0001768065-23-000009.txt : 20231012 0001768065-23-000009.hdr.sgml : 20231012 20231012160130 ACCESSION NUMBER: 0001768065-23-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231012 DATE AS OF CHANGE: 20231012 EFFECTIVENESS DATE: 20231012 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: 231322729 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 09-30-2023 09-30-2023 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 10-12-2023 0 77 380932 false INFORMATION TABLE 2 SinglePoint13f_3q2023.xml ALPHABET INC CAP STK CL C 02079K107 1129 8565 SH SOLE 0 0 8565 ALPHABET INC CAP STK CL A 02079K305 957 7315 SH SOLE 0 0 7315 AMAZON COM INC COM 023135106 464 3649 SH SOLE 0 0 3649 AMERICAN ELEC PWR CO INC COM 025537101 254 3370 SH SOLE 0 0 3370 APPLE INC COM 037833100 2955 17258 SH SOLE 0 0 17258 BANK AMERICA CORP COM 060505104 253 9234 SH SOLE 0 0 9234 BERKSHIRE HATHAWAY INC DEL CL A 084670108 531 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 264 754 SH SOLE 0 0 754 CHEVRON CORP NEW COM 166764100 229 1360 SH SOLE 0 0 1360 DANAHER CORPORATION COM 235851102 208 839 SH SOLE 0 0 839 DIGITALOCEAN HLDGS INC COM 25402D102 270 11235 SH SOLE 0 0 11235 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 270 8270 SH SOLE 0 0 8270 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 549 20969 SH SOLE 0 0 20969 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 519 28413 SH SOLE 0 0 28413 EASTERN BANKSHARES INC COM 27627N105 366 152339 SH SOLE 0 0 152339 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1452 14508 SH SOLE 0 0 14508 HOME DEPOT INC COM 437076102 366 1210 SH SOLE 0 0 1210 HONEYWELL INTL INC COM 438516106 303 1641 SH SOLE 0 0 1641 INVESCO QQQ TR UNIT SER 1 46090E103 358 1001 SH SOLE 0 0 1001 ISHARES INC CORE MSCI EMKT 46434G103 12654 267551 SH SOLE 0 0 267551 ISHARES TR 1 3 YR TREAS BD 464287457 3059 37782 SH SOLE 0 0 37782 ISHARES TR CORE US AGGBD ET 464287226 24185 257182 SH SOLE 0 0 257182 ISHARES TR NATIONAL MUN ETF 464288414 14285 139310 SH SOLE 0 0 139310 ISHARES TR CORE MSCI EAFE 46432F842 8888 142380 SH SOLE 0 0 142380 ISHARES TR CORE S&P MCP ETF 464287507 36481 145642 SH SOLE 0 0 145642 ISHARES TR ESG AWR MSCI USA 46435G425 201 2144 SH SOLE 0 0 2144 ISHARES TR FLTG RATE NT ETF 46429B655 6518 128089 SH SOLE 0 0 128089 ISHARES TR IBOXX HI YD ETF 464288513 4540 61580 SH SOLE 0 0 61580 ISHARES TR EAFE SML CP ETF 464288273 3507 62348 SH SOLE 0 0 62348 ISHARES TR RUS 1000 ETF 464287622 31916 135284 SH SOLE 0 0 135284 ISHARES TR RUS 1000 GRW ETF 464287614 549 2060 SH SOLE 0 0 2060 ISHARES TR RUS 1000 VAL ETF 464287598 276 1804 SH SOLE 0 0 1804 ISHARES TR RUSSELL 2000 ETF 464287655 6163 34709 SH SOLE 0 0 34709 ISHARES TR RUSSELL 3000 ETF 464287689 2220 9023 SH SOLE 0 0 9023 ISHARES TR S&P 500 GRWT ETF 464287309 592 8625 SH SOLE 0 0 8625 ISHARES TR CORE S&P500 ETF 464287200 98060 234008 SH SOLE 0 0 234008 ISHARES TR S&P 500 VAL ETF 464287408 201 1299 SH SOLE 0 0 1299 ISHARES TR CORE S&P SCP ETF 464287804 21670 228617 SH SOLE 0 0 228617 ISHARES TR SHRT NAT MUN ETF 464288158 6666 64803 SH SOLE 0 0 64803 ISHARES TR CORE S&P TTL STK 464287150 8283 87530 SH SOLE 0 0 87530 ISHARES TR CORE MSCI TOTAL 46432F834 2127 35462 SH SOLE 0 0 35462 JOHNSON & JOHNSON COM 478160104 210 1350 SH SOLE 0 0 1350 JPMORGAN CHASE & CO COM 46625H100 590 4065 SH SOLE 0 0 4065 META PLATFORMS INC CL A 30303M102 334 1114 SH SOLE 0 0 1114 MICROSOFT CORP COM 594918104 1388 4396 SH SOLE 0 0 4396 MICROVAST HOLDINGS INC COM 59516C106 38 20000 SH SOLE 0 0 20000 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 247 25000 SH SOLE 0 0 25000 NVIDIA CORPORATION COM 67066G104 321 738 SH SOLE 0 0 738 PEPSICO INC COM 713448108 281 1659 SH SOLE 0 0 1659 PFIZER INC COM 717081103 234 7067 SH SOLE 0 0 7067 PIMCO ACCESS INCOME FUND SHS BENFIN INT 72203T100 175 12500 SH SOLE 0 0 12500 PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 197 16405 SH SOLE 0 0 16405 PIONEER MUN HIGH INCOME OPPO COMMON STOCK 723760104 98 10225 SH SOLE 0 0 10225 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 208 3661 SH SOLE 0 0 3661 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 986 29041 SH SOLE 0 0 29041 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1256 38950 SH SOLE 0 0 38950 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 583 11528 SH SOLE 0 0 11528 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2614 38628 SH SOLE 0 0 38628 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3186 94917 SH SOLE 0 0 94917 SPDR S&P 500 ETF TR TR UNIT 78462F103 3401 7955 SH SOLE 0 0 7955 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 570 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 1276 14110 SH SOLE 0 0 14110 SPDR SER TR S&P 500 ESG ETF 78468R531 363 8758 SH SOLE 0 0 8758 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2587 37070 SH SOLE 0 0 37070 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3694 25772 SH SOLE 0 0 25772 VANGUARD INDEX FDS GROWTH ETF 922908736 534 1961 SH SOLE 0 0 1961 VANGUARD INDEX FDS MID CAP ETF 922908629 15050 72272 SH SOLE 0 0 72272 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3426 8725 SH SOLE 0 0 8725 VANGUARD INDEX FDS SMALL CP ETF 922908751 9745 51544 SH SOLE 0 0 51544 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3720 17515 SH SOLE 0 0 17515 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 423 8161 SH SOLE 0 0 8161 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1341 12629 SH SOLE 0 0 12629 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3418 87174 SH SOLE 0 0 87174 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 8032 166976 SH SOLE 0 0 166976 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4828 110422 SH SOLE 0 0 110422 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 638 6171 SH SOLE 0 0 6171