Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ROUND TABLE SERVICES, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 17, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
INNOVATOR ETFS TR (45782C797)
|
1,604,251 |
$40,154k |
|
ISHARES (464288448)
|
924,058 |
$28,387k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
79,880 |
$23,545k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
397,489 |
$22,208k |
|
New Mtm Fin Corp (647551100)
|
1,533,784 |
$21,427k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
275,640 |
$14,055k |
|
ETF MANAGERS TR (26924G201)
|
300,238 |
$11,940k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
88,692 |
$11,283k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
244,072 |
$10,180k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
61,033 |
$9,491k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
58,205 |
$9,475k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
30,440 |
$8,919k |
|
ISHARES INC (46434G863)
|
252,413 |
$8,582k |
|
Berkshire Hathaway, Inc. (084670702)
|
40,010 |
$8,529k |
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
112,330 |
$8,160k |
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
180,696 |
$7,217k |
|
ISHARES TR (46435G433)
|
171,693 |
$5,723k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
14,066 |
$4,988k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
84,711 |
$4,358k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
14,473 |
$2,907k |
|
ISHARES RUS (464287689)
|
14,401 |
$2,482k |
|
VANGUARD INDEX FDS (922908652)
|
20,325 |
$2,410k |
|
ISHARES TR (464287861)
|
54,057 |
$2,382k |
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
104,648 |
$2,371k |
|
Apple Inc (037833100)
|
11,850 |
$2,345k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
23,871 |
$1,869k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
11,620 |
$1,828k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
39,227 |
$1,668k |
|
ISHARES (464286665)
|
29,808 |
$1,408k |
|
Amazon.com Inc (023135106)
|
730 |
$1,382k |
|
ISHARES TR (464288182)
|
19,570 |
$1,366k |
|
ISHARES TR (464287176)
|
11,792 |
$1,362k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
10,182 |
$1,134k |
|
MICROSOFT CORP (594918104)
|
8,365 |
$1,121k |
|
Inovio Pharmaceuticals Inc (45773H201)
|
339,391 |
$998k |
|
VERIZON COMMUNICATIONS (92343V104)
|
17,324 |
$990k |
|
iShares Core MSCI Total Intern (46432F834)
|
16,660 |
$977k |
|
ISHARES (464287630)
|
7,619 |
$918k |
|
INTEL CORP (458140100)
|
17,954 |
$859k |
|
ALPHABET INC (02079K305)
|
792 |
$858k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
10,342 |
$834k |
|
JPMORGAN CHASE & CO (46625H100)
|
7,403 |
$828k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
4,938 |
$825k |
|
MEDTRONIC PLC (G5960L103)
|
7,958 |
$775k |
|
JOHNSON & JOHNSON (478160104)
|
5,482 |
$764k |
|
ISHARES (464287168)
|
7,437 |
$740k |
|
Royal Dutch Shell PLC (780259206)
|
11,010 |
$716k |
|
CISCO SYSTEMS INC (17275R102)
|
11,410 |
$624k |
|
ISHARES (464287465)
|
9,314 |
$612k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,155 |
$589k |
|
PFIZER INC (717081103)
|
12,600 |
$546k |
|
ISHARES TR (464288240)
|
11,521 |
$539k |
|
CONSOLDTD EDISON INC (209115104)
|
6,140 |
$538k |
|
DUKE REALTY CORP (264411505)
|
16,900 |
$534k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
5,808 |
$508k |
|
CITIGROUP INC (172967424)
|
6,808 |
$477k |
|
COCA-COLA CO (191216100)
|
8,929 |
$455k |
|
Boeing Co/The (097023105)
|
1,218 |
$443k |
|
VANGUARD GROUP (921908844)
|
3,836 |
$442k |
|
AT&T INC (00206R102)
|
13,079 |
$438k |
|
KOPIN CORP COM (500600101)
|
395,380 |
$431k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,236 |
$413k |
|
Facebook Inc (30303M102)
|
2,076 |
$401k |
|
BAXTER INTL INC (071813109)
|
4,809 |
$394k |
|
INVESCO EXCHNG TRADED FD TR (46138E545)
|
14,427 |
$389k |
|
PROCTER & GAMBLE CO (742718109)
|
3,377 |
$370k |
|
ANALOG DEVICES INC (032654105)
|
3,215 |
$363k |
|
DISNEY WALT CO (254687106)
|
2,561 |
$358k |
|
PHILIP MORRIS INTL (718172109)
|
4,492 |
$353k |
|
Exxon Mobil Corp (30231G102)
|
4,455 |
$341k |
|
FLEXSHARES TR (33939L407)
|
10,330 |
$341k |
|
ENTERPRISE PRODS (293792107)
|
11,741 |
$339k |
|
BLACKSTONE MORTGAGE (09257W100)
|
9,500 |
$338k |
|
NIKE INC (654106103)
|
3,971 |
$333k |
|
Alphabet Inc (02079K107)
|
307 |
$332k |
|
POLYONE CORPORATION (73179P106)
|
10,451 |
$328k |
|
Voya Financial Inc. (929089100)
|
5,812 |
$321k |
|
S&P GLOBAL INC (78409V104)
|
1,403 |
$320k |
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
ABBOTT LABS (002824100)
|
3,739 |
$314k |
|
HOME DEPOT INC (437076102)
|
1,484 |
$309k |
|
Bank of America Corp. (060505104)
|
10,588 |
$307k |
|
LOWES CO (548661107)
|
3,003 |
$303k |
|
Thermo Fisher Scientific Inc (883556102)
|
998 |
$293k |
|
VULCAN MATERIALS CO (929160109)
|
2,113 |
$290k |
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
19,625 |
$287k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
3,425 |
$284k |
|
ISHARES (464288646)
|
5,146 |
$275k |
|
CME GROUP INC (12572Q105)
|
1,400 |
$272k |
|
HONEYWELL INTL INC (438516106)
|
1,548 |
$270k |
|
ARMSTRONG WORLD INDUSTRIES (04247X102)
|
2,756 |
$268k |
|
PEPSICO INC (713448108)
|
2,032 |
$266k |
|
Chevron Corp (166764100)
|
2,044 |
$254k |
|
General Motors Co (37045V100)
|
6,586 |
$254k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,676 |
$252k |
|
STARWOOD PPTY TR (85571B105)
|
11,040 |
$251k |
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
8,166 |
$250k |
|
GENERAL AMERN INVS (368802104)
|
6,980 |
$248k |
|
ARES CAP CORP (04010L103)
|
13,769 |
$247k |
|
Brookfield Global Listed Infr (11273Q109)
|
18,900 |
$242k |
|
UNITED TECHNOLOGIES (913017109)
|
1,847 |
$240k |
|
CBRE CLARION GBL (12504G100)
|
32,000 |
$240k |
|
ADAMS NATURAL RESOURCES (00548f105)
|
14,477 |
$239k |
|
BOULDER GROWTH & INCOME FD I (101507101)
|
21,200 |
$238k |
|
MASIMO CORP (574795100)
|
1,600 |
$238k |
|
CENTRAL SECS CORP (155123102)
|
7,717 |
$236k |
|
RMR REAL ESTATE INCOME FUND (76970B101)
|
12,800 |
$235k |
|
EAGLE GRWTH & INCOME OPPTY F (26958J105)
|
15,300 |
$235k |
|
SKYWORKS SOLUTIONS INC (83088m102)
|
3,027 |
$234k |
|
Proshares Ultra QQQ (74347R206)
|
2,400 |
$230k |
|
DIVIDEND & INCOME FUND (25538A204)
|
19,900 |
$229k |
|
Intercontinental Exchange Inc (45866F104)
|
2,665 |
$229k |
|
GABELLI GLBL SMALL & MID (36249W104)
|
19,400 |
$225k |
|
GILEAD SCIENCES INC (375558103)
|
3,320 |
$224k |
|
ISHARES (464287234)
|
5,141 |
$221k |
|
VISA INC COM CL A (92826C839)
|
1,225 |
$213k |
|
ELANCO ANIMAL HEALTH (28414H103)
|
6,259 |
$212k |
|
INTL BUSINESS MCHN (459200101)
|
1,530 |
$211k |
|
VANGUARD BD INDEX FD INC (921937827)
|
2,597 |
$209k |
|
METLIFE INC (59156R108)
|
4,186 |
$208k |
|
Booking Holdings, Inc. (09857L108)
|
110 |
$206k |
|
COMCAST CORP (20030N101)
|
4,875 |
$206k |
|
180 DEGREE CAP CORP (68235B109)
|
100,302 |
$197k |
|
RUBICON PROJECT INC/THE (78112V102)
|
30,000 |
$191k |
|
GENERAL ELECTRIC CO (369604103)
|
18,171 |
$191k |
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
45,300 |
$189k |
|
BLACKROCK FL RT TR (091941104)
|
14,300 |
$178k |
|
EATON VANCE FLTG RATE INCOM (278284104)
|
11,600 |
$174k |
|
ENERGY TRANSFER LP (29273V100)
|
12,326 |
$174k |
|
NUVEEN NEW JERSEY QU (67069Y102)
|
12,000 |
$169k |
|
EATON VANCE MUNI INCOME TRUS (27826U108)
|
13,450 |
$167k |
|
PIONEER FLOATING RATE TR (72369J102)
|
14,289 |
$153k |
|
ASA (Bermuda) Limited (G3156P103)
|
11,400 |
$130k |
|
GDL FUND (361570104)
|
13,600 |
$126k |
|
FIRST TR SR FLG RTE INCM FD (33733U108)
|
10,400 |
$125k |
|
FRANKLIN UNVL TR (355145103)
|
14,700 |
$108k |
|
MFA Financial Inc (55272X102)
|
11,745 |
$84k |
|
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