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 | $656 |
See Full List: All Stocks Held By Single Point Partners LLC
— Including:
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See Details: Top 10 Stocks Held By Single Point Partners LLC
Size ($ 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 |