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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: 2020-05-11) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 29,228,000 159,863 6.17%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 18,375,000 355,207 3.88%
APPLE INC    (COM) AAPL 18,326,000 72,069 3.87%
MICROSOFT CORP    (COM) MSFT 17,642,000 111,865 3.72%
ALPHABET INC    (CAP STK CL C) GOOG 12,227,000 10,515 2.58%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 10,053,000 127,089 2.12%
INVESCO QQQ TR    (UNIT SER 1) 9,056,000 47,562 1.91%
AMAZON COM INC    (COM) AMZN 8,727,000 4,476 1.84%
DISNEY WALT CO    (COM DISNEY) DIS 8,001,000 82,830 1.69%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 7,662,000 89,776 1.61%
SPDR SERIES TRUST    (PORTFOLIO SH TSR) SST 7,213,000 234,811 1.52%
JOHNSON & JOHNSON    (COM) JNJ 7,210,000 54,981 1.52%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 7,088,000 130,609 1.49%
MASTERCARD INC    (CL A) MA 6,919,000 28,645 1.46%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 6,773,000 52,538 1.43%
ISHARES TR    (INTRM TR CRP ETF) CIU 6,637,000 120,849 1.40%
ISHARES TR    (MSCI EMG MKT ETF) EEM 6,365,000 186,484 1.34%
MCDONALDS CORP    (COM) MCD 6,076,000 36,747 1.28%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 6,069,000 100,433 1.28%
NIKE INC    (CL B) NKE 5,758,000 69,585 1.21%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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