Single Point Partners

Single Point Partners as of March 31, 2025

Portfolio Holdings for Single Point Partners

Single Point Partners holds 87 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 28.9 $123M 219k 561.90
Ishares Tr Core S&p Mcp Etf (IJH) 9.7 $41M 707k 58.35
Ishares Tr Core Us Aggbd Et (AGG) 9.1 $39M 406k 95.50
Ishares Tr Core S&p Scp Etf (IJR) 6.1 $26M 247k 104.57
Ishares Tr Rus 1000 Etf (IWB) 3.8 $16M 53k 306.75
Ishares Tr National Mun Etf (MUB) 3.7 $16M 151k 105.44
Vanguard Index Fds Mid Cap Etf (VO) 3.6 $15M 59k 258.63
Ishares Tr Core Msci Eafe (IEFA) 3.5 $15M 199k 75.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.0 $13M 262k 49.62
Ishares Tr Core S&p Ttl Stk (ITOT) 2.4 $10M 83k 122.00
Ishares Core Msci Emkt (IEMG) 2.0 $8.5M 158k 53.97
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $7.6M 148k 51.05
Vanguard Index Fds Small Cp Etf (VB) 1.8 $7.5M 34k 221.76
Ishares Tr Broad Usd High (USHY) 1.4 $5.9M 160k 36.81
Ishares Tr Shrt Nat Mun Etf (SUB) 1.4 $5.8M 55k 105.60
Ishares Tr Russell 2000 Etf (IWM) 1.3 $5.6M 28k 199.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $4.8M 9.3k 513.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $4.5M 89k 50.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.2M 7.6k 559.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.8M 14k 274.84
Apple (AAPL) 0.8 $3.5M 16k 222.14
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $3.3M 85k 39.37
Ishares Tr Russell 3000 Etf (IWV) 0.8 $3.2M 10k 317.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $3.0M 37k 82.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.4M 54k 45.26
Ishares Tr Core Msci Total (IXUS) 0.5 $2.2M 32k 69.82
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $2.0M 11k 172.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.9M 26k 73.47
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.5M 508k 2.99
Microsoft Corporation (MSFT) 0.3 $1.5M 3.9k 375.51
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.4M 4.4k 311.95
Hf Sinclair Corp (DINO) 0.3 $1.4M 41k 32.89
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $1.2M 12k 100.50
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 4.9k 245.19
Bank of America Corporation (BAC) 0.3 $1.2M 28k 41.73
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.0M 6.6k 154.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $936k 36k 26.19
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $921k 9.2k 100.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $856k 2.4k 360.88
Amazon (AMZN) 0.2 $853k 4.5k 190.27
Spdr Gold Tr Gold Shs (GLD) 0.2 $778k 2.7k 288.15
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $746k 5.8k 128.98
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $720k 9.1k 78.91
Vanguard Index Fds Growth Etf (VUG) 0.2 $698k 1.9k 371.08
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $682k 7.3k 92.80
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $666k 1.2k 533.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $659k 30k 22.07
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $634k 19k 32.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $586k 30k 19.79
Ishares Tr Tips Bd Etf (TIP) 0.1 $577k 5.2k 111.09
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $516k 5.4k 95.34
Meta Platforms Cl A (META) 0.1 $495k 859.00 576.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $456k 7.5k 60.61
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $447k 13k 35.87
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $439k 8.2k 53.55
Home Depot (HD) 0.1 $425k 1.2k 366.70
International Business Machines (IBM) 0.1 $412k 1.7k 248.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $409k 872.00 469.04
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $351k 1.9k 188.10
American Electric Power Company (AEP) 0.1 $336k 3.1k 109.23
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $331k 5.2k 63.52
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $317k 2.6k 121.83
Public Service Enterprise (PEG) 0.1 $300k 3.6k 82.30
Lowe's Companies (LOW) 0.1 $297k 1.3k 233.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $292k 549.00 531.88
TJX Companies (TJX) 0.1 $289k 2.4k 121.63
Visa Com Cl A (V) 0.1 $286k 817.00 350.06
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $284k 2.5k 115.54
Pepsi (PEP) 0.1 $277k 1.8k 149.89
Costco Wholesale Corporation (COST) 0.1 $277k 293.00 945.39
NVIDIA Corporation (NVDA) 0.1 $277k 2.6k 108.20
Raytheon Technologies Corp (RTX) 0.1 $267k 2.0k 132.70
Eli Lilly & Co. (LLY) 0.1 $249k 302.00 824.50
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $248k 1.3k 190.92
S&p Global (SPGI) 0.1 $243k 477.00 509.43
Ishares Tr Core Div Grwth (DGRO) 0.1 $238k 3.9k 61.69
Coca-Cola Company (KO) 0.1 $233k 3.3k 71.47
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $230k 3.5k 66.45
At&t (T) 0.1 $229k 8.1k 28.29
Honeywell International (HON) 0.1 $228k 1.1k 211.70
Eastern Bankshares (EBC) 0.1 $226k 14k 16.36
Verizon Communications (VZ) 0.1 $226k 5.0k 45.29
Abbvie (ABBV) 0.1 $222k 1.1k 209.83
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $206k 7.9k 26.20
Exxon Mobil Corporation (XOM) 0.0 $201k 1.7k 119.22
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.0 $36k 11k 3.43
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $12k 12k 0.96