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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Roundview Capital LLC INSTITUTION : Roundview Capital LLC
Roundview Capital LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-08-12) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 31,885,000 149,575 7.18%
MICROSOFT CORP    (COM) MSFT 13,603,000 101,549 3.06%
APPLE INC    (COM) AAPL 13,202,000 66,702 2.97%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 12,415,000 245,404 2.79%
ALPHABET INC    (CAP STK CL C) GOOG 10,181,000 9,419 2.29%
DISNEY WALT CO    (COM DISNEY) DIS 9,662,000 69,189 2.17%
ISHARES TR    (MSCI EMG MKT ETF) EEM 8,472,000 197,426 1.90%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 8,135,000 100,828 1.83%
MASTERCARD INC    (CL A) MA 7,611,000 28,770 1.71%
JOHNSON & JOHNSON    (COM) JNJ 7,574,000 54,377 1.70%
INVESCO QQQ TR    (UNIT SER 1) 6,841,000 36,636 1.54%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 6,771,000 96,002 1.52%
MCDONALDS CORP    (COM) MCD 6,325,000 30,459 1.42%
AMAZON COM INC    (COM) AMZN 6,168,000 3,257 1.38%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 5,930,000 111,891 1.33%
JPMORGAN CHASE & CO    (COM) JPM 5,198,000 46,501 1.17%
ALTERYX INC    (COM CL A) 4,910,000 44,995 1.10%
ISHARES TR    (SHRT NAT MUN ETF) 4,805,000 45,100 1.08%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 4,745,000 58,924 1.06%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 4,716,000 31,418 1.06%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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