13F HOLDINGS REPORT
Single Point Partners, LLC
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001801184-25-000003
Total Value
$426,037
Positions
87
Other Managers
0
Confidential Omitted
No
Holdings (87)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 219,262 | $123,203 | 28.92% |
| 2 | ISHARES TR | 464287507 | 706,625 | $41,232 | 9.68% |
| 3 | ISHARES TR | 464287226 | 405,452 | $38,722 | 9.09% |
| 4 | ISHARES TR | 464287804 | 247,337 | $25,864 | 6.07% |
| 5 | ISHARES TR | 464287622 | 52,887 | $16,223 | 3.81% |
| 6 | ISHARES TR | 464288414 | 151,022 | $15,924 | 3.74% |
| 7 | VANGUARD INDEX FDS | 922908629 | 59,259 | $15,326 | 3.60% |
| 8 | ISHARES TR | 46432F842 | 199,118 | $15,063 | 3.54% |
| 9 | VANGUARD MUN BD FDS | 922907746 | 261,767 | $12,989 | 3.05% |
| 10 | ISHARES TR | 464287150 | 82,472 | $10,062 | 2.36% |
| 11 | ISHARES INC | 46434G103 | 158,344 | $8,546 | 2.01% |
| 12 | ISHARES TR | 46429B655 | 148,289 | $7,570 | 1.78% |
| 13 | VANGUARD INDEX FDS | 922908751 | 34,009 | $7,542 | 1.77% |
| 14 | ISHARES TR | 46435U853 | 159,481 | $5,870 | 1.38% |
| 15 | ISHARES TR | 464288158 | 55,116 | $5,820 | 1.37% |
| 16 | ISHARES TR | 464287655 | 28,039 | $5,593 | 1.31% |
| 17 | VANGUARD INDEX FDS | 922908363 | 9,332 | $4,796 | 1.13% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 88,614 | $4,504 | 1.06% |
| 19 | SPDR S&P 500 ETF TR | SPY | 7,576 | $4,238 | 0.99% |
| 20 | VANGUARD INDEX FDS | 922908769 | 13,997 | $3,847 | 0.90% |
| 21 | APPLE INC | AAPL | 15,625 | $3,471 | 0.81% |
| 22 | SPDR INDEX SHS FDS | 78463X509 | 84,807 | $3,339 | 0.78% |
| 23 | ISHARES TR | 464287689 | 10,164 | $3,229 | 0.76% |
| 24 | ISHARES TR | 464287457 | 36,478 | $3,018 | 0.71% |
| 25 | VANGUARD INTL EQUITY INDEX F | 922042858 | 53,911 | $2,440 | 0.57% |
| 26 | ISHARES TR | 46432F834 | 32,226 | $2,250 | 0.53% |
| 27 | VANGUARD INDEX FDS | 922908652 | 11,323 | $1,951 | 0.46% |
| 28 | VANGUARD BD INDEX FDS | 921937835 | 26,366 | $1,937 | 0.45% |
| 29 | ALPHABET INC | GOOG | 507,576 | $1,519 | 0.36% |
| 30 | MICROSOFT CORP | MSFT | 3,912 | $1,469 | 0.34% |
| 31 | ACCENTURE PLC IRELAND | ACN | 4,443 | $1,386 | 0.33% |
| 32 | HF SINCLAIR CORP | DINO | 41,324 | $1,359 | 0.32% |
| 33 | VANGUARD WELLINGTON FD | 921935870 | 12,269 | $1,233 | 0.29% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 4,939 | $1,211 | 0.28% |
| 35 | BANK AMERICA CORP | 060505104 | 27,631 | $1,153 | 0.27% |
| 36 | ALPHABET INC | GOOG | 6,588 | $1,019 | 0.24% |
| 37 | SCHWAB STRATEGIC TR | 808524508 | 35,734 | $936 | 0.22% |
| 38 | GOLDMAN SACHS ETF TR | NVGLF | 9,197 | $921 | 0.22% |
| 39 | ISHARES TR | 464287614 | 2,372 | $856 | 0.20% |
| 40 | AMAZON COM INC | AMZN | 4,483 | $853 | 0.20% |
| 41 | SPDR GOLD TR | GLD | 2,700 | $778 | 0.18% |
| 42 | VANGUARD WHITEHALL FDS | 921946406 | 5,784 | $746 | 0.18% |
| 43 | ISHARES TR | 464288513 | 9,124 | $720 | 0.17% |
| 44 | VANGUARD INDEX FDS | 922908736 | 1,881 | $698 | 0.16% |
| 45 | ISHARES TR | 464287309 | 7,349 | $682 | 0.16% |
| 46 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,248 | $666 | 0.16% |
| 47 | SCHWAB STRATEGIC TR | 808524201 | 29,859 | $659 | 0.15% |
| 48 | DIMENSIONAL ETF TRUST | 25434V708 | 19,219 | $634 | 0.15% |
| 49 | SCHWAB STRATEGIC TR | 808524805 | 29,618 | $586 | 0.14% |
| 50 | ISHARES TR | 464287176 | 5,194 | $577 | 0.14% |
| 51 | SPDR SER TR | 78468R622 | 5,412 | $516 | 0.12% |
| 52 | META PLATFORMS INC | META | 859 | $495 | 0.12% |
| 53 | VANGUARD INTL EQUITY INDEX F | 922042775 | 7,523 | $456 | 0.11% |
| 54 | SCHWAB STRATEGIC TR | 808524888 | 12,463 | $447 | 0.10% |
| 55 | SPDR SER TR | 78468R531 | 8,198 | $439 | 0.10% |
| 56 | HOME DEPOT INC | HD | 1,159 | $425 | 0.10% |
| 57 | INTERNATIONAL BUSINESS MACHS | INTR | 1,655 | $412 | 0.10% |
| 58 | INVESCO QQQ TR | IVZ | 872 | $409 | 0.10% |
| 59 | ISHARES TR | 464287598 | 1,866 | $351 | 0.08% |
| 60 | AMERICAN ELEC PWR CO INC | 025537101 | 3,076 | $336 | 0.08% |
| 61 | ISHARES TR | 464288273 | 5,211 | $331 | 0.08% |
| 62 | ISHARES TR | 46435G425 | 2,602 | $317 | 0.07% |
| 63 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 3,645 | $300 | 0.07% |
| 64 | LOWES COS INC | 548661107 | 1,273 | $297 | 0.07% |
| 65 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 549 | $292 | 0.07% |
| 66 | TJX COS INC NEW | 872540109 | 2,376 | $289 | 0.07% |
| 67 | VISA INC | V | 817 | $286 | 0.07% |
| 68 | VANGUARD INTL EQUITY INDEX F | 922042718 | 2,458 | $284 | 0.07% |
| 69 | PEPSICO INC | PEP | 1,848 | $277 | 0.07% |
| 70 | NVIDIA CORPORATION | NVDA | 2,560 | $277 | 0.07% |
| 71 | COSTCO WHSL CORP NEW | 22160K105 | 293 | $277 | 0.07% |
| 72 | RTX CORPORATION | RTX | 2,012 | $267 | 0.06% |
| 73 | ELI LILLY & CO | LLY | 302 | $249 | 0.06% |
| 74 | ISHARES TR | 464287408 | 1,299 | $248 | 0.06% |
| 75 | S&P GLOBAL INC | SPGI | 477 | $243 | 0.06% |
| 76 | ISHARES TR | 46434V621 | 3,858 | $238 | 0.06% |
| 77 | COCA COLA CO | KO | 3,260 | $233 | 0.05% |
| 78 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,461 | $230 | 0.05% |
| 79 | AT&T INC | T-PC | 8,096 | $229 | 0.05% |
| 80 | HONEYWELL INTL INC | 438516106 | 1,077 | $228 | 0.05% |
| 81 | EASTERN BANKSHARES INC | EBC | 13,810 | $226 | 0.05% |
| 82 | VERIZON COMMUNICATIONS INC | VZ | 4,990 | $226 | 0.05% |
| 83 | ABBVIE INC | ABBV | 1,058 | $222 | 0.05% |
| 84 | DIMENSIONAL ETF TRUST | 25434V880 | 7,862 | $206 | 0.05% |
| 85 | EXXON MOBIL CORP | XOM | 1,686 | $201 | 0.05% |
| 86 | INDUSTRIAL LOGISTICS PPTYS T | 456237106 | 10,500 | $36 | 0.01% |
| 87 | ISHARES TR | 46435G268 | 12,443 | $12 | 0.00% |