0001476804-18-000008.txt : 20181107
0001476804-18-000008.hdr.sgml : 20181107
20181106180042
ACCESSION NUMBER: 0001476804-18-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181107
DATE AS OF CHANGE: 20181106
EFFECTIVENESS DATE: 20181107
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: 181164164
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
09-30-2018
09-30-2018
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
11-06-2018
0
216
405209
false
INFORMATION TABLE
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COM
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COM
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10383
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SOLE
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0
385
Abbott Labs Com
COM
002824100
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6255
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150
Activision Blizzard Inc
COM
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COM
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COM
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COM
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COM
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COM
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COM
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6030
0
30
iShares MSCI EAFE Index Fund
COM
464287465
523
7690
SH
SOLE
7690
0
0
iShares MSCI Emerging Mkt
COM
464287234
8983
209292
SH
SOLE
206637
0
2655
iShares MSCI South Korea Ind
COM
464286772
393
5754
SH
SOLE
5419
0
335
iShares Gold Trust
COM
464285105
3086
270012
SH
SOLE
264972
0
5040
Blackrock CA Muni 2018 Term
COM
09249C105
765
51250
SH
SOLE
51250
0
0
Blackrock Muni 2020 Term Trs
COM
09249X109
705
47560
SH
SOLE
47560
0
0
Blackrock MuniHldgs Insd II
COM
09254C107
181
15000
SH
SOLE
15000
0
0
Brandywine Global Income
COM
10537L104
289
26502
SH
SOLE
26502
0
0
Nuveen Muni Value Fd
COM
670928100
367
39176
SH
SOLE
39176
0
0
Vanguard Int Term Corp Bnd Fd
COM
92206C870
388
4645
SH
SOLE
4645
0
0
Vanguard Inter Med Term Bond I
COM
921937801
187
17130
SH
SOLE
17130
0
0
Vanguard Intr-Term Bond ETF
COM
921937819
741
9208
SH
SOLE
9208
0
0
Vanguard NJ Long Term
COM
92204F305
324
27432
SH
SOLE
27432
0
0
Vanguard Shrt-Term Bond ETF
COM
921937827
4998
64051
SH
SOLE
63051
0
1000
Vanguard Sht Term Corp Bnd Fd
COM
92206C409
7996
102305
SH
SOLE
99712
0
2593
Vanguard Total Bond Market
COM
921937835
4278
54355
SH
SOLE
54255
0
100
iShares IBOXX Inv Gr Corp Bd
COM
464287242
247
2145
SH
SOLE
2145
0
0
iShares Intermediate Corporate
COM
464288638
917
17270
SH
SOLE
17270
0
0
Invesco Senior Loan ETF
COM
46138G508
1713
73945
SH
SOLE
72389
0
1556
Howard Hughes Corp
COM
44267D107
3266
26292
SH
SOLE
25832
0
460
Real Estate Select Sect SPDR
COM
81369Y860
351
10770
SH
SOLE
10739
0
31
Schwab US REIT ETF
COM
808524847
1795
43012
SH
SOLE
41224
0
1788
Seritage Growth Prop A REIT
COM
81752R100
1292
27205
SH
SOLE
26790
0
415
Vanguard REIT ETF
COM
922908553
667
8272
SH
SOLE
8227
0
45
Vornado Holdings Corp
COM
929042109
524
7180
SH
SOLE
7180
0
0
Pimco Inv Grade Corp Bd ETF
COM
72201R817
209
2074
SH
SOLE
2072
0
2
Schwab US Aggregate Bond ETF
COM
808524839
2548
50707
SH
SOLE
48174
0
2533
Pimco 0-5 Year H/Y Corp Bond
COM
72201R783
1707
16959
SH
SOLE
16586
0
373
SPDR Port Short Term Tsy ETF
COM
78468R101
366
12419
SH
SOLE
12419
0
0
Schwab Short Term US Treas
COM
808524862
1664
33572
SH
SOLE
33241
0
331
Schwab US Tips ETF
COM
808524870
1780
32982
SH
SOLE
32777
0
205