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Institutional Investment Manager
Roundview Capital LLC
Roundview Capital LLC (CIK: 0001476804), located at 182 Nassau Street Suite 201, Princeton, NJ. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001476804-16-000015) filed in 2016.08.12
#
Name
Shares
Value ($)
%
Options
Notes
1 WINTHROP RLTY TR 369,449 3,247 1.19%
2 WHITE MTNS INS GROUP LTD 287 242 0.09%
3 WELLS FARGO & CO NEW 73,688 3,488 1.28%
4 WALGREENS BOOTS ALLIANCE INC 42,780 3,562 1.31%
5 WAL-MART STORES INC 31,266 2,283 0.84%
6 Verifone Systems, Inc. 23,075 428 0.16%
7 VISA INC 5,201 386 0.14%
8 VIACOM INC NEW 10,850 450 0.17%
9 VERIZON COMMUNICATIONS INC 28,185 1,574 0.58%
10 VANGUARD WHITEHALL FDS 17,408 1,244 0.46%
11 VANGUARD TAX-MANAGED FDS 15,175 537 0.20%
12 VANGUARD STAR FDS 13,496 600 0.22%
13 VANGUARD SCOTTSDALE FDS 110,247 8,912 3.28%
14 VANGUARD INTL EQUITY INDEX F 25,719 906 0.33%
15 VANGUARD INDEX FDS 5,891 522 0.19%
16 VANGUARD INDEX FDS 24,516 2,627 0.97%
17 VANGUARD INDEX FDS 3,309 409 0.15%
18 VANGUARD INDEX FDS 6,315 539 0.20%
19 VANGUARD INDEX FDS 10,200 1,074 0.40%
20 VANGUARD BD INDEX FDS 9,151 742 0.27%
21 VANGUARD BD INDEX FDS 6,694 590 0.22%
22 VANGUARD BD INDEX FDS 83,210 7,015 2.58%
23 VANECK VECTORS ETF TR 8,605 280 0.10%
24 USG Corp 103,794 2,798 1.03%
25 US BANCORP DEL 30,600 1,234 0.45%
26 UNITEDHEALTH GROUP INC 11,509 1,625 0.60%
27 UNITED TECHNOLOGIES CORP 17,960 1,842 0.68%
28 UNITED PARCEL SERVICE INC 17,134 1,846 0.68%
29 UNION PAC CORP 4,116 359 0.13%
30 TWITTER INC 25,109 425 0.16%
31 TWENTY FIRST CENTY FOX INC 14,240 385 0.14%
32 TRAVELERS COMPANIES INC 7,669 913 0.34%
33 TOTAL S A 10,055 484 0.18%
34 TIFFANY & CO NEW 10,600 643 0.24%
35 TEXAS INSTRS INC 3,738 234 0.09%
36 T Rowe Price Group Inc 7,819 571 0.21%
37 SYSCO CORP 11,750 596 0.22%
38 SYNTA PHARMACEUTICALS CORP 21,100 5 0.00%
39 SPIRIT RLTY CAP INC NEW 10,754 137 0.05%
40 SPDR SERIES TRUST 24,180 1,546 0.57%
41 SPDR S&P 500 ETF TR 1,759 368 0.14%
42 SPDR INDEX SHS FDS 8,300 259 0.10%
43 SPDR INDEX SHS FDS 46,734 1,259 0.46%
44 SPDR GOLD TR 7,918 1,001 0.37%
45 SPDR DOW JONES INDL AVRG ETF 5,557 995 0.37%
46 SELECT SECTOR SPDR TR 23,701 542 0.20%
47 SELECT SECTOR SPDR TR 27,815 1,459 0.54%
48 SELECT SECTOR SPDR TR 73,436 5,011 1.84%
49 SCHWAB US DIVIDEND EQUITY ETF 39,485 1,636 0.60%
50 SCHWAB US AGGREGATE BOND ETF 34,629 1,860 0.68%
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