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
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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
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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