SINGLE POINT PARTNERS, LLC

PrivateCIK: 1801184

Location

BOSTON, MA

103

Positions

$568.02M

Total AUM (reported)

7.89M

Total Shares

Allocation by class

CORE S&P500 ETF$166.72M29.4%

CORE S&P MCP ETF$55.53M9.8%

CORE US AGGBD ET$50.10M8.8%

CORE S&P SCP ETF$36.30M6.4%

RUS 1000 ETF$22.74M4.0%

CORE MSCI EAFE$21.22M3.7%

MID CAP ETF$19.82M3.5%

Portfolio Concentration

Top 3$272.35M47.9%

4–10$145.61M25.6%

11–25$102.48M18.0%

Rest$47.58M8.4%

Top 3 weight

47.9%

Top 10 weight

73.6%

Voting Authority Distribution

Total shares with voting rights: 7.89M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.89M

% of voting shares100.0%

Investment Discretion (by position count)

Sole103

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings103

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares222.63K

TypeSH

Market value$166.72M

29.35%

Sole

0.00

Shared

0.00

None

222.63K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares720.09K

TypeSH

Market value$55.53M

9.78%

Sole

0.00

Shared

0.00

None

720.09K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares1.60M

TypeSH

Market value$50.10M

8.82%

Sole

0.00

Shared

0.00

None

1.60M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares244.74K

TypeSH

Market value$36.30M

6.39%

Sole

0.00

Shared

0.00

None

244.74K

ISHARES TR

SOLE

RUS 1000 ETF

Shares55.52K

TypeSH

Market value$22.74M

4.00%

Sole

0.00

Shared

0.00

None

55.52K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares219.72K

TypeSH

Market value$21.22M

3.74%

Sole

0.00

Shared

0.00

None

219.72K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares246.04K

TypeSH

Market value$19.82M

3.49%

Sole

0.00

Shared

0.00

None

246.04K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares329K

TypeSH

Market value$16.64M

2.93%

Sole

0.00

Shared

0.00

None

329K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares2.23M

TypeSH

Market value$15.11M

2.66%

Sole

0.00

Shared

0.00

None

2.23M

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares128.05K

TypeSH

Market value$13.78M

2.43%

Sole

0.00

Shared

0.00

None

128.05K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares153.64K

TypeSH

Market value$12.73M

2.24%

Sole

0.00

Shared

0.00

None

153.64K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares37.74K

TypeSH

Market value$11.44M

2.01%

Sole

0.00

Shared

0.00

None

37.74K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares187.55K

TypeSH

Market value$9.57M

1.69%

Sole

0.00

Shared

0.00

None

187.55K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares29.41K

TypeSH

Market value$8.84M

1.56%

Sole

0.00

Shared

0.00

None

29.41K

ISHARES TR

SOLE

BROAD USD HIGH

Shares199.56K

TypeSH

Market value$7.39M

1.30%

Sole

0.00

Shared

0.00

None

199.56K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares10.26K

TypeSH

Market value$7.05M

1.24%

Sole

0.00

Shared

0.00

None

10.26K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares62.50K

TypeSH

Market value$6.65M

1.17%

Sole

0.00

Shared

0.00

None

62.50K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares92.24K

TypeSH

Market value$6.57M

1.16%

Sole

0.00

Shared

0.00

None

92.24K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares14.85K

TypeSH

Market value$5.50M

0.97%

Sole

0.00

Shared

0.00

None

14.85K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares7.21K

TypeSH

Market value$5.38M

0.95%

Sole

0.00

Shared

0.00

None

7.21K

ISHARES TR

SOLE

RUSSELL 3000 ETF

Shares10.70K

TypeSH

Market value$4.56M

0.80%

Sole

0.00

Shared

0.00

None

10.70K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares61.89K

TypeSH

Market value$4.54M

0.80%

Sole

0.00

Shared

0.00

None

61.89K

SPDR INDEX SHS FDS

SOLE

ST PORT MARK ETF

Shares84.84K

TypeSH

Market value$4.39M

0.77%

Sole

0.00

Shared

0.00

None

84.84K

APPLE INC

SOLE

COM

Shares14.75K

TypeSH

Market value$4.27M

0.75%

Sole

0.00

Shared

0.00

None

14.75K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares190.73K

TypeSH

Market value$3.59M

0.63%

Sole

0.00

Shared

0.00

None

190.73K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	222.63K	SH	$166.72M 29.35%	222.63K
ISHARES TRSOLE	CORE S&P MCP ETF	720.09K	SH	$55.53M 9.78%	720.09K
ISHARES TRSOLE	CORE US AGGBD ET	1.60M	SH	$50.10M 8.82%	1.60M
ISHARES TRSOLE	CORE S&P SCP ETF	244.74K	SH	$36.30M 6.39%	244.74K
ISHARES TRSOLE	RUS 1000 ETF	55.52K	SH	$22.74M 4.00%	55.52K
ISHARES TRSOLE	CORE MSCI EAFE	219.72K	SH	$21.22M 3.74%	219.72K
VANGUARD INDEX FDSSOLE	MID CAP ETF	246.04K	SH	$19.82M 3.49%	246.04K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	329K	SH	$16.64M 2.93%	329K
ISHARES TRSOLE	CORE S&P TTL STK	2.23M	SH	$15.11M 2.66%	2.23M
ISHARES TRSOLE	NATIONAL MUN ETF	128.05K	SH	$13.78M 2.43%	128.05K
ISHARES INCSOLE	CORE MSCI EMKT	153.64K	SH	$12.73M 2.24%	153.64K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	37.74K	SH	$11.44M 2.01%	37.74K
ISHARES TRSOLE	FLTG RATE NT ETF	187.55K	SH	$9.57M 1.69%	187.55K
ISHARES TRSOLE	RUSSELL 2000 ETF	29.41K	SH	$8.84M 1.56%	29.41K
ISHARES TRSOLE	BROAD USD HIGH	199.56K	SH	$7.39M 1.30%	199.56K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	10.26K	SH	$7.05M 1.24%	10.26K
ISHARES TRSOLE	SHRT NAT MUN ETF	62.50K	SH	$6.65M 1.17%	62.50K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	92.24K	SH	$6.57M 1.16%	92.24K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	14.85K	SH	$5.50M 0.97%	14.85K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	7.21K	SH	$5.38M 0.95%	7.21K
ISHARES TRSOLE	RUSSELL 3000 ETF	10.70K	SH	$4.56M 0.80%	10.70K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	61.89K	SH	$4.54M 0.80%	61.89K
SPDR INDEX SHS FDSSOLE	ST PORT MARK ETF	84.84K	SH	$4.39M 0.77%	84.84K
APPLE INCSOLE	COM	14.75K	SH	$4.27M 0.75%	14.75K
ISHARES TRSOLE	CORE MSCI TOTAL	190.73K	SH	$3.59M 0.63%	190.73K

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