Single Point Partners, LLC
83 holdingsFiling period: 2026-03-31Current AUM: $555.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 224.0K | $146.3M | $168.1M | 30.28% | +2.1K | 2026-03-31 |
| 2 | IJH | ISHARES TR | 715.2K | $48.3M | $53.8M | 9.70% | +5.1K | 2026-03-31 |
| 3 | AGG | ISHARES TR | 1.56M | $47.0M | $46.1M | 8.31% | +1.10M | 2026-03-31 |
| 4 | IJR | ISHARES TR | 243.7K | $30.3M | $35.5M | 6.39% | +1.0K | 2026-03-31 |
| 5 | IWB | ISHARES TR | 56.8K | $20.2M | $23.2M | 4.18% | -512 | 2026-03-31 |
| 6 | IEFA | ISHARES TR | 215.4K | $19.5M | $21.2M | 3.81% | -1,245 | 2026-03-31 |
| 7 | VO | VANGUARD INDEX FDS | 63.4K | $18.2M | $20.5M | 3.70% | -263 | 2026-03-31 |
| 8 | VTEB | VANGUARD MUN BD FDS | 317.4K | $15.8M | $15.7M | 2.84% | +3.5K | 2026-03-31 |
| 9 | MUB | ISHARES TR | 129.8K | $13.8M | $13.7M | 2.47% | +266 | 2026-03-31 |
| 10 | ITOT | ISHARES TR | 2.23M | $13.2M | $15.1M | 2.72% | +2.16M | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 158.2K | $11.0M | $12.3M | 2.21% | +801 | 2026-03-31 |
| 12 | VB | VANGUARD INDEX FDS | 39.2K | $10.3M | $11.6M | 2.09% | -58 | 2026-03-31 |
| 13 | FLOT | ISHARES TR | 171.8K | $8.8M | $8.8M | 1.58% | +3.9K | 2026-03-31 |
| 14 | IWM | ISHARES TR | 29.6K | $7.3M | $8.6M | 1.55% | +89 | 2026-03-31 |
| 15 | USHY | ISHARES TR | 185.3K | $6.8M | $6.8M | 1.23% | +5.0K | 2026-03-31 |
| 16 | SUB | ISHARES TR | 63.2K | $6.7M | $6.7M | 1.21% | +1.8K | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 10.3K | $6.1M | $7.0M | 1.27% | +189 | 2026-03-31 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | 91.9K | $5.9M | $6.5M | 1.17% | +493 | 2026-03-31 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | 7.5K | $4.9M | $5.6M | 1.01% | +15 | 2026-03-31 |
| 20 | VTI | VANGUARD INDEX FDS | 14.7K | $4.7M | $5.4M | 0.98% | +913 | 2026-03-31 |
| 21 | SPEM | SPDR INDEX SHS FDS | 84.9K | $4.0M | $4.3M | 0.78% | -634 | 2026-03-31 |
| 22 | IWV | ISHARES TR | 10.7K | $4.0M | $4.5M | 0.82% | +6 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 15.1K | $3.8M | $4.7M | 0.84% | -1,431 | 2026-03-31 |
| 24 | BND | VANGUARD BD INDEX FDS | 49.9K | $3.7M | $3.6M | 0.65% | +2.0K | 2026-03-31 |
| 25 | IXUS | ISHARES TR | 189.5K | $3.2M | $3.5M | 0.62% | +155.0K | 2026-03-31 |
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