Single Point Partners

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

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

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Portfolio Holdings for Single Point Partners

Companies in the Single Point Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 28.8 $113M +5% 249k 453.69
Ishares Tr Core S&p Mcp Etf (IJH) 9.4 $37M +5% 138k 268.34
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $26M +3% 241k 107.10
Ishares Tr Core S&p Scp Etf (IJR) 6.5 $25M +4% 235k 107.88
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $17M +3% 70k 237.84
Ishares Tr National Mun Etf (MUB) 3.9 $16M +15% 141k 109.64
Ishares Core Msci Emkt (IEMG) 3.4 $13M +7% 240k 55.55
Ishares Tr Core Msci Eafe (IEFA) 2.6 $10M +5% 144k 69.51
Vanguard Index Fds Small Cp Etf (VB) 2.4 $9.3M +4% 44k 212.53
Ishares Tr Core S&p Ttl Stk (ITOT) 2.0 $8.0M +47% 79k 100.94
Ishares Tr Shrt Nat Mun Etf (SUB) 1.7 $6.6M +15% 63k 104.61
Ishares Tr Rus 1000 Etf (IWB) 1.5 $5.8M 23k 250.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $5.4M +6% 87k 62.05
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $5.3M +3% 64k 82.29

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Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $5.2M 79k 66.34
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.3 $5.2M +3% 103k 50.52
Ishares Tr Russell 2000 Etf (IWM) 1.3 $4.9M 24k 205.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $4.8M +4% 105k 46.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $4.2M +18% 10k 415.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $4.2M +3% 87k 48.03
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $4.1M -3% 105k 38.64
Apple (AAPL) 1.0 $3.8M +2% 22k 174.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.0M 13k 227.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.9M +291% 38k 76.38
Microsoft Corporation (MSFT) 0.6 $2.5M +41% 8.2k 308.32
Ishares Tr Msci Acwi Ex Us (ACWX) 0.6 $2.2M NEW 43k 52.28
Ishares Tr Core Msci Total (IXUS) 0.5 $2.0M +19% 57k 35.41
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.9M 6.5k 287.55
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.7M +11% 606.00 2790.43
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.6M 21k 75.84
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.5M +12% 542.00 2780.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.4M +8% 87k 15.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.3M 11k 120.93
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $1.2M +25% 9.8k 123.85
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.2M +319% 7.2k 165.94
Boeing Company (BA) 0.3 $1.1M 6.0k 191.56
Digitalocean Hldgs (DOCN) 0.3 $1.1M NEW 20k 57.84
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $1.1M 11k 99.91
Hubspot (HUBS) 0.3 $985k 2.1k 474.93
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $960k 5.2k 183.70
Amazon (AMZN) 0.2 $955k +66% 293.00 3259.39
Vanguard Index Fds Value Etf (VTV) 0.2 $947k -5% 6.4k 147.81
JPMorgan Chase & Co. (JPM) 0.2 $848k +14% 6.2k 136.31
Eastern Bankshares (EBC) 0.2 $776k 36k 21.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $705k 6.3k 112.17
Johnson & Johnson (JNJ) 0.2 $699k +34% 3.9k 177.10
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $693k -2% 18k 37.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $637k +98% 12k 53.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $637k +3% 58k 10.97
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $624k +6% 29k 21.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $616k -3% 1.7k 353.21
Merck & Co (MRK) 0.2 $594k +99% 7.2k 82.06
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $572k 1.2k 490.15
Home Depot (HD) 0.1 $535k +31% 1.8k 299.55
NVIDIA Corporation (NVDA) 0.1 $532k NEW 1.9k 272.96
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $529k 1.00 529000.00
Pfizer (PFE) 0.1 $528k -3% 10k 51.81
Pepsi (PEP) 0.1 $527k +22% 3.2k 167.30
Honeywell International (HON) 0.1 $490k +49% 2.5k 194.68
Verizon Communications (VZ) 0.1 $477k +52% 9.4k 50.99
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $433k +114% 2.8k 155.76
Visa Com Cl A (V) 0.1 $415k +78% 1.9k 221.57
Bank of America Corporation (BAC) 0.1 $403k 9.8k 41.19
Blackstone Group Inc Com Cl A (BX) 0.1 $399k +28% 3.1k 126.95
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $395k 7.1k 55.73
Broadcom (AVGO) 0.1 $383k NEW 608.00 629.93
CVS Caremark Corporation (CVS) 0.1 $373k NEW 3.7k 101.30
Danaher Corporation (DHR) 0.1 $371k +24% 1.3k 293.51
Public Service Enterprise (PEG) 0.1 $347k 5.0k 70.06
Cisco Systems (CSCO) 0.1 $347k NEW 6.2k 55.73
Walt Disney Company (DIS) 0.1 $327k NEW 2.4k 137.22
UnitedHealth (UNH) 0.1 $323k +8% 634.00 509.46
Dollar Tree (DLTR) 0.1 $321k NEW 2.0k 160.26
Adobe Systems Incorporated (ADBE) 0.1 $320k +92% 702.00 455.84
Meta Platforms Cl A (FB) 0.1 $318k -2% 1.4k 222.69
Procter & Gamble Company (PG) 0.1 $308k +44% 2.0k 152.93
Comcast Corp Cl A (CMCSA) 0.1 $306k NEW 6.5k 46.81
Eli Lilly & Co. (LLY) 0.1 $305k +40% 1.1k 286.38
Ishares Tr Core Div Grwth (DGRO) 0.1 $303k +6% 101k 3.00
Truist Financial Corp equities (TFC) 0.1 $302k NEW 5.3k 56.69
Ishares Tr Msci Eafe Etf (EFA) 0.1 $297k -7% 4.0k 73.68
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $292k NEW 2.8k 104.36
Coca-Cola Company (KO) 0.1 $290k 4.6k 62.53
Archer Daniels Midland Company (ADM) 0.1 $288k NEW 3.2k 90.11
Marsh & McLennan Companies (MMC) 0.1 $285k NEW 1.7k 170.15
Cigna Corp (CI) 0.1 $265k NEW 1.1k 239.82
TJX Companies (TJX) 0.1 $265k NEW 4.4k 60.65
Northrop Grumman Corporation (NOC) 0.1 $262k NEW 585.00 447.86
Nextera Energy (NEE) 0.1 $261k NEW 3.1k 84.74
American Electric Power Company (AEP) 0.1 $258k 2.6k 99.85
Dupont De Nemours (DD) 0.1 $256k NEW 3.5k 73.63
ConocoPhillips (COP) 0.1 $256k NEW 2.6k 100.08
Lowe's Companies (LOW) 0.1 $256k +58% 1.3k 202.37
Texas Instruments Incorporated (TXN) 0.1 $252k NEW 1.4k 183.67
Raytheon Technologies Corp (RTX) 0.1 $251k NEW 2.5k 99.05
Tesla Motors (TSLA) 0.1 $246k NEW 228.00 1078.95
Asml Holding N V N Y Registry Shs (ASML) 0.1 $245k NEW 367.00 667.57
Nike CL B (NKE) 0.1 $242k NEW 1.8k 134.59
3M Company (MMM) 0.1 $236k 1.6k 149.08
Us Bancorp Del Com New (USB) 0.1 $230k NEW 4.3k 53.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $229k +3% 631.00 362.92
Danaos Corporation SHS (DAC) 0.1 $228k NEW 2.2k 102.61
S&p Global (SPGI) 0.1 $227k 552.00 411.23
salesforce (CRM) 0.1 $223k NEW 1.1k 212.38
Linde SHS (LIN) 0.1 $222k NEW 695.00 319.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $220k -4% 4.9k 45.17
Deere & Company (DE) 0.1 $219k NEW 527.00 415.56
Baxter International (BAX) 0.1 $217k NEW 2.8k 77.61
Abbvie (ABBV) 0.1 $217k NEW 1.3k 161.82
Paychex (PAYX) 0.1 $215k NEW 1.6k 136.68
Dollar General (DG) 0.1 $214k NEW 959.00 223.15
MetLife (MET) 0.1 $212k NEW 3.0k 70.13
Yum! Brands (YUM) 0.1 $210k -6% 1.8k 118.44
Automatic Data Processing (ADP) 0.1 $205k NEW 900.00 227.78
Select Sector Spdr Tr Financial (XLF) 0.1 $203k 5.3k 38.25
Dover Corporation (DOV) 0.1 $203k NEW 1.3k 157.12
American Intl Group Com New (AIG) 0.1 $200k NEW 3.2k 62.85
Viatris (VTRS) 0.0 $156k NEW 14k 10.89
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $142k 40k 3.59
Gee Group (JOB) 0.0 $6.0k 10k 0.60

Past Filings by Single Point Partners

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