Single Point Partners

Single Point Partners as of Sept. 30, 2020

Portfolio Holdings for Single Point Partners

Single Point Partners holds 71 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.9 $45M 134k 336.06
Ishares Tr Ibonds 23 Trm Hg 9.6 $18M 153k 118.06
Ishares Tr Core S&p Mcp Etf (IJH) 8.7 $16M 88k 185.31
Ishares Tr National Mun Etf (MUB) 6.5 $12M 106k 115.93
Ishares Tr Core S&p Scp Etf (IJR) 5.7 $11M 152k 70.23
Ishares Core Msci Emkt (IEMG) 3.9 $7.3M 139k 52.80
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $7.3M 41k 176.26
Ishares Tr Shrt Nat Mun Etf (SUB) 2.7 $5.0M 47k 108.09
Ishares Tr Core Msci Eafe (IEFA) 2.6 $4.8M 80k 60.28
Vanguard Index Fds Small Cp Etf (VB) 2.3 $4.4M 28k 153.80
Ishares Tr Rus 1000 Etf (IWB) 2.3 $4.3M 23k 187.14
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.2 $4.1M 82k 50.72
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.0 $3.8M 46k 83.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $3.3M 75k 43.24
Ishares Tr Russell 2000 Etf (IWM) 1.7 $3.1M 21k 149.77
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.6 $3.0M 51k 59.00
Apple (AAPL) 1.5 $2.8M 24k 115.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $2.8M 71k 39.21
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $2.6M 34k 75.49
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.0M 12k 170.28
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $1.7M 42k 40.89
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.6M 12k 134.67
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.7 $1.3M 13k 100.46
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.1M 20k 55.48
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 751.00 1470.04
Boeing Company (BA) 0.6 $1.0M 6.3k 165.17
Microsoft Corporation (MSFT) 0.5 $999k 4.8k 210.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $894k 25k 36.56
Ishares Tr Core Msci Total (IXUS) 0.5 $884k 15k 58.32
Alphabet Cap Stk Cl A (GOOGL) 0.4 $821k 560.00 1466.07
JPMorgan Chase & Co. (JPM) 0.4 $679k 7.1k 96.20
Amazon (AMZN) 0.3 $612k 194.00 3154.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $575k 2.5k 231.20
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $570k 18k 32.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $522k 88k 5.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $509k 6.3k 80.96
Pfizer (PFE) 0.3 $507k 14k 36.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $498k 51k 9.73
Home Depot (HD) 0.3 $489k 1.8k 277.53
Johnson & Johnson (JNJ) 0.3 $480k 3.2k 148.93
Vanguard Index Fds Growth Etf (VUG) 0.2 $467k 2.1k 227.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $437k 5.4k 80.58
Facebook Cl A (META) 0.2 $411k 1.6k 261.78
Verizon Communications (VZ) 0.2 $407k 6.8k 59.52
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $395k 1.2k 338.47
3M Company (MMM) 0.2 $394k 2.5k 159.97
Pepsi (PEP) 0.2 $373k 2.7k 138.51
Bank of America Corporation (BAC) 0.2 $341k 14k 24.08
Honeywell International (HON) 0.2 $313k 1.9k 164.56
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $306k 7.3k 41.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $302k 1.4k 212.83
Public Service Enterprise (PEG) 0.2 $292k 5.3k 54.89
Merck & Co (MRK) 0.1 $282k 3.4k 82.94
At&t (T) 0.1 $274k 9.6k 28.55
Visa Com Cl A (V) 0.1 $249k 1.2k 199.68
S&p Global (SPGI) 0.1 $233k 646.00 360.68
American Electric Power Company (AEP) 0.1 $231k 2.8k 81.68
salesforce (CRM) 0.1 $229k 911.00 251.37
Adobe Systems Incorporated (ADBE) 0.1 $228k 464.00 491.38
Ishares Tr Ibonds Dec2021 0.1 $225k 8.7k 25.91
Danaher Corporation (DHR) 0.1 $224k 1.0k 215.59
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $210k 2.3k 92.59
Coca-Cola Company (KO) 0.1 $210k 4.2k 49.85
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $210k 5.4k 38.61
Ishares Tr Msci Eafe Etf (EFA) 0.1 $204k 3.2k 63.65
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.1 $201k 6.4k 31.48
UnitedHealth (UNH) 0.1 $200k 642.00 311.53
Ishares Tr Core Div Grwth (DGRO) 0.1 $157k 78k 2.01
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $82k 30k 2.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $70k 36k 1.97
ZIOPHARM Oncology 0.0 $30k 12k 2.50