0001476804-18-000006.txt : 20180810
0001476804-18-000006.hdr.sgml : 20180810
20180810105915
ACCESSION NUMBER: 0001476804-18-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180810
DATE AS OF CHANGE: 20180810
EFFECTIVENESS DATE: 20180810
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: 181007558
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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0001476804
XXXXXXXX
06-30-2018
06-30-2018
Roundview Capital LLC
182 NASSAU STREET SUITE 201
PRINCETON
NJ
08542
13F HOLDINGS REPORT
028-13617
N
George Andresen
Chief Compliance Officer
6096889500
George Andresen
Princeton
NJ
08-10-2018
0
213
381498
false
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0
30
iShares MSCI EAFE Index Fund
COM
464287465
515
7690
SH
SOLE
7690
0
0
iShares MSCI Emerging Mkt
COM
464287234
9107
210173
SH
SOLE
207518
0
2655
iShares MSCI South Korea Ind
COM
464286772
400
5914
SH
SOLE
5579
0
335
iShares Gold Trust
COM
464285105
3280
272892
SH
SOLE
267852
0
5040
Blackrock CA Muni 2018 Term
COM
09249C105
757
51250
SH
SOLE
51250
0
0
Blackrock Muni 2018 Term
COM
09248C106
180
12000
SH
SOLE
12000
0
0
Blackrock Muni 2020 Term Trs
COM
09249X109
717
47560
SH
SOLE
47560
0
0
Blackrock MuniHldgs Insd II
COM
09254C107
183
15000
SH
SOLE
15000
0
0
Brandywine Global Income
COM
10537L104
312
27335
SH
SOLE
27335
0
0
Nuveen Muni Value Fd
COM
670928100
375
39176
SH
SOLE
39176
0
0
Vanguard Int Term Corp Bnd Fd
COM
92206C870
339
4053
SH
SOLE
4053
0
0
Vanguard Intr-Term Bond ETF
COM
921937819
763
9427
SH
SOLE
9427
0
0
Vanguard Shrt-Term Bond ETF
COM
921937827
5011
64065
SH
SOLE
63065
0
1000
Vanguard Sht Term Corp Bnd Fd
COM
92206C409
7931
101552
SH
SOLE
98959
0
2593
Vanguard Total Bond Market
COM
921937835
4480
56567
SH
SOLE
56467
0
100
iShares IBOXX Inv Gr Corp Bd
COM
464287242
246
2145
SH
SOLE
2145
0
0
iShares Intermediate Corporate
COM
464288638
915
8610
SH
SOLE
8610
0
0
Invesco Senior Loan ETF
COM
46138G508
1693
73945
SH
SOLE
72389
0
1556
Howard Hughes Corp
COM
44267D107
3787
28580
SH
SOLE
28120
0
460
Real Estate Select Sect SPDR
COM
81369Y860
359
10975
SH
SOLE
10944
0
31
Schwab US REIT ETF
COM
808524847
2175
52053
SH
SOLE
50267
0
1786
Seritage Growth Prop A REIT
COM
81752R100
311
7330
SH
SOLE
7115
0
215
Vanguard REIT ETF
COM
922908553
661
8119
SH
SOLE
8074
0
45
Vornado Holdings Corp
COM
929042109
522
7060
SH
SOLE
7060
0
0
Schwab US Aggregate Bond ETF
COM
808524839
2511
49579
SH
SOLE
47062
0
2517
Pimco 0-5 Year H/Y Corp Bond
COM
72201R783
1628
16359
SH
SOLE
15986
0
373
Schwab Short Term US Treas
COM
808524862
1209
24314
SH
SOLE
23997
0
317
Schwab US Tips ETF
COM
808524870
1805
32881
SH
SOLE
32676
0
205