0001606587-21-000286.txt : 20210211 0001606587-21-000286.hdr.sgml : 20210211 20210211110857 ACCESSION NUMBER: 0001606587-21-000286 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Round Table Services, LLC CENTRAL INDEX KEY: 0001375664 IRS NUMBER: 223671237 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12173 FILM NUMBER: 21617574 BUSINESS ADDRESS: STREET 1: 241 NORTH AVENUE WEST, SUITE 300 CITY: WESTFIELD STATE: NJ ZIP: 07090 BUSINESS PHONE: 9087897310 MAIL ADDRESS: STREET 1: 241 NORTH AVENUE WEST, SUITE 300 CITY: WESTFIELD STATE: NJ ZIP: 07090 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001375664 XXXXXXXX 12-31-2020 12-31-2020 false Round Table Services, LLC

241 North Avenue West, Suite 300 Westfield NJ 07090

13F HOLDINGS REPORT 028-12173 N Bruce Hyde 908-789-7310 Bruce Hyde Westfield NJ 02-11-2021 0 96 322256 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 180 DEGREE CAP CORP COM 68235B109 223 100302 SH SOLE NONE 0 0 100302 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 557 2134 SH SOLE NONE 0 0 2134 ALPHABET INC CAP STK CL C 02079K107 244 139 SH SOLE NONE 0 0 139 ALPHABET INC CAP STK CL A 02079K305 210 120 SH SOLE NONE 0 0 120 ALTRIA GROUP INC COM 02209S103 214 5228 SH SOLE NONE 0 0 5228 AMAZON COM INC COM 023135106 2426 745 SH SOLE NONE 0 0 745 AMC ENTMT HLDGS INC CL A COM 00165C104 37 17361 SH SOLE NONE 0 0 17361 APPLE INC COM 037833100 3191 24052 SH SOLE NONE 0 0 24052 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 984 44921 SH SOLE NONE 0 0 44921 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7034 30335 SH SOLE NONE 0 0 30335 BOEING CO COM 097023105 303 1417 SH SOLE NONE 0 0 1417 CONSOLIDATED EDISON INC COM 209115104 465 6427 SH SOLE NONE 0 0 6427 DIREXION SHS ETF TR DLY GOLD INDX 2X 25460G781 208 3000 SH SOLE NONE 0 0 3000 DIREXION SHS ETF TR DAILY JR GLD MIN 25460G831 603 5000 SH SOLE NONE 0 0 5000 DISNEY WALT CO COM 254687106 315 1741 SH SOLE NONE 0 0 1741 DUKE REALTY CORP COM NEW 264411505 288 7200 SH SOLE NONE 0 0 7200 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 2215 38477 SH SOLE NONE 0 0 38477 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 610 10019 SH SOLE NONE 0 0 10019 FLEXSHARES TR MORNSTAR UPSTR 33939L407 503 15448 SH SOLE NONE 0 0 15448 FUELCELL ENERGY INC COM 35952H601 116 10359 SH SOLE NONE 0 0 10359 GENERAL ELECTRIC CO COM 369604103 167 15490 SH SOLE NONE 0 0 15490 HOME DEPOT INC COM 437076102 292 1100 SH SOLE NONE 0 0 1100 HUBSPOT INC COM 443573100 396 1000 SH SOLE NONE 0 0 1000 INNOVATOR ETFS TR S&P 500 PWR BUFR 45782C383 394 13870 SH SOLE NONE 0 0 13870 INNOVATOR ETFS TR S&P 500 BUFFER 45782C409 319 9727 SH SOLE NONE 0 0 9727 INNOVATOR ETFS TR RUSSELL 2000 P 45782C474 288 9933 SH SOLE NONE 0 0 9933 INNOVATOR ETFS TR MSCI EAFE PWR 45782C524 531 20790 SH SOLE NONE 0 0 20790 INNOVATOR ETFS TR S&P 500 PWR 45782C656 571 20443 SH SOLE NONE 0 0 20443 INNOVATOR ETFS TR S&P 500 PWRETF 45782C797 1571 56486 SH SOLE NONE 0 0 56486 INTEL CORP COM 458140100 687 13784 SH SOLE NONE 0 0 13784 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 299 19625 SH SOLE NONE 0 0 19625 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 2514 112822 SH SOLE NONE 0 0 112822 INVESCO QQQ TR UNIT SER 1 46090E103 3766 12004 SH SOLE NONE 0 0 12004 ISHARES INC CORE MSCI EMKT 46434G103 4175 67296 SH SOLE NONE 0 0 67296 ISHARES INC ESG AWR MSCI EM 46434G863 22134 527248 SH SOLE NONE 0 0 527248 ISHARES TR TIPS BD ETF 464287176 2257 17678 SH SOLE NONE 0 0 17678 ISHARES TR CORE S&P500 ETF 464287200 49482 131815 SH SOLE NONE 0 0 131815 ISHARES TR CORE US AGGBD ET 464287226 1177 9962 SH SOLE NONE 0 0 9962 ISHARES TR MSCI EMG MKT ETF 464287234 207 4006 SH SOLE NONE 0 0 4006 ISHARES TR MSCI EAFE ETF 464287465 353 4840 SH SOLE NONE 0 0 4840 ISHARES TR RUS MID CAP ETF 464287499 16071 234449 SH SOLE NONE 0 0 234449 ISHARES TR RUS 1000 VAL ETF 464287598 5722 41852 SH SOLE NONE 0 0 41852 ISHARES TR RUS 1000 GRW ETF 464287614 696 2888 SH SOLE NONE 0 0 2888 ISHARES TR RUS 1000 ETF 464287622 8007 37796 SH SOLE NONE 0 0 37796 ISHARES TR RUS 2000 GRW ETF 464287648 3795 13237 SH SOLE NONE 0 0 13237 ISHARES TR RUSSELL 2000 ETF 464287655 39743 202708 SH SOLE NONE 0 0 202708 ISHARES TR CORE S&P US VLU 464287663 366 5878 SH SOLE NONE 0 0 5878 ISHARES TR RUSSELL 3000 ETF 464287689 2459 11001 SH SOLE NONE 0 0 11001 ISHARES TR CORE S&P SCP ETF 464287804 4408 47966 SH SOLE NONE 0 0 47966 ISHARES TR MSCI AC ASIA ETF 464288182 1645 18361 SH SOLE NONE 0 0 18361 ISHARES TR MSCI ACWI EX US 464288240 380 7159 SH SOLE NONE 0 0 7159 ISHARES TR MSCI ACWI ETF 464288257 244 2686 SH SOLE NONE 0 0 2686 ISHARES TR INTL SEL DIV ETF 464288448 609 20651 SH SOLE NONE 0 0 20651 ISHARES TR MBS ETF 464288588 581 5271 SH SOLE NONE 0 0 5271 ISHARES TR CORE MSCI TOTAL 46432F834 1859 27665 SH SOLE NONE 0 0 27665 ISHARES TR MSCI USA SMCP MN 46435G433 247 7277 SH SOLE NONE 0 0 7277 ISHARES TR BROAD USD HIGH 46435U853 330 8000 SH SOLE NONE 0 0 8000 JOHNSON & JOHNSON COM 478160104 649 4122 SH SOLE NONE 0 0 4122 JPMORGAN CHASE & CO COM 46625H100 583 4585 SH SOLE NONE 0 0 4585 LEMONADE INC COM 52567D107 245 2000 SH SOLE NONE 0 0 2000 MAGNITE INC COM 55955D100 2150 70000 SH SOLE NONE 0 0 70000 MICROSOFT CORP COM 594918104 1188 5341 SH SOLE NONE 0 0 5341 NEW MTN FIN CORP COM 647551100 28539 2512265 SH SOLE NONE 0 0 2512265 NIKE INC CL B 654106103 358 2533 SH SOLE NONE 0 0 2533 NIO INC SPON ADS 62914V106 248 5092 SH SOLE NONE 0 0 5092 OWL ROCK CAPITAL CORPORATION COM 69121K104 963 76045 SH SOLE NONE 0 0 76045 PIONEER FLOATING RATE TR COM 72369J102 164 16064 SH SOLE NONE 0 0 16064 PROSHARES TR PSHS ULTRA QQQ 74347R206 276 2400 SH SOLE NONE 0 0 2400 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1079 30718 SH SOLE NONE 0 0 30718 SCHWAB CHARLES CORP COM 808513105 903 17029 SH SOLE NONE 0 0 17029 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 231 2035 SH SOLE NONE 0 0 2035 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 256 3793 SH SOLE NONE 0 0 3793 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 222 3538 SH SOLE NONE 0 0 3538 SOLAREDGE TECHNOLOGIES INC COM 83417M104 479 1500 SH SOLE NONE 0 0 1500 SPDR S&P 500 ETF TR TR UNIT 78462F103 11521 30814 SH SOLE NONE 0 0 30814 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5663 13486 SH SOLE NONE 0 0 13486 SPDR SER TR PORTFOLIO S&P600 78468R853 295 8231 SH SOLE NONE 0 0 8231 STARBUCKS CORP COM 855244109 359 3357 SH SOLE NONE 0 0 3357 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 466 5626 SH SOLE NONE 0 0 5626 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1813 20553 SH SOLE NONE 0 0 20553 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 879 2557 SH SOLE NONE 0 0 2557 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 992 11675 SH SOLE NONE 0 0 11675 VANGUARD INDEX FDS MID CAP ETF 922908629 1454 7033 SH SOLE NONE 0 0 7033 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2666 16192 SH SOLE NONE 0 0 16192 VANGUARD INDEX FDS SMALL CP ETF 922908751 537 2756 SH SOLE NONE 0 0 2756 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 39592 678414 SH SOLE NONE 0 0 678414 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1610 32124 SH SOLE NONE 0 0 32124 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 209 3466 SH SOLE NONE 0 0 3466 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2329 27974 SH SOLE NONE 0 0 27974 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 475 3000 SH SOLE NONE 0 0 3000 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 425 3013 SH SOLE NONE 0 0 3013 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 10189 215827 SH SOLE NONE 0 0 215827 VANGUARD WORLD FDS INF TECH ETF 92204A702 1203 3400 SH SOLE NONE 0 0 3400 VERIZON COMMUNICATIONS INC COM 92343V104 887 15104 SH SOLE NONE 0 0 15104 VOYA FINANCIAL INC COM 929089100 454 7717 SH SOLE NONE 0 0 7717 ZYNGA INC CL A 98986T108 217 22000 SH SOLE NONE 0 0 22000