0001801184-20-000004.txt : 20201030 0001801184-20-000004.hdr.sgml : 20201030 20201030155935 ACCESSION NUMBER: 0001801184-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201030 DATE AS OF CHANGE: 20201030 EFFECTIVENESS DATE: 20201030 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: 201277238 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 09-30-2020 09-30-2020 Single Point Partners, LLC

277 DARTMOUTH STREET, 4TH FLOOR BOSTON MA 02116

13F HOLDINGS REPORT 028-19824 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown PA 10-30-2020 0 71 188075 false INFORMATION TABLE 2 spp3q20_13f.xml SINGLE POINT INFORMATION TABLE 3M CO COM 88579Y101 394 2463 SH SOLE 0 0 2463 ADOBE SYSTEMS INCORPORATED COM 00724F101 228 464 SH SOLE 0 0 464 ALPHABET INC CAP STK CL C 02079K107 1104 751 SH SOLE 0 0 751 AMAZON COM INC COM 023135106 612 194 SH SOLE 0 0 194 AMERICAN ELEC PWR CO INC COM 025537101 231 2828 SH SOLE 0 0 2828 APPLE INC COM 037833100 2793 24118 SH SOLE 0 0 24118 AT&T INC COM 00206R102 274 9598 SH SOLE 0 0 9598 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 302 1419 SH SOLE 0 0 1419 BK OF AMERICA CORP COM 060505104 341 14161 SH SOLE 0 0 14161 BOEING CO COM 097023105 1048 6345 SH SOLE 0 0 6345 COCA COLA CO COM 191216100 210 4213 SH SOLE 0 0 4213 DANAHER CORPORATION COM 235851102 224 1039 SH SOLE 0 0 1039 FACEBOOK INC CL A 30303M102 411 1570 SH SOLE 0 0 1570 ALPHABET INC CAP STK CL A 02079K305 821 560 SH SOLE 0 0 560 HOME DEPOT INC COM 437076102 489 1762 SH SOLE 0 0 1762 HONEYWELL INTL INC COM 438516106 313 1902 SH SOLE 0 0 1902 JOHNSON & JOHNSON COM 478160104 480 3223 SH SOLE 0 0 3223 JPMORGAN CHASE & CO COM 46625H100 679 7058 SH SOLE 0 0 7058 MERCK & CO. INC COM 58933Y105 282 3400 SH SOLE 0 0 3400 MICROSOFT CORP COM 594918104 999 4750 SH SOLE 0 0 4750 PEPSICO INC COM 713448108 373 2693 SH SOLE 0 0 2693 PFIZER INC COM 717081103 507 13816 SH SOLE 0 0 13816 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 292 5320 SH SOLE 0 0 5320 S&P GLOBAL INC COM 78409V104 233 646 SH SOLE 0 0 646 SALESFORCE COM INC COM 79466L302 229 911 SH SOLE 0 0 911 UNITEDHEALTH GROUP INC COM 91324P102 200 642 SH SOLE 0 0 642 VERIZON COMMUNICATIONS INC COM 92343V104 407 6838 SH SOLE 0 0 6838 VISA INC COM CL A 92826C839 249 1247 SH SOLE 0 0 1247 ZIOPHARM ONCOLOGY INC COM 98973P101 30 12000 SH SOLE 0 0 12000 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1258 12522 SH SOLE 0 0 12522 INVESCO EXCH TRADED FD TR II INTL BUYBACK 46138E644 201 6385 SH SOLE 0 0 6385 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 210 5439 SH SOLE 0 0 5439 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 306 7340 SH SOLE 0 0 7340 ISHARES TR IBONDS 23 TRM HG 46435U150 18034 152756 SH SOLE 0 0 152756 ISHARES TR NATIONAL MUN ETF 464288414 12260 105753 SH SOLE 0 0 105753 ISHARES TR CORE DIV GRWTH 46434V621 157 78193 SH SOLE 0 0 78193 ISHARES TR CORE MSCI EAFE 46432F842 4827 80076 SH SOLE 0 0 80076 ISHARES INC CORE MSCI EMKT 46434G103 7344 139089 SH SOLE 0 0 139089 ISHARES TR CORE S&P MCP ETF 464287507 16302 87971 SH SOLE 0 0 87971 ISHARES TR FLTG RATE NT ETF 46429B655 4140 81619 SH SOLE 0 0 81619 ISHARES TR IBONDS DEC2021 46435G789 225 8685 SH SOLE 0 0 8685 ISHARES TR IBOXX INV CP ETF 464287242 1616 12000 SH SOLE 0 0 12000 ISHARES TR IBOXX HI YD ETF 464288513 3825 45584 SH SOLE 0 0 45584 ISHARES TR MSCI EAFE ETF 464287465 204 3205 SH SOLE 0 0 3205 ISHARES TR EAFE SML CP ETF 464288273 3002 50885 SH SOLE 0 0 50885 ISHARES TR RUS 1000 ETF 464287622 4330 23138 SH SOLE 0 0 23138 ISHARES TR RUS 1000 GRW ETF 464287614 522 87951 SH SOLE 0 0 87951 ISHARES TR RUSSELL 2000 ETF 464287655 3127 20878 SH SOLE 0 0 20878 ISHARES TR S&P 500 GRWT ETF 464287309 575 2487 SH SOLE 0 0 2487 ISHARES TR CORE S&P500 ETF 464287200 44994 133886 SH SOLE 0 0 133886 ISHARES TR CORE S&P SCP ETF 464287804 10642 151526 SH SOLE 0 0 151526 ISHARES TR SHRT NAT MUN ETF 464288158 5038 46609 SH SOLE 0 0 46609 ISHARES TR CORE S&P TTL STK 464287150 2586 34256 SH SOLE 0 0 34256 ISHARES TR CORE MSCI TOTAL 46432F834 884 15158 SH SOLE 0 0 15158 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 570 17507 SH SOLE 0 0 17507 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 437 5423 SH SOLE 0 0 5423 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1124 20261 SH SOLE 0 0 20261 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 894 24452 SH SOLE 0 0 24452 SPDR S&P 500 ETF TR TR UNIT 78462F103 2776 70802 SH SOLE 0 0 70802 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 395 1167 SH SOLE 0 0 1167 SPDR SER TR S&P DIVID ETF 78464A763 210 2268 SH SOLE 0 0 2268 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 82 29986 SH SOLE 0 0 29986 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 498 51163 SH SOLE 0 0 51163 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1735 42427 SH SOLE 0 0 42427 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3258 75341 SH SOLE 0 0 75341 VANGUARD INDEX FDS GROWTH ETF 922908736 467 2050 SH SOLE 0 0 2050 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 509 6287 SH SOLE 0 0 6287 VANGUARD INDEX FDS MID CAP ETF 922908629 7295 41388 SH SOLE 0 0 41388 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 70 35584 SH SOLE 0 0 35584 VANGUARD INDEX FDS SMALL CP ETF 922908751 4365 28381 SH SOLE 0 0 28381 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2026 11898 SH SOLE 0 0 11898