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Size ($ in 1000's)
At 03/31/2024: $432,815
At 12/31/2023: $403,019
Single Point Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Single Point Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Single Point Partners LLC top holdings by largest position size, as per the latest 13f filing made by Single Point Partners LLC.
In the Single Point Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Single Point Partners LLC in that top holding, then the share count change between reporting periods, and finally the Single Point Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
214,217 |
-3,596 |
$112,620 | | IVV | 214,217 | -3,596 | $112,620 | | ISHARES TR (IJH) |
713,081 |
+572,854 |
$43,313 | | IJH | 713,081 | +572,854 | $43,313 | | ISHARES TR (IWB) |
133,748 |
-271 |
$38,523 | | IWB | 133,748 | -271 | $38,523 | | ISHARES TR (AGG) |
283,080 |
+12,540 |
$27,725 | | AGG | 283,080 | +12,540 | $27,725 | | ISHARES TR (IJR) |
233,780 |
+8,497 |
$25,837 | | IJR | 233,780 | +8,497 | $25,837 | | VANGUARD INDEX FDS (VO) |
63,041 |
-603 |
$15,752 | | VO | 63,041 | -603 | $15,752 | | ISHARES TR (MUB) |
127,881 |
+7,214 |
$13,760 | | MUB | 127,881 | +7,214 | $13,760 | | ISHARES TR (IEFA) |
169,558 |
+43,042 |
$12,585 | | IEFA | 169,558 | +43,042 | $12,585 | | VANGUARD MUN BD FDS (VTEB) |
236,915 |
+2,545 |
$11,988 | | VTEB | 236,915 | +2,545 | $11,988 | | ISHARES INC (IEMG) |
230,361 |
-23,323 |
$11,887 | | IEMG | 230,361 | -23,323 | $11,887 | | ISHARES TR (ITOT) |
89,299 |
-1,598 |
$10,296 | | ITOT | 89,299 | -1,598 | $10,296 | | VANGUARD INDEX FDS (VB) |
43,625 |
-1,085 |
$9,972 | | VB | 43,625 | -1,085 | $9,972 | | ISHARES TR (FLOT) |
136,000 |
+2,512 |
$6,944 | | FLOT | 136,000 | +2,512 | $6,944 | | ISHARES TR (IWM) |
32,865 |
-1,113 |
$6,911 | | IWM | 32,865 | -1,113 | $6,911 | | ISHARES TR (SUB) |
54,419 |
+3,101 |
$5,699 | | SUB | 54,419 | +3,101 | $5,699 | | VANGUARD TAX MANAGED FDS (VEA) |
97,469 |
-597 |
$4,890 | | VEA | 97,469 | -597 | $4,890 | | ISHARES TR (USHY) |
120,426 |
+120,426 |
$4,406 | | USHY | 120,426 | +120,426 | $4,406 | | VANGUARD INDEX FDS (VTI) |
15,973 |
-112 |
$4,151 | | VTI | 15,973 | -112 | $4,151 | | SPDR S&P 500 ETF TR (SPY) |
7,861 |
-23 |
$4,112 | | SPY | 7,861 | -23 | $4,112 | | VANGUARD INDEX FDS (VXF) |
21,352 |
-1,429 |
$3,742 | | VXF | 21,352 | -1,429 | $3,742 | | SCHWAB STRATEGIC TR |
44,192 |
-322 |
$3,599 | | SCHM | 44,192 | -322 | $3,599 | | VANGUARD INDEX FDS (VOO) |
7,209 |
+174 |
$3,466 | | VOO | 7,209 | +174 | $3,466 | | SPDR INDEX SHS FDS (SPEM) |
90,159 |
-22,351 |
$3,263 | | SPEM | 90,159 | -22,351 | $3,263 | | ISHARES TR (IWV) |
10,416 |
+7 |
$3,126 | | IWV | 10,416 | +7 | $3,126 | | APPLE INC |
17,231 |
+182 |
$2,955 | | AAPL | 17,231 | +182 | $2,955 | | ISHARES TR (SHY) |
36,102 |
-1,213 |
$2,952 | | SHY | 36,102 | -1,213 | $2,952 | | VANGUARD BD INDEX FDS (BND) |
37,273 |
+3,576 |
$2,707 | | BND | 37,273 | +3,576 | $2,707 | | VANGUARD INTL EQUITY INDEX F (VWO) |
62,520 |
-8,821 |
$2,611 | | VWO | 62,520 | -8,821 | $2,611 | | ISHARES TR (IXUS) |
33,323 |
-424 |
$2,261 | | IXUS | 33,323 | -424 | $2,261 | | EASTERN BANKSHARES INC (EBC) |
145,401 |
UNCH |
$2,004 | | EBC | 145,401 | UNCH | $2,004 | | ISHARES TR (SCZ) |
28,961 |
-35,416 |
$1,834 | | SCZ | 28,961 | -35,416 | $1,834 | | MICROSOFT CORP |
3,986 |
-155 |
$1,677 | | MSFT | 3,986 | -155 | $1,677 | | GOLDMAN SACHS ETF TR (GBIL) |
13,174 |
-1,392 |
$1,329 | | GBIL | 13,174 | -1,392 | $1,329 | | ALPHABET INC |
8,426 |
-262 |
$1,283 | | GOOG | 8,426 | -262 | $1,283 | | ISHARES TR (HYG) |
16,486 |
-52,315 |
$1,281 | | HYG | 16,486 | -52,315 | $1,281 | | ALPHABET INC |
6,979 |
-310 |
$1,053 | | GOOGL | 6,979 | -310 | $1,053 | | SCHWAB STRATEGIC TR |
26,549 |
UNCH |
$1,036 | | SCHF | 26,549 | UNCH | $1,036 | | SCHWAB STRATEGIC TR |
28,233 |
-1,733 |
$1,011 | | SCHC | 28,233 | -1,733 | $1,011 | | VANGUARD WELLINGTON FD (VTES) |
9,864 |
+207 |
$993 | | VTES | 9,864 | +207 | $993 | | AMAZON COM INC |
5,009 |
+87 |
$904 | | AMZN | 5,009 | +87 | $904 | | SPDR SER TR (JNK) |
9,228 |
-75 |
$879 | | JNK | 9,228 | -75 | $879 | | ISHARES TR (EFA) |
10,420 |
+10,420 |
$832 | | EFA | 10,420 | +10,420 | $832 | | VANGUARD INTL EQUITY INDEX F (VSS) |
6,981 |
-4,353 |
$816 | | VSS | 6,981 | -4,353 | $816 | | VANGUARD WHITEHALL FDS (VYM) |
6,187 |
+6 |
$749 | | VYM | 6,187 | +6 | $749 | | JPMORGAN CHASE & CO |
3,677 |
-57 |
$736 | | JPM | 3,677 | -57 | $736 | | ISHARES TR (IVW) |
8,410 |
UNCH |
$710 | | IVW | 8,410 | UNCH | $710 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,248 |
UNCH |
$695 | | MDY | 1,248 | UNCH | $695 | | DIMENSIONAL ETF TRUST (DFAC) |
20,969 |
UNCH |
$670 | | DFAC | 20,969 | UNCH | $670 | | VANGUARD INDEX FDS (VUG) |
1,936 |
-25 |
$666 | | VUG | 1,936 | -25 | $666 | | SCHWAB STRATEGIC TR |
10,572 |
-377 |
$656 | | SCHX | 10,572 | -377 | $656 |
See Full List: All Stocks Held By Single Point Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Single Point Partners LLC
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