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CIK: 0001801184
Total reported value
$568.0M
$568.0M
79 檔
43.7%
During the Q1 2024 filing period, Single Point Partners, LLC (CIK: 0001801184) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $568.0M across 79 reported positions.
During Q1 2024, Single Point Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.16% | +0.23% | -1.65% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.06% | +0.17% | +408.52% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.95% | -0.03% | -0.20% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.44% | -0.53% | +4.64% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.00% | +0.36% | +3.77% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.66% | -0.13% | -0.95% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.20% | -0.31% | +5.98% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.92% | -0.14% | +34.02% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.78% | -0.22% | +1.09% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.76% | +0.04% | -9.19% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.39% | +0.04% | -1.76% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.32% | -0.03% | -2.43% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.61% | -0.05% | +1.88% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.61% | +0.10% | -3.28% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.32% | -0.17% | +6.04% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.14% | -0.01% | -0.61% | |
| 17 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.02% | -0.06% | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | +0.03% | -0.70% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | -0.02% | -0.29% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.87% | +0.03% | -6.27% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.84% | +0.02% | -0.72% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.02% | +2.47% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.76% | -0.02% | -19.87% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.73% | +0.01% | +0.07% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.69% | -0.01% | +1.07% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.69% | -0.07% | -3.25% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | +0.07% | +10.61% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.02% | -12.36% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.53% | — | -1.26% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.43% | — | -55.01% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.02% | -3.74% | |
| 32 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.31% | -0.03% | -9.56% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | — | -3.02% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.30% | -0.01% | -76.04% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.01% | -4.25% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.24% | -0.01% | — | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.23% | — | -5.78% | |
| 38 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.23% | — | +2.14% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | +1.77% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.20% | -0.01% | -0.81% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.19% | — | -38.41% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.17% | -0.01% | +0.10% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | -1.53% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | — | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.16% | — | — | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.16% | — | — | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | +0.01% | -1.27% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | — | -3.44% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | -0.03% | -2.14% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | — | +4.02% |
According to official SEC Form 13F filings, Single Point Partners, LLC reported a total U.S. public equity portfolio value of $568.0M across 79 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, IWB) accounted for 43.7% of total reported equity market value during Q1 2024.
During Q1 2024, Single Point Partners, LLC's top holdings by market value included IVV (26.2%)、IJH (10.1%)、IWB (8.9%). The largest single position, IVV, represented 26.2% of total portfolio value.
In Q1 2024, Single Point Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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