0001476804-17-000008.txt : 20171113
0001476804-17-000008.hdr.sgml : 20171110
20171113093124
ACCESSION NUMBER: 0001476804-17-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171113
DATE AS OF CHANGE: 20171113
EFFECTIVENESS DATE: 20171113
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Roundview Capital LLC
CENTRAL INDEX KEY: 0001476804
IRS NUMBER: 262457538
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13617
FILM NUMBER: 171193659
BUSINESS ADDRESS:
STREET 1: 182 NASSAU STREET SUITE 201
CITY: PRINCETON
STATE: NJ
ZIP: 08542
BUSINESS PHONE: 609-688-9500
MAIL ADDRESS:
STREET 1: 182 NASSAU STREET SUITE 201
CITY: PRINCETON
STATE: NJ
ZIP: 08542
13F-HR
1
primary_doc.xml
13F-HR
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false
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0001476804
XXXXXXXX
09-30-2017
09-30-2017
Roundview Capital LLC
182 NASSAU STREET SUITE 201
PRINCETON
NJ
08542
13F HOLDINGS REPORT
028-13617
N
George Andresen
Chief Compliance Officer
609 688 9500
George Andresen
Princeton
NJ
09-30-2017
0
213
349601
false
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17946
0
400
Walgreens Boots Alliance Inc
COM
931427108
3383
43200
SH
SOLE
42400
0
800
iShares Curr Hdg MSCI EMU ETF
COM
46434V639
409
13940
SH
SOLE
13940
0
0
iShares MSCI ACWI Ex US ETF
COM
464288240
279
6130
SH
SOLE
6100
0
30
iShares MSCI EAFE Index Fund
COM
464287465
514
7883
SH
SOLE
7883
0
0
iShares MSCI Emerging Mkt
COM
464287234
6295
152084
SH
SOLE
149949
0
2135
iShares MSCI South Korea Ind
COM
464286772
426
6288
SH
SOLE
5953
0
335
Alerian MLP ETF
COM
00162Q866
1815
151734
SH
SOLE
150284
0
1450
iShares Gold Trust
COM
464285105
2601
217880
SH
SOLE
213640
0
4240
Blackrock CA Muni 2018 Term
COM
09249C105
625
41500
SH
SOLE
41500
0
0
Blackrock Muni 2018 Term
COM
09248C106
173
11500
SH
SOLE
11500
0
0
Blackrock MuniHldgs Insd II
COM
09254C107
204
15000
SH
SOLE
15000
0
0
Legg Mason BW Global Income
COM
52469B100
412
31135
SH
SOLE
31135
0
0
Nuveen Muni Value Fd
COM
670928100
390
39176
SH
SOLE
39176
0
0
Vanguard Intr-Term Bond ETF
COM
921937819
629
7446
SH
SOLE
7446
0
0
Vanguard Sht Term Corp Bnd Fd
COM
92206C409
7537
94163
SH
SOLE
91717
0
2446
Vanguard Total Bond Market
COM
921937835
5945
72655
SH
SOLE
72555
0
100
iShares IBOXX Inv Gr Corp Bd
COM
464287242
2092
17360
SH
SOLE
17360
0
0
iShares Intermediate Credit
COM
464288638
1680
15305
SH
SOLE
15285
0
20
iShares S&P Nat Muni Bond Fd
COM
464288414
4387
39840
SH
SOLE
39840
0
0
PowerShares Senior Loan
COM
73936Q769
1549
66940
SH
SOLE
65365
0
1575
Crown Castle Intl Inc
COM
22822V101
282
2814
SH
SOLE
2764
0
50
Howard Hughes Corp
COM
44267D107
3153
25670
SH
SOLE
25320
0
350
Real Estate Select Sect SPDR
COM
81369Y860
273
8465
SH
SOLE
8434
0
31
Schwab US REIT ETF
COM
808524847
2766
67126
SH
SOLE
65386
0
1740
Seritage Growth Prop A REIT
COM
81752R100
832
19825
SH
SOLE
19410
0
415
Spirit Realty Capital Inc
COM
84860W102
80
10754
SH
SOLE
10754
0
0
Vanguard REIT ETF
COM
922908553
652
7833
SH
SOLE
7804
0
29
Schwab US Aggregate Bond ETF
COM
808524839
2309
44200
SH
SOLE
41951
0
2249
Pimco 0-5 Year H/Y Corp Bond
COM
72201R783
1638
16156
SH
SOLE
15831
0
325
Schwab US Tips ETF
COM
808524870
1576
28624
SH
SOLE
28419
0
205