0001801184-21-000002.txt : 20210430 0001801184-21-000002.hdr.sgml : 20210430 20210430080848 ACCESSION NUMBER: 0001801184-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210430 DATE AS OF CHANGE: 20210430 EFFECTIVENESS DATE: 20210430 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: 21873854 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 03-31-2021 03-31-2021 Single Point Partners, LLC
277 DARTMOUTH STREET, 4TH FLOOR BOSTON MA 02116
13F HOLDINGS REPORT 028-19824 N
Ashleigh C. Swayze Counsel 6463953900 Ashleigh C. Swayze Newtown PA 04-30-2021 0 80 273414 false
INFORMATION TABLE 2 spp1q2021_13f.xml SPP INFORMATION TABLE 3M CO COM 88579Y101 421 2185 SH SOLE 0 0 2185 ALPHABET INC CAP STK CL C 02079K107 1358 636 SH SOLE 0 0 636 ALPHABET INC CAP STK CL A 02079K305 1147 539 SH SOLE 0 0 539 AMAZON COM INC COM 023135106 577 183 SH SOLE 0 0 183 AMERICAN CENTY ETF TR US EQT ETF 025072885 358 4184 SH SOLE 0 0 4184 APPFOLIO INC PUT 03783C950 2757 22417 SH SOLE 0 0 22417 ARC DOCUMENT SOLUTIONS INC COM 00191G103 297 9750 SH SOLE 0 0 9750 BANCORPSOUTH BK TUPELO MISS CALL 05971J902 494 12505 SH SOLE 0 0 12505 BENTLEY SYS INC CALL 08265T908 472 1829 SH SOLE 0 0 1829 BENTLEY SYS INC PUT 08265T958 390 1 SH SOLE 0 0 1 BNY MELLON ETF TRUST US LRG CP CORE 09661T107 1617 6392 SH SOLE 0 0 6392 CO-DIAGNOSTICS INC CALL 189763905 238 4531 SH SOLE 0 0 4531 COSTCO WHSL CORP NEW COM 22160K105 250 706 SH SOLE 0 0 706 CRH MED CORP COM 12626F105 212 2181 SH SOLE 0 0 2181 DANAHER CORPORATION COM 235851102 232 1032 SH SOLE 0 0 1032 DIREXION SHS ETF TR CALL 25460G901 370 1961 SH SOLE 0 0 1961 EXTENDED STAY AMER INC PUT 30224P950 237 4132 SH SOLE 0 0 4132 FG NEW AMER ACQUISITION CORP CALL 30259V906 464 1553 SH SOLE 0 0 1553 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1164 11630 SH SOLE 0 0 11630 HOLOGIC INC PUT 436440951 387 1787 SH SOLE 0 0 1787 HOME DEPOT INC COM 437076102 475 1545 SH SOLE 0 0 1545 HUBSPOT INC COM 443573100 236 486 SH SOLE 0 0 486 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 390 7342 SH SOLE 0 0 7342 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 246 5502 SH SOLE 0 0 5502 ISHARES INC CORE MSCI EMKT 46434G103 12212 187682 SH SOLE 0 0 187682 ISHARES TR CORE S&P TTL STK 464287150 4035 43494 SH SOLE 0 0 43494 ISHARES TR CORE S&P500 ETF 464287200 80978 201398 SH SOLE 0 0 201398 ISHARES TR CORE US AGGBD ET 464287226 19563 171544 SH SOLE 0 0 171544 ISHARES TR MSCI EMG MKT ETF 464287234 212 3935 SH SOLE 0 0 3935 ISHARES TR IBOXX INV CP ETF 464287242 1575 12062 SH SOLE 0 0 12062 ISHARES TR MSCI EAFE ETF 464287465 251 3266 SH SOLE 0 0 3266 ISHARES TR CORE S&P MCP ETF 464287507 28958 109704 SH SOLE 0 0 109704 ISHARES TR RUS 1000 VAL ETF 464287598 259 1694 SH SOLE 0 0 1694 ISHARES TR RUS 1000 GRW ETF 464287614 488 1977 SH SOLE 0 0 1977 ISHARES TR RUS 1000 ETF 464287622 5243 23148 SH SOLE 0 0 23148 ISHARES TR RUSSELL 2000 ETF 464287655 5070 22659 SH SOLE 0 0 22659 ISHARES TR CORE S&P SCP ETF 464287804 21327 193721 SH SOLE 0 0 193721 ISHARES TR S&P SML 600 GWT 464287887 200 1532 SH SOLE 0 0 1532 ISHARES TR SHRT NAT MUN ETF 464288158 5476 50830 SH SOLE 0 0 50830 ISHARES TR EAFE SML CP ETF 464288273 4663 63881 SH SOLE 0 0 63881 ISHARES TR CORE MSCI EAFE 46432F842 7919 108321 SH SOLE 0 0 108321 ISHARES TR IBONDS DEC2021 46435G789 209 8141 SH SOLE 0 0 8141 ISHARES TR IBOXX HI YD ETF 464288513 4803 55166 SH SOLE 0 0 55166 ISHARES TR S&P MC 400GR ETF 464287606 206 2586 SH SOLE 0 0 2586 ISHARES TR S&P 500 GRWT ETF 464287309 650 9840 SH SOLE 0 0 9840 ISHARES TR CORE MSCI TOTAL 46432F834 1280 17984 SH SOLE 0 0 17984 ISHARES TR RUSEL 2500 ETF 46435G268 206 3228 SH SOLE 0 0 3228 JOHNSON & JOHNSON COM 478160104 656 4028 SH SOLE 0 0 4028 JPMORGAN CHASE & CO COM 46625H100 1159 7538 SH SOLE 0 0 7538 LILLY ELI & CO COM 532457108 247 1332 SH SOLE 0 0 1332 MERCK & CO. INC COM 58933Y105 333 4314 SH SOLE 0 0 4314 MICROSOFT CORP COM 594918104 1188 4910 SH SOLE 0 0 4910 PEPSICO INC COM 713448108 502 3556 SH SOLE 0 0 3556 PFIZER INC COM 717081103 509 14031 SH SOLE 0 0 14031 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 349 5848 SH SOLE 0 0 5848 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 589 6058 SH SOLE 0 0 6058 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1524 20181 SH SOLE 0 0 20181 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 749 18653 SH SOLE 0 0 18653 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 222 6444 SH SOLE 0 0 6444 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1209 27373 SH SOLE 0 0 27373 SPDR S&P 500 ETF TR TR UNIT 78462F103 3781 9439 SH SOLE 0 0 9439 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 563 1167 SH SOLE 0 0 1167 SPDR SER TR S&P DIVID ETF 78464A763 640 5393 SH SOLE 0 0 5393 STELLANTIS N.V SHS N82405106 429 23981 SH SOLE 0 0 23981 UNITED BANKSHARES INC WEST V CALL 909907907 244 663 SH SOLE 0 0 663 VANGUARD INDEX FDS MID CAP ETF 922908629 12141 54073 SH SOLE 0 0 54073 VANGUARD INDEX FDS GROWTH ETF 922908736 1708 6535 SH SOLE 0 0 6535 VANGUARD INDEX FDS VALUE ETF 922908744 904 6844 SH SOLE 0 0 6844 VANGUARD INDEX FDS SMALL CP ETF 922908751 7407 34072 SH SOLE 0 0 34072 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2969 14188 SH SOLE 0 0 14188 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 634 4860 SH SOLE 0 0 4860 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 575 9363 SH SOLE 0 0 9363 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5846 111316 SH SOLE 0 0 111316 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3614 72648 SH SOLE 0 0 72648 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 640 6303 SH SOLE 0 0 6303 VANGUARD WORLD FDS INF TECH ETF 92204A702 444 1213 SH SOLE 0 0 1213 VERIZON COMMUNICATIONS INC COM 92343V104 477 8176 SH SOLE 0 0 8176 VICTORY PORTFOLIOS II VCSHS US DISCVRY 92647N774 263 1214 SH SOLE 0 0 1214 YELLOWSTONE ACQUISITION CO *W EXP 10/21/202 98566K113 116 32000 SH SOLE 0 0 32000 YUM BRANDS INC COM 988498101 211 1919 SH SOLE 0 0 1919