Filed: 1/29/2025ACC: 0001801184-25-000001
📋 What this filing means
SINGLE POINT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $434.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$434.3K
Total AUM (reported)
3.70M
Total Shares
Allocation by class
CORE S&P500 ETF$126.2K29.1%
CORE S&P MCP ETF$43.1K9.9%
CORE US AGGBD ET$37.4K8.6%
CORE S&P SCP ETF$27.6K6.4%
NATIONAL MUN ETF$18.7K4.3%
RUS 1000 ETF$17.4K4.0%
MID CAP ETF$15.2K3.5%
Portfolio Concentration
Top 3$206.7K47.6%
4–10$114.9K26.5%
11–25$77.3K17.8%
Rest$35.3K8.1%
Top 3 weight
47.6%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 3.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings81
Rows:
ISHARES TR
SOLEShares214.35K
TypeSH
Market value$126.2K
29.06%
Sole
0.00
Shared
0.00
None
214.35K
ISHARES TR
SOLEShares691.42K
TypeSH
Market value$43.1K
9.92%
Sole
0.00
Shared
0.00
None
691.42K
ISHARES TR
SOLEShares400.13K
TypeSH
Market value$37.4K
8.62%
Sole
0.00
Shared
0.00
None
400.13K
ISHARES TR
SOLEShares239.45K
TypeSH
Market value$27.6K
6.35%
Sole
0.00
Shared
0.00
None
239.45K
ISHARES TR
SOLEShares175.87K
TypeSH
Market value$18.7K
4.32%
Sole
0.00
Shared
0.00
None
175.87K
ISHARES TR
SOLEShares54.06K
TypeSH
Market value$17.4K
4.01%
Sole
0.00
Shared
0.00
None
54.06K
VANGUARD INDEX FDS
SOLEShares57.53K
TypeSH
Market value$15.2K
3.50%
Sole
0.00
Shared
0.00
None
57.53K
ISHARES TR
SOLEShares190.35K
TypeSH
Market value$13.4K
3.08%
Sole
0.00
Shared
0.00
None
190.35K
VANGUARD MUN BD FDS
SOLEShares235.47K
TypeSH
Market value$11.8K
2.72%
Sole
0.00
Shared
0.00
None
235.47K
ISHARES TR
SOLEShares84.06K
TypeSH
Market value$10.8K
2.49%
Sole
0.00
Shared
0.00
None
84.06K
ISHARES INC
SOLEShares159.11K
TypeSH
Market value$8.3K
1.91%
Sole
0.00
Shared
0.00
None
159.11K
VANGUARD INDEX FDS
SOLEShares33.21K
TypeSH
Market value$8.0K
1.84%
Sole
0.00
Shared
0.00
None
33.21K
ISHARES TR
SOLEShares155.73K
TypeSH
Market value$7.9K
1.82%
Sole
0.00
Shared
0.00
None
155.73K
ISHARES TR
SOLEShares63.79K
TypeSH
Market value$6.7K
1.55%
Sole
0.00
Shared
0.00
None
63.79K
ISHARES TR
SOLEShares28.04K
TypeSH
Market value$6.2K
1.43%
Sole
0.00
Shared
0.00
None
28.04K
ISHARES TR
SOLEShares163.48K
TypeSH
Market value$6.0K
1.39%
Sole
0.00
Shared
0.00
None
163.48K
VANGUARD INDEX FDS
SOLEShares9.79K
TypeSH
Market value$5.3K
1.21%
Sole
0.00
Shared
0.00
None
9.79K
SPDR S&P 500 ETF TR
SOLEShares7.83K
TypeSH
Market value$4.6K
1.06%
Sole
0.00
Shared
0.00
None
7.83K
VANGUARD TAX-MANAGED FDS
SOLEShares87.19K
TypeSH
Market value$4.2K
0.96%
Sole
0.00
Shared
0.00
None
87.19K
VANGUARD INDEX FDS
SOLEShares14.24K
TypeSH
Market value$4.1K
0.95%
Sole
0.00
Shared
0.00
None
14.24K
APPLE INC
SOLEShares16.03K
TypeSH
Market value$4.0K
0.92%
Sole
0.00
Shared
0.00
None
16.03K
ISHARES TR
SOLEShares10.16K
TypeSH
Market value$3.4K
0.78%
Sole
0.00
Shared
0.00
None
10.16K
SPDR INDEX SHS FDS
SOLEShares84.62K
TypeSH
Market value$3.2K
0.75%
Sole
0.00
Shared
0.00
None
84.62K
ISHARES TR
SOLEShares35.91K
TypeSH
Market value$2.9K
0.68%
Sole
0.00
Shared
0.00
None
35.91K
VANGUARD INTL EQUITY INDEX F
SOLEShares55.24K
TypeSH
Market value$2.4K
0.56%
Sole
0.00
Shared
0.00
None
55.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 214.35K | SH | $126.2K 29.06% | 0.00 | 0.00 | 214.35K |
ISHARES TRSOLE | CORE S&P MCP ETF | 691.42K | SH | $43.1K 9.92% | 0.00 | 0.00 | 691.42K |
ISHARES TRSOLE | CORE US AGGBD ET | 400.13K | SH | $37.4K 8.62% | 0.00 | 0.00 | 400.13K |
ISHARES TRSOLE | CORE S&P SCP ETF | 239.45K | SH | $27.6K 6.35% | 0.00 | 0.00 | 239.45K |
ISHARES TRSOLE | NATIONAL MUN ETF | 175.87K | SH | $18.7K 4.32% | 0.00 | 0.00 | 175.87K |
ISHARES TRSOLE | RUS 1000 ETF | 54.06K | SH | $17.4K 4.01% | 0.00 | 0.00 | 54.06K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 57.53K | SH | $15.2K 3.50% | 0.00 | 0.00 | 57.53K |
ISHARES TRSOLE | CORE MSCI EAFE | 190.35K | SH | $13.4K 3.08% | 0.00 | 0.00 | 190.35K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 235.47K | SH | $11.8K 2.72% | 0.00 | 0.00 | 235.47K |
ISHARES TRSOLE | CORE S&P TTL STK | 84.06K | SH | $10.8K 2.49% | 0.00 | 0.00 | 84.06K |
ISHARES INCSOLE | CORE MSCI EMKT | 159.11K | SH | $8.3K 1.91% | 0.00 | 0.00 | 159.11K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 33.21K | SH | $8.0K 1.84% | 0.00 | 0.00 | 33.21K |
ISHARES TRSOLE | FLTG RATE NT ETF | 155.73K | SH | $7.9K 1.82% | 0.00 | 0.00 | 155.73K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 63.79K | SH | $6.7K 1.55% | 0.00 | 0.00 | 63.79K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 28.04K | SH | $6.2K 1.43% | 0.00 | 0.00 | 28.04K |
ISHARES TRSOLE | BROAD USD HIGH | 163.48K | SH | $6.0K 1.39% | 0.00 | 0.00 | 163.48K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.79K | SH | $5.3K 1.21% | 0.00 | 0.00 | 9.79K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.83K | SH | $4.6K 1.06% | 0.00 | 0.00 | 7.83K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 87.19K | SH | $4.2K 0.96% | 0.00 | 0.00 | 87.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.24K | SH | $4.1K 0.95% | 0.00 | 0.00 | 14.24K |
APPLE INCSOLE | COM | 16.03K | SH | $4.0K 0.92% | 0.00 | 0.00 | 16.03K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 10.16K | SH | $3.4K 0.78% | 0.00 | 0.00 | 10.16K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 84.62K | SH | $3.2K 0.75% | 0.00 | 0.00 | 84.62K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 35.91K | SH | $2.9K 0.68% | 0.00 | 0.00 | 35.91K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 55.24K | SH | $2.4K 0.56% | 0.00 | 0.00 | 55.24K |
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