Single Point Partners

Single Point Partners as of June 30, 2020

Portfolio Holdings for Single Point Partners

Single Point Partners holds 67 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.8 $39M 127k 309.69
Ishares Tr Core Us Aggbd Et (AGG) 10.3 $18M 149k 118.21
Ishares Tr Core S&p Mcp Etf (IJH) 8.4 $14M 81k 177.83
Ishares Tr National Mun Etf (MUB) 6.5 $11M 97k 115.40
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $9.4M 138k 68.29
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $6.8M 41k 163.90
Ishares Core Msci Emkt (IEMG) 3.8 $6.4M 136k 47.60
Ishares Tr Shrt Nat Mun Etf (SUB) 2.8 $4.8M 44k 107.85
Ishares Tr Core Msci Eafe (IEFA) 2.5 $4.2M 74k 57.16
Vanguard Index Fds Small Cp Etf (VB) 2.4 $4.2M 29k 145.73
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.4 $4.1M 82k 50.59
Ishares Tr Rus 1000 Etf (IWB) 2.3 $4.0M 23k 171.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.3 $3.9M 48k 81.62
Ishares Tr Russell 2000 Etf (IWM) 1.7 $3.0M 38k 78.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $2.9M 74k 39.61
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.6 $2.7M 50k 53.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.5M 62k 40.16
Apple (AAPL) 1.4 $2.4M 6.7k 364.85
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $2.3M 34k 69.44
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.9M 12k 156.49
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.0 $1.7M 12k 134.47
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 1.0 $1.6M 42k 38.78
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.7 $1.3M 13k 100.49
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.2M 852.00 1413.15
Boeing Company (BA) 0.7 $1.2M 6.3k 183.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.1M 20k 52.60
Microsoft Corporation (MSFT) 0.6 $1.0M 5.0k 203.55
Ishares Tr Ibonds Sep2020 0.5 $909k 36k 25.49
Alphabet Cap Stk Cl A (GOOGL) 0.5 $885k 624.00 1418.27
Ishares Tr Core Msci Total (IXUS) 0.5 $824k 15k 54.52
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $819k 25k 33.45
JPMorgan Chase & Co. (JPM) 0.4 $669k 7.1k 94.11
Amazon (AMZN) 0.3 $569k 206.00 2762.14
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $518k 18k 29.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $516k 2.5k 207.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $495k 6.3k 78.83
Johnson & Johnson (JNJ) 0.3 $478k 3.4k 140.51
Home Depot (HD) 0.3 $469k 1.9k 250.80
Pfizer (PFE) 0.3 $465k 14k 32.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $443k 55k 8.02
Vanguard Index Fds Growth Etf (VUG) 0.2 $414k 2.1k 201.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $402k 5.4k 74.13
Facebook Cl A (META) 0.2 $400k 1.8k 227.14
Verizon Communications (VZ) 0.2 $397k 7.2k 55.07
3M Company (MMM) 0.2 $396k 2.5k 156.03
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $379k 1.2k 324.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $370k 7.8k 47.67
Pepsi (PEP) 0.2 $368k 2.8k 132.23
Bank of America Corporation (BAC) 0.2 $348k 15k 23.74
At&t (T) 0.2 $334k 11k 30.23
Honeywell International (HON) 0.2 $288k 2.0k 144.51
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $284k 6.9k 41.32
Merck & Co (MRK) 0.2 $269k 3.5k 77.30
Visa Com Cl A (V) 0.2 $268k 1.4k 193.22
Public Service Enterprise (PEG) 0.2 $266k 5.4k 49.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $255k 1.4k 178.70
Ishares Tr Ibonds Dec21 Etf 0.1 $245k 9.5k 25.92
American Electric Power Company (AEP) 0.1 $225k 2.8k 79.56
Adobe Systems Incorporated (ADBE) 0.1 $224k 514.00 435.80
S&p Global (SPGI) 0.1 $213k 646.00 329.72
Exxon Mobil Corporation (XOM) 0.1 $206k 4.6k 44.75
Ishares Tr Msci Min Vol Etf (USMV) 0.0 $77k 32k 2.41
Ishares Tr Core Div Grwth (DGRO) 0.0 $68k 68k 0.99
ZIOPHARM Oncology 0.0 $39k 12k 3.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $35k 35k 1.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $29k 29k 0.99
Ocwen Finl Corp Com New 0.0 $8.0k 12k 0.67