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 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