StockDriftsStockDriftsTop 40 Broadview Financial Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE | 15.96% | 258.1K | $23.4M | -2.03%(-5.34K) | $64.89(+49.71%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 INDEX | 10.4% | 23.3K | $15.2M | -0.96%(-225) | $109.55(+580.70%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 7.64% | 151.9K | $11.2M | -0.16%(-237) | $71.81(+1.91%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 7.49% | 52.0K | $11.0M | +0.11%(+57) | $116.20(+93.32%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 6.85% | 88.7K | $10.0M | -0.32%(-287) | $40.24(+241.05%) | 2026-03-31 | |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 6.37% | 92.7K | $9.3M | -1.07%(-1.01K) | $53.56(+109.09%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MKTS | 5.59% | 117.3K | $8.2M | -5.20%(-6.43K) | $53.92(+52.16%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.33% | 99.0K | $6.3M | -3.97%(-4.09K) | $41.98(+68.25%) | 2026-03-31 | |
| IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | 4.02% | 44.4K | $5.9M | -0.07%(-29) | $80.66(+72.64%) | 2026-03-31 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 3.38% | 23.2K | $5.0M | -1.40%(-329) | $77.50(+202.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.04% | +40.63% |
| Top 20 Holdings Unweighted | +11.97% | +40.37% |
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