$172 Million is the total value of Single Point Partners, LLC's 67 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $379,000 | – | 1,167 | +100.0% | 0.22% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $245,000 | – | 9,453 | +100.0% | 0.14% | – |
| ADBE | New | ADOBE INC | $224,000 | – | 514 | +100.0% | 0.13% | – |
| SPGI | New | S&P GLOBAL INC | $213,000 | – | 646 | +100.0% | 0.12% | – |
| XOM | New | EXXON MOBIL CORP | $206,000 | – | 4,603 | +100.0% | 0.12% | – |
| USMV | New | ISHARES TRmsci min vol etf | $77,000 | – | 31,888 | +100.0% | 0.04% | – |
| DGRO | New | ISHARES TRcore div grwth | $68,000 | – | 68,403 | +100.0% | 0.04% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $35,000 | – | 34,931 | +100.0% | 0.02% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $29,000 | – | 29,383 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-30
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.