Single Point Partners

Single Point Partners as of Dec. 31, 2024

Portfolio Holdings for Single Point Partners

Single Point Partners holds 81 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.1 $126M 214k 588.68
Ishares Tr Core S&p Mcp Etf (IJH) 9.9 $43M 691k 62.31
Ishares Tr Core Us Aggbd Et (AGG) 8.6 $37M 400k 93.51
Ishares Tr Core S&p Scp Etf (IJR) 6.4 $28M 240k 115.22
Ishares Tr National Mun Etf (MUB) 4.3 $19M 176k 106.55
Ishares Tr Rus 1000 Etf (IWB) 4.0 $17M 54k 322.15
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $15M 58k 264.13
Ishares Tr Core Msci Eafe (IEFA) 3.1 $13M 190k 70.28
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $12M 236k 50.13
Ishares Tr Core S&p Ttl Stk (ITOT) 2.5 $11M 84k 128.62
Ishares Core Msci Emkt (IEMG) 1.9 $8.3M 159k 52.22
Vanguard Index Fds Small Cp Etf (VB) 1.8 $8.0M 33k 240.28
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $7.9M 156k 50.88
Ishares Tr Shrt Nat Mun Etf (SUB) 1.5 $6.7M 64k 105.48
Ishares Tr Russell 2000 Etf (IWM) 1.4 $6.2M 28k 220.96
Ishares Tr Broad Usd High (USHY) 1.4 $6.0M 164k 36.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $5.3M 9.8k 538.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.6M 7.8k 586.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $4.2M 87k 47.82
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $4.1M 14k 289.83
Apple (AAPL) 0.9 $4.0M 16k 250.41
Ishares Tr Russell 3000 Etf (IWV) 0.8 $3.4M 10k 334.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $3.2M 85k 38.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $2.9M 36k 81.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.4M 55k 44.04
Ishares Tr Core Msci Total (IXUS) 0.5 $2.2M 33k 66.14
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $2.1M 11k 190.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.9M 26k 71.92
Accenture Plc Ireland Shs Class A (ACN) 0.4 $1.7M 4.7k 351.72
Hf Sinclair Corp (DINO) 0.3 $1.4M 41k 35.04
Microsoft Corporation (MSFT) 0.3 $1.3M 3.2k 421.60
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 6.6k 190.52
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $1.2M 12k 100.21
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 5.8k 189.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $991k 36k 27.71
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $988k 9.9k 99.87
Amazon (AMZN) 0.2 $930k 4.2k 219.49
JPMorgan Chase & Co. (JPM) 0.2 $783k 3.3k 239.74
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $780k 6.1k 127.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $778k 1.9k 401.65
Vanguard Index Fds Growth Etf (VUG) 0.2 $772k 1.9k 410.42
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $767k 9.8k 78.60
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $763k 7.5k 101.49
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $725k 21k 34.57
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $711k 1.2k 569.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $708k 31k 23.18
NVIDIA Corporation (NVDA) 0.1 $637k 4.7k 134.25
Spdr Gold Tr Gold Shs (GLD) 0.1 $591k 2.4k 242.31
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $559k 9.2k 60.78
Ishares Tr Tips Bd Etf (TIP) 0.1 $553k 5.2k 106.47
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $548k 30k 18.50
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $515k 5.4k 95.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $492k 8.6k 57.42
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $463k 8.2k 56.53
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $448k 13k 34.34
Home Depot (HD) 0.1 $444k 1.1k 388.79
Meta Platforms Cl A (META) 0.1 $425k 725.00 586.21
International Business Machines (IBM) 0.1 $364k 1.7k 219.94
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $325k 2.5k 128.71
Public Service Enterprise (PEG) 0.1 $320k 3.8k 84.57
Bank of America Corporation (BAC) 0.1 $299k 6.8k 43.94
American Electric Power Company (AEP) 0.1 $288k 3.1k 92.13
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $282k 2.5k 114.54
Costco Wholesale Corporation (COST) 0.1 $264k 288.00 916.67
Eli Lilly & Co. (LLY) 0.1 $252k 326.00 773.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $251k 553.00 453.89
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $248k 1.3k 190.92
Blackstone Group Inc Com Cl A (BX) 0.1 $241k 1.4k 172.64
Honeywell International (HON) 0.1 $239k 1.1k 225.47
Ishares Tr Core Div Grwth (DGRO) 0.1 $236k 3.9k 61.25
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $231k 3.5k 66.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $230k 1.2k 185.19
S&p Global (SPGI) 0.1 $229k 460.00 497.83
American Express Company (AXP) 0.0 $217k 732.00 296.45
Danaher Corporation (DHR) 0.0 $215k 936.00 229.70
Pepsi (PEP) 0.0 $211k 1.4k 151.69
TJX Companies (TJX) 0.0 $210k 1.7k 120.69
Visa Com Cl A (V) 0.0 $208k 658.00 316.11
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $204k 1.1k 178.17
Eastern Bankshares (EBC) 0.0 $199k 12k 17.24
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $12k 12k 0.96