0001476804-21-000008.txt : 20211110 0001476804-21-000008.hdr.sgml : 20211110 20211110103344 ACCESSION NUMBER: 0001476804-21-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211110 DATE AS OF CHANGE: 20211110 EFFECTIVENESS DATE: 20211110 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: 211395157 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 09-30-2021 09-30-2021 Roundview Capital LLC

182 NASSAU STREET SUITE 201 PRINCETON NJ 08542

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SOLE 43828 0 0 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 4031 135039 SH SOLE 135039 0 0 SPDR SERIES TRUST GLB DOW ETF 78464A706 2238 20513 SH SOLE 20413 0 100 SPDR SERIES TRUST S&P DIVID ETF 78464A763 203 1729 SH SOLE 1729 0 0 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 1968 37139 SH SOLE 37093 0 46 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 1086 23517 SH SOLE 23517 0 0 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 3672 119882 SH SOLE 119802 0 80 SPOTIFY TECHNOLOGY S A SHS L8681T102 821 3645 SH SOLE 3389 0 256 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2251 32436 SH SOLE 31904 0 532 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 2853 61990 SH SOLE 61766 0 224 STANLEY BLACK & DECKER INC COM 854502101 1251 7135 SH SOLE 7100 0 35 STARBUCKS CORP COM 855244109 506 4586 SH SOLE 4586 0 0 STRYKER CORP COM 863667101 1060 4021 SH SOLE 4021 0 0 SYSCO CORP COM 871829107 3729 47498 SH SOLE 47498 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1079 9664 SH SOLE 9423 0 241 TANDEM DIABETES CARE INC COM NEW 875372203 1058 8862 SH SOLE 8862 0 0 TELEFLEX INC COM 879369106 347 921 SH SOLE 921 0 0 TEXAS INSTRS INC COM 882508104 3832 19938 SH SOLE 19938 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 2966 40721 SH SOLE 40441 0 280 THERMO FISHER SCIENTIFIC INC COM 883556102 2873 5028 SH SOLE 4998 0 30 TJX COS INC NEW COM 872540109 329 4992 SH SOLE 4992 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 806 4668 SH SOLE 4668 0 0 TRANSUNION COM 89400J107 2302 20495 SH SOLE 20495 0 0 TRAVELERS COMPANIES INC COM 89417E109 823 5411 SH SOLE 5411 0 0 TWITTER INC COM 90184L102 366 6053 SH SOLE 5494 0 559 UNILEVER PLC SPON ADR NEW 904767704 898 16569 SH SOLE 16569 0 0 UNION PACIFIC CORP COM 907818108 3108 15857 SH SOLE 15566 0 291 UNITED PARCEL SERVICE INC CL B 911312106 3670 20156 SH SOLE 20156 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 291 1579 SH SOLE 1579 0 0 UNITEDHEALTH GROUP INC COM 91324P102 7676 19645 SH SOLE 19605 0 40 VALERO ENERGY CORP COM 91913Y100 1700 24095 SH SOLE 24095 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 5790 79044 SH SOLE 78744 0 300 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 1132 12662 SH SOLE 12662 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 11254 137349 SH SOLE 137349 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 15428 180545 SH SOLE 180445 0 100 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 2050 40887 SH SOLE 40887 0 0 VANGUARD GROUP DIV APP ETF 921908844 587 3821 SH SOLE 3821 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 17664 44786 SH SOLE 44507 0 279 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2845 27956 SH SOLE 27935 0 21 VANGUARD INDEX FDS SML CP GRW ETF 922908595 215 768 SH SOLE 768 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2140 12641 SH SOLE 12445 0 196 VANGUARD INDEX FDS MID CAP ETF 922908629 4146 17513 SH SOLE 17478 0 35 VANGUARD INDEX FDS LARGE CAP ETF 922908637 986 4905 SH SOLE 4905 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2755 15108 SH SOLE 15108 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 656 2260 SH SOLE 2258 0 2 VANGUARD INDEX FDS VALUE ETF 922908744 1630 12042 SH SOLE 11947 0 95 VANGUARD INDEX FDS SMALL CP ETF 922908751 2433 11125 SH SOLE 11088 0 37 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11253 50678 SH SOLE 50253 0 425 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1229 12065 SH SOLE 11940 0 125 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1234 20242 SH SOLE 20242 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8471 169382 SH SOLE 168594 0 788 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4252 80868 SH SOLE 80868 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 249 4554 SH SOLE 4554 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3466 56435 SH SOLE 56435 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 32808 398102 SH SOLE 397426 0 676 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1431 10182 SH SOLE 10182 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6775 71763 SH SOLE 71689 0 74 VANGUARD STAR FD VG TL INTL STK F 921909768 805 12725 SH SOLE 12575 0 150 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3376 66857 SH SOLE 66843 0 14 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2090 20225 SH SOLE 20225 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 436 1858 SH SOLE 1858 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 4198 56808 SH SOLE 56774 0 34 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 457 1850 SH SOLE 1850 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2432 45020 SH SOLE 45020 0 0 VISA INC COM CL A 92826C839 5669 25449 SH SOLE 25449 0 0 WABTEC CORP COM 929740108 247 2870 SH SOLE 2869 0 1 WALMART INC COM 931142103 6669 47850 SH SOLE 47600 0 250 WASTE CONNECTIONS INC COM 94106B101 888 7054 SH SOLE 7054 0 0 WHITE MTNS INS GROUP LTD COM G9618E107 455 425 SH SOLE 405 0 20 ZIMMER BIOMET HLDGS INC COM 98956P102 981 6705 SH SOLE 6640 0 65