Counsel

0001801184-23-000002.txt : 20230406 0001801184-23-000002.hdr.sgml : 20230406 20230406100525 ACCESSION NUMBER: 0001801184-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230406 DATE AS OF CHANGE: 20230406 EFFECTIVENESS DATE: 20230406 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: 23804737 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 X0202 13F-HR LIVE false true false 0001801184 XXXXXXXX 03-31-2023 03-31-2023 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 04-06-2023 0 156 457452 false INFORMATION TABLE 2 SinglePoint13f_1q2023.xml ABBOTT LABS COM 002824100 289 2859 SH SOLE 0 0 2859 ABBVIE INC COM 00287Y109 373 2342 SH SOLE 0 0 2342 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 735 8053 SH SOLE 0 0 8053 ADOBE SYSTEMS INCORPORATED COM 00724F101 753 1955 SH SOLE 0 0 1955 ALPHABET INC CAP STK CL C 02079K107 1090 10482 SH SOLE 0 0 10482 ALPHABET INC CAP STK CL A 02079K305 1251 12056 SH SOLE 0 0 12056 AMAZON COM INC COM 023135106 1080 10458 SH SOLE 0 0 10458 AMERICAN ELEC PWR CO INC COM 025537101 312 3433 SH SOLE 0 0 3433 AMERICAN EXPRESS CO COM 025816109 276 1670 SH SOLE 0 0 1670 AMGEN INC COM 031162100 210 869 SH SOLE 0 0 869 ANALOG DEVICES INC COM 032654105 227 1151 SH SOLE 0 0 1151 ANSYS INC COM 03662Q105 349 1050 SH SOLE 0 0 1050 APPLE INC COM 037833100 4518 27399 SH SOLE 0 0 27399 ARCHER DANIELS MIDLAND CO COM 039483102 239 2996 SH SOLE 0 0 2996 ASML HOLDING N V N Y REGISTRY SHS N07059210 345 506 SH SOLE 0 0 506 ASTRAZENECA PLC SPONSORED ADR 046353108 325 4677 SH SOLE 0 0 4677 AUTOMATIC DATA PROCESSING IN COM 053015103 229 1027 SH SOLE 0 0 1027 BANCO BRADESCO S A SP ADR PFD NEW 059460303 128 48938 SH SOLE 0 0 48938 BANK AMERICA CORP COM 060505104 294 10281 SH SOLE 0 0 10281 BERKSHIRE HATHAWAY INC DEL CL A 084670108 466 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 944 3058 SH SOLE 0 0 3058 BOEING CO COM 097023105 1268 5971 SH SOLE 0 0 5971 BOOKING HOLDINGS INC COM 09857L108 268 101 SH SOLE 0 0 101 BOSTON SCIENTIFIC CORP COM 101137107 3014 60234 SH SOLE 0 0 60234 BP PLC SPONSORED ADR 055622104 227 5975 SH SOLE 0 0 5975 BRISTOL-MYERS SQUIBB CO COM 110122108 215 3105 SH SOLE 0 0 3105 BROADCOM INC COM 11135F101 356 555 SH SOLE 0 0 555 CHARTER COMMUNICATIONS INC N CL A 16119P108 222 621 SH SOLE 0 0 621 CHEVRON CORP NEW COM 166764100 332 2038 SH SOLE 0 0 2038 CHUBB LIMITED COM H1467J104 272 1403 SH SOLE 0 0 1403 CIGNA CORP NEW COM 125523100 255 999 SH SOLE 0 0 999 CIRRUS LOGIC INC COM 172755100 230 2107 SH SOLE 0 0 2107 CISCO SYS INC COM 17275R102 294 5620 SH SOLE 0 0 5620 COCA COLA CO COM 191216100 270 4351 SH SOLE 0 0 4351 COMCAST CORP NEW CL A 20030N101 346 9125 SH SOLE 0 0 9125 CONAGRA BRANDS INC COM 205887102 207 5518 SH SOLE 0 0 5518 CONOCOPHILLIPS COM 20825C104 315 3176 SH SOLE 0 0 3176 COSTCO WHSL CORP NEW COM 22160K105 422 849 SH SOLE 0 0 849 CVS HEALTH CORP COM 126650100 275 3702 SH SOLE 0 0 3702 DANAHER CORPORATION COM 235851102 389 1543 SH SOLE 0 0 1543 DIGITALOCEAN HLDGS INC COM 25402D102 665 16986 SH SOLE 0 0 16986 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 267 8270 SH SOLE 0 0 8270 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 534 20969 SH SOLE 0 0 20969 EASTERN BANKSHARES INC COM 27627N105 523 164652 SH SOLE 0 0 164652 EXXON MOBIL CORP COM 30231G102 518 4726 SH SOLE 0 0 4726 FISERV INC COM 337738108 403 3564 SH SOLE 0 0 3564 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1483 14812 SH SOLE 0 0 14812 HAEMONETICS CORP MASS COM 405024100 1189 14368 SH SOLE 0 0 14368 HOLOGIC INC COM 436440101 1499 18576 SH SOLE 0 0 18576 HOME DEPOT INC COM 437076102 740 2507 SH SOLE 0 0 2507 HONEYWELL INTL INC COM 438516106 284 1489 SH SOLE 0 0 1489 HSBC HLDGS PLC SPON ADR NEW 404280406 263 7709 SH SOLE 0 0 7709 HUBSPOT INC COM 443573100 1160 2705 SH SOLE 0 0 2705 ILLINOIS TOOL WKS INC COM 452308109 233 957 SH SOLE 0 0 957 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 790 5226 SH SOLE 0 0 5226 INVESCO QQQ TR UNIT SER 1 46090E103 428 1333 SH SOLE 0 0 1333 ISHARES INC CORE MSCI EMKT 46434G103 14490 296977 SH SOLE 0 0 296977 ISHARES TR 1 3 YR TREAS BD 464287457 3931 47841 SH SOLE 0 0 47841 ISHARES TR CORE US AGGBD ET 464287226 25119 252098 SH SOLE 0 0 252098 ISHARES TR NATIONAL MUN ETF 464288414 15581 144614 SH SOLE 0 0 144614 ISHARES TR CORE MSCI EAFE 46432F842 9834 147107 SH SOLE 0 0 147107 ISHARES TR CORE S&P MCP ETF 464287507 38714 154758 SH SOLE 0 0 154758 ISHARES TR FLTG RATE NT ETF 46429B655 6290 124816 SH SOLE 0 0 124816 ISHARES TR IBOXX INV CP ETF 464287242 480 4379 SH SOLE 0 0 4379 ISHARES TR IBOXX HI YD ETF 464288513 4790 63405 SH SOLE 0 0 63405 ISHARES TR EAFE SML CP ETF 464288273 4128 69359 SH SOLE 0 0 69359 ISHARES TR RUS 1000 ETF 464287622 32518 144377 SH SOLE 0 0 144377 ISHARES TR RUS 1000 GRW ETF 464287614 512 2096 SH SOLE 0 0 2096 ISHARES TR RUS 1000 VAL ETF 464287598 434 2849 SH SOLE 0 0 2849 ISHARES TR RUSSELL 2000 ETF 464287655 6924 38812 SH SOLE 0 0 38812 ISHARES TR RUSSELL 3000 ETF 464287689 2461 10456 SH SOLE 0 0 10456 ISHARES TR S&P 500 GRWT ETF 464287309 616 9647 SH SOLE 0 0 9647 ISHARES TR CORE S&P500 ETF 464287200 104563 254363 SH SOLE 0 0 254363 ISHARES TR CORE S&P SCP ETF 464287804 22580 233511 SH SOLE 0 0 233511 ISHARES TR SHRT NAT MUN ETF 464288158 7707 73627 SH SOLE 0 0 73627 ISHARES TR CORE S&P TTL STK 464287150 9115 100657 SH SOLE 0 0 100657 ISHARES TR CORE MSCI TOTAL 46432F834 2532 40878 SH SOLE 0 0 40878 JOHNSON & JOHNSON COM 478160104 734 4739 SH SOLE 0 0 4739 JPMORGAN CHASE & CO COM 46625H100 1034 7937 SH SOLE 0 0 7937 KEYSIGHT TECHNOLOGIES INC COM 49338L103 739 4579 SH SOLE 0 0 4579 LAM RESEARCH CORP COM 512807108 382 720 SH SOLE 0 0 720 LILLY ELI & CO COM 532457108 457 1331 SH SOLE 0 0 1331 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 175 75622 SH SOLE 0 0 75622 LOWES COS INC COM 548661107 219 1095 SH SOLE 0 0 1095 MASTERCARD INCORPORATED CL A 57636Q104 283 780 SH SOLE 0 0 780 MCDONALDS CORP COM 580135101 377 1348 SH SOLE 0 0 1348 MERCK & CO INC COM 58933Y105 690 6482 SH SOLE 0 0 6482 META PLATFORMS INC CL A 30303M102 1120 5283 SH SOLE 0 0 5283 MICROSOFT CORP COM 594918104 2603 9030 SH SOLE 0 0 9030 MONDELEZ INTL INC CL A 609207105 209 2993 SH SOLE 0 0 2993 MOTOROLA SOLUTIONS INC COM NEW 620076307 300 1049 SH SOLE 0 0 1049 NETFLIX INC COM 64110L106 450 1302 SH SOLE 0 0 1302 NEXTERA ENERGY INC COM 65339F101 375 4866 SH SOLE 0 0 4866 NIKE INC CL B 654106103 220 1795 SH SOLE 0 0 1795 NOKIA CORP SPONSORED ADR 654902204 122 24751 SH SOLE 0 0 24751 NORTHROP GRUMMAN CORP COM 666807102 270 585 SH SOLE 0 0 585 NOVO-NORDISK A S ADR 670100205 355 2228 SH SOLE 0 0 2228 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 264 25000 SH SOLE 0 0 25000 NVIDIA CORPORATION COM 67066G104 900 3239 SH SOLE 0 0 3239 NXP SEMICONDUCTORS N V COM N6596X109 302 1619 SH SOLE 0 0 1619 ON SEMICONDUCTOR CORP COM 682189105 296 3599 SH SOLE 0 0 3599 PEPSICO INC COM 713448108 600 3290 SH SOLE 0 0 3290 PFIZER INC COM 717081103 556 13617 SH SOLE 0 0 13617 PIMCO ACCESS INCOME FUND SHS BENFIN INT 72203T100 186 12500 SH SOLE 0 0 12500 PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 203 16405 SH SOLE 0 0 16405 PIONEER MUN HIGH INCOME OPPO COMMON STOCK 723760104 112 10225 SH SOLE 0 0 10225 PROCTER AND GAMBLE CO COM 742718109 442 2974 SH SOLE 0 0 2974 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 284 4544 SH SOLE 0 0 4544 RAYTHEON TECHNOLOGIES CORP COM 75513E101 310 3167 SH SOLE 0 0 3167 RIO TINTO PLC SPONSORED ADR 767204100 343 5001 SH SOLE 0 0 5001 ROYAL BK CDA SUSTAINABL COM 780087102 279 2919 SH SOLE 0 0 2919 S&P GLOBAL INC COM 78409V104 350 1016 SH SOLE 0 0 1016 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1978 56847 SH SOLE 0 0 56847 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1608 47689 SH SOLE 0 0 47689 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 570 11793 SH SOLE 0 0 11793 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2619 38604 SH SOLE 0 0 38604 SHELL PLC SPON ADS 780259305 368 6402 SH SOLE 0 0 6402 SONY GROUP CORPORATION SPONSORED ADR 835699307 259 2852 SH SOLE 0 0 2852 SOUTHWESTERN ENERGY CO COM 845467109 59 11834 SH SOLE 0 0 11834 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4002 117261 SH SOLE 0 0 117261 SPDR S&P 500 ETF TR TR UNIT 78462F103 5002 12219 SH SOLE 0 0 12219 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 572 1248 SH SOLE 0 0 1248 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 422 4600 SH SOLE 0 0 4600 SPDR SER TR BLOOMBERG HIGH Y 78468R622 1144 12327 SH SOLE 0 0 12327 SPDR SER TR S&P 500 ESG ETF 78468R531 339 8590 SH SOLE 0 0 8590 SPDR SER TR S&P DIVID ETF 78464A763 451 3644 SH SOLE 0 0 3644 STARBUCKS CORP COM 855244109 267 2565 SH SOLE 0 0 2565 STELLANTIS N.V SHS N82405106 224 12330 SH SOLE 0 0 12330 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 393 4223 SH SOLE 0 0 4223 TELEDYNE TECHNOLOGIES INC COM 879360105 227 508 SH SOLE 0 0 508 TESLA INC COM 88160R101 372 1791 SH SOLE 0 0 1791 TEXAS INSTRS INC COM 882508104 756 4062 SH SOLE 0 0 4062 THERMO FISHER SCIENTIFIC INC COM 883556102 269 466 SH SOLE 0 0 466 TJX COS INC NEW COM 872540109 221 2822 SH SOLE 0 0 2822 TOYOTA MOTOR CORP ADS 892331307 245 1726 SH SOLE 0 0 1726 TRANE TECHNOLOGIES PLC SHS G8994E103 212 1150 SH SOLE 0 0 1150 UNILEVER PLC SPON ADR NEW 904767704 380 7314 SH SOLE 0 0 7314 UNITEDHEALTH GROUP INC COM 91324P102 534 1129 SH SOLE 0 0 1129 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2421 32786 SH SOLE 0 0 32786 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 4582 32682 SH SOLE 0 0 32682 VANGUARD INDEX FDS GROWTH ETF 922908736 1612 6463 SH SOLE 0 0 6463 VANGUARD INDEX FDS MID CAP ETF 922908629 17171 81408 SH SOLE 0 0 81408 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3865 10278 SH SOLE 0 0 10278 VANGUARD INDEX FDS SMALL CP ETF 922908751 11870 62618 SH SOLE 0 0 62618 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3800 18620 SH SOLE 0 0 18620 VANGUARD INDEX FDS VALUE ETF 922908744 855 6190 SH SOLE 0 0 6190 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 467 8740 SH SOLE 0 0 8740 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1490 13638 SH SOLE 0 0 13638 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4307 106604 SH SOLE 0 0 106604 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9177 181142 SH SOLE 0 0 181142 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5706 126320 SH SOLE 0 0 126320 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 672 6374 SH SOLE 0 0 6374 VERIZON COMMUNICATIONS INC COM 92343V104 567 14588 SH SOLE 0 0 14588 VISA INC COM CL A 92826C839 477 2114 SH SOLE 0 0 2114 WALMART INC COM 931142103 306 2073 SH SOLE 0 0 2073 WARNER BROS DISCOVERY INC COM SER A 934423104 165 10915 SH SOLE 0 0 10915