0001844709-24-000005.txt : 20240411 0001844709-24-000005.hdr.sgml : 20240411 20240411161407 ACCESSION NUMBER: 0001844709-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Single Point Partners, LLC CENTRAL INDEX KEY: 0001801184 ORGANIZATION NAME: 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: 24838680 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 03-31-2024 03-31-2024 Single Point Partners, LLC

277 DARTMOUTH STREET, 4TH FLOOR BOSTON MA 02116

13F HOLDINGS REPORT 028-19824 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 04-11-2024 0 79 430470 false INFORMATION TABLE 2 SinglePoint13f_1q2024.xml ALPHABET INC CAP STK CL C 02079K107 1283 8426 SH SOLE 0 0 8426 ALPHABET INC CAP STK CL A 02079K305 1053 6979 SH SOLE 0 0 6979 AMAZON COM INC COM 023135106 904 5009 SH SOLE 0 0 5009 AMERICAN ELEC PWR CO INC COM 025537101 269 3126 SH SOLE 0 0 3126 APPLE INC COM 037833100 2955 17231 SH SOLE 0 0 17231 BANK AMERICA CORP COM 060505104 296 7768 SH SOLE 0 0 7768 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 303 720 SH SOLE 0 0 720 COSTCO WHSL CORP NEW COM 22160K105 231 315 SH SOLE 0 0 315 DANAHER CORPORATION COM 235851102 226 905 SH SOLE 0 0 905 DIGITALOCEAN HLDGS INC COM 25402D102 308 8075 SH SOLE 0 0 8075 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 304 8270 SH SOLE 0 0 8270 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 670 20969 SH SOLE 0 0 20969 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 208 8192 SH SOLE 0 0 8192 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 274 12897 SH SOLE 0 0 12897 EASTERN BANKSHARES INC COM 27627N105 293 145401 SH SOLE 0 0 145401 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1329 13174 SH SOLE 0 0 13174 HOME DEPOT INC COM 437076102 469 1222 SH SOLE 0 0 1222 HONEYWELL INTL INC COM 438516106 263 1283 SH SOLE 0 0 1283 INTERNATIONAL BUSINESS MACHS COM 459200101 294 1539 SH SOLE 0 0 1539 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 207 3424 SH SOLE 0 0 3424 INVESCO QQQ TR UNIT SER 1 46090E103 425 957 SH SOLE 0 0 957 ISHARES INC CORE MSCI EMKT 46434G103 11887 230361 SH SOLE 0 0 230361 ISHARES TR 1 3 YR TREAS BD 464287457 2952 36102 SH SOLE 0 0 36102 ISHARES TR CORE US AGGBD ET 464287226 27725 283080 SH SOLE 0 0 283080 ISHARES TR NATIONAL MUN ETF 464288414 13760 127881 SH SOLE 0 0 127881 ISHARES TR BROAD USD HIGH 46435U853 4406 120426 SH SOLE 0 0 120426 ISHARES TR CORE MSCI EAFE 46432F842 12585 169558 SH SOLE 0 0 169558 ISHARES TR CORE S&P MCP ETF 464287507 43313 713081 SH SOLE 0 0 713081 ISHARES TR ESG AWR MSCI USA 46435G425 258 2248 SH SOLE 0 0 2248 ISHARES TR FLTG RATE NT ETF 46429B655 6944 136000 SH SOLE 0 0 136000 ISHARES TR IBOXX HI YD ETF 464288513 1281 16486 SH SOLE 0 0 16486 ISHARES TR MSCI EAFE ETF 464287465 198 10420 SH SOLE 0 0 10420 ISHARES TR EAFE SML CP ETF 464288273 1834 28961 SH SOLE 0 0 28961 ISHARES TR RUS 1000 ETF 464287622 38523 133748 SH SOLE 0 0 133748 ISHARES TR RUS 1000 GRW ETF 464287614 648 1924 SH SOLE 0 0 1924 ISHARES TR RUSSELL 2000 ETF 464287655 6911 32865 SH SOLE 0 0 32865 ISHARES TR RUSSELL 3000 ETF 464287689 3126 10416 SH SOLE 0 0 10416 ISHARES TR S&P 500 GRWT ETF 464287309 710 8410 SH SOLE 0 0 8410 ISHARES TR CORE S&P500 ETF 464287200 112620 214217 SH SOLE 0 0 214217 ISHARES TR S&P 500 VAL ETF 464287408 243 1299 SH SOLE 0 0 1299 ISHARES TR CORE S&P SCP ETF 464287804 25837 233780 SH SOLE 0 0 233780 ISHARES TR SHRT NAT MUN ETF 464288158 5699 54419 SH SOLE 0 0 54419 ISHARES TR CORE S&P TTL STK 464287150 10296 89299 SH SOLE 0 0 89299 ISHARES TR CORE MSCI TOTAL 46432F834 2261 33323 SH SOLE 0 0 33323 JPMORGAN CHASE & CO COM 46625H100 736 3677 SH SOLE 0 0 3677 MERCK & CO INC COM 58933Y105 201 1524 SH SOLE 0 0 1524 META PLATFORMS INC CL A 30303M102 492 1013 SH SOLE 0 0 1013 MICROSOFT CORP COM 594918104 1677 3986 SH SOLE 0 0 3986 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 186 17000 SH SOLE 0 0 17000 NVIDIA CORPORATION COM 67066G104 537 595 SH SOLE 0 0 595 PEPSICO INC COM 713448108 312 1771 SH SOLE 0 0 1771 PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 138 10405 SH SOLE 0 0 10405 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 247 3661 SH SOLE 0 0 3661 S&P GLOBAL INC COM 78409V104 202 475 SH SOLE 0 0 475 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1036 26549 SH SOLE 0 0 26549 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1011 28233 SH SOLE 0 0 28233 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 656 10572 SH SOLE 0 0 10572 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3599 44192 SH SOLE 0 0 44192 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3263 90159 SH SOLE 0 0 90159 SPDR S&P 500 ETF TR TR UNIT 78462F103 4112 7861 SH SOLE 0 0 7861 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 695 1248 SH SOLE 0 0 1248 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 202 2205 SH SOLE 0 0 2205 SPDR SER TR BLOOMBERG HIGH Y 78468R622 879 9228 SH SOLE 0 0 9228 SPDR SER TR S&P 500 ESG ETF 78468R531 445 8785 SH SOLE 0 0 8785 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2707 37273 SH SOLE 0 0 37273 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3742 21352 SH SOLE 0 0 21352 VANGUARD INDEX FDS GROWTH ETF 922908736 666 1936 SH SOLE 0 0 1936 VANGUARD INDEX FDS MID CAP ETF 922908629 15752 63041 SH SOLE 0 0 63041 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3466 7209 SH SOLE 0 0 7209 VANGUARD INDEX FDS SMALL CP ETF 922908751 9972 43625 SH SOLE 0 0 43625 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4151 15973 SH SOLE 0 0 15973 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 510 8692 SH SOLE 0 0 8692 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 816 6981 SH SOLE 0 0 6981 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2611 62520 SH SOLE 0 0 62520 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 11988 236915 SH SOLE 0 0 236915 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4890 97469 SH SOLE 0 0 97469 VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 993 9864 SH SOLE 0 0 9864 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 749 6187 SH SOLE 0 0 6187 VANGUARD WORLD FD ESG US STK ETF 921910733 250 2684 SH SOLE 0 0 2684