Broadview Financial Management, LLC
Nilai portofolio QoQ: +11.8% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,28% Perkiraan pembelian $2.934.777 · penjualan $1.990.885
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 95,6% masih dipegang
Rincian sektor
Portofolio lengkap 43 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IEFA | $25.158.718 | 15,36% | 260.496 | $1.789.363 | Naik ×1 | ||
| IVV | $17.165.290 | 10,48% | 22.921 | $1.933.741 | Turun ×4 | ||
| IVW | $11.870.400 | 7,25% | 86.311 | $1.841.430 | Turun ×6 | ||
| IVE | $11.688.642 | 7,14% | 51.478 | $716.556 | Turun ×1 | ||
| BND | $11.521.667 | 7,04% | 156.950 | $333.394 | Naik ×1 | ||
| IJK | $10.656.514 | 6,51% | 90.694 | $1.327.589 | Turun ×4 | ||
| IEMG | $9.324.746 | 5,69% | 112.563 | $1.142.506 | Turun ×4 | ||
| VEA | $6.905.529 | 4,22% | 96.920 | $564.683 | Turun ×2 | ||
| IJJ | $6.542.960 | 4,00% | 44.290 | $659.605 | Turun ×2 | ||
| IWD | $5.517.233 | 3,37% | 22.758 | $566.385 | Turun ×6 | ||
| IJS | $3.993.613 | 2,44% | 29.219 | $525.707 | Turun ×6 | ||
| SCHG | $3.905.913 | 2,39% | 115.423 | $528.434 | Turun ×1 | ||
| SCHX | $3.629.286 | 2,22% | 123.319 | $440.985 | Turun ×6 | ||
| IJT | $3.381.128 | 2,06% | 18.931 | $612.782 | Turun ×4 | ||
| SCHV | $3.129.060 | 1,91% | 89.890 | $435.093 | Naik ×1 | ||
| VNQ | $2.847.374 | 1,74% | 29.528 | $234.628 | Naik ×3 | ||
| IJH | $2.707.313 | 1,65% | 35.110 | $305.629 | Turun ×2 | ||
| IWB | $2.608.636 | 1,59% | 6.370 | $340.855 | Naik ×2 | ||
| IYR | $2.118.998 | 1,29% | 20.724 | $124.674 | Turun ×1 | ||
| IWF | $2.048.640 | 1,25% | 16.499 | $248.826 | Naik ×1 | ||
| MDYG | $1.789.772 | 1,09% | 15.967 | $224.438 | Turun ×1 | ||
| IWS | $1.711.356 | 1,05% | 10.397 | $190.737 | Turun ×2 | ||
| IJR | $1.433.357 | 0,88% | 9.665 | $211.219 | Turun ×1 | ||
| IWM | $1.139.501 | 0,70% | 3.793 | $188.751 | Turun ×2 | ||
| IXUS | $1.084.992 | 0,66% | 11.368 | $73.057 | Turun ×2 | ||
| FELC | $1.084.735 | 0,66% | 25.882 | $137.041 | Turun ×6 | ||
| VOO | $975.663 | 0,60% | 1.421 | $108.874 | Turun ×2 | ||
| SCHE | $859.724 | 0,53% | 23.710 | $72.241 | Turun ×6 | ||
| SCHF | $851.204 | 0,52% | 30.729 | $95.219 | Naik ×1 | ||
| MDYV | $808.724 | 0,49% | 8.526 | $85.454 | Naik ×2 | ||
| SPEM | $805.865 | 0,49% | 15.563 | $56.691 | Turun ×2 | ||
| MDY | $688.009 | 0,42% | 978 | $77.474 | Turun ×1 | ||
| IWN | $647.884 | 0,40% | 2.929 | $88.839 | Turun ×2 | ||
| IWR | $507.752 | 0,31% | 4.603 | $54.628 | Turun ×1 | ||
| SCHB | $444.877 | 0,27% | 15.362 | $58.050 | Turun ×1 | ||
| MUB | $356.913 | 0,22% | 3.316 | $7.667 | Naik ×2 | ||
| QQQ | $342.616 | 0,21% | 465 | $74.078 | |||
| VXF | $268.961 | 0,16% | 1.092 | $33.648 | Turun ×2 | ||
| AAPL | $267.214 | 0,16% | 923 | Naik ×1 | |||
| SCHA | $259.124 | 0,16% | 7.172 | $51.079 | Naik ×2 | ||
| AEP | $257.887 | 0,16% | 1.885 | Naik ×1 | |||
| SPY | $237.289 | 0,14% | 318 | $30.994 | Naik ×1 | ||
| SLYG | $211.364 | 0,13% | 1.774 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VNQ | $2.847.374 | 1,74% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.