0001763722-22-000004.txt : 20220127
0001763722-22-000004.hdr.sgml : 20220127
20220127134905
ACCESSION NUMBER: 0001763722-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220127
DATE AS OF CHANGE: 20220127
EFFECTIVENESS DATE: 20220127
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Single Point Partners, LLC
CENTRAL INDEX KEY: 0001801184
IRS NUMBER: 455307819
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19824
FILM NUMBER: 22562230
BUSINESS ADDRESS:
STREET 1: 277 DARTMOUTH STREET, 4TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 617-600-0510
MAIL ADDRESS:
STREET 1: 277 DARTMOUTH STREET, 4TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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0001801184
XXXXXXXX
12-31-2021
12-31-2021
Single Point Partners, LLC
277 DARTMOUTH STREET, 4TH FLOOR
BOSTON
MA
02116
13F HOLDINGS REPORT
028-19824
N
ASHLEIGH SWAYZE
Counsel
6463953900
ASHLEIGH SWAYZE
NEWTOWN
PA
01-27-2022
0
86
373310
false
INFORMATION TABLE
2
Singlepoint13F_4q2021.xml
3M CO
COM
88579Y101
284
1598
SH
SOLE
0
0
1598
ADOBE SYSTEMS INCORPORATED
COM
00724F101
207
365
SH
SOLE
0
0
365
ALPHABET INC
CAP STK CL C
02079K107
1567
542
SH
SOLE
0
0
542
AMAZON COM INC
COM
023135106
586
176
SH
SOLE
0
0
176
AMERICAN ELEC PWR CO INC
COM
025537101
230
2584
SH
SOLE
0
0
2584
APPLE INC
COM
037833100
3757
21160
SH
SOLE
0
0
21160
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
451
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
541
1808
SH
SOLE
0
0
1808
BK OF AMERICA CORP
COM
060505104
435
9780
SH
SOLE
0
0
9780
BLACKSTONE INC
COM
09260D107
318
2455
SH
SOLE
0
0
2455
BOEING CO
COM
097023105
1224
6079
SH
SOLE
0
0
6079
COCA COLA CO
COM
191216100
272
4598
SH
SOLE
0
0
4598
COSTCO WHSL CORP NEW
COM
22160K105
240
423
SH
SOLE
0
0
423
DANAHER CORPORATION
COM
235851102
334
1016
SH
SOLE
0
0
1016
EASTERN BANKSHARES INC
COM
27627N105
726
36013
SH
SOLE
0
0
36013
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
210
5370
SH
SOLE
0
0
5370
GEE GROUP INC
COM
36165A102
6
10000
SH
SOLE
0
0
10000
GOLDMAN SACHS ETF TR
ACCES TREASURY
381430529
1113
11130
SH
SOLE
0
0
11130
ALPHABET INC
CAP STK CL A
02079K305
1396
482
SH
SOLE
0
0
482
HOME DEPOT INC
COM
437076102
564
1360
SH
SOLE
0
0
1360
HONEYWELL INTL INC
COM
438516106
351
1685
SH
SOLE
0
0
1685
HUBSPOT INC
COM
443573100
1367
2074
SH
SOLE
0
0
2074
INVESCO QQQ TR
UNIT SER 1
46090E103
242
607
SH
SOLE
0
0
607
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
1102
5226
SH
SOLE
0
0
5226
INVESCO EXCH TRADED FD TR II
S&P MIDCP LOW
46138E198
414
7085
SH
SOLE
0
0
7085
ISHARES TR
CORE US AGGBD ET
464287226
26580
232993
SH
SOLE
0
0
232993
ISHARES TR
NATIONAL MUN ETF
464288414
14186
121998
SH
SOLE
0
0
121998
ISHARES TR
CORE DIV GRWTH
46434V621
209
95048
SH
SOLE
0
0
95048
ISHARES TR
CORE MSCI EAFE
46432F842
10200
136654
SH
SOLE
0
0
136654
ISHARES INC
CORE MSCI EMKT
46434G103
13360
223189
SH
SOLE
0
0
223189
ISHARES TR
CORE S&P MCP ETF
464287507
37071
130956
SH
SOLE
0
0
130956
ISHARES TR
FLTG RATE NT ETF
46429B655
5062
99791
SH
SOLE
0
0
99791
ISHARES TR
IBOXX INV CP ETF
464287242
1458
11000
SH
SOLE
0
0
11000
ISHARES TR
IBOXX HI YD ETF
464288513
5383
61864
SH
SOLE
0
0
61864
ISHARES TR
MSCI EAFE ETF
464287465
345
4380
SH
SOLE
0
0
4380
ISHARES TR
EAFE SML CP ETF
464288273
5745
78608
SH
SOLE
0
0
78608
ISHARES TR
MSCI EMG MKT ETF
464287234
250
5113
SH
SOLE
0
0
5113
ISHARES TR
RUS 1000 ETF
464287622
6095
23049
SH
SOLE
0
0
23049
ISHARES TR
RUS 1000 GRW ETF
464287614
661
80687
SH
SOLE
0
0
80687
ISHARES TR
RUS 1000 VAL ETF
464287598
287
1707
SH
SOLE
0
0
1707
ISHARES TR
RUSSELL 2000 ETF
464287655
5284
23752
SH
SOLE
0
0
23752
ISHARES TR
S&P 500 GRWT ETF
464287309
821
9811
SH
SOLE
0
0
9811
ISHARES TR
CORE S&P500 ETF
464287200
112531
235919
SH
SOLE
0
0
235919
ISHARES TR
S&P 500 VAL ETF
464287408
203
1299
SH
SOLE
0
0
1299
ISHARES TR
S&P MC 400GR ETF
464287606
202
2366
SH
SOLE
0
0
2366
ISHARES TR
CORE S&P SCP ETF
464287804
25847
225717
SH
SOLE
0
0
225717
ISHARES TR
S&P SML 600 GWT
464287887
213
1532
SH
SOLE
0
0
1532
ISHARES TR
SHRT NAT MUN ETF
464288158
5850
54488
SH
SOLE
0
0
54488
ISHARES TR
CORE S&P TTL STK
464287150
5712
53396
SH
SOLE
0
0
53396
ISHARES TR
CORE MSCI TOTAL
46432F834
1518
47649
SH
SOLE
0
0
47649
JOHNSON & JOHNSON
COM
478160104
502
2936
SH
SOLE
0
0
2936
JPMORGAN CHASE & CO
COM
46625H100
863
5448
SH
SOLE
0
0
5448
LILLY ELI & CO
COM
532457108
209
756
SH
SOLE
0
0
756
LOWES COS INC
COM
548661107
206
799
SH
SOLE
0
0
799
MERCK & CO INC
COM
58933Y105
278
3632
SH
SOLE
0
0
3632
META PLATFORMS INC
CL A
30303M102
492
1463
SH
SOLE
0
0
1463
MICROSOFT CORP
COM
594918104
1956
5815
SH
SOLE
0
0
5815
PEPSICO INC
COM
713448108
447
2574
SH
SOLE
0
0
2574
PFIZER INC
COM
717081103
623
10549
SH
SOLE
0
0
10549
PROCTER AND GAMBLE CO
COM
742718109
228
1393
SH
SOLE
0
0
1393
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
330
4953
SH
SOLE
0
0
4953
S&P GLOBAL INC
COM
78409V104
261
552
SH
SOLE
0
0
552
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
767
18744
SH
SOLE
0
0
18744
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
679
5968
SH
SOLE
0
0
5968
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1630
20269
SH
SOLE
0
0
20269
SERITAGE GROWTH PPTYS
CL A
81752R100
138
10427
SH
SOLE
0
0
10427
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
4497
108389
SH
SOLE
0
0
108389
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5583
81129
SH
SOLE
0
0
81129
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
604
1167
SH
SOLE
0
0
1167
SPDR SER TR
S&P DIVID ETF
78464A763
629
26838
SH
SOLE
0
0
26838
UNITEDHEALTH GROUP INC
COM
91324P102
295
587
SH
SOLE
0
0
587
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
113
39124
SH
SOLE
0
0
39124
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
626
56355
SH
SOLE
0
0
56355
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1048
7824
SH
SOLE
0
0
7824
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4295
84122
SH
SOLE
0
0
84122
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4962
100327
SH
SOLE
0
0
100327
VANGUARD INDEX FDS
GROWTH ETF
922908736
2074
6462
SH
SOLE
0
0
6462
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
704
6279
SH
SOLE
0
0
6279
VANGUARD INDEX FDS
MID CAP ETF
922908629
17081
67044
SH
SOLE
0
0
67044
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3758
8609
SH
SOLE
0
0
8609
VANGUARD INDEX FDS
SMALL CP ETF
922908751
9453
41825
SH
SOLE
0
0
41825
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3158
13079
SH
SOLE
0
0
13079
VANGUARD INDEX FDS
VALUE ETF
922908744
1000
6795
SH
SOLE
0
0
6795
VERIZON COMMUNICATIONS INC
COM
92343V104
319
6144
SH
SOLE
0
0
6144
VISA INC
COM CL A
92826C839
227
1049
SH
SOLE
0
0
1049
YUM BRANDS INC
COM
988498101
265
1906
SH
SOLE
0
0
1906