0001766791-24-000004.txt : 20240111 0001766791-24-000004.hdr.sgml : 20240111 20240111125527 ACCESSION NUMBER: 0001766791-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240111 DATE AS OF CHANGE: 20240111 EFFECTIVENESS DATE: 20240111 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Single Point Partners, LLC CENTRAL INDEX KEY: 0001801184 ORGANIZATION NAME: 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: 24528721 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 X0202 13F-HR LIVE false true false 0001801184 XXXXXXXX 12-31-2023 12-31-2023 Single Point Partners, LLC

277 DARTMOUTH STREET, 4TH FLOOR BOSTON MA 02116

13F HOLDINGS REPORT 028-19824 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 01-11-2024 0 77 401252 false INFORMATION TABLE 2 SPP13f_4q2023.xml ALPHABET INC CAP STK CL C 02079K107 1224 8688 SH SOLE 0 0 8688 ALPHABET INC CAP STK CL A 02079K305 1018 7289 SH SOLE 0 0 7289 AMAZON COM INC COM 023135106 748 4922 SH SOLE 0 0 4922 AMERICAN ELEC PWR CO INC COM 025537101 272 3346 SH SOLE 0 0 3346 APPLE INC COM 037833100 3282 17049 SH SOLE 0 0 17049 BANK AMERICA CORP COM 060505104 279 8272 SH SOLE 0 0 8272 BERKSHIRE HATHAWAY INC DEL CL A 084670108 543 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 260 728 SH SOLE 0 0 728 BLACKSTONE INC COM 09260D107 203 1548 SH SOLE 0 0 1548 DANAHER CORPORATION COM 235851102 224 967 SH SOLE 0 0 967 DIGITALOCEAN HLDGS INC COM 25402D102 338 9200 SH SOLE 0 0 9200 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 284 8270 SH SOLE 0 0 8270 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 613 20969 SH SOLE 0 0 20969 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 200 8192 SH SOLE 0 0 8192 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 392 18647 SH SOLE 0 0 18647 EASTERN BANKSHARES INC COM 27627N105 298 145401 SH SOLE 0 0 145401 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1453 14566 SH SOLE 0 0 14566 HOME DEPOT INC COM 437076102 424 1222 SH SOLE 0 0 1222 HONEYWELL INTL INC COM 438516106 304 1450 SH SOLE 0 0 1450 INTERNATIONAL BUSINESS MACHS COM 459200101 206 1257 SH SOLE 0 0 1257 INVESCO QQQ TR UNIT SER 1 46090E103 395 965 SH SOLE 0 0 965 ISHARES INC CORE MSCI EMKT 46434G103 12831 253684 SH SOLE 0 0 253684 ISHARES TR 1 3 YR TREAS BD 464287457 3061 37315 SH SOLE 0 0 37315 ISHARES TR CORE US AGGBD ET 464287226 26851 270540 SH SOLE 0 0 270540 ISHARES TR NATIONAL MUN ETF 464288414 13081 120667 SH SOLE 0 0 120667 ISHARES TR CORE MSCI EAFE 46432F842 8900 126516 SH SOLE 0 0 126516 ISHARES TR CORE S&P MCP ETF 464287507 38864 140227 SH SOLE 0 0 140227 ISHARES TR ESG AWR MSCI USA 46435G425 225 2144 SH SOLE 0 0 2144 ISHARES TR FLTG RATE NT ETF 46429B655 6757 133488 SH SOLE 0 0 133488 ISHARES TR IBOXX HI YD ETF 464288513 5325 68801 SH SOLE 0 0 68801 ISHARES TR EAFE SML CP ETF 464288273 3985 64377 SH SOLE 0 0 64377 ISHARES TR RUS 1000 ETF 464287622 35148 134019 SH SOLE 0 0 134019 ISHARES TR RUS 1000 GRW ETF 464287614 596 1966 SH SOLE 0 0 1966 ISHARES TR RUSSELL 2000 ETF 464287655 6820 33978 SH SOLE 0 0 33978 ISHARES TR RUSSELL 3000 ETF 464287689 2849 10409 SH SOLE 0 0 10409 ISHARES TR S&P 500 GRWT ETF 464287309 632 8410 SH SOLE 0 0 8410 ISHARES TR CORE S&P500 ETF 464287200 99517 217813 SH SOLE 0 0 217813 ISHARES TR S&P 500 VAL ETF 464287408 226 1299 SH SOLE 0 0 1299 ISHARES TR CORE S&P SCP ETF 464287804 24387 225283 SH SOLE 0 0 225283 ISHARES TR SHRT NAT MUN ETF 464288158 5410 51318 SH SOLE 0 0 51318 ISHARES TR CORE S&P TTL STK 464287150 9565 90897 SH SOLE 0 0 90897 ISHARES TR CORE MSCI TOTAL 46432F834 2191 33747 SH SOLE 0 0 33747 JOHNSON & JOHNSON COM 478160104 210 1338 SH SOLE 0 0 1338 JPMORGAN CHASE & CO COM 46625H100 635 3734 SH SOLE 0 0 3734 META PLATFORMS INC CL A 30303M102 406 1147 SH SOLE 0 0 1147 MICROSOFT CORP COM 594918104 1557 4141 SH SOLE 0 0 4141 MICROVAST HOLDINGS INC COM 59516C106 28 20000 SH SOLE 0 0 20000 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 168 17000 SH SOLE 0 0 17000 NVIDIA CORPORATION COM 67066G104 283 572 SH SOLE 0 0 572 PEPSICO INC COM 713448108 286 1686 SH SOLE 0 0 1686 PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 127 10405 SH SOLE 0 0 10405 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 224 3661 SH SOLE 0 0 3661 S&P GLOBAL INC COM 78409V104 209 475 SH SOLE 0 0 475 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 981 26549 SH SOLE 0 0 26549 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1046 29966 SH SOLE 0 0 29966 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 617 10949 SH SOLE 0 0 10949 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3353 44514 SH SOLE 0 0 44514 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3984 112510 SH SOLE 0 0 112510 SPDR S&P 500 ETF TR TR UNIT 78462F103 3747 7884 SH SOLE 0 0 7884 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 633 1248 SH SOLE 0 0 1248 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 202 2205 SH SOLE 0 0 2205 SPDR SER TR BLOOMBERG HIGH Y 78468R622 881 9303 SH SOLE 0 0 9303 SPDR SER TR S&P 500 ESG ETF 78468R531 405 8773 SH SOLE 0 0 8773 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2478 33697 SH SOLE 0 0 33697 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3746 22781 SH SOLE 0 0 22781 VANGUARD INDEX FDS GROWTH ETF 922908736 610 1961 SH SOLE 0 0 1961 VANGUARD INDEX FDS MID CAP ETF 922908629 14806 63644 SH SOLE 0 0 63644 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3073 7035 SH SOLE 0 0 7035 VANGUARD INDEX FDS SMALL CP ETF 922908751 9538 44710 SH SOLE 0 0 44710 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3816 16085 SH SOLE 0 0 16085 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 455 8103 SH SOLE 0 0 8103 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1304 11334 SH SOLE 0 0 11334 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2932 71341 SH SOLE 0 0 71341 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 11965 234370 SH SOLE 0 0 234370 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4697 98066 SH SOLE 0 0 98066 VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 979 9657 SH SOLE 0 0 9657 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 690 6181 SH SOLE 0 0 6181