Broadview Financial Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Wauwatosa, WI
CIK
0001697024
Alternate names
SJA Financial Advisory, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 39 129,635 IEFA, IVV, IVE, BND 13F-HR 2/14/2024 000169702424000001
Q3 2023 36 108,112 IEFA, IVV, IVE, IEMG 13F-HR 11/15/2023 000169702423000006
Q2 2023 40 117,111 IEFA, IVV, IVE, IJK 13F-HR 8/14/2023 000169702423000005
Q1 2023 41 114,558 IEFA, IVV, IVE, IEMG 13F-HR 4/28/2023 000169702423000004
Q4 2022 43 111,272 IEFA, IVV, IVE, IEMG 13F-HR 2/14/2023 000169702423000002
Q3 2022 39 99,806 IEFA, IVV, IVE, IJK 13F-HR 2/14/2023 000169702423000001
Q2 2022 39 107,226 IEFA, IVV, IVE, IJK 13F-HR 8/3/2022 000169702422000003
Q1 2022 49 134,939 IEFA, IVV, IVE, IVW 13F-HR 4/21/2022 000169702422000002
Q4 2021 48 140,301 IEFA, IVV, IVE, IVW 13F-HR 2/16/2022 000169702422000001
Q3 2021 46 129,326 IEFA, IVV, IVE, IJK 13F-HR 11/8/2021 000169702421000004
Q2 2021 47 132,784 IEFA, IVV, IVE, IJK 13F-HR 7/20/2021 000169702421000003
Q1 2021 44 128,726 IEFA, IVV, IVE, IJK 13F-HR 5/14/2021 000169702421000002
Q4 2020 46 130,401 IEFA, IVV, IJK, IVE 13F-HR 2/8/2021 000169702421000001
Q3 2020 44 118,712 IEFA, IVV, IJK, IVE 13F-HR 11/6/2020 000169702420000005
Q2 2020 45 124,990 IEFA, IVV, IJK, IVW 13F-HR 8/12/2020 000169702420000004
Q1 2020 40 111,872 IEFA, IVV, IJK, IVE 13F-HR 5/11/2020 000169702420000003
Q4 2019 44 143,660 IEFA, IVV, IJK, IVE 13F-HR 2/5/2020 000169702420000002
Q3 2019 44 134,638 IEFA, IVV, IJK, IVE 13F-HR 10/30/2019 000169702419000004
Q2 2019 46 132,898 IEFA, IVV, IJK, IVE 13F-HR 8/2/2019 000169702419000003
Q1 2019 45 128,374 IEFA, IVV, IJK, IVE 13F-HR 5/3/2019 000169702419000002
Q4 2018 52 112,511 IEFA, IVV, IJK, IVE 13F-HR 1/28/2019 000169702419000001
Q3 2018 38 111,302 IEFA, IVV, IJK, IVE 13F-HR 11/6/2018 000169702418000005
Q2 2018 37 102,440 IEFA, IVV, IJK, IVE 13F-HR 8/8/2018 000169702418000004
Q1 2018 37 101,265 IEFA, IVV, IJK, IVE 13F-HR 5/11/2018 000169702418000003
Q4 2017 38 103,085 IEFA, IVV, IJK, IVE 13F-HR 2/14/2018 000169702418000002