Single Point Partners

Single Point Partners as of June 30, 2025

Portfolio Holdings for Single Point Partners

Single Point Partners holds 88 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.7 $136M 219k 620.90
Ishares Tr Core S&p Mcp Etf (IJH) 9.4 $43M 690k 62.02
Ishares Tr Core Us Aggbd Et (AGG) 8.7 $40M 414k 95.84
Ishares Tr Core S&p Scp Etf (IJR) 5.7 $26M 239k 109.29
Ishares Tr Rus 1000 Etf (IWB) 4.3 $20M 58k 339.57
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $18M 64k 280.91
Ishares Tr Core Msci Eafe (IEFA) 3.7 $17M 203k 83.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.3 $15M 305k 49.03
Ishares Tr National Mun Etf (MUB) 2.8 $13M 124k 104.48
Ishares Tr Core S&p Ttl Stk (ITOT) 2.3 $10M 77k 135.04
Ishares Core Msci Emkt (IEMG) 2.0 $9.4M 156k 60.03
Vanguard Index Fds Small Cp Etf (VB) 2.0 $9.3M 39k 237.77
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $7.5M 147k 51.02
Ishares Tr Russell 2000 Etf (IWM) 1.4 $6.2M 29k 215.79
Ishares Tr Broad Usd High (USHY) 1.3 $6.0M 160k 37.51
Ishares Tr Shrt Nat Mun Etf (SUB) 1.2 $5.7M 53k 106.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $5.6M 9.7k 569.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $5.2M 92k 57.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.6M 7.5k 617.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $4.3M 14k 304.84
Ishares Tr Russell 3000 Etf (IWV) 0.8 $3.7M 11k 351.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $3.7M 86k 42.74
Apple (AAPL) 0.7 $3.1M 15k 205.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $2.8M 34k 82.87
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $2.7M 14k 192.71
Ishares Tr Core Msci Total (IXUS) 0.6 $2.6M 33k 77.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.6M 52k 49.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.8M 25k 73.63
Microsoft Corporation (MSFT) 0.4 $1.8M 3.6k 497.37
JPMorgan Chase & Co. (JPM) 0.3 $1.4M 4.8k 289.82
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $1.4M 14k 100.91
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.4M 4.5k 298.98
Bank of America Corporation (BAC) 0.3 $1.3M 28k 47.30
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 248k 5.13
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.1M 40k 28.05
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.2 $1.1M 9.0k 118.40
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.0M 5.9k 176.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.0M 2.4k 424.39
Amazon (AMZN) 0.2 $975k 4.4k 219.35
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $860k 8.6k 100.09
Spdr Gold Tr Gold Shs (GLD) 0.2 $823k 2.7k 304.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $809k 7.3k 110.08
Vanguard Index Fds Growth Etf (VUG) 0.2 $800k 1.8k 439.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $772k 5.8k 133.33
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $730k 30k 24.45
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $707k 1.2k 566.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $703k 32k 22.10
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $685k 8.5k 80.71
Meta Platforms Cl A (META) 0.1 $646k 875.00 738.29
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $578k 16k 35.85
Ishares Tr Tips Bd Etf (TIP) 0.1 $572k 5.2k 110.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $499k 7.4k 67.27
International Business Machines (IBM) 0.1 $488k 1.7k 294.86
Spdr Series Trust S&p 500 Esg Etf (EFIV) 0.1 $480k 8.2k 58.50
Spdr Series Trust Bloomberg High Y (JNK) 0.1 $425k 4.4k 97.25
Home Depot (HD) 0.1 $425k 1.2k 366.70
NVIDIA Corporation (NVDA) 0.1 $421k 2.7k 157.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $381k 690.00 552.17
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $363k 2.7k 135.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $360k 1.9k 194.07
American Electric Power Company (AEP) 0.1 $319k 3.1k 103.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $318k 654.00 486.24
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $308k 2.3k 134.56
Public Service Enterprise (PEG) 0.1 $307k 3.6k 84.22
Visa Com Cl A (V) 0.1 $296k 834.00 354.92
Raytheon Technologies Corp (RTX) 0.1 $293k 2.0k 145.92
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $289k 6.8k 42.59
Costco Wholesale Corporation (COST) 0.1 $289k 292.00 989.73
Lowe's Companies (LOW) 0.1 $283k 1.3k 221.79
TJX Companies (TJX) 0.1 $281k 2.3k 123.46
Palantir Technologies Cl A (PLTR) 0.1 $256k 1.9k 136.17
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $254k 1.3k 195.53
S&p Global (SPGI) 0.1 $252k 477.00 528.30
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $252k 3.5k 72.64
Honeywell International (HON) 0.1 $248k 1.1k 232.86
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $247k 3.5k 71.20
Pepsi (PEP) 0.1 $237k 1.8k 131.81
Eli Lilly & Co. (LLY) 0.1 $235k 302.00 778.15
Broadcom (AVGO) 0.0 $225k 816.00 275.74
Coca-Cola Company (KO) 0.0 $224k 3.1k 71.29
Blackstone Group Inc Com Cl A (BX) 0.0 $220k 1.5k 149.36
At&t (T) 0.0 $220k 7.6k 28.96
Verizon Communications (VZ) 0.0 $219k 5.1k 43.21
American Express Company (AXP) 0.0 $217k 682.00 318.18
Eastern Bankshares (EBC) 0.0 $211k 14k 15.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $209k 1.1k 182.69
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.0 $48k 11k 4.57
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $12k 12k 0.96