Single Point Partners

Single Point Partners as of Dec. 31, 2021

Portfolio Holdings for Single Point Partners

Single Point Partners holds 86 positions in its portfolio as reported in the December 2021 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 $113M 236k 476.99
Ishares Tr Core S&p Mcp Etf (IJH) 9.9 $37M 131k 283.08
Ishares Tr Core Us Aggbd Et (AGG) 7.1 $27M 233k 114.08
Ishares Tr Core S&p Scp Etf (IJR) 6.9 $26M 226k 114.51
Vanguard Index Fds Mid Cap Etf (VO) 4.6 $17M 67k 254.77
Ishares Tr National Mun Etf (MUB) 3.8 $14M 122k 116.28
Ishares Core Msci Emkt (IEMG) 3.6 $13M 223k 59.86
Ishares Tr Core Msci Eafe (IEFA) 2.7 $10M 137k 74.64
Vanguard Index Fds Small Cp Etf (VB) 2.5 $9.5M 42k 226.01
Ishares Tr Rus 1000 Etf (IWB) 1.6 $6.1M 23k 264.44
Ishares Tr Shrt Nat Mun Etf (SUB) 1.6 $5.9M 55k 107.36
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.5 $5.7M 79k 73.08
Ishares Tr Core S&p Ttl Stk (ITOT) 1.5 $5.7M 53k 106.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $5.6M 81k 68.82
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $5.4M 62k 87.01
Ishares Tr Russell 2000 Etf (IWM) 1.4 $5.3M 24k 222.47
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.4 $5.1M 100k 50.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $5.0M 100k 49.46
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $4.5M 108k 41.49
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $4.3M 84k 51.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.8M 8.6k 436.52
Apple (AAPL) 1.0 $3.8M 21k 177.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.2M 13k 241.46
Vanguard Index Fds Growth Etf (VUG) 0.6 $2.1M 6.5k 320.95
Microsoft Corporation (MSFT) 0.5 $2.0M 5.8k 336.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.6M 20k 80.42
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 542.00 2891.14
Ishares Tr Core Msci Total (IXUS) 0.4 $1.5M 48k 31.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.5M 11k 132.55
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.4M 482.00 2896.27
Hubspot (HUBS) 0.4 $1.4M 2.1k 659.11
Boeing Company (BA) 0.3 $1.2M 6.1k 201.35
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $1.1M 11k 100.00
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.3 $1.1M 5.2k 210.87
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $1.0M 7.8k 133.95
Vanguard Index Fds Value Etf (VTV) 0.3 $1000k 6.8k 147.17
JPMorgan Chase & Co. (JPM) 0.2 $863k 5.4k 158.41
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $821k 9.8k 83.68
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $767k 19k 40.92
Eastern Bankshares (EBC) 0.2 $726k 36k 20.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $704k 6.3k 112.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $679k 6.0k 113.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $661k 81k 8.19
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $629k 27k 23.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $626k 56k 11.11
Pfizer (PFE) 0.2 $623k 11k 59.06
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $604k 1.2k 517.57
Amazon (AMZN) 0.2 $586k 176.00 3329.55
Home Depot (HD) 0.2 $564k 1.4k 414.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $541k 1.8k 299.23
Johnson & Johnson (JNJ) 0.1 $502k 2.9k 170.98
Meta Platforms Cl A (META) 0.1 $492k 1.5k 336.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $451k 1.00 451000.00
Pepsi (PEP) 0.1 $447k 2.6k 173.66
Bank of America Corporation (BAC) 0.1 $435k 9.8k 44.48
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $414k 7.1k 58.43
Honeywell International (HON) 0.1 $351k 1.7k 208.31
Ishares Tr Msci Eafe Etf (EFA) 0.1 $345k 4.4k 78.77
Danaher Corporation (DHR) 0.1 $334k 1.0k 328.74
Public Service Enterprise (PEG) 0.1 $330k 5.0k 66.63
Verizon Communications (VZ) 0.1 $319k 6.1k 51.92
Blackstone Group Inc Com Cl A (BX) 0.1 $318k 2.5k 129.53
UnitedHealth (UNH) 0.1 $295k 587.00 502.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $287k 1.7k 168.13
3M Company (MMM) 0.1 $284k 1.6k 177.72
Merck & Co (MRK) 0.1 $278k 3.6k 76.54
Coca-Cola Company (KO) 0.1 $272k 4.6k 59.16
Yum! Brands (YUM) 0.1 $265k 1.9k 139.03
S&p Global (SPGI) 0.1 $261k 552.00 472.83
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $250k 5.1k 48.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $242k 607.00 398.68
Costco Wholesale Corporation (COST) 0.1 $240k 423.00 567.38
American Electric Power Company (AEP) 0.1 $230k 2.6k 89.01
Procter & Gamble Company (PG) 0.1 $228k 1.4k 163.68
Visa Com Cl A (V) 0.1 $227k 1.0k 216.40
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $213k 1.5k 139.03
Select Sector Spdr Tr Financial (XLF) 0.1 $210k 5.4k 39.11
Ishares Tr Core Div Grwth (DGRO) 0.1 $209k 95k 2.20
Eli Lilly & Co. (LLY) 0.1 $209k 756.00 276.45
Adobe Systems Incorporated (ADBE) 0.1 $207k 365.00 567.12
Lowe's Companies (LOW) 0.1 $206k 799.00 257.82
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $203k 1.3k 156.27
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $202k 2.4k 85.38
Seritage Growth Pptys Cl A (SRG) 0.0 $138k 10k 13.23
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $113k 39k 2.89
Gee Group (JOB) 0.0 $6.0k 10k 0.60