Single Point Partners

Latest statistics and disclosures from Single Point Partners's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Single Point Partners, LLC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Single Point Partners

Companies in the Single Point Partners portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.1 $54M +6% 143k 375.39
Ishares Tr Core S&p Mcp Etf (IJH) 9.6 $21M +4% 92k 229.82
Ishares Tr Core Us Aggbd Et (AGG) 8.6 $19M NEW 161k 118.19
Ishares Tr Core S&p Scp Etf (IJR) 6.6 $15M +5% 160k 91.90
Ishares Tr National Mun Etf (MUB) 5.6 $13M 107k 117.20
Ishares Core Msci Emkt (IEMG) 4.2 $9.2M +6% 149k 62.04
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $8.8M +2% 43k 206.78
Ishares Tr Core Msci Eafe (IEFA) 2.6 $5.7M +2% 82k 69.09
Ishares Tr Rus 1000 Etf (IWB) 2.5 $5.6M +14% 27k 211.85
Vanguard Index Fds Small Cp Etf (VB) 2.5 $5.5M 29k 194.69
Ishares Tr Shrt Nat Mun Etf (SUB) 2.3 $5.0M 46k 108.12
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.0 $4.4M +9% 50k 87.30
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.9 $4.3M +3% 84k 50.72
Ishares Tr Russell 2000 Etf (IWM) 1.8 $4.1M 21k 196.04

Setup an alert

Single Point Partners will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $3.9M +4% 79k 50.11
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.6 $3.5M 52k 68.36
Ishares Tr Core S&p Ttl Stk (ITOT) 1.5 $3.4M +15% 40k 86.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.0M -88% 8.0k 373.94
Apple (AAPL) 1.3 $2.9M -8% 22k 132.67
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $2.7M +17% 14k 194.66
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.0 $2.2M +7% 46k 47.20
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.7M 12k 138.10
Vanguard Index Fds Growth Etf (VUG) 0.7 $1.7M +218% 6.5k 253.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.4M 20k 68.17
Boeing Company (BA) 0.6 $1.4M 6.4k 214.04
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $1.2M -7% 12k 100.09
Ishares Tr Core Msci Total (IXUS) 0.5 $1.2M +13% 17k 67.17
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.0M 25k 42.17
JPMorgan Chase & Co. (JPM) 0.4 $892k 7.0k 127.05
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.4 $851k NEW 5.2k 162.84
Microsoft Corporation (MSFT) 0.4 $816k -22% 3.7k 222.34
Vanguard Index Fds Value Etf (VTV) 0.4 $813k NEW 6.8k 118.89
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $666k 18k 37.65
Amazon (AMZN) 0.3 $635k 195.00 3256.41
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $633k +299% 9.9k 63.78
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $576k 6.3k 91.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $546k -81% 9.4k 58.35
Johnson & Johnson (JNJ) 0.2 $526k +3% 3.3k 157.49
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $506k +2% 5.6k 91.02
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $490k 1.2k 419.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $477k -97% 2.0k 241.27
Fiat Chrysler Automobiles N SHS (FCAU) 0.2 $434k NEW 24k 18.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $434k +31% 1.9k 232.09
Alphabet Cap Stk Cl C (GOOG) 0.2 $409k -68% 234.00 1747.86
Bank of America Corporation (BAC) 0.2 $409k -4% 14k 30.31
Verizon Communications (VZ) 0.2 $408k 6.9k 58.74
Home Depot (HD) 0.2 $404k -13% 1.5k 265.44
Facebook Cl A (FB) 0.2 $403k -6% 1.5k 273.22
Honeywell International (HON) 0.2 $380k -5% 1.8k 212.41
Pfizer (PFE) 0.2 $357k -29% 9.7k 36.80
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $353k 7.3k 48.09
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $348k NEW 1.00 348000.00
Pepsi (PEP) 0.2 $342k -14% 2.3k 148.37
Alphabet Cap Stk Cl A (GOOGL) 0.1 $317k -67% 181.00 1751.38
Seritage Growth Pptys Cl A (SRG) 0.1 $306k NEW 21k 14.67
Public Service Enterprise (PEG) 0.1 $295k -4% 5.1k 58.35
Visa Com Cl A (V) 0.1 $276k 1.3k 218.87
Merck & Co (MRK) 0.1 $258k -7% 3.2k 81.90
UnitedHealth (UNH) 0.1 $249k +10% 710.00 350.70
3M Company (MMM) 0.1 $247k -42% 1.4k 175.05
Coca-Cola Company (KO) 0.1 $246k +6% 4.5k 54.90
Walt Disney Company (DIS) 0.1 $246k NEW 1.4k 180.88
American Electric Power Company (AEP) 0.1 $240k 2.9k 83.22
Ishares Tr Msci Eafe Etf (EFA) 0.1 $238k 3.3k 72.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $231k NEW 1.7k 136.77
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $227k 5.4k 42.10
At&t (T) 0.1 $227k -17% 7.9k 28.73
Ishares Tr Ibonds Dec2021 (IBMJ) 0.1 $225k 8.7k 25.79
Costco Wholesale Corporation (COST) 0.1 $217k NEW 576.00 376.74

Past Filings by Single Point Partners

SEC 13F filings are viewable for Single Point Partners going back to 2019