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Single Point Partners

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

Top 5 stock holdings are IVV, IJH, IWB, AGG, IJR, and represent 57.62% of Single Point Partners's stock portfolio.
Added to shares of these 10 stocks: IJH (+$35M), USHY, IEFA, AGG, IJR, MUB, SUB, BND, ESGV, COST.
Started 6 new stock positions in USHY, ESGV, COST, SPHQ, MRK, EFA.
Reduced shares in these 10 stocks: HYG, SCZ, IVV, IEMG, SPEM, BRK.A, VSS, VWO, VXF, VB.
Sold out of its positions in BRK.A, BX, JNJ, MVST.
Single Point Partners was a net buyer of stock by $33M.
Single Point Partners has $431M in assets under management (AUM), dropping by 7.28%.
Central Index Key (CIK): 0001801184

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Portfolio Holdings for Single Point Partners

Single Point Partners holds 79 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	26.2	$113M		214k	525.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	10.1	$43M	+408%	713k	60.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	8.9	$39M		134k	288.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.4	$28M	+4%	283k	97.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.0	$26M	+3%	234k	110.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.7	$16M		63k	249.87	View chart
Ishares Tr National Mun Etf (MUB)	3.2	$14M	+5%	128k	107.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.9	$13M	+34%	170k	74.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.8	$12M		237k	50.60	View chart
Ishares Core Msci Emkt (IEMG)	2.8	$12M	-9%	230k	51.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.4	$10M		89k	115.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$10M	-2%	44k	228.58	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.6	$6.9M		136k	51.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$6.9M	-3%	33k	210.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.3	$5.7M	+6%	54k	104.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$4.9M		98k	50.17	View chart
Ishares Tr Broad Usd High (USHY)	1.0	$4.4M	NEW	120k	36.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$4.2M		16k	259.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$4.1M		7.9k	523.09	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.9	$3.7M	-6%	21k	175.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$3.6M		44k	81.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$3.5M	+2%	7.2k	480.79	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$3.3M	-19%	90k	36.19	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.7	$3.1M		10k	300.12	View chart
Apple (AAPL)	0.7	$3.0M		17k	171.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.0M	-3%	36k	81.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$2.7M	+10%	37k	72.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.6M	-12%	63k	41.76	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$2.3M		33k	67.85	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$1.8M	-55%	29k	63.33	View chart
Microsoft Corporation (MSFT)	0.4	$1.7M	-3%	4.0k	420.72	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$1.3M	-9%	13k	100.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.3M	-3%	8.4k	152.27	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$1.3M	-76%	17k	77.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.1M	-4%	7.0k	150.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.0M		27k	39.02	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.0M	-5%	28k	35.81	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$993k	+2%	9.9k	100.67	View chart
Amazon (AMZN)	0.2	$904k		5.0k	180.48	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$879k		9.2k	95.25	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$816k	-38%	7.0k	116.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$749k		6.2k	121.06	View chart
JPMorgan Chase & Co. (JPM)	0.2	$736k		3.7k	200.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$710k		8.4k	84.42	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$695k		1.2k	556.89	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$670k		21k	31.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$666k		1.9k	344.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$656k	-3%	11k	62.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$648k	-2%	1.9k	336.80	View chart
NVIDIA Corporation (NVDA)	0.1	$537k	+4%	595.00	902.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$510k	+7%	8.7k	58.67	View chart
Meta Platforms Cl A (META)	0.1	$492k	-11%	1.0k	485.69	View chart
Home Depot (HD)	0.1	$469k		1.2k	383.80	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$445k		8.8k	50.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$425k		957.00	444.10	View chart
Pepsi (PEP)	0.1	$312k	+5%	1.8k	176.17	View chart
Digitalocean Hldgs (DOCN)	0.1	$308k	-12%	8.1k	38.14	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$304k		8.3k	36.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$303k		720.00	420.83	View chart
Bank of America Corporation (BAC)	0.1	$296k	-6%	7.8k	38.10	View chart
International Business Machines (IBM)	0.1	$294k	+22%	1.5k	191.03	View chart
Eastern Bankshares (EBC)	0.1	$293k		145k	2.02	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$274k	-30%	13k	21.25	View chart
American Electric Power Company (AEP)	0.1	$269k	-6%	3.1k	86.05	View chart
Honeywell International (HON)	0.1	$263k	-11%	1.3k	204.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$258k	+4%	2.2k	114.77	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$250k	NEW	2.7k	93.14	View chart
Public Service Enterprise (PEG)	0.1	$247k		3.7k	67.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$243k		1.3k	187.07	View chart
Costco Wholesale Corporation (COST)	0.1	$231k	NEW	315.00	733.33	View chart
Danaher Corporation (DHR)	0.1	$226k	-6%	905.00	249.72	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$208k		8.2k	25.39	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$207k	NEW	3.4k	60.46	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$202k		2.2k	91.61	View chart
S&p Global (SPGI)	0.0	$202k		475.00	425.26	View chart
Merck & Co (MRK)	0.0	$201k	NEW	1.5k	131.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$198k	NEW	10k	19.00	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.0	$186k		17k	10.94	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$138k		10k	13.26	View chart

Past Filings by Single Point Partners

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

Single Point Partners 2024 Q1 filed April 11, 2024
Single Point Partners 2023 Q4 filed Jan. 11, 2024
Single Point Partners 2023 Q3 filed Oct. 12, 2023
Single Point Partners 2023 Q2 filed July 10, 2023
Single Point Partners 2023 Q1 filed April 6, 2023
Single Point Partners 2022 Q4 filed Jan. 10, 2023
Single Point Partners 2022 Q3 filed Oct. 7, 2022
Single Point Partners 2022 Q2 filed July 29, 2022
Single Point Partners 2022 Q1 filed April 28, 2022
Single Point Partners 2021 Q4 filed Jan. 27, 2022
Single Point Partners 2021 Q3 filed Oct. 25, 2021
Single Point Partners 2021 Q2 filed July 28, 2021
Single Point Partners 2021 Q1 filed April 30, 2021
Single Point Partners 2020 Q4 filed Jan. 12, 2021
Single Point Partners 2020 Q3 filed Oct. 30, 2020
Single Point Partners 2020 Q2 filed July 30, 2020

View all past filings

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