0001801184-23-000001.txt : 20230110 0001801184-23-000001.hdr.sgml : 20230110 20230110111457 ACCESSION NUMBER: 0001801184-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230110 DATE AS OF CHANGE: 20230110 EFFECTIVENESS DATE: 20230110 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: 23520148 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 12-31-2022 12-31-2022 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 01-10-2023 0 153 416073 false
INFORMATION TABLE 2 SPP13f_4q2022.xml ABBOTT LABS COM 002824100 290 2640 SH SOLE 0 0 2640 ABBVIE INC COM 00287Y109 350 2166 SH SOLE 0 0 2166 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 719 8053 SH SOLE 0 0 8053 ADOBE SYSTEMS INCORPORATED COM 00724F101 679 2019 SH SOLE 0 0 2019 ALPHABET INC CAP STK CL C 02079K107 1002 11292 SH SOLE 0 0 11292 ALPHABET INC CAP STK CL A 02079K305 790 8956 SH SOLE 0 0 8956 AMAZON COM INC COM 023135106 636 7568 SH SOLE 0 0 7568 AMERICAN ELEC PWR CO INC COM 025537101 326 3431 SH SOLE 0 0 3431 AMERICAN EXPRESS CO COM 025816109 201 1363 SH SOLE 0 0 1363 ANSYS INC COM 03662Q105 254 1053 SH SOLE 0 0 1053 APPLE INC COM 037833100 2302 17717 SH SOLE 0 0 17717 ARCHER DANIELS MIDLAND CO COM 039483102 281 3025 SH SOLE 0 0 3025 ASTRAZENECA PLC SPONSORED ADR 046353108 282 4155 SH SOLE 0 0 4155 AUTOMATIC DATA PROCESSING IN COM 053015103 544 2276 SH SOLE 0 0 2276 BANK AMERICA CORP COM 060505104 427 12905 SH SOLE 0 0 12905 BANK MONTREAL QUE COM 063671101 201 2216 SH SOLE 0 0 2216 BERKSHIRE HATHAWAY INC DEL CL A 084670108 469 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1320 4272 SH SOLE 0 0 4272 BHP GROUP LTD SPONSORED ADS 088606108 270 4350 SH SOLE 0 0 4350 BOEING CO COM 097023105 1133 5946 SH SOLE 0 0 5946 BOOKING HOLDINGS INC COM 09857L108 204 101 SH SOLE 0 0 101 BOSTON SCIENTIFIC CORP COM 101137107 1977 42722 SH SOLE 0 0 42722 BROADCOM INC COM 11135F101 309 552 SH SOLE 0 0 552 CHARTER COMMUNICATIONS INC N CL A 16119P108 211 621 SH SOLE 0 0 621 CHUBB LIMITED COM H1467J104 287 1299 SH SOLE 0 0 1299 CIGNA CORP NEW COM 125523100 341 1030 SH SOLE 0 0 1030 CISCO SYS INC COM 17275R102 276 5798 SH SOLE 0 0 5798 COCA COLA CO COM 191216100 490 7701 SH SOLE 0 0 7701 COMCAST CORP NEW CL A 20030N101 403 11535 SH SOLE 0 0 11535 CONAGRA BRANDS INC COM 205887102 214 5523 SH SOLE 0 0 5523 CONOCOPHILLIPS COM 20825C104 375 3180 SH SOLE 0 0 3180 CVS HEALTH CORP COM 126650100 339 3638 SH SOLE 0 0 3638 DANAHER CORPORATION COM 235851102 380 1432 SH SOLE 0 0 1432 DIGITALOCEAN HLDGS INC COM 25402D102 433 16986 SH SOLE 0 0 16986 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 387 12720 SH SOLE 0 0 12720 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 509 20969 SH SOLE 0 0 20969 DOLLAR GEN CORP NEW COM 256677105 205 834 SH SOLE 0 0 834 DOLLAR TREE INC COM 256746108 207 1466 SH SOLE 0 0 1466 EASTERN BANKSHARES INC COM 27627N105 799 172438 SH SOLE 0 0 172438 ELECTRONIC ARTS INC COM 285512109 205 1680 SH SOLE 0 0 1680 EXXON MOBIL CORP COM 30231G102 644 5841 SH SOLE 0 0 5841 FISERV INC COM 337738108 354 3498 SH SOLE 0 0 3498 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1489 14936 SH SOLE 0 0 14936 HAEMONETICS CORP MASS COM 405024100 1130 14368 SH SOLE 0 0 14368 HESS CORP COM 42809H107 209 1475 SH SOLE 0 0 1475 HOLOGIC INC COM 436440101 646 8641 SH SOLE 0 0 8641 HOME DEPOT INC COM 437076102 994 3148 SH SOLE 0 0 3148 HONEYWELL INTL INC COM 438516106 437 2038 SH SOLE 0 0 2038 HUBSPOT INC COM 443573100 583 2018 SH SOLE 0 0 2018 INTERNATIONAL BUSINESS MACHS COM 459200101 649 4608 SH SOLE 0 0 4608 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 792 5226 SH SOLE 0 0 5226 INVESCO QQQ TR UNIT SER 1 46090E103 253 951 SH SOLE 0 0 951 ISHARES INC CORE MSCI EMKT 46434G103 13260 283941 SH SOLE 0 0 283941 ISHARES TR 1 3 YR TREAS BD 464287457 3361 41408 SH SOLE 0 0 41408 ISHARES TR CORE US AGGBD ET 464287226 24230 249818 SH SOLE 0 0 249818 ISHARES TR NATIONAL MUN ETF 464288414 14068 133323 SH SOLE 0 0 133323 ISHARES TR CORE MSCI EAFE 46432F842 9030 146493 SH SOLE 0 0 146493 ISHARES TR CORE S&P MCP ETF 464287507 35748 147785 SH SOLE 0 0 147785 ISHARES TR FLTG RATE NT ETF 46429B655 6167 122528 SH SOLE 0 0 122528 ISHARES TR IBOXX INV CP ETF 464287242 460 4362 SH SOLE 0 0 4362 ISHARES TR IBOXX HI YD ETF 464288513 4391 59637 SH SOLE 0 0 59637 ISHARES TR MSCI EAFE ETF 464287465 254 3869 SH SOLE 0 0 3869 ISHARES TR EAFE SML CP ETF 464288273 3887 68827 SH SOLE 0 0 68827 ISHARES TR RUS 1000 ETF 464287622 32482 154293 SH SOLE 0 0 154293 ISHARES TR RUS 1000 GRW ETF 464287614 449 2098 SH SOLE 0 0 2098 ISHARES TR RUS 1000 VAL ETF 464287598 430 2839 SH SOLE 0 0 2839 ISHARES TR RUSSELL 2000 ETF 464287655 8159 46792 SH SOLE 0 0 46792 ISHARES TR RUSSELL 3000 ETF 464287689 2391 10833 SH SOLE 0 0 10833 ISHARES TR S&P 500 GRWT ETF 464287309 564 9646 SH SOLE 0 0 9646 ISHARES TR CORE S&P500 ETF 464287200 88279 229768 SH SOLE 0 0 229768 ISHARES TR CORE S&P SCP ETF 464287804 20988 221770 SH SOLE 0 0 221770 ISHARES TR SHRT NAT MUN ETF 464288158 6479 62133 SH SOLE 0 0 62133 ISHARES TR CORE S&P TTL STK 464287150 8225 96997 SH SOLE 0 0 96997 ISHARES TR CORE MSCI TOTAL 46432F834 2375 41038 SH SOLE 0 0 41038 JOHNSON & JOHNSON COM 478160104 806 4564 SH SOLE 0 0 4564 JPMORGAN CHASE & CO COM 46625H100 1225 9134 SH SOLE 0 0 9134 LAM RESEARCH CORP COM 512807108 303 720 SH SOLE 0 0 720 LILLY ELI & CO COM 532457108 468 1280 SH SOLE 0 0 1280 LINDE PLC SHS G5494J103 219 670 SH SOLE 0 0 670 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 166 75622 SH SOLE 0 0 75622 MARSH & MCLENNAN COS INC COM 571748102 220 1327 SH SOLE 0 0 1327 MASTERCARD INCORPORATED CL A 57636Q104 288 828 SH SOLE 0 0 828 MCDONALDS CORP COM 580135101 353 1339 SH SOLE 0 0 1339 MERCK & CO INC COM 58933Y105 719 6480 SH SOLE 0 0 6480 META PLATFORMS INC CL A 30303M102 651 5407 SH SOLE 0 0 5407 METLIFE INC COM 59156R108 216 2984 SH SOLE 0 0 2984 MICROSOFT CORP COM 594918104 1548 6453 SH SOLE 0 0 6453 MOTOROLA SOLUTIONS INC COM NEW 620076307 265 1029 SH SOLE 0 0 1029 NETFLIX INC COM 64110L106 383 1300 SH SOLE 0 0 1300 NEXTERA ENERGY INC COM 65339F101 357 4273 SH SOLE 0 0 4273 NIKE INC CL B 654106103 218 1862 SH SOLE 0 0 1862 NOKIA CORP SPONSORED ADR 654902204 552 118987 SH SOLE 0 0 118987 NORTHROP GRUMMAN CORP COM 666807102 328 602 SH SOLE 0 0 602 NOVARTIS AG SPONSORED ADR 66987V109 312 3438 SH SOLE 0 0 3438 NOVO-NORDISK A S ADR 670100205 311 2297 SH SOLE 0 0 2297 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 249 25000 SH SOLE 0 0 25000 NVIDIA CORPORATION COM 67066G104 468 3203 SH SOLE 0 0 3203 NXP SEMICONDUCTORS N V COM N6596X109 256 1619 SH SOLE 0 0 1619 ON SEMICONDUCTOR CORP COM 682189105 220 3529 SH SOLE 0 0 3529 PAYCHEX INC COM 704326107 342 2956 SH SOLE 0 0 2956 PEPSICO INC COM 713448108 588 3256 SH SOLE 0 0 3256 PFIZER INC COM 717081103 666 12995 SH SOLE 0 0 12995 PHILIP MORRIS INTL INC COM 718172109 282 2789 SH SOLE 0 0 2789 PIMCO ACCESS INCOME FUND SHS BENFIN INT 72203T100 185 12500 SH SOLE 0 0 12500 PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 209 16405 SH SOLE 0 0 16405 PIONEER MUN HIGH INCOME OPPO COMMON STOCK 723760104 109 10225 SH SOLE 0 0 10225 PROCTER AND GAMBLE CO COM 742718109 593 3910 SH SOLE 0 0 3910 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 278 4544 SH SOLE 0 0 4544 RAYTHEON TECHNOLOGIES CORP COM 75513E101 319 3158 SH SOLE 0 0 3158 ROYAL BK CDA SUSTAINABL COM 780087102 283 3011 SH SOLE 0 0 3011 S&P GLOBAL INC COM 78409V104 310 927 SH SOLE 0 0 927 SCHWAB CHARLES CORP COM 808513105 202 2423 SH SOLE 0 0 2423 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1878 58290 SH SOLE 0 0 58290 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1534 48750 SH SOLE 0 0 48750 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 534 11838 SH SOLE 0 0 11838 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2553 38916 SH SOLE 0 0 38916 SHELL PLC SPON ADS 780259305 321 5641 SH SOLE 0 0 5641 SONY GROUP CORPORATION SPONSORED ADR 835699307 217 2844 SH SOLE 0 0 2844 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4207 127635 SH SOLE 0 0 127635 SPDR S&P 500 ETF TR TR UNIT 78462F103 4578 11971 SH SOLE 0 0 11971 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 553 1248 SH SOLE 0 0 1248 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 270 2949 SH SOLE 0 0 2949 SPDR SER TR BLOOMBERG HIGH Y 78468R622 1117 12408 SH SOLE 0 0 12408 SPDR SER TR S&P 500 ESG ETF 78468R531 314 8575 SH SOLE 0 0 8575 SPDR SER TR S&P DIVID ETF 78464A763 498 3977 SH SOLE 0 0 3977 STARBUCKS CORP COM 855244109 226 2282 SH SOLE 0 0 2282 STELLANTIS N.V SHS N82405106 175 12302 SH SOLE 0 0 12302 TELEDYNE TECHNOLOGIES INC COM 879360105 200 501 SH SOLE 0 0 501 TEXAS INSTRS INC COM 882508104 695 4205 SH SOLE 0 0 4205 THERMO FISHER SCIENTIFIC INC COM 883556102 234 425 SH SOLE 0 0 425 TJX COS INC NEW COM 872540109 328 4122 SH SOLE 0 0 4122 TORONTO DOMINION BK ONT COM NEW 891160509 261 4036 SH SOLE 0 0 4036 TOTALENERGIES SE SPONSORED ADS 89151E109 229 3691 SH SOLE 0 0 3691 TOYOTA MOTOR CORP ADS 892331307 240 1759 SH SOLE 0 0 1759 UNITEDHEALTH GROUP INC COM 91324P102 539 1016 SH SOLE 0 0 1016 VALE S A SPONSORED ADS 91912E105 186 10939 SH SOLE 0 0 10939 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2181 30355 SH SOLE 0 0 30355 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 5740 43205 SH SOLE 0 0 43205 VANGUARD INDEX FDS GROWTH ETF 922908736 1377 6462 SH SOLE 0 0 6462 VANGUARD INDEX FDS MID CAP ETF 922908629 14958 73392 SH SOLE 0 0 73392 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3370 9593 SH SOLE 0 0 9593 VANGUARD INDEX FDS SMALL CP ETF 922908751 10167 55394 SH SOLE 0 0 55394 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3543 18530 SH SOLE 0 0 18530 VANGUARD INDEX FDS VALUE ETF 922908744 892 6357 SH SOLE 0 0 6357 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 455 9073 SH SOLE 0 0 9073 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1414 13754 SH SOLE 0 0 13754 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4184 107345 SH SOLE 0 0 107345 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 8363 168977 SH SOLE 0 0 168977 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5345 127356 SH SOLE 0 0 127356 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 683 6311 SH SOLE 0 0 6311 VERIZON COMMUNICATIONS INC COM 92343V104 579 14691 SH SOLE 0 0 14691 VISA INC COM CL A 92826C839 330 1590 SH SOLE 0 0 1590 YUM BRANDS INC COM 988498101 254 1981 SH SOLE 0 0 1981