0001697024-23-000006.txt : 20231115
0001697024-23-000006.hdr.sgml : 20231115
20231115125711
ACCESSION NUMBER: 0001697024-23-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231115
DATE AS OF CHANGE: 20231115
EFFECTIVENESS DATE: 20231115
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: 231409782
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
09-30-2023
09-30-2023
Broadview Financial Management, LLC
10401 W. INNOVATION DRIVE
SUITE 100
WAUWATOSA
WI
53226
13F HOLDINGS REPORT
028-18465
N
Angie Pingel
General Counsel & CCO
4143901492
/s/ Angie Pingel
Wauwatosa
WI
11-15-2023
0
36
108112642
false
INFORMATION TABLE
2
Form13FQ323.xml
POWERSHARES QQQ TR
ETF
46090E103
218836
611
SH
SOLE
0
0
0
610
VANGUARD REIT INDEX ETF
ETF
922908553
2890940
38210
SH
SOLE
0
1450
0
36758
ISHARES RUSSELL 2000 VALUE
ETF
464287630
425698
3141
SH
SOLE
0
493
0
2647
ISHARES RUSSELL 1000 GROWTH ETF
ETF
464287614
1395035
5245
SH
SOLE
0
0
0
5244
SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
248040
4976
SH
SOLE
0
0
0
4975
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
506187
14905
SH
SOLE
0
0
0
14905
SCHWAB U.S. LARGE-CAP ETF
ETF
808524201
2614103
51662
SH
SOLE
0
0
0
51662
ISHARES US REAL ESTATE ETF
ETF
464287739
1451361
18574
SH
SOLE
0
370
0
18203
SCHWAB U.S. LARGE-CAP GROWTH ETF
ETF
808524300
2878291
39580
SH
SOLE
0
0
0
39580
ISHARES S&P SMALLCAP 600 ETF
ETF
464287804
940068
9966
SH
SOLE
0
0
0
9965
SCHWAB EMERGING MARKETS EQUITY ETF
ETF
808524706
334890
13989
SH
SOLE
0
0
0
13988
SCHWAB U.S. LARGE-CAP VALUE ETF
ETF
808524409
2056660
31906
SH
SOLE
0
0
0
31905
VANGUARD S&P 500 ETF
ETF
922908363
662814
1688
SH
SOLE
0
0
0
1687
SPDR S&P MIDCAP 400 ETF TRUST
ETF
78467Y107
525046
1150
SH
SOLE
0
0
0
1149
SPDR S&P 400 MID CAP GROWTH ETF
ETF
78464A821
1175528
17002
SH
SOLE
0
0
0
17002
SPDR S&P 400 MID CAP VALUE ETF
ETF
78464A839
616172
9500
SH
SOLE
0
0
0
9500
ISHARES RUSSELL MIDCAP VALUE INDEX
ETF
464287473
1190331
11408
SH
SOLE
0
1140
0
10268
ISHARES RUSSELL 2000 ETF
ETF
464287655
775374
4387
SH
SOLE
0
0
0
4387
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF
ETF
46432F834
806434
13443
SH
SOLE
0
5929
0
7512
ISHARES CORE MSCI EAFE
ETF
46432F842
17123685
266102
SH
SOLE
0
7430
0
258672
ISHARES CORE MSCI EMERGING MKTS
ETF
46434G103
7909490
166201
SH
SOLE
0
1236
0
164963
ISHARES TR RUSSELL MIDCAP INDEX FD
ETF
464287499
363449
5248
SH
SOLE
0
0
0
5248
ISHARES S&P SMALL-CAP 600 GROWTH ETF
ETF
464287887
2178326
19861
SH
SOLE
0
633
0
19226
FIDELITY MSCI MATERIALS INDEX ETF
ETF
316092881
435910
9864
SH
SOLE
0
0
0
9864
ISHARES S&P 500 VALUE ETF
ETF
464287408
9046916
58807
SH
SOLE
0
3768
0
55038
ISHARES S&P 500 GROWTH ETF
ETF
464287309
7418121
108420
SH
SOLE
0
1025
0
107395
ISHARES S&P 500 INDEX
ETF
464287200
12307744
28661
SH
SOLE
0
761
0
27898
VANGUARD MID-CAP VALUE ETF
ETF
922908512
345200
2636
SH
SOLE
0
0
0
2635
SPDR PORTFOLIO EMERGING MARKETS ETF
ETF
78463X509
729907
21743
SH
SOLE
0
616
0
21125
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
5224581
119501
SH
SOLE
0
3318
0
116182
ISHARES S&P SMALLCAP 600 VALUE ETF
ETF
464287879
3171783
35550
SH
SOLE
0
665
0
34884
ISHARES S&P MID-CAP 400 GROWTH ETF
ETF
464287606
7835450
108464
SH
SOLE
0
2997
0
105466
ISHARES S&P MIDCAP 400 VALUE ETF
ETF
464287705
4613860
45713
SH
SOLE
0
520
0
45192
ISHARES CORE S&P MID CAP ETF
ETF
464287507
2229830
8943
SH
SOLE
0
811
0
8130
ISHARES RUSSELL 1000 ETF
ETF
464287622
1622394
6906
SH
SOLE
0
0
0
6906
ISHARES RUSSELL 1000 VALUE ETF
ETF
464287598
3844188
25321
SH
SOLE
0
0
0
25320