13F HOLDINGS REPORT
Single Point Partners, LLC
Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0001801184-25-000001
Total Value
$434,256
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 214,352 | $126,185 | 29.06% |
| 2 | ISHARES TR | 464287507 | 691,416 | $43,082 | 9.92% |
| 3 | ISHARES TR | 464287226 | 400,127 | $37,415 | 8.62% |
| 4 | ISHARES TR | 464287804 | 239,452 | $27,590 | 6.35% |
| 5 | ISHARES TR | 464288414 | 175,873 | $18,739 | 4.32% |
| 6 | ISHARES TR | 464287622 | 54,061 | $17,416 | 4.01% |
| 7 | VANGUARD INDEX FDS | 922908629 | 57,528 | $15,195 | 3.50% |
| 8 | ISHARES TR | 46432F842 | 190,349 | $13,378 | 3.08% |
| 9 | VANGUARD MUN BD FDS | 922907746 | 235,468 | $11,804 | 2.72% |
| 10 | ISHARES TR | 464287150 | 84,059 | $10,812 | 2.49% |
| 11 | ISHARES INC | 46434G103 | 159,108 | $8,309 | 1.91% |
| 12 | VANGUARD INDEX FDS | 922908751 | 33,211 | $7,980 | 1.84% |
| 13 | ISHARES TR | 46429B655 | 155,730 | $7,924 | 1.82% |
| 14 | ISHARES TR | 464288158 | 63,787 | $6,728 | 1.55% |
| 15 | ISHARES TR | 464287655 | 28,037 | $6,195 | 1.43% |
| 16 | ISHARES TR | 46435U853 | 163,482 | $6,015 | 1.39% |
| 17 | VANGUARD INDEX FDS | 922908363 | 9,792 | $5,276 | 1.21% |
| 18 | SPDR S&P 500 ETF TR | SPY | 7,832 | $4,590 | 1.06% |
| 19 | VANGUARD TAX-MANAGED FDS | 921943858 | 87,195 | $4,170 | 0.96% |
| 20 | VANGUARD INDEX FDS | 922908769 | 14,243 | $4,128 | 0.95% |
| 21 | APPLE INC | AAPL | 16,034 | $4,015 | 0.92% |
| 22 | ISHARES TR | 464287689 | 10,157 | $3,395 | 0.78% |
| 23 | SPDR INDEX SHS FDS | 78463X509 | 84,618 | $3,247 | 0.75% |
| 24 | ISHARES TR | 464287457 | 35,908 | $2,944 | 0.68% |
| 25 | VANGUARD INTL EQUITY INDEX F | 922042858 | 55,243 | $2,433 | 0.56% |
| 26 | ISHARES TR | 46432F834 | 32,703 | $2,163 | 0.50% |
| 27 | VANGUARD INDEX FDS | 922908652 | 11,221 | $2,132 | 0.49% |
| 28 | VANGUARD BD INDEX FDS | 921937835 | 25,861 | $1,860 | 0.43% |
| 29 | ACCENTURE PLC IRELAND | ACN | 4,714 | $1,658 | 0.38% |
| 30 | HF SINCLAIR CORP | DINO | 41,324 | $1,448 | 0.33% |
| 31 | MICROSOFT CORP | MSFT | 3,176 | $1,339 | 0.31% |
| 32 | ALPHABET INC | GOOG | 6,645 | $1,266 | 0.29% |
| 33 | VANGUARD WELLINGTON FD | 921935870 | 11,715 | $1,174 | 0.27% |
| 34 | ALPHABET INC | GOOG | 5,836 | $1,105 | 0.25% |
| 35 | SCHWAB STRATEGIC TR | 808524508 | 35,765 | $991 | 0.23% |
| 36 | GOLDMAN SACHS ETF TR | NVGLF | 9,893 | $988 | 0.23% |
| 37 | AMAZON COM INC | AMZN | 4,237 | $930 | 0.21% |
| 38 | JPMORGAN CHASE & CO. | VYLD | 3,266 | $783 | 0.18% |
| 39 | VANGUARD WHITEHALL FDS | 921946406 | 6,113 | $780 | 0.18% |
| 40 | ISHARES TR | 464287614 | 1,937 | $778 | 0.18% |
| 41 | VANGUARD INDEX FDS | 922908736 | 1,881 | $772 | 0.18% |
| 42 | ISHARES TR | 464288513 | 9,758 | $767 | 0.18% |
| 43 | ISHARES TR | 464287309 | 7,518 | $763 | 0.18% |
| 44 | DIMENSIONAL ETF TRUST | 25434V708 | 20,969 | $725 | 0.17% |
| 45 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,248 | $711 | 0.16% |
| 46 | SCHWAB STRATEGIC TR | 808524201 | 30,548 | $708 | 0.16% |
| 47 | NVIDIA CORPORATION | NVDA | 4,745 | $637 | 0.15% |
| 48 | SPDR GOLD TR | GLD | 2,439 | $591 | 0.14% |
| 49 | ISHARES TR | 464288273 | 9,197 | $559 | 0.13% |
| 50 | ISHARES TR | 464287176 | 5,194 | $553 | 0.13% |
| 51 | SCHWAB STRATEGIC TR | 808524805 | 29,618 | $548 | 0.13% |
| 52 | SPDR SER TR | 78468R622 | 5,393 | $515 | 0.12% |
| 53 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,568 | $492 | 0.11% |
| 54 | SPDR SER TR | 78468R531 | 8,191 | $463 | 0.11% |
| 55 | SCHWAB STRATEGIC TR | 808524888 | 13,045 | $448 | 0.10% |
| 56 | HOME DEPOT INC | HD | 1,142 | $444 | 0.10% |
| 57 | META PLATFORMS INC | META | 725 | $425 | 0.10% |
| 58 | INTERNATIONAL BUSINESS MACHS | INTR | 1,655 | $364 | 0.08% |
| 59 | ISHARES TR | 46435G425 | 2,525 | $325 | 0.07% |
| 60 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 3,784 | $320 | 0.07% |
| 61 | BANK AMERICA CORP | 060505104 | 6,804 | $299 | 0.07% |
| 62 | AMERICAN ELEC PWR CO INC | 025537101 | 3,126 | $288 | 0.07% |
| 63 | VANGUARD INTL EQUITY INDEX F | 922042718 | 2,462 | $282 | 0.06% |
| 64 | COSTCO WHSL CORP NEW | 22160K105 | 288 | $264 | 0.06% |
| 65 | ELI LILLY & CO | LLY | 326 | $252 | 0.06% |
| 66 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 553 | $251 | 0.06% |
| 67 | ISHARES TR | 464287408 | 1,299 | $248 | 0.06% |
| 68 | BLACKSTONE INC | BX | 1,396 | $241 | 0.06% |
| 69 | HONEYWELL INTL INC | 438516106 | 1,060 | $239 | 0.06% |
| 70 | ISHARES TR | 46434V621 | 3,853 | $236 | 0.05% |
| 71 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,452 | $231 | 0.05% |
| 72 | ISHARES TR | 464287598 | 1,242 | $230 | 0.05% |
| 73 | S&P GLOBAL INC | SPGI | 460 | $229 | 0.05% |
| 74 | AMERICAN EXPRESS CO | AXP | 732 | $217 | 0.05% |
| 75 | DANAHER CORPORATION | 235851102 | 936 | $215 | 0.05% |
| 76 | PEPSICO INC | PEP | 1,391 | $211 | 0.05% |
| 77 | TJX COS INC NEW | 872540109 | 1,740 | $210 | 0.05% |
| 78 | VISA INC | V | 658 | $208 | 0.05% |
| 79 | ISHARES TR | 46432F339 | 1,145 | $204 | 0.05% |
| 80 | EASTERN BANKSHARES INC | EBC | 11,545 | $199 | 0.05% |
| 81 | ISHARES TR | 46435G268 | 12,443 | $12 | 0.00% |