0001476804-21-000002.txt : 20210208 0001476804-21-000002.hdr.sgml : 20210208 20210208085121 ACCESSION NUMBER: 0001476804-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210208 DATE AS OF CHANGE: 20210208 EFFECTIVENESS DATE: 20210208 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: 21598703 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 LIVE false false false 0001476804 XXXXXXXX 12-31-2020 12-31-2020 Roundview Capital LLC

182 NASSAU STREET SUITE 201 PRINCETON NJ 08542

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SCHWAB STRATEGIC TR US TIPS ETF 808524870 2581 41583 SH SOLE 41456 0 127 SELECT SECTOR SPDR TR ENERGY 81369Y506 1304 34408 SH SOLE 34408 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2150 16535 SH SOLE 16535 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 375 10256 SH SOLE 10238 0 18 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4331 69072 SH SOLE 68927 0 145 SHERWIN WILLIAMS CO COM 824348106 298 406 SH SOLE 406 0 0 SHOPIFY INC CL A 82509L107 3020 2668 SH SOLE 2668 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 411 2687 SH SOLE 2687 0 0 SOUTHWEST AIRLS CO COM 844741108 1153 24727 SH SOLE 24485 0 242 STANLEY BLACK & DECKER INC COM 854502101 1395 7812 SH SOLE 7777 0 35 STARBUCKS CORP COM 855244109 395 3690 SH SOLE 3690 0 0 STRYKER CORP COM 863667101 908 3704 SH SOLE 3704 0 0 SYSCO CORP COM 871829107 3122 42036 SH SOLE 42036 0 0 TJX COS INC NEW COM 872540109 372 5452 SH SOLE 5392 0 60 TELEFLEX INC COM 879369106 379 921 SH SOLE 921 0 0 TEXAS INSTRS INC COM 882508104 3013 18356 SH SOLE 18356 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1783 3828 SH SOLE 3798 0 30 3M CO COM 88579Y101 1361 7787 SH SOLE 7677 0 110 TRANSUNION COM 89400J107 1830 18442 SH SOLE 18442 0 0 TRAVELERS COMPANIES INC COM 89417E109 791 5636 SH SOLE 5636 0 0 UNILEVER PLC SPON ADR NEW 904767704 1005 16651 SH SOLE 16651 0 0 UNION PACIFIC CORP COM 907818108 2851 13691 SH SOLE 13400 0 291 UNITED PARCEL SERVICE INC CL B 911312106 3406 20224 SH SOLE 20224 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5758 16420 SH SOLE 16412 0 8 VALERO ENERGY CORP COM 91913Y100 1375 24303 SH SOLE 24303 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 3606 58165 SH SOLE 57865 0 300 VANGUARD GROUP DIV APP ETF 921908844 313 2215 SH SOLE 2215 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 716 11894 SH SOLE 11744 0 150 VANGUARD WORLD FD MEGA GRWTH IND 921910816 218 1068 SH SOLE 1068 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 935 10072 SH SOLE 10072 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 9258 111679 SH SOLE 111679 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 12596 142824 SH SOLE 142660 0 164 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2767 58618 SH SOLE 58604 0 14 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1834 20037 SH SOLE 20037 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 607 11882 SH SOLE 11882 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 2869 55330 SH SOLE 55188 0 142 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1116 12060 SH SOLE 11935 0 125 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1030 17650 SH SOLE 17650 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11191 223320 SH SOLE 222002 0 1318 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2469 40075 SH SOLE 40075 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 27262 327469 SH SOLE 326985 0 484 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1176 10182 SH SOLE 10182 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4425 45550 SH SOLE 45467 0 83 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13136 38222 SH SOLE 37958 0 264 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1996 23507 SH SOLE 23486 0 21 VANGUARD INDEX FDS SML CP GRW ETF 922908595 206 768 SH SOLE 768 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1824 12825 SH SOLE 12629 0 196 VANGUARD INDEX FDS MID CAP ETF 922908629 3211 15527 SH SOLE 15492 0 35 VANGUARD INDEX FDS LARGE CAP ETF 922908637 862 4905 SH SOLE 4905 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2322 14101 SH SOLE 14101 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 506 1996 SH SOLE 1996 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 236 1984 SH SOLE 1984 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1786 9172 SH SOLE 9135 0 37 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9194 47237 SH SOLE 46812 0 425 VERIZON COMMUNICATIONS INC COM 92343V104 3113 52992 SH SOLE 52947 0 45 VISA INC COM CL A 92826C839 4870 22266 SH SOLE 22266 0 0 WABTEC CORP COM 929740108 206 2813 SH SOLE 2812 0 1 WALMART INC COM 931142103 6343 44005 SH SOLE 43755 0 250 WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 565 26127 SH SOLE 26127 0 0 WASTE CONNECTIONS INC COM 94106B101 696 6788 SH SOLE 6788 0 0 WORKDAY INC CL A 98138H101 317 1321 SH SOLE 1321 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 1004 6517 SH SOLE 6452 0 65