Single Point Partners

Single Point Partners as of Sept. 30, 2025

Portfolio Holdings for Single Point Partners

Single Point Partners holds 89 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 30.1 $148M 222k 669.30
Ishares Tr Core S&p Mcp Etf (IJH) 9.3 $46M 703k 65.26
Ishares Tr Core Us Aggbd Et (AGG) 8.3 $41M 423k 96.93
Ishares Tr Core S&p Scp Etf (IJR) 5.8 $29M 243k 118.83
Ishares Tr Rus 1000 Etf (IWB) 4.3 $21M 58k 365.48
Vanguard Index Fds Mid Cap Etf (VO) 3.8 $19M 64k 293.74
Ishares Tr Core Msci Eafe (IEFA) 3.7 $18M 211k 87.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.2 $16M 312k 50.07
Ishares Tr National Mun Etf (MUB) 2.7 $13M 123k 106.49
Ishares Tr Core S&p Ttl Stk (ITOT) 2.3 $11M 77k 145.65
Ishares Core Msci Emkt (IEMG) 2.1 $10M 158k 65.92
Vanguard Index Fds Small Cp Etf (VB) 2.0 $10M 39k 254.28
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $8.0M 157k 51.09
Ishares Tr Russell 2000 Etf (IWM) 1.4 $7.0M 29k 241.96
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $6.5M 61k 106.78
Ishares Tr Broad Usd High (USHY) 1.3 $6.4M 170k 37.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $6.2M 10k 612.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $5.5M 91k 59.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $5.0M 7.5k 666.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $4.5M 14k 328.17
Apple (AAPL) 0.9 $4.3M 17k 254.63
Ishares Tr Russell 3000 Etf (IWV) 0.8 $4.0M 11k 378.95
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $4.0M 86k 46.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $3.5M 48k 74.37
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $2.9M 14k 209.34
Ishares Tr Core Msci Total (IXUS) 0.6 $2.8M 34k 82.58
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $2.8M 33k 82.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.7M 50k 54.18
Microsoft Corporation (MSFT) 0.3 $1.7M 3.2k 517.88
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.4M 247k 5.73
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $1.4M 14k 101.92
Bank of America Corporation (BAC) 0.3 $1.4M 27k 51.59
JPMorgan Chase & Co. (JPM) 0.3 $1.3M 4.2k 315.44
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.2M 40k 29.64
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.2M 4.8k 243.11
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.2 $1.2M 9.1k 128.39
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.1M 4.6k 246.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 2.3k 468.37
Spdr Gold Tr Gold Shs (GLD) 0.2 $960k 2.7k 355.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $881k 7.3k 120.72
Vanguard Index Fds Growth Etf (VUG) 0.2 $874k 1.8k 479.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $831k 5.9k 140.96
Amazon (AMZN) 0.2 $823k 3.7k 219.59
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $796k 7.9k 100.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $766k 29k 26.34
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $744k 1.2k 596.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $741k 32k 23.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $682k 8.4k 81.19
Ishares Tr Tips Bd Etf (TIP) 0.1 $578k 5.2k 111.22
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $530k 7.4k 71.37
Spdr Series Trust S&p 500 Esg Etf (EFIV) 0.1 $522k 8.2k 63.59
Meta Platforms Cl A (META) 0.1 $522k 711.00 733.96
Home Depot (HD) 0.1 $503k 1.2k 405.34
International Business Machines (IBM) 0.1 $470k 1.7k 282.16
NVIDIA Corporation (NVDA) 0.1 $455k 2.4k 186.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $433k 11k 38.57
Spdr Series Trust Bloomberg High Y (JNK) 0.1 $430k 4.4k 97.99
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $402k 2.8k 145.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $402k 799.00 502.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $396k 660.00 600.37
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $371k 1.8k 203.60
Palantir Technologies Cl A (PLTR) 0.1 $358k 2.0k 182.41
American Electric Power Company (AEP) 0.1 $346k 3.1k 112.51
TJX Companies (TJX) 0.1 $329k 2.3k 144.54
Lowe's Companies (LOW) 0.1 $317k 1.3k 251.31
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $307k 6.7k 45.51
Public Service Enterprise (PEG) 0.1 $304k 3.6k 83.47
Raytheon Technologies Corp (RTX) 0.1 $298k 1.8k 167.33
Visa Com Cl A (V) 0.1 $296k 867.00 341.50
Costco Wholesale Corporation (COST) 0.1 $288k 311.00 925.63
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $268k 1.3k 206.51
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $262k 3.6k 73.29
Blackstone Group Inc Com Cl A (BX) 0.1 $253k 1.5k 170.85
Eastern Bankshares (EBC) 0.1 $251k 14k 18.15
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $248k 1.7k 142.56
Pepsi (PEP) 0.0 $231k 1.6k 140.47
Broadcom (AVGO) 0.0 $228k 690.00 329.68
Honeywell International (HON) 0.0 $222k 1.1k 210.46
Verizon Communications (VZ) 0.0 $221k 5.0k 43.95
American Express Company (AXP) 0.0 $217k 654.00 332.08
S&p Global (SPGI) 0.0 $215k 442.00 487.07
At&t (T) 0.0 $214k 7.6k 28.24
Citigroup Com New (C) 0.0 $213k 2.1k 101.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $211k 2.8k 76.72
Abbvie (ABBV) 0.0 $211k 912.00 231.54
Coca-Cola Company (KO) 0.0 $206k 3.1k 66.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $205k 1.1k 194.52
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.0 $90k 16k 5.83
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $12k 12k 1.00