Notify me when Broadview Financial Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 41 | $148,288,097 | +$226,358 | -$8,220,336 | -$7,993,978 | IEFA, IVV, BND, IVE, IVW | 13F-HR | 05 Nov 2025, 18:10 |
| Q2 2025 | 40 | $147,211,455 | +$5,600,581 | -$3,430,928 | +$2,169,653 | IEFA, IVV, BND, IVE, IVW | 13F-HR | 06 Aug 2025, 13:43 |
| Q1 2025 | 39 | $134,041,774 | +$107,137 | -$3,737,492 | -$3,630,355 | IEFA, IVV, BND, IVE, IVW | 13F-HR | 14 May 2025, 13:14 |
| Q4 2024 | 41 | $139,805,842 | +$7,413,775 | -$4,496,518 | +$2,917,257 | IEFA, IVV, IVE, IVW, BND | 13F-HR | 03 Feb 2025, 14:44 |
| Q3 2024 | 42 | $147,737,340 | +$2,139,466 | -$967,947 | +$1,171,519 | IEFA, IVV, IVE, BND, IVW | 13F-HR | 25 Nov 2024, 11:21 |
| Q2 2024 | 40 | $137,298,988 | +$1,794,666 | -$1,888,882 | -$94,216 | IEFA, IVV, IVE, BND, IVW | 13F-HR | 31 Jul 2024, 17:36 |
| Q1 2024 | 40 | $137,321,257 | +$2,811,786 | -$1,602,415 | +$1,209,371 | IEFA, IVV, IVE, BND, IJK | 13F-HR | 10 May 2024, 15:05 |
| Q4 2023 | 39 | $129,635,847 | +$14,244,764 | -$4,424,254 | +$9,820,510 | IEFA, IVV, IVE, BND, IJK | 13F-HR | 14 Feb 2024, 12:25 |
| Q3 2023 | 36 | $108,112,642 | +$39,268 | -$3,959,421 | -$3,920,153 | IEFA, IVV, IVE, IEMG, IJK | 13F-HR | 15 Nov 2023, 12:57 |
| Q2 2023 | 40 | $117,111,133 | +$391,828 | -$3,003,941 | -$2,612,113 | IEFA, IVV, IVE, IJK, IEMG | 13F-HR | 14 Aug 2023, 10:14 |
| Q1 2023 | 41 | $114,558,334 | +$908,104 | -$3,477,817 | -$2,569,713 | IEFA, IVV, IVE, IEMG, IJK | 13F-HR | 28 Apr 2023, 15:40 |
| Q4 2022 | 43 | $111,272,791 | +$5,680,626 | -$3,598,918 | +$2,081,708 | IEFA, IVV, IVE, IEMG, IJK | 13F-HR | 14 Feb 2023, 16:53 |
| Q3 2022 | 39 | $99,806,639 | +$813,591 | -$896,689 | -$83,098 | IEFA, IVV, IVE, IJK, IVW | 13F-HR | 14 Feb 2023, 16:40 |
| Q2 2022 | 39 | $107,226,000 | +$1,030,041 | -$9,191,673 | -$8,161,632 | IEFA, IVV, IVE, IJK, IVW | 13F-HR | 03 Aug 2022, 15:38 |
| Q1 2022 | 49 | $134,939,000 | +$7,931,090 | -$2,389,023 | +$5,542,067 | IEFA, IVV, IVE, IVW, IJK | 13F-HR | 21 Apr 2022, 14:55 |
| Q4 2021 | 48 | $140,301,000 | +$4,449,886 | -$1,052,993 | +$3,396,893 | IEFA, IVV, IVE, IVW, IJK | 13F-HR | 16 Feb 2022, 11:04 |
| Q3 2021 | 46 | $129,326,000 | +$236,891 | -$1,647,515 | -$1,410,624 | IEFA, IVV, IVE, IJK, IVW | 13F-HR | 08 Nov 2021, 14:52 |
| Q2 2021 | 47 | $132,784,000 | +$1,123,291 | -$4,182,106 | -$3,058,815 | IEFA, IVV, IVE, IJK, IEMG | 13F-HR | 20 Jul 2021, 17:39 |
| Q1 2021 | 44 | $128,726,000 | +$1,196,999 | -$11,723,233 | -$10,526,234 | IEFA, IVV, IVE, IJK, IEMG | 13F-HR | 14 May 2021, 13:08 |
| Q4 2020 | 46 | $130,401,000 | +$19,377,225 | -$5,735,711 | +$13,641,514 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 08 Feb 2021, 15:38 |
| Q3 2020 | 44 | $118,712,000 | +$238,277 | -$13,953,731 | -$13,715,454 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 06 Nov 2020, 15:26 |
| Q2 2020 | 45 | $124,990,000 | +$4,026,588 | -$10,505,940 | -$6,479,352 | IEFA, IVV, IJK, IVW, IVE | 13F-HR | 12 Aug 2020, 17:21 |
| Q1 2020 | 40 | $111,872,000 | +$4,287,438 | -$4,068,007 | +$219,431 | IEFA, IVV, IJK, IVE, IVW | 13F-HR | 11 May 2020, 11:12 |
| Q4 2019 | 44 | $143,660,000 | +$3,223,863 | -$2,982,458 | +$241,405 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 05 Feb 2020, 12:02 |
| Q3 2019 | 44 | $134,638,000 | +$2,883,577 | -$1,254,305 | +$1,629,272 | IEFA, IVV, IJK, IVE, IVW | 13F-HR | 30 Oct 2019, 10:53 |
| Q2 2019 | 46 | $132,898,000 | +$2,702,160 | -$1,128,050 | +$1,574,110 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 02 Aug 2019, 15:45 |
| Q1 2019 | 45 | $128,374,000 | +$10,810,435 | -$6,939,590 | +$3,870,845 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 03 May 2019, 15:03 |
| Q4 2018 | 52 | $112,511,000 | +$24,324,735 | -$8,273,016 | +$16,051,719 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 28 Jan 2019, 15:07 |
| Q3 2018 | 38 | $111,302,000 | +$6,465,436 | -$885,843 | +$5,579,593 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 06 Nov 2018, 14:58 |
| Q2 2018 | 37 | $102,440,000 | +$2,806,311 | -$1,419,059 | +$1,387,252 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 08 Aug 2018, 16:12 |
| Q1 2018 | 37 | $101,265,000 | +$1,123,008 | -$1,888,840 | -$765,832 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 11 May 2018, 12:16 |
| Q4 2017 | 38 | $103,085,000 | $0 | $0 | $0 | IEFA, IVV, IJK, IVE, IEMG | 13F-HR | 13 Feb 2018, 18:17 |