Single Point Partners

Single Point Partners as of March 31, 2024

Portfolio Holdings for Single Point Partners

Single Point Partners holds 79 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.2 $113M 214k 525.73
Ishares Tr Core S&p Mcp Etf (IJH) 10.1 $43M 713k 60.74
Ishares Tr Rus 1000 Etf (IWB) 8.9 $39M 134k 288.03
Ishares Tr Core Us Aggbd Et (AGG) 6.4 $28M 283k 97.94
Ishares Tr Core S&p Scp Etf (IJR) 6.0 $26M 234k 110.52
Vanguard Index Fds Mid Cap Etf (VO) 3.7 $16M 63k 249.87
Ishares Tr National Mun Etf (MUB) 3.2 $14M 128k 107.60
Ishares Tr Core Msci Eafe (IEFA) 2.9 $13M 170k 74.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.8 $12M 237k 50.60
Ishares Core Msci Emkt (IEMG) 2.8 $12M 230k 51.60
Ishares Tr Core S&p Ttl Stk (ITOT) 2.4 $10M 89k 115.30
Vanguard Index Fds Small Cp Etf (VB) 2.3 $10M 44k 228.58
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $6.9M 136k 51.06
Ishares Tr Russell 2000 Etf (IWM) 1.6 $6.9M 33k 210.28
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $5.7M 54k 104.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $4.9M 98k 50.17
Ishares Tr Broad Usd High (USHY) 1.0 $4.4M 120k 36.59
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $4.2M 16k 259.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.1M 7.9k 523.09
Vanguard Index Fds Extend Mkt Etf (VXF) 0.9 $3.7M 21k 175.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $3.6M 44k 81.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.5M 7.2k 480.79
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $3.3M 90k 36.19
Ishares Tr Russell 3000 Etf (IWV) 0.7 $3.1M 10k 300.12
Apple (AAPL) 0.7 $3.0M 17k 171.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $3.0M 36k 81.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $2.7M 37k 72.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.6M 63k 41.76
Ishares Tr Core Msci Total (IXUS) 0.5 $2.3M 33k 67.85
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.8M 29k 63.33
Microsoft Corporation (MSFT) 0.4 $1.7M 4.0k 420.72
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $1.3M 13k 100.88
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 8.4k 152.27
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $1.3M 17k 77.70
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.1M 7.0k 150.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.0M 27k 39.02
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $1.0M 28k 35.81
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $993k 9.9k 100.67
Amazon (AMZN) 0.2 $904k 5.0k 180.48
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $879k 9.2k 95.25
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $816k 7.0k 116.89
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $749k 6.2k 121.06
JPMorgan Chase & Co. (JPM) 0.2 $736k 3.7k 200.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $710k 8.4k 84.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $695k 1.2k 556.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $670k 21k 31.95
Vanguard Index Fds Growth Etf (VUG) 0.2 $666k 1.9k 344.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $656k 11k 62.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $648k 1.9k 336.80
NVIDIA Corporation (NVDA) 0.1 $537k 595.00 902.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $510k 8.7k 58.67
Meta Platforms Cl A (META) 0.1 $492k 1.0k 485.69
Home Depot (HD) 0.1 $469k 1.2k 383.80
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $445k 8.8k 50.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $425k 957.00 444.10
Pepsi (PEP) 0.1 $312k 1.8k 176.17
Digitalocean Hldgs (DOCN) 0.1 $308k 8.1k 38.14
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $304k 8.3k 36.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $303k 720.00 420.83
Bank of America Corporation (BAC) 0.1 $296k 7.8k 38.10
International Business Machines (IBM) 0.1 $294k 1.5k 191.03
Eastern Bankshares (EBC) 0.1 $293k 145k 2.02
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.1 $274k 13k 21.25
American Electric Power Company (AEP) 0.1 $269k 3.1k 86.05
Honeywell International (HON) 0.1 $263k 1.3k 204.99
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $258k 2.2k 114.77
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $250k 2.7k 93.14
Public Service Enterprise (PEG) 0.1 $247k 3.7k 67.47
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $243k 1.3k 187.07
Costco Wholesale Corporation (COST) 0.1 $231k 315.00 733.33
Danaher Corporation (DHR) 0.1 $226k 905.00 249.72
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $208k 8.2k 25.39
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $207k 3.4k 60.46
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $202k 2.2k 91.61
S&p Global (SPGI) 0.0 $202k 475.00 425.26
Merck & Co (MRK) 0.0 $201k 1.5k 131.89
Ishares Tr Msci Eafe Etf (EFA) 0.0 $198k 10k 19.00
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.0 $186k 17k 10.94
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $138k 10k 13.26