Single Point Partners

Single Point Partners as of June 30, 2022

Portfolio Holdings for Single Point Partners

Single Point Partners holds 124 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.6 $97M 257k 379.15
Ishares Tr Core S&p Mcp Etf (IJH) 9.1 $33M 147k 226.23
Ishares Tr Core Us Aggbd Et (AGG) 7.1 $26M 256k 101.68
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $23M 248k 92.41
Vanguard Index Fds Mid Cap Etf (VO) 4.1 $15M 76k 196.97
Ishares Core Msci Emkt (IEMG) 3.2 $12M 239k 49.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $9.2M 185k 49.92
Ishares Tr National Mun Etf (MUB) 2.4 $9.0M 84k 106.36
Vanguard Index Fds Small Cp Etf (VB) 2.3 $8.6M 49k 176.11
Ishares Tr Core Msci Eafe (IEFA) 2.3 $8.5M 144k 58.85
Ishares Tr Core S&p Ttl Stk (ITOT) 2.3 $8.3M 99k 83.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $7.3M 176k 41.65
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $7.1M 68k 104.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $5.9M 17k 346.87
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.4 $5.3M 106k 49.92
Ishares Tr Rus 1000 Etf (IWB) 1.3 $4.9M 24k 207.78
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.3 $4.7M 114k 40.80
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $4.6M 84k 54.58
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.2 $4.5M 61k 73.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $4.5M 12k 377.24
Apple (AAPL) 1.2 $4.4M 33k 136.71
Ishares Tr Russell 2000 Etf (IWM) 1.1 $4.1M 24k 169.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.3M 17k 188.61
Microsoft Corporation (MSFT) 0.8 $2.9M 11k 256.78
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $2.6M 73k 34.77
Ishares Tr Core Msci Total (IXUS) 0.5 $2.0M 35k 57.04
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.7M 788.00 2178.93
Boston Scientific Corporation (BSX) 0.4 $1.6M 43k 37.28
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.5M 18k 82.76
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.4M 6.5k 222.94
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $1.3M 13k 103.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.3M 21k 62.74
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.3M 603.00 2185.74
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $1.1M 11k 99.81
Keysight Technologies (KEYS) 0.3 $1.1M 7.8k 137.91
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $973k 8.8k 110.08
Haemonetics Corporation (HAE) 0.3 $937k 14k 65.21
Boeing Company (BA) 0.2 $893k 6.5k 136.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $889k 12k 75.25
Vanguard Index Fds Value Etf (VTV) 0.2 $846k 6.4k 131.94
Johnson & Johnson (JNJ) 0.2 $845k 4.8k 177.56
Digitalocean Hldgs (DOCN) 0.2 $818k 20k 41.34
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $772k 5.2k 147.72
Pfizer (PFE) 0.2 $730k 14k 52.46
Hubspot (HUBS) 0.2 $729k 2.4k 300.62
JPMorgan Chase & Co. (JPM) 0.2 $685k 6.1k 112.57
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $670k 7.4k 90.70
Home Depot (HD) 0.2 $657k 2.4k 274.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $640k 6.3k 101.68
Eastern Bankshares (EBC) 0.2 $620k 34k 18.47
Merck & Co (MRK) 0.2 $613k 6.7k 91.18
Verizon Communications (VZ) 0.2 $613k 12k 50.75
Hologic (HOLX) 0.2 $599k 8.6k 69.32
Pepsi (PEP) 0.2 $583k 3.5k 166.57
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $582k 9.6k 60.34
Amazon (AMZN) 0.2 $575k 5.4k 106.13
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $570k 18k 31.25
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $568k 4.8k 118.61
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $529k 12k 44.69
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $516k 1.2k 413.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $511k 10k 49.95
Toyota Motor Corp Ads (TM) 0.1 $500k 3.2k 154.04
UnitedHealth (UNH) 0.1 $485k 944.00 513.77
Coca-Cola Company (KO) 0.1 $467k 7.4k 62.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $466k 2.1k 218.68
Procter & Gamble Company (PG) 0.1 $445k 3.1k 143.78
Visa Com Cl A (V) 0.1 $433k 2.2k 197.09
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $431k 3.0k 144.83
Exxon Mobil Corporation (XOM) 0.1 $427k 5.0k 85.57
Totalenergies Se Sponsored Ads (TTE) 0.1 $419k 8.0k 52.61
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $409k 1.00 409000.00
At&t (T) 0.1 $398k 19k 20.96
Eli Lilly & Co. (LLY) 0.1 $397k 1.2k 324.08
Danaher Corporation (DHR) 0.1 $386k 1.5k 253.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $384k 1.4k 272.92
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $364k 7.1k 51.33
Shopify Cl A (SHOP) 0.1 $358k 12k 31.23
CVS Caremark Corporation (CVS) 0.1 $348k 3.8k 92.55
McDonald's Corporation (MCD) 0.1 $329k 1.3k 246.63
S&p Global (SPGI) 0.1 $313k 928.00 337.28
Public Service Enterprise (PEG) 0.1 $313k 5.0k 63.19
Rbc Cad (RY) 0.1 $310k 3.2k 96.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $306k 1.1k 280.48
Bank of America Corporation (BAC) 0.1 $306k 9.8k 31.17
Comcast Corp Cl A (CMCSA) 0.1 $303k 7.7k 39.21
Dollar Tree (DLTR) 0.1 $300k 1.9k 155.93
Honeywell International (HON) 0.1 $296k 1.7k 173.71
HSBC HLDGS Spon Adr New (HSBC) 0.1 $293k 9.0k 32.65
Cigna Corp (CI) 0.1 $291k 1.1k 263.35
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $289k 8.0k 36.18
Abbvie (ABBV) 0.1 $289k 1.9k 152.99
3M Company (MMM) 0.1 $283k 2.2k 129.28
Northrop Grumman Corporation (NOC) 0.1 $283k 592.00 478.04
Broadcom (AVGO) 0.1 $281k 578.00 486.16
Costco Wholesale Corporation (COST) 0.1 $278k 580.00 479.31
Chubb (CB) 0.1 $272k 1.4k 196.25
ConocoPhillips (COP) 0.1 $269k 3.0k 89.91
Philip Morris International (PM) 0.1 $253k 2.6k 98.71
Cisco Systems (CSCO) 0.1 $251k 5.9k 42.61
NVIDIA Corporation (NVDA) 0.1 $249k 1.6k 151.64
American Electric Power Company (AEP) 0.1 $248k 2.6k 95.98
Truist Financial Corp equities (TFC) 0.1 $246k 5.2k 47.34
Novartis Sponsored Adr (NVS) 0.1 $241k 2.9k 84.44
Raytheon Technologies Corp (RTX) 0.1 $240k 2.5k 96.00
Nextera Energy (NEE) 0.1 $239k 3.1k 77.57
Marsh & McLennan Companies (MMC) 0.1 $236k 1.5k 155.16
Meta Platforms Cl A (META) 0.1 $234k 1.4k 161.60
Archer Daniels Midland Company (ADM) 0.1 $232k 3.0k 77.44
Rio Tinto Sponsored Adr (RIO) 0.1 $231k 3.8k 61.03
Automatic Data Processing (ADP) 0.1 $231k 1.1k 210.19
Astrazeneca Sponsored Adr (AZN) 0.1 $221k 3.3k 66.15
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $221k 41k 5.34
Abbott Laboratories (ABT) 0.1 $218k 2.0k 108.73
Thermo Fisher Scientific (TMO) 0.1 $218k 401.00 543.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $216k 2.6k 81.69
Dollar General (DG) 0.1 $215k 876.00 245.43
Adobe Systems Incorporated (ADBE) 0.1 $211k 577.00 365.68
Texas Instruments Incorporated (TXN) 0.1 $210k 1.4k 153.51
Nike CL B (NKE) 0.1 $206k 2.0k 102.39
Lowe's Companies (LOW) 0.1 $200k 1.1k 174.98
Linde SHS 0.1 $200k 697.00 286.94
Novo-nordisk A S Adr (NVO) 0.1 $200k 1.8k 111.48
Southwestern Energy Company 0.0 $101k 16k 6.25
Gee Group (JOB) 0.0 $5.0k 10k 0.50