0001801184-21-000001.txt : 20210112 0001801184-21-000001.hdr.sgml : 20210112 20210112141644 ACCESSION NUMBER: 0001801184-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210112 DATE AS OF CHANGE: 20210112 EFFECTIVENESS DATE: 20210112 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: 21523227 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 12-31-2020 12-31-2020 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 X1 01-12-2021 0 72 221901 false INFORMATION TABLE 2 spp4q2013f.xml SPP INFORMATION TABLE 3M CO COM 88579Y101 247 1411 SH SOLE 0 0 1411 ALPHABET INC CAP STK CL A 02079K305 317 181 SH SOLE 0 0 181 ALPHABET INC CAP STK CL C 02079K107 409 234 SH SOLE 0 0 234 AMAZON COM INC COM 023135106 635 195 SH SOLE 0 0 195 AMERICAN ELEC PWR CO INC COM 025537101 240 2884 SH SOLE 0 0 2884 APPLE INC COM 037833100 2920 22009 SH SOLE 0 0 22009 AT&T INC COM 00206R102 227 7901 SH SOLE 0 0 7901 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 434 1870 SH SOLE 0 0 1870 BERKSHIRE HATHAWAY INC DEL CL A 084670108 348 1 SH SOLE 0 0 1 BK OF AMERICA CORP COM 060505104 409 13495 SH SOLE 0 0 13495 BOEING CO COM 097023105 1366 6382 SH SOLE 0 0 6382 COCA COLA CO COM 191216100 246 4481 SH SOLE 0 0 4481 COSTCO WHSL CORP NEW COM 22160K105 217 576 SH SOLE 0 0 576 DISNEY WALT CO COM 254687106 246 1360 SH SOLE 0 0 1360 FACEBOOK INC CL A 30303M102 403 1475 SH SOLE 0 0 1475 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 434 23981 SH SOLE 0 0 23981 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1164 11630 SH SOLE 0 0 11630 HOME DEPOT INC COM 437076102 404 1522 SH SOLE 0 0 1522 HONEYWELL INTL INC COM 438516106 380 1789 SH SOLE 0 0 1789 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 353 7341 SH SOLE 0 0 7341 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 227 5392 SH SOLE 0 0 5392 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 851 5226 SH SOLE 0 0 5226 ISHARES INC CORE MSCI EMKT 46434G103 9222 148650 SH SOLE 0 0 148650 ISHARES TR SHRT NAT MUN ETF 464288158 5001 46256 SH SOLE 0 0 46256 ISHARES TR RUS 1000 GRW ETF 464287614 477 1977 SH SOLE 0 0 1977 ISHARES TR CORE S&P SCP ETF 464287804 14717 160137 SH SOLE 0 0 160137 ISHARES TR RUSSELL 2000 ETF 464287655 4099 20909 SH SOLE 0 0 20909 ISHARES TR FLTG RATE NT ETF 46429B655 4267 84129 SH SOLE 0 0 84129 ISHARES TR CORE S&P TTL STK 464287150 3409 39542 SH SOLE 0 0 39542 ISHARES TR CORE MSCI TOTAL 46432F834 1154 17180 SH SOLE 0 0 17180 ISHARES TR CORE MSCI EAFE 46432F842 5691 82367 SH SOLE 0 0 82367 ISHARES TR IBOXX HI YD ETF 464288513 4357 49907 SH SOLE 0 0 49907 ISHARES TR S&P 500 GRWT ETF 464287309 633 9924 SH SOLE 0 0 9924 ISHARES TR CORE S&P500 ETF 464287200 53551 142655 SH SOLE 0 0 142655 ISHARES TR NATIONAL MUN ETF 464288414 12533 106935 SH SOLE 0 0 106935 ISHARES TR IBOXX INV CP ETF 464287242 1688 12223 SH SOLE 0 0 12223 ISHARES TR EAFE SML CP ETF 464288273 3525 51566 SH SOLE 0 0 51566 ISHARES TR CORE US AGGBD ET 464287226 18677 158023 SH SOLE 0 0 158023 ISHARES TR CORE S&P MCP ETF 464287507 21194 92218 SH SOLE 0 0 92218 ISHARES TR MSCI EAFE ETF 464287465 238 3266 SH SOLE 0 0 3266 ISHARES TR IBONDS DEC2021 46435G789 225 8723 SH SOLE 0 0 8723 ISHARES TR RUS 1000 ETF 464287622 4911 23181 SH SOLE 0 0 23181 ISHARES TR RUS 1000 VAL ETF 464287598 231 1689 SH SOLE 0 0 1689 ISHARES TR CORE US AGGBD ET 464287226 345 2916 SH SOLE 0 0 2916 ISHARES TR RUS 1000 ETF 464287622 721 3404 SH SOLE 0 0 3404 JOHNSON & JOHNSON COM 478160104 526 3340 SH SOLE 0 0 3340 JPMORGAN CHASE & CO COM 46625H100 892 7021 SH SOLE 0 0 7021 MERCK & CO. INC COM 58933Y105 258 3150 SH SOLE 0 0 3150 MICROSOFT CORP COM 594918104 816 3670 SH SOLE 0 0 3670 PEPSICO INC COM 713448108 342 2305 SH SOLE 0 0 2305 PFIZER INC COM 717081103 357 9700 SH SOLE 0 0 9700 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 295 5056 SH SOLE 0 0 5056 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 506 5559 SH SOLE 0 0 5559 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 666 17689 SH SOLE 0 0 17689 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1385 20316 SH SOLE 0 0 20316 SERITAGE GROWTH PPTYS CL A 81752R100 306 20854 SH SOLE 0 0 20854 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1047 24826 SH SOLE 0 0 24826 SPDR S&P 500 ETF TR TR UNIT 78462F103 2999 8020 SH SOLE 0 0 8020 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 490 1167 SH SOLE 0 0 1167 UNITEDHEALTH GROUP INC COM 91324P102 249 710 SH SOLE 0 0 710 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2720 13973 SH SOLE 0 0 13973 VANGUARD INDEX FDS SMALL CP ETF 922908751 5543 28471 SH SOLE 0 0 28471 VANGUARD INDEX FDS MID CAP ETF 922908629 8555 41373 SH SOLE 0 0 41373 VANGUARD INDEX FDS VALUE ETF 922908744 813 6838 SH SOLE 0 0 6838 VANGUARD INDEX FDS GROWTH ETF 922908736 1655 6534 SH SOLE 0 0 6534 VANGUARD INDEX FDS MID CAP ETF 922908629 243 1176 SH SOLE 0 0 1176 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 546 9357 SH SOLE 0 0 9357 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3937 78569 SH SOLE 0 0 78569 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2152 45591 SH SOLE 0 0 45591 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 576 6296 SH SOLE 0 0 6296 VERIZON COMMUNICATIONS INC COM 92343V104 408 6946 SH SOLE 0 0 6946 VISA INC COM CL A 92826C839 276 1261 SH SOLE 0 0 1261