0001801184-21-000004.txt : 20210728
0001801184-21-000004.hdr.sgml : 20210728
20210728134428
ACCESSION NUMBER: 0001801184-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210728
DATE AS OF CHANGE: 20210728
EFFECTIVENESS DATE: 20210728
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: 211121681
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
false
true
false
0001801184
XXXXXXXX
06-30-2021
06-30-2021
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
07-28-2021
0
77
290349
false
INFORMATION TABLE
2
SPP13F_2q2021.xml
3M CO
COM
88579Y101
418
2105
SH
SOLE
0
0
2105
ADOBE SYSTEMS INCORPORATED
COM
00724F101
216
368
SH
SOLE
0
0
368
ALPHABET INC
CAP STK CL C
02079K107
1470
587
SH
SOLE
0
0
587
AMAZON COM INC
COM
023135106
629
183
SH
SOLE
0
0
183
AMERICAN ELEC PWR CO INC
COM
025537101
235
2784
SH
SOLE
0
0
2784
APPLE INC
COM
037833100
3045
22230
SH
SOLE
0
0
22230
AT&T INC
COM
00206R102
282
9800
SH
SOLE
0
0
9800
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
419
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
506
1819
SH
SOLE
0
0
1819
BK OF AMERICA CORP
COM
060505104
444
10772
SH
SOLE
0
0
10772
BLACKSTONE GROUP INC
COM
09260D107
240
2475
SH
SOLE
0
0
2475
BOEING CO
COM
097023105
1511
6309
SH
SOLE
0
0
6309
COCA COLA CO
COM
191216100
253
4642
SH
SOLE
0
0
4642
COSTCO WHSL CORP NEW
COM
22160K105
260
657
SH
SOLE
0
0
657
CSX CORP
COM
126408103
213
6639
SH
SOLE
0
0
6639
DANAHER CORPORATION
COM
235851102
281
1048
SH
SOLE
0
0
1048
DISNEY WALT CO
COM
254687106
280
1592
SH
SOLE
0
0
1592
EXXON MOBIL CORP
COM
30231G102
262
4158
SH
SOLE
0
0
4158
FACEBOOK INC
CL A
30303M102
529
1522
SH
SOLE
0
0
1522
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
230
6258
SH
SOLE
0
0
6258
GEE GROUP INC
COM
36165A102
6
10000
SH
SOLE
0
0
10000
GOLDMAN SACHS ETF TR
ACCES TREASURY
381430529
1164
11630
SH
SOLE
0
0
11630
ALPHABET INC
CAP STK CL A
02079K305
1328
544
SH
SOLE
0
0
544
HOME DEPOT INC
COM
437076102
499
1565
SH
SOLE
0
0
1565
HONEYWELL INTL INC
COM
438516106
381
1736
SH
SOLE
0
0
1736
HUBSPOT INC
COM
443573100
283
486
SH
SOLE
0
0
486
INTERNATIONAL BUSINESS MACHS
COM
459200101
201
1374
SH
SOLE
0
0
1374
INVESCO QQQ TR
UNIT SER 1
46090E103
205
578
SH
SOLE
0
0
578
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
962
5226
SH
SOLE
0
0
5226
INVESCO EXCH TRADED FD TR II
S&P MIDCP LOW
46138E198
393
7344
SH
SOLE
0
0
7344
ISHARES TR
CORE US AGGBD ET
464287226
23201
201168
SH
SOLE
0
0
201168
ISHARES TR
NATIONAL MUN ETF
464288414
14718
125579
SH
SOLE
0
0
125579
ISHARES TR
CORE MSCI EAFE
46432F842
8830
117957
SH
SOLE
0
0
117957
ISHARES INC
CORE MSCI EMKT
46434G103
13959
208375
SH
SOLE
0
0
208375
ISHARES TR
CORE S&P MCP ETF
464287507
32333
120319
SH
SOLE
0
0
120319
ISHARES TR
FLTG RATE NT ETF
46429B655
4461
87786
SH
SOLE
0
0
87786
ISHARES TR
IBONDS DEC2021
46435G789
209
8162
SH
SOLE
0
0
8162
ISHARES TR
IBOXX INV CP ETF
464287242
1579
11750
SH
SOLE
0
0
11750
ISHARES TR
IBOXX HI YD ETF
464288513
4971
56465
SH
SOLE
0
0
56465
ISHARES TR
MSCI EAFE ETF
464287465
359
4546
SH
SOLE
0
0
4546
ISHARES TR
EAFE SML CP ETF
464288273
5082
68529
SH
SOLE
0
0
68529
ISHARES TR
MSCI EMG MKT ETF
464287234
281
5102
SH
SOLE
0
0
5102
ISHARES TR
RUS 1000 ETF
464287622
5597
23119
SH
SOLE
0
0
23119
ISHARES TR
RUS 1000 GRW ETF
464287614
523
1925
SH
SOLE
0
0
1925
ISHARES TR
RUS 1000 VAL ETF
464287598
269
1697
SH
SOLE
0
0
1697
ISHARES TR
RUSSELL 2000 ETF
464287655
5102
22245
SH
SOLE
0
0
22245
ISHARES TR
RUSEL 2500 ETF
46435G268
208
3134
SH
SOLE
0
0
3134
ISHARES TR
S&P 500 GRWT ETF
464287309
716
9840
SH
SOLE
0
0
9840
ISHARES TR
CORE S&P500 ETF
464287200
93911
218438
SH
SOLE
0
0
218438
ISHARES TR
S&P MC 400GR ETF
464287606
208
2565
SH
SOLE
0
0
2565
ISHARES TR
CORE S&P SCP ETF
464287804
23168
205063
SH
SOLE
0
0
205063
ISHARES TR
S&P SML 600 GWT
464287887
203
1532
SH
SOLE
0
0
1532
ISHARES TR
SHRT NAT MUN ETF
464288158
5745
53280
SH
SOLE
0
0
53280
ISHARES TR
CORE S&P TTL STK
464287150
4695
47541
SH
SOLE
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0
47541
ISHARES TR
CORE MSCI TOTAL
46432F834
1389
18945
SH
SOLE
0
0
18945
JOHNSON & JOHNSON
COM
478160104
595
3613
SH
SOLE
0
0
3613
JPMORGAN CHASE & CO
COM
46625H100
1085
6976
SH
SOLE
0
0
6976
LILLY ELI & CO
COM
532457108
240
1046
SH
SOLE
0
0
1046
MERCK & CO INC
COM
58933Y105
348
4438
SH
SOLE
0
0
4438
MICROSOFT CORP
COM
594918104
1377
5085
SH
SOLE
0
0
5085
PEPSICO INC
COM
713448108
462
3116
SH
SOLE
0
0
3116
PFIZER INC
COM
717081103
542
13850
SH
SOLE
0
0
13850
PROCTER AND GAMBLE CO
COM
742718109
201
1493
SH
SOLE
0
0
1493
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
363
6078
SH
SOLE
0
0
6078
S&P GLOBAL INC
COM
78409V104
227
552
SH
SOLE
0
0
552
SALESFORCE COM INC
COM
79466L302
201
822
SH
SOLE
0
0
822
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
777
18667
SH
SOLE
0
0
18667
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
652
6268
SH
SOLE
0
0
6268
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1582
20208
SH
SOLE
0
0
20208
SERITAGE GROWTH PPTYS
CL A
81752R100
384
20854
SH
SOLE
0
0
20854
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1259
27666
SH
SOLE
0
0
27666
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4813
11244
SH
SOLE
0
0
11244
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
573
1167
SH
SOLE
0
0
1167
SPDR SER TR
S&P DIVID ETF
78464A763
684
5594
SH
SOLE
0
0
5594
UNITEDHEALTH GROUP INC
COM
91324P102
233
581
SH
SOLE
0
0
581
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4228
82063
SH
SOLE
0
0
82063
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
661
6310
SH
SOLE
0
0
6310