0001801184-20-000003.txt : 20200730 0001801184-20-000003.hdr.sgml : 20200730 20200729211426 ACCESSION NUMBER: 0001801184-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200730 DATE AS OF CHANGE: 20200729 EFFECTIVENESS DATE: 20200730 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: 201058860 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 06-30-2020 06-30-2020 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 07-29-2020 0 67 171876 false INFORMATION TABLE 2 spp2q20_13f.xml SINGLE POINT INFORMATION TABLE APPLE INC COM 037833100 2427 6652 SH SOLE 0 0 6652 ADOBE INC COM 00724F101 224 514 SH SOLE 0 0 514 AMERICAN ELEC PWR CO INC COM 025537101 225 2828 SH SOLE 0 0 2828 ISHARES TR CORE US AGGBD ET 464287226 17638 149212 SH SOLE 0 0 149212 AMAZON COM INC COM 023135106 569 206 SH SOLE 0 0 206 BOEING CO COM 097023105 1163 6345 SH SOLE 0 0 6345 BK OF AMERICA CORP COM 060505104 348 14656 SH SOLE 0 0 14656 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 255 1427 SH SOLE 0 0 1427 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 35 34931 SH SOLE 0 0 34931 ISHARES TR CORE DIV GRWTH 46434V621 68 68403 SH SOLE 0 0 68403 FACEBOOK INC CL A 30303M102 400 1761 SH SOLE 0 0 1761 ISHARES TR FLTG RATE NT ETF 46429B655 4147 81969 SH SOLE 0 0 81969 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1278 12718 SH SOLE 0 0 12718 ALPHABET INC CAP STK CL C 02079K107 1204 852 SH SOLE 0 0 852 ALPHABET INC CAP STK CL A 02079K305 885 624 SH SOLE 0 0 624 HOME DEPOT INC COM 437076102 469 1870 SH SOLE 0 0 1870 HONEYWELL INTL INC COM 438516106 288 1993 SH SOLE 0 0 1993 ISHARES TR IBOXX HI YD ETF 464288513 3935 48212 SH SOLE 0 0 48212 ISHARES TR IBONDS SEP2020 46434V571 909 35656 SH SOLE 0 0 35656 ISHARES TR IBONDS DEC21 ETF 46434VBK5 245 9453 SH SOLE 0 0 9453 ISHARES TR CORE MSCI EAFE 46432F842 4237 74124 SH SOLE 0 0 74124 ISHARES INC CORE MSCI EMKT 46434G103 6448 135452 SH SOLE 0 0 135452 ISHARES TR CORE S&P MCP ETF 464287507 14375 80837 SH SOLE 0 0 80837 ISHARES TR CORE S&P SCP ETF 464287804 9426 138028 SH SOLE 0 0 138028 ISHARES TR CORE S&P TTL STK 464287150 2324 33470 SH SOLE 0 0 33470 ISHARES TR CORE S&P500 ETF 464287200 39216 126630 SH SOLE 0 0 126630 ISHARES TR S&P 500 GRWT ETF 464287309 516 2487 SH SOLE 0 0 2487 ISHARES TR RUS 1000 ETF 464287622 3979 23177 SH SOLE 0 0 23177 ISHARES TR RUS 1000 GRW ETF 464287614 443 55262 SH SOLE 0 0 55262 ISHARES TR RUSSELL 2000 ETF 464287655 2986 38048 SH SOLE 0 0 38048 ISHARES TR CORE MSCI TOTAL 46432F834 824 15115 SH SOLE 0 0 15115 JOHNSON & JOHNSON COM 478160104 478 3402 SH SOLE 0 0 3402 JPMORGAN CHASE & CO COM 46625H100 669 7109 SH SOLE 0 0 7109 ISHARES TR IBOXX INV CP ETF 464287242 1669 12412 SH SOLE 0 0 12412 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 379 1167 SH SOLE 0 0 1167 3M CO COM 88579Y101 396 2538 SH SOLE 0 0 2538 MERCK & CO. INC COM 58933Y105 269 3480 SH SOLE 0 0 3480 MICROSOFT CORP COM 594918104 1020 5011 SH SOLE 0 0 5011 ISHARES TR NATIONAL MUN ETF 464288414 11166 96756 SH SOLE 0 0 96756 OCWEN FINL CORP COM NEW 675746309 8 12000 SH SOLE 0 0 12000 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 266 5420 SH SOLE 0 0 5420 PEPSICO INC COM 713448108 368 2783 SH SOLE 0 0 2783 PFIZER INC COM 717081103 465 14234 SH SOLE 0 0 14234 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 518 17507 SH SOLE 0 0 17507 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1063 20211 SH SOLE 0 0 20211 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 402 5423 SH SOLE 0 0 5423 ISHARES TR EAFE SML CP ETF 464288273 2670 49788 SH SOLE 0 0 49788 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 29 29383 SH SOLE 0 0 29383 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 819 24483 SH SOLE 0 0 24483 S&P GLOBAL INC COM 78409V104 213 646 SH SOLE 0 0 646 SPDR S&P 500 ETF TR TR UNIT 78462F103 2489 61980 SH SOLE 0 0 61980 ISHARES TR SHRT NAT MUN ETF 464288158 4754 44079 SH SOLE 0 0 44079 AT&T INC COM 00206R102 334 11050 SH SOLE 0 0 11050 ISHARES TR MSCI MIN VOL ETF 46429B697 77 31888 SH SOLE 0 0 31888 VISA INC COM CL A 92826C839 268 1387 SH SOLE 0 0 1387 VANGUARD INDEX FDS SMALL CP ETF 922908751 4154 28505 SH SOLE 0 0 28505 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 1637 42212 SH SOLE 0 0 42212 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 370 7762 SH SOLE 0 0 7762 VANGUARD INDEX FDS MID CAP ETF 922908629 6758 41232 SH SOLE 0 0 41232 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1906 12180 SH SOLE 0 0 12180 VANGUARD INDEX FDS GROWTH ETF 922908736 414 2050 SH SOLE 0 0 2050 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2941 74243 SH SOLE 0 0 74243 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 495 6279 SH SOLE 0 0 6279 VERIZON COMMUNICATIONS INC COM 92343V104 397 7209 SH SOLE 0 0 7209 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 284 6873 SH SOLE 0 0 6873 EXXON MOBIL CORP COM 30231G102 206 4603 SH SOLE 0 0 4603 ZIOPHARM ONCOLOGY INC COM 98973P101 39 12000 SH SOLE 0 0 12000