0001801184-20-000002.txt : 20200417 0001801184-20-000002.hdr.sgml : 20200417 20200417101746 ACCESSION NUMBER: 0001801184-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200417 DATE AS OF CHANGE: 20200417 EFFECTIVENESS DATE: 20200417 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: 20798200 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 03-31-2020 03-31-2020 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 PA 04-17-2020 0 63 144265 false INFORMATION TABLE 2 spp1q20_13f.xml SINGLE POINT INFORMATION TABLE APPLE INC COM 037833100 1687 6654 SH SOLE 0 0 6654 ALPHABET INC CAP STK CL C 02079K107 971 835 SH SOLE 0 0 835 BOEING CO COM 097023105 949 6363 SH SOLE 0 0 6363 MICROSOFT CORP COM 594918104 921 5996 SH SOLE 0 0 5996 ALPHABET INC CAP STK CL A 02079K305 767 660 SH SOLE 0 0 660 JPMORGAN CHASE & CO COM 46625H100 644 7158 SH SOLE 0 0 7158 PFIZER INC COM 717081103 528 16170 SH SOLE 0 0 16170 JOHNSON & JOHNSON COM 478160104 511 3896 SH SOLE 0 0 3896 AMAZON COM INC COM 023135106 461 243 SH SOLE 0 0 243 VERIZON COMMUNICATIONS INC COM 92343V104 428 7960 SH SOLE 0 0 7960 HOME DEPOT INC COM 437076102 364 1951 SH SOLE 0 0 1951 PEPSICO INC COM 713448108 347 2886 SH SOLE 0 0 2886 3M CO COM 88579Y101 346 2538 SH SOLE 0 0 2538 FACEBOOK INC CL A 30303M102 323 1927 SH SOLE 0 0 1927 BK OF AMERICA CORP COM 060505104 320 15051 SH SOLE 0 0 15051 AT&T INC COM 00206R102 315 10814 SH SOLE 0 0 10814 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 312 1658 SH SOLE 0 0 1658 VISA INC COM CL A 92826C839 276 1778 SH SOLE 0 0 1778 MERCK & CO. INC COM 58933Y105 275 3550 SH SOLE 0 0 3550 HONEYWELL INTL INC COM 438516106 271 2026 SH SOLE 0 0 2026 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 243 5420 SH SOLE 0 0 5420 AMERICAN ELEC PWR CO INC COM 025537101 226 2828 SH SOLE 0 0 2828 PROCTER & GAMBLE CO COM 742718109 210 1909 SH SOLE 0 0 1909 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 0 69665 SH SOLE 0 0 69665 ZIOPHARM ONCOLOGY INC COM 98973P101 29 12000 SH SOLE 0 0 12000 OCWEN FINL CORP COM NEW 675746309 6 12000 SH SOLE 0 0 12000 ISHARES TR CORE S&P500 ETF 464287200 31770 122948 SH SOLE 0 0 122948 ISHARES TR CORE US AGGBD ET 464287226 17291 149871 SH SOLE 0 0 149871 ISHARES TR CORE S&P MCP ETF 464287507 11517 80059 SH SOLE 0 0 80059 ISHARES TR NATIONAL MUN ETF 464288414 10111 89466 SH SOLE 0 0 89466 ISHARES TR CORE S&P SCP ETF 464287804 7423 132302 SH SOLE 0 0 132302 ISHARES INC CORE MSCI EMKT 46434G103 5541 136906 SH SOLE 0 0 136906 VANGUARD INDEX FDS MID CAP ETF 922908629 4825 36651 SH SOLE 0 0 36651 ISHARES TR SHRT NAT MUN ETF 464288158 4353 40950 SH SOLE 0 0 40950 ISHARES TR FLTG RATE NT ETF 46429B655 4223 86648 SH SOLE 0 0 86648 ISHARES TR IBOXX HI YD ETF 464288513 3908 50708 SH SOLE 0 0 50708 ISHARES TR CORE MSCI EAFE 46432F842 3598 72119 SH SOLE 0 0 72119 VANGUARD INDEX FDS SMALL CP ETF 922908751 3050 26424 SH SOLE 0 0 26424 ISHARES TR RUS 1000 ETF 464287622 2958 20897 SH SOLE 0 0 20897 ISHARES TR EAFE SML CP ETF 464288273 2326 51895 SH SOLE 0 0 51895 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2309 68814 SH SOLE 0 0 68814 ISHARES TR RUSSELL 2000 ETF 464287655 2212 19324 SH SOLE 0 0 19324 SPDR S&P 500 ETF TR TR UNIT 78462F103 2022 7844 SH SOLE 0 0 7844 ISHARES TR CORE S&P TTL STK 464287150 1560 27269 SH SOLE 0 0 27269 ISHARES TR IBOXX INV CP ETF 464287242 1538 12452 SH SOLE 0 0 12452 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1367 10605 SH SOLE 0 0 10605 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1329 13193 SH SOLE 0 0 13193 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1052 31547 SH SOLE 0 0 31547 ISHARES TR IBONDS SEP2020 46434V571 953 37559 SH SOLE 0 0 37559 ISHARES TR CORE MSCI TOTAL 46432F834 625 13287 SH SOLE 0 0 13287 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 573 20148 SH SOLE 0 0 20148 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 473 11210 SH SOLE 0 0 11210 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 443 6268 SH SOLE 0 0 6268 ISHARES TR S&P 500 GRWT ETF 464287309 419 2536 SH SOLE 0 0 2536 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 378 15507 SH SOLE 0 0 15507 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 332 5423 SH SOLE 0 0 5423 VANGUARD INDEX FDS GROWTH ETF 922908736 321 2050 SH SOLE 0 0 2050 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 315 7677 SH SOLE 0 0 7677 ISHARES TR RUS 1000 GRW ETF 464287614 306 2032 SH SOLE 0 0 2032 ISHARES TR MSCI EAFE ETF 464287465 305 5705 SH SOLE 0 0 5705 ISHARES TR CORE S&P MCP ETF 464287507 278 1056 SH SOLE 0 0 1056 INVESCO EXCHANGE-TRADED FD T S&P MIDCP LOW 46138E198 274 6870 SH SOLE 0 0 6870 ISHARES TR IBONDS DEC2021 46435G789 257 10062 SH SOLE 0 0 10062