Single Point Partners

Single Point Partners as of March 31, 2020

Portfolio Holdings for Single Point Partners

Single Point Partners holds 62 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 22.0 $32M 123k 258.40
iShares Lehman Aggregate Bond (AGG) 12.0 $17M 150k 115.37
iShares S&P MidCap 400 Index (IJH) 8.1 $12M 81k 143.86
iShares S&P Natl AMTFr Mncpl Bd (MUB) 7.0 $10M 90k 113.02
iShares S&P SmallCap 600 Index (IJR) 5.2 $7.4M 132k 56.11
Ishares Inc core msci emkt (IEMG) 3.8 $5.5M 137k 40.47
Vanguard Mid-Cap ETF (VO) 3.4 $4.8M 37k 131.65
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 3.0 $4.4M 41k 106.30
Ishares Tr fltg rate nt (FLOT) 2.9 $4.2M 87k 48.74
iShares iBoxx $ High Yid Corp Bond (HYG) 2.7 $3.9M 51k 77.07
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 2.5 $3.6M 72k 49.89
Vanguard Small-Cap ETF (VB) 2.1 $3.1M 26k 115.43
iShares Russell 1000 Index (IWB) 2.0 $3.0M 21k 141.55
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.6 $2.3M 52k 44.82
Vanguard Emerging Markets ETF (VWO) 1.6 $2.3M 69k 33.55
iShares Russell 2000 Index (IWM) 1.5 $2.2M 19k 114.47
Spdr S&p 500 Etf (SPY) 1.4 $2.0M 7.8k 257.78
Apple (AAPL) 1.2 $1.7M 6.7k 253.53
iShares S&P 1500 Index Fund (ITOT) 1.1 $1.6M 27k 57.21
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.1 $1.5M 13k 123.51
Vanguard Total Stock Market ETF (VTI) 0.9 $1.4M 11k 128.90
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.9 $1.3M 13k 100.74
Vanguard Europe Pacific ETF (VEA) 0.7 $1.1M 32k 33.35
Alphabet Inc Class C cs (GOOG) 0.7 $971k 835.00 1162.87
Boeing Company (BA) 0.7 $949k 6.4k 149.14
Ishares 2020 Amt-free Muni Bond Etf 0.7 $953k 38k 25.37
Microsoft Corporation (MSFT) 0.6 $921k 6.0k 153.60
Alphabet Inc Class A cs (GOOGL) 0.5 $767k 660.00 1162.12
JPMorgan Chase & Co. (JPM) 0.5 $644k 7.2k 89.97
Ishares Core Intl Stock Etf core (IXUS) 0.4 $625k 13k 47.04
SPDR S&P Emerging Markets (SPEM) 0.4 $573k 20k 28.44
Pfizer (PFE) 0.4 $528k 16k 32.65
Johnson & Johnson (JNJ) 0.3 $511k 3.9k 131.16
Sch Us Mid-cap Etf etf (SCHM) 0.3 $473k 11k 42.19
Amazon (AMZN) 0.3 $461k 243.00 1897.12
Vanguard High Dividend Yield ETF (VYM) 0.3 $443k 6.3k 70.68
Verizon Communications (VZ) 0.3 $428k 8.0k 53.77
iShares S&P 500 Growth Index (IVW) 0.3 $419k 2.5k 165.22
Schwab Intl Small Cap Equity ETF (SCHC) 0.3 $378k 16k 24.38
Home Depot (HD) 0.2 $364k 2.0k 186.57
3M Company (MMM) 0.2 $346k 2.5k 136.33
Pepsi (PEP) 0.2 $347k 2.9k 120.24
Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $332k 5.4k 61.22
Bank of America Corporation (BAC) 0.2 $320k 15k 21.26
Berkshire Hathaway (BRK.B) 0.2 $312k 1.7k 188.18
At&t (T) 0.2 $315k 11k 29.13
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $315k 7.7k 41.03
Vanguard Growth ETF (VUG) 0.2 $321k 2.1k 156.59
Facebook Inc cl a (META) 0.2 $323k 1.9k 167.62
iShares MSCI EAFE Index Fund (EFA) 0.2 $305k 5.7k 53.46
iShares Russell 1000 Growth Index (IWF) 0.2 $306k 2.0k 150.59
Honeywell International (HON) 0.2 $271k 2.0k 133.76
Merck & Co (MRK) 0.2 $275k 3.6k 77.46
Visa (V) 0.2 $276k 1.8k 155.23
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 0.2 $274k 6.9k 39.88
Ishares Tr ibonds dec 21 0.2 $257k 10k 25.54
Public Service Enterprise (PEG) 0.2 $243k 5.4k 44.83
American Electric Power Company (AEP) 0.2 $226k 2.8k 79.92
Procter & Gamble Company (PG) 0.1 $210k 1.9k 110.01
ZIOPHARM Oncology 0.0 $29k 12k 2.42
Ocwen Financial Corporation 0.0 $6.0k 12k 0.50
American Intl Group 0.0 $0 70k 0.00