF ETF 78464A284 254246 10166 SH SOLE 0 0 0 10165 ISHARES TRUST CORE MSCI TOTAL INTL STK ETF ETF 46432F834 846610 13520 SH SOLE 0 5929 0 7589 ISHARES CORE MSCI EAFE ETF 46432F842 18251307 270390 SH SOLE 0 7555 0 262834 ISHARES CORE MSCI EMERGING MKTS ETF 46434G103 8231709 167006 SH SOLE 0 1278 0 165726 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 386939 5298 SH SOLE 0 0 0 5298 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 2297521 19991 SH SOLE 0 633 0 19356 FIDELITY MSCI MATERIALS INDEX ETF ETF 316092881 464254 9950 SH SOLE 0 0 0 9949 ISHARES S&P 500 VALUE ETF ETF 464287408 9701764 60188 SH SOLE 0 3848 0 56339 ISHARES S&P 500 GROWTH ETF ETF 464287309 7916720 112326 SH SOLE 0 1082 0 111243 ISHARES S&P 500 INDEX ETF 464287200 13130982 29461 SH SOLE 0 773 0 28686 VANGUARD MID-CAP VALUE ETF ETF 922908512 362764 2622 SH SOLE 0 0 0 2621 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 747519 21743 SH SOLE 0 616 0 21125 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 5497239 119039 SH SOLE 0 3306 0 115733 ISHARES S&P SMALLCAP 600 VALUE ETF ETF 464287879 3441112 36188 SH SOLE 0 705 0 35482 ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 8240926 109879 SH SOLE 0 3054 0 106824 ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 4927088 45992 SH SOLE 0 520 0 45470 ISHARES CORE S&P MID CAP ETF ETF 464287507 2370989 9068 SH SOLE 0 811 0 8255 ISHARES RUSSELL 1000 ETF ETF 464287622 1697515 6964 SH SOLE 0 0 0 6964 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 4048148 25649 SH SOLE 0 0 0 25648