Counsel

0001801184-22-000006.txt : 20221007 0001801184-22-000006.hdr.sgml : 20221007 20221007105040 ACCESSION NUMBER: 0001801184-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221007 DATE AS OF CHANGE: 20221007 EFFECTIVENESS DATE: 20221007 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: 221299660 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 09-30-2022 09-30-2022 Single Point Partners, LLC

277 DARTMOUTH STREET, 4TH FLOOR BOSTON MA 02116

13F HOLDINGS REPORT 028-19824 N Ashleigh Swayze Counsel 6463953900 Ashleigh Swayze Newtown PA 10-07-2022 0 129 364184 false INFORMATION TABLE 2 SinglePoint13f_3q2022.xml ABBOTT LABS COM 002824100 250 2589 SH SOLE 0 0 2589 ABBVIE INC COM 00287Y109 290 2161 SH SOLE 0 0 2161 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 653 8053 SH SOLE 0 0 8053 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 213 826 SH SOLE 0 0 826 ALCON AG ORD SHS H01301128 225 3872 SH SOLE 0 0 3872 ALPHABET INC CAP STK CL C 02079K107 1686 17532 SH SOLE 0 0 17532 ALPHABET INC CAP STK CL A 02079K305 1010 10555 SH SOLE 0 0 10555 AMAZON COM INC COM 023135106 1076 9518 SH SOLE 0 0 9518 AMERICAN ELEC PWR CO INC COM 025537101 297 3431 SH SOLE 0 0 3431 APPLE INC COM 037833100 4387 31744 SH SOLE 0 0 31744 ARCHER DANIELS MIDLAND CO COM 039483102 243 3025 SH SOLE 0 0 3025 AT&T INC COM 00206R102 222 14483 SH SOLE 0 0 14483 AUTOMATIC DATA PROCESSING IN COM 053015103 249 1102 SH SOLE 0 0 1102 BANCO BRADESCO S A SP ADR PFD NEW 059460303 106 28900 SH SOLE 0 0 28900 BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 959 3592 SH SOLE 0 0 3592 BK OF AMERICA CORP COM 060505104 461 15261 SH SOLE 0 0 15261 BOEING CO COM 097023105 796 6574 SH SOLE 0 0 6574 BOSTON SCIENTIFIC CORP COM 101137107 1659 42837 SH SOLE 0 0 42837 BROADCOM INC COM 11135F101 246 553 SH SOLE 0 0 553 CHUBB LIMITED COM H1467J104 237 1304 SH SOLE 0 0 1304 CIGNA CORP NEW COM 125523100 295 1065 SH SOLE 0 0 1065 CISCO SYS INC COM 17275R102 247 6179 SH SOLE 0 0 6179 COCA COLA CO COM 191216100 406 7255 SH SOLE 0 0 7255 CONOCOPHILLIPS COM 20825C104 326 3181 SH SOLE 0 0 3181 COSTCO WHSL CORP NEW COM 22160K105 295 625 SH SOLE 0 0 625 CVS HEALTH CORP COM 126650100 349 3664 SH SOLE 0 0 3664 DANAHER CORPORATION COM 235851102 394 1526 SH SOLE 0 0 1526 DIGITALOCEAN HLDGS INC COM 25402D102 614 16986 SH SOLE 0 0 16986 DISNEY WALT CO COM 254687106 467 4955 SH SOLE 0 0 4955 DOLLAR GEN CORP NEW COM 256677105 210 876 SH SOLE 0 0 876 DOLLAR TREE INC COM 256746108 238 1747 SH SOLE 0 0 1747 EASTERN BANKSHARES INC COM 27627N105 846 43058 SH SOLE 0 0 43058 EXXON MOBIL CORP COM 30231G102 447 5119 SH SOLE 0 0 5119 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1115 11163 SH SOLE 0 0 11163 HAEMONETICS CORP MASS COM 405024100 1064 14368 SH SOLE 0 0 14368 HOLOGIC INC COM 436440101 558 8641 SH SOLE 0 0 8641 HOME DEPOT INC COM 437076102 739 2679 SH SOLE 0 0 2679 HONEYWELL INTL INC COM 438516106 284 1704 SH SOLE 0 0 1704 HUBSPOT INC COM 443573100 638 2361 SH SOLE 0 0 2361 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 273 5673 SH SOLE 0 0 5673 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 755 5226 SH SOLE 0 0 5226 INVESCO QQQ TR UNIT SER 1 46090E103 315 1180 SH SOLE 0 0 1180 ISHARES INC CORE MSCI EMKT 46434G103 12429 289186 SH SOLE 0 0 289186 ISHARES TR 1 3 YR TREAS BD 464287457 2608 32112 SH SOLE 0 0 32112 ISHARES TR CORE US AGGBD ET 464287226 24210 251293 SH SOLE 0 0 251293 ISHARES TR NATIONAL MUN ETF 464288414 7350 71655 SH SOLE 0 0 71655 ISHARES TR CORE MSCI EAFE 46432F842 7454 141519 SH SOLE 0 0 141519 ISHARES TR CORE S&P MCP ETF 464287507 30805 140496 SH SOLE 0 0 140496 ISHARES TR FLTG RATE NT ETF 46429B655 5662 112639 SH SOLE 0 0 112639 ISHARES TR IBOXX INV CP ETF 464287242 609 5941 SH SOLE 0 0 5941 ISHARES TR IBOXX HI YD ETF 464288513 4236 59338 SH SOLE 0 0 59338 ISHARES TR EAFE SML CP ETF 464288273 3267 66980 SH SOLE 0 0 66980 ISHARES TR RUS 1000 ETF 464287622 27790 140828 SH SOLE 0 0 140828 ISHARES TR RUS 1000 GRW ETF 464287614 449 2132 SH SOLE 0 0 2132 ISHARES TR RUS 1000 VAL ETF 464287598 384 2825 SH SOLE 0 0 2825 ISHARES TR RUSSELL 2000 ETF 464287655 6262 37969 SH SOLE 0 0 37969 ISHARES TR RUSSELL 3000 ETF 464287689 782 3779 SH SOLE 0 0 3779 ISHARES TR S&P 500 GRWT ETF 464287309 558 9646 SH SOLE 0 0 9646 ISHARES TR CORE S&P500 ETF 464287200 76625 213649 SH SOLE 0 0 213649 ISHARES TR CORE S&P SCP ETF 464287804 20300 232823 SH SOLE 0 0 232823 ISHARES TR SHRT NAT MUN ETF 464288158 6154 59949 SH SOLE 0 0 59949 ISHARES TR CORE S&P TTL STK 464287150 8074 101505 SH SOLE 0 0 101505 ISHARES TR CORE MSCI TOTAL 46432F834 1895 37210 SH SOLE 0 0 37210 JOHNSON & JOHNSON COM 478160104 758 4637 SH SOLE 0 0 4637 JPMORGAN CHASE & CO COM 46625H100 872 8348 SH SOLE 0 0 8348 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1222 7766 SH SOLE 0 0 7766 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 160 10386 SH SOLE 0 0 10386 LILLY ELI & CO COM 532457108 408 1260 SH SOLE 0 0 1260 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 96 53876 SH SOLE 0 0 53876 MASTERCARD INCORPORATED CL A 57636Q104 268 944 SH SOLE 0 0 944 MCDONALDS CORP COM 580135101 310 1345 SH SOLE 0 0 1345 MERCK & CO INC COM 58933Y105 569 6602 SH SOLE 0 0 6602 MICROSOFT CORP COM 594918104 2223 9546 SH SOLE 0 0 9546 NETFLIX INC COM 64110L106 307 1305 SH SOLE 0 0 1305 NEXTERA ENERGY INC COM 65339F101 333 4248 SH SOLE 0 0 4248 NOKIA CORP SPONSORED ADR 654902204 350 81949 SH SOLE 0 0 81949 NORTHROP GRUMMAN CORP COM 666807102 283 602 SH SOLE 0 0 602 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 257 25000 SH SOLE 0 0 25000 NVIDIA CORPORATION COM 67066G104 411 3386 SH SOLE 0 0 3386 PEPSICO INC COM 713448108 552 3381 SH SOLE 0 0 3381 PFIZER INC COM 717081103 588 13438 SH SOLE 0 0 13438 PHILIP MORRIS INTL INC COM 718172109 228 2742 SH SOLE 0 0 2742 PIMCO ACCESS INCOME FUND SHS BENFIN INT 72203T100 198 12500 SH SOLE 0 0 12500 PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 216 16405 SH SOLE 0 0 16405 PIONEER MUN HIGH INCOME OPPO COMMON STOCK 723760104 104 10225 SH SOLE 0 0 10225 PROCTER AND GAMBLE CO COM 742718109 483 3825 SH SOLE 0 0 3825 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 274 4874 SH SOLE 0 0 4874 RAYTHEON TECHNOLOGIES CORP COM 75513E101 276 3376 SH SOLE 0 0 3376 ROYAL BK CDA COM 780087102 291 3227 SH SOLE 0 0 3227 S&P GLOBAL INC COM 78409V104 284 929 SH SOLE 0 0 929 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1856 65984 SH SOLE 0 0 65984 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1187 42767 SH SOLE 0 0 42767 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 501 11838 SH SOLE 0 0 11838 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2355 38901 SH SOLE 0 0 38901 SHELL PLC SPON ADS 780259305 281 5641 SH SOLE 0 0 5641 SOUTHWESTERN ENERGY CO COM 845467109 115 18767 SH SOLE 0 0 18767 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2439 78561 SH SOLE 0 0 78561 SPDR S&P 500 ETF TR TR UNIT 78462F103 4436 12419 SH SOLE 0 0 12419 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 501 1248 SH SOLE 0 0 1248 SPDR SER TR BLOOMBERG HIGH Y 78468R622 874 9947 SH SOLE 0 0 9947 SPDR SER TR S&P 500 ESG ETF 78468R531 291 8555 SH SOLE 0 0 8555 SPDR SER TR S&P DIVID ETF 78464A763 514 4607 SH SOLE 0 0 4607 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 270 2949 SH SOLE 0 0 2949 STELLANTIS N.V SHS N82405106 149 12560 SH SOLE 0 0 12560 SVB FINANCIAL GROUP COM 78486Q101 204 1829 SH SOLE 0 0 1829 TESLA INC COM 88160R101 345 1302 SH SOLE 0 0 1302 TEXAS INSTRS INC COM 882508104 333 2150 SH SOLE 0 0 2150 THERMO FISHER SCIENTIFIC INC COM 883556102 203 400 SH SOLE 0 0 400 TRUIST FINL CORP COM 89832Q109 224 5151 SH SOLE 0 0 5151 UNITEDHEALTH GROUP INC COM 91324P102 488 967 SH SOLE 0 0 967 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2288 32078 SH SOLE 0 0 32078 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 5751 45233 SH SOLE 0 0 45233 VANGUARD INDEX FDS GROWTH ETF 922908736 1382 6460 SH SOLE 0 0 6460 VANGUARD INDEX FDS MID CAP ETF 922908629 12249 65159 SH SOLE 0 0 65159 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3148 9590 SH SOLE 0 0 9590 VANGUARD INDEX FDS SMALL CP ETF 922908751 8039 47038 SH SOLE 0 0 47038 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3301 18395 SH SOLE 0 0 18395 VANGUARD INDEX FDS VALUE ETF 922908744 784 6351 SH SOLE 0 0 6351 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 427 9618 SH SOLE 0 0 9618 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1268 13667 SH SOLE 0 0 13667 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4231 115955 SH SOLE 0 0 115955 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 11850 246149 SH SOLE 0 0 246149 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3574 98303 SH SOLE 0 0 98303 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 598 6301 SH SOLE 0 0 6301 VERIZON COMMUNICATIONS INC COM 92343V104 228 6000 SH SOLE 0 0 6000 VISA INC COM CL A 92826C839 263 1479 SH SOLE 0 0 1479 WARNER BROS DISCOVERY INC COM SER A 934423104 249 21651 SH SOLE 0 0 21651 YUM BRANDS INC COM 988498101 218 2053 SH SOLE 0 0 2053