HoldingsChannel.com
Round Table Services LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 189,329 +100,912 $48,923
     IVV189,329+100,912$48,923
ISHARES TR (IWM) 158,413 +62,139 $18,132
     IWM158,413+62,139$18,132
VANGUARD INTL EQUITY INDEX F (VEU) 408,939 +153,441 $16,775
     VEU408,939+153,441$16,775
NEW MTN FIN CORP 2,284,440 +593,172 $15,534
     NMFC2,284,440+593,172$15,534
ISHARES TR (IWR) 286,875 -55,991 $12,384
     IWR286,875-55,991$12,384
INNOVATOR ETFS TR (BJAN) 477,860 +477,860 $11,803
     BJAN477,860+477,860$11,803
ISHARES TR (IDV) 466,457 -466,745 $10,542
     IDV466,457-466,745$10,542
ISHARES INC (ESGE) 362,865 +104,622 $9,932
     ESGE362,865+104,622$9,932
SPDR S&P 500 ETF TR (SPY) 31,553 +2,601 $8,133
     SPY31,553+2,601$8,133
ISHARES TR (IWD) 77,371 -12,921 $7,674
     IWD77,371-12,921$7,674
BERKSHIRE HATHAWAY INC DEL      $7,316
     BRK.B38,532+1,135$7,044
     BRK.A1UNCH$272
ISHARES TR (IWB) 44,434 -13,700 $6,289
     IWB44,434-13,700$6,289
VANGUARD TAX MANAGED INTL FD (VEA) 186,949 -34,327 $6,233
     VEA186,949-34,327$6,233
ISHARES TR (SMMV) 164,086 -174,308 $4,243
     SMMV164,086-174,308$4,243
SPDR S&P MIDCAP 400 ETF TR (MDY) 15,037 +810 $3,953
     MDY15,037+810$3,953
ISHARES INC (IEMG) 87,241 +4,465 $3,531
     IEMG87,241+4,465$3,531
INVESCO EXCHANGE TRADED FD T (BKLN) 148,686 +5,801 $3,042
     BKLN148,686+5,801$3,042
INNOVATOR ETFS TR (POCT) 133,288 -1,781,552 $3,010
     POCT133,288-1,781,552$3,010
ISHARES TR (EFAV) 48,454 -82,078 $3,007
     EFAV48,454-82,078$3,007
APPLE INC 9,784 -1,315 $2,488
     AAPL9,784-1,315$2,488
ISHARES TR (IWO) 13,351 -1,096 $2,112
     IWO13,351-1,096$2,112
VANGUARD INDEX FDS (VXF) 21,929 -5,596 $1,985
     VXF21,929-5,596$1,985
ETF MANAGERS TR (HACK) 53,302 -213,105 $1,901
     HACK53,302-213,105$1,901
ISHARES TR (IEV) 52,792 -1,265 $1,865
     IEV52,792-1,265$1,865
ISHARES TR (IJR) 32,573 +8,807 $1,828
     IJR32,573+8,807$1,828
ISHARES TR (IWV) 11,001 +57 $1,632
     IWV11,001+57$1,632
ISHARES TR (TIP) 11,456 -336 $1,351
     TIP11,456-336$1,351
ISHARES TR (AAXJ) 21,785 +1,250 $1,301
     AAXJ21,785+1,250$1,301
AMAZON COM INC 631 -94 $1,230
     AMZN631-94$1,230
VANGUARD SCOTTSDALE FDS (VCSH) 15,248 +5,604 $1,206
     VCSH15,248+5,604$1,206
ISHARES TR (AGG) 10,058 -189 $1,160
     AGG10,058-189$1,160
ROYAL DUTCH SHELL PLC      $1,072
     RDS.A30,718+19,708$1,072
INVESCO QQQ TR 5,418 +3,609 $1,032
     QQQ5,418+3,609$1,032
ISHARES INC (EPP) 29,638 UNCH $1,005
     EPP29,638UNCH$1,005
VANGUARD INTL EQUITY INDEX F (VWO) 29,591 -4,739 $993
     VWO29,591-4,739$993
ISHARES TR (IXUS) 20,651 -7,462 $971
     IXUS20,651-7,462$971
VERIZON COMMUNICATIONS INC 15,333 -72 $824
     VZ15,333-72$824
VANGUARD INDEX FDS (VO) 5,611 +646 $739
     VO5,611+646$739
ISHARES TR (IWF) 4,893 -6,754 $737
     IWF4,893-6,754$737
INTEL CORP 12,660 -4,039 $685
     INTC12,660-4,039$685
EXCHANGE TRADED CONCEPTS TR (ROBO) 19,998 -137,632 $672
     ROBO19,998-137,632$672
ISHARES TR (IWN) 7,681 +21 $630
     IWN7,681+21$630
VANGUARD BD INDEX FDS (BND) 7,319 +1,769 $625
     BND7,319+1,769$625
MICROSOFT CORP 3,662 -3,331 $578
     MSFT3,662-3,331$578
JOHNSON & JOHNSON 3,982 -787 $522
     JNJ3,982-787$522
CONSOLIDATED EDISON INC 6,557 -119 $511
     ED6,557-119$511
SCHWAB CHARLES CORP 14,882 +14,882 $500
     SCHW14,882+14,882$500
JPMORGAN CHASE & CO 4,888 -1,441 $440
     JPM4,888-1,441$440
VANGUARD INDEX FDS (VOO) 1,796 +1,796 $425
     VOO1,796+1,796$425
VANGUARD INDEX FDS (VNQ) 5,824 +16 $407
     VNQ5,824+16$407

See Full List: All Stocks Held By Round Table Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Round Table Services LLC

Size ($ in 1000's)
At 03/31/2020: $240,348
At 12/31/2019: $361,133

Round Table Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Round Table Services LLC 13F filings. Link to 13F filings: SEC filings

Round Table Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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