$144 Million is the total value of Single Point Partners, LLC's 63 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,052,000 | – | 31,547 | +100.0% | 0.73% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $573,000 | – | 20,148 | +100.0% | 0.40% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $473,000 | – | 11,210 | +100.0% | 0.33% | – |
| OCN | New | OCWEN FINL CORP | $6,000 | – | 12,000 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 69,665 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES INC | 16 | Q3 2023 | 30.2% |
| ISHARES TR | 16 | Q3 2023 | 20.3% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 11.0% |
| ISHARES TR | 16 | Q3 2023 | 3.5% |
| ALPHABET INC | 16 | Q3 2023 | 3.2% |
| ALPHABET INC | 16 | Q3 2023 | 3.0% |
| JPMORGAN CHASE & CO | 16 | Q3 2023 | 2.3% |
| ISHARES TR | 15 | Q3 2023 | 10.1% |
| SPDR INDEX SHS FDS | 15 | Q3 2023 | 5.6% |
| SPDR S&P MIDCAP 400 ETF TR | 15 | Q3 2023 | 1.2% |
View Single Point Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-27 |
View Single Point Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.