Single Point Partners

Single Point Partners as of March 31, 2026

Portfolio Holdings for Single Point Partners

Single Point Partners holds 83 positions in its portfolio as reported in the March 2026 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 $146M 224k 653.21
Ishares Tr Core S&p Mcp Etf (IJH) 9.6 $48M 715k 67.53
Ishares Tr Core Us Aggbd Et (AGG) 9.4 $47M 1.6M 30.09
Ishares Tr Core S&p Scp Etf (IJR) 6.0 $30M 244k 124.31
Ishares Tr Rus 1000 Etf (IWB) 4.0 $20M 57k 356.56
Ishares Tr Core Msci Eafe (IEFA) 3.9 $20M 215k 90.53
Vanguard Index Fds Mid Cap Etf (VO) 3.6 $18M 63k 287.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.2 $16M 317k 49.89
Ishares Tr National Mun Etf (MUB) 2.7 $14M 130k 106.15
Ishares Tr Core S&p Ttl Stk (ITOT) 2.6 $13M 2.2M 5.90
Ishares Core Msci Emkt (IEMG) 2.2 $11M 158k 69.75
Vanguard Index Fds Small Cp Etf (VB) 2.0 $10M 39k 261.92
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.7 $8.8M 172k 50.95
Ishares Tr Russell 2000 Etf (IWM) 1.5 $7.3M 30k 248.00
Ishares Tr Broad Usd High (USHY) 1.4 $6.8M 185k 36.84
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $6.7M 63k 106.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $6.1M 10k 597.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $5.9M 92k 64.08
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $4.9M 7.5k 650.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $4.7M 15k 320.80
Spdr Index Shs Fds State Street Spd (SPEM) 0.8 $4.0M 85k 46.91
Ishares Tr Russell 3000 Etf (IWV) 0.8 $4.0M 11k 370.67
Apple (AAPL) 0.8 $3.8M 15k 253.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $3.7M 50k 73.64
Ishares Tr Core Msci Total (IXUS) 0.6 $3.2M 190k 16.72
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $2.9M 14k 205.80
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $2.7M 33k 82.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.4M 45k 54.05
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $1.6M 16k 101.14
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.3M 41k 30.96
Bank of America Corporation (BAC) 0.2 $1.3M 26k 48.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 98k 11.96
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.2M 2.7k 430.36
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.2 $1.1M 9.1k 124.80
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.0M 3.6k 287.57
JPMorgan Chase & Co. (JPM) 0.2 $1.0M 3.5k 294.16
Accenture Plc Ireland Shs Class A (ACN) 0.2 $968k 4.9k 198.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $901k 2.1k 426.42
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.2 $864k 17k 50.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $848k 5.7k 148.10
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $832k 8.3k 100.19
Vanguard Index Fds Growth Etf (VUG) 0.2 $812k 1.9k 436.78
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $806k 7.1k 113.11
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $795k 32k 24.75
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $745k 29k 25.64
Amazon (AMZN) 0.1 $734k 3.5k 208.29
Microsoft Corporation (MSFT) 0.1 $730k 2.0k 370.22
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $698k 1.1k 616.76
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $622k 7.8k 79.56
Ishares Tr Tips Bd Etf (TIP) 0.1 $614k 5.6k 110.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $556k 7.4k 75.10
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $543k 3.8k 141.42
Spdr Series Trust State Street Spd (EFIV) 0.1 $519k 8.2k 63.08
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $437k 11k 38.86
Spdr Series Trust State Street Spd (JNK) 0.1 $423k 4.4k 95.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $409k 853.00 479.20
Home Depot (HD) 0.1 $396k 1.2k 329.02
American Electric Power Company (AEP) 0.1 $382k 2.9k 131.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $376k 651.00 577.18
NVIDIA Corporation (NVDA) 0.1 $373k 2.1k 174.37
International Business Machines (IBM) 0.1 $354k 1.5k 242.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $327k 1.5k 213.67
Meta Platforms Cl A (META) 0.1 $318k 555.00 572.40
Raytheon Technologies Corp (RTX) 0.1 $298k 1.5k 192.87
Lowe's Companies (LOW) 0.1 $296k 1.3k 236.28
Public Service Enterprise (PEG) 0.1 $295k 3.6k 80.96
Palantir Technologies Cl A (PLTR) 0.1 $278k 1.9k 146.27
Johnson & Johnson (JNJ) 0.1 $277k 1.1k 244.44
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $274k 1.3k 211.15
Eastern Bankshares (EBC) 0.1 $273k 14k 19.56
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $270k 3.6k 75.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $259k 5.5k 46.74
Verizon Communications (VZ) 0.0 $251k 5.0k 50.20
Citigroup Com New (C) 0.0 $250k 2.2k 113.41
Broadcom (AVGO) 0.0 $239k 772.00 309.39
Coca-Cola Company (KO) 0.0 $235k 3.1k 76.05
Visa Com Cl A (V) 0.0 $233k 769.00 302.36
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $226k 1.5k 145.76
At&t (T) 0.0 $216k 7.4k 28.99
Honeywell International (HON) 0.0 $214k 946.00 225.98
Corteva (CTVA) 0.0 $211k 2.5k 83.71
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $85k 11k 7.86
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $18k 18k 1.00