Single-Point-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABBV",
  "GOOGL",
  "T",
  "LOW",
  null,
  "HON",
  "HD",
  null,
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "MSFT",
  null,
  "IJR",
  "IWD",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "VZ",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "TJX",
  "VO",
  "VXF",
  "EBC",
  null,
  "VWO",
  "VSS",
  "IWV",
  "VYM",
  "AEP",
  "ILPT",
  "PEG",
  "AMZN",
  null,
  "IVE",
  "VEU",
  "VUG",
  "VEA",
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "V",
  null,
  null,
  "SCHF",
  "DINO",
  "IXUS",
  "DGRO",
  "ESGU",
  "BAC",
  "BRK-B",
  "KO",
  "COST",
  "DFAX",
  "DFAC",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  null,
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 87
Total Value: 426037
Accession Number: 0001801184-25-000003
Form Type: 13F-HR
CIK: single-point-partners
Manager Name: Single-Point-Partners

Data Enrichment

80% identified

70 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $426.0K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

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464287200

IVV|464287200

Shares:219.3K

Value:$123.2M

% of Portfolio:28918.4% ($123.2M/$426.0K)

464287507

IJH|464287507

Shares:706.6K

Value:$41.2M

% of Portfolio:9678.0% ($41.2M/$426.0K)

464287226

Shares:405.5K

Value:$38.7M

% of Portfolio:9088.9% ($38.7M/$426.0K)

464287804

IJR|464287804

Shares:247.3K

Value:$25.9M

% of Portfolio:6070.8% ($25.9M/$426.0K)

464287622

IWB|464287622

Shares:52.9K

Value:$16.2M

% of Portfolio:3807.9% ($16.2M/$426.0K)

464288414

MUB|464288414

Shares:151.0K

Value:$15.9M

% of Portfolio:3737.7% ($15.9M/$426.0K)

922908629

VO|922908629

Shares:59.3K

Value:$15.3M

% of Portfolio:3597.3% ($15.3M/$426.0K)

46432F842

IEFA|46432F842

Shares:199.1K

Value:$15.1M

% of Portfolio:3535.6% ($15.1M/$426.0K)

922907746

VTEB|922907746

Shares:261.8K

Value:$13.0M

% of Portfolio:3048.8% ($13.0M/$426.0K)

464287150

ITOT|464287150

Shares:82.5K

Value:$10.1M

% of Portfolio:2361.8% ($10.1M/$426.0K)

46434G103

IEMG|46434G103

Shares:158.3K

Value:$8.5M

% of Portfolio:2005.9% ($8.5M/$426.0K)

46429B655

Shares:148.3K

Value:$7.6M

% of Portfolio:1776.8% ($7.6M/$426.0K)

922908751

VB|922908751

Shares:34.0K

Value:$7.5M

% of Portfolio:1770.3% ($7.5M/$426.0K)

46435U853

Shares:159.5K

Value:$5.9M

% of Portfolio:1377.8% ($5.9M/$426.0K)

464288158

Shares:55.1K

Value:$5.8M

% of Portfolio:1366.1% ($5.8M/$426.0K)

464287655

IWM|464287655

Shares:28.0K

Value:$5.6M

% of Portfolio:1312.8% ($5.6M/$426.0K)

922908363

VOO|922908363

Shares:9.3K

Value:$4.8M

% of Portfolio:1125.7% ($4.8M/$426.0K)

921943858

VEA|921943858

Shares:88.6K

Value:$4.5M

% of Portfolio:1057.2% ($4.5M/$426.0K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.6K

Value:$4.2M

% of Portfolio:994.7% ($4.2M/$426.0K)

922908769

VTI|922908769

Shares:14.0K

Value:$3.8M

% of Portfolio:903.0% ($3.8M/$426.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	219.3K	QoQ +2.29% (-4.9K) YoY +2.35% (+5.0K)	All Managers (Combined)	$123.2M	28918.4% ($123.2M/$426.0K)	QoQ -2.36% (-$3) YoY +9.39% (+$11)
(IJHcusip464287507)	706.6K	QoQ +2.19% (-15.2K) YoY -0.90% (-6.5K)	All Managers (Combined)	$41.2M	9678.0% ($41.2M/$426.0K)	QoQ -4.29% (-$2) YoY -4.80% (-$2)
(cusip464287226)✕	405.5K	QoQ +1.33% (+5.3K) YoY +43.22% (+122.4K)	All Managers (Combined)	$38.7M	9088.9% ($38.7M/$426.0K)	QoQ +3.49% (+$1) YoY +39.66% (+$11)
(IJRcusip464287804)	247.3K	QoQ +3.29% (-7.9K) YoY +5.79% (+13.6K)	All Managers (Combined)	$25.9M	6070.8% ($25.9M/$426.0K)	QoQ -6.25% (-$2) YoY +0.10% (+$0)
(IWBcusip464287622)	52.9K	QoQ -2.17% (-1.2K) YoY -60.45% (-80.9K)	All Managers (Combined)	$16.2M	3807.9% ($16.2M/$426.0K)	QoQ -6.85% (-$1) YoY -57.88% (-$22)
(MUBcusip464288414)	151.0K	QoQ -14.13% (-24.9K) YoY +18.09% (+23.1K)	All Managers (Combined)	$15.9M	3737.7% ($15.9M/$426.0K)	QoQ -15.02% (-$3) YoY +15.72% (+$2)
(VOcusip922908629)	59.3K	QoQ +3.00% (+1.7K) YoY -5.99% (-3.8K)	All Managers (Combined)	$15.3M	3597.3% ($15.3M/$426.0K)	QoQ +0.86% (+$0) YoY -2.70% (-$0)
(IEFAcusip46432F842)	199.1K	QoQ +4.60% (+8.8K) YoY +17.43% (+29.6K)	All Managers (Combined)	$15.1M	3535.6% ($15.1M/$426.0K)	QoQ +12.59% (+$2) YoY +19.69% (+$2)
(VTEBcusip922907746)	261.8K	QoQ +11.16% (+26.3K) YoY +10.48% (+24.9K)	All Managers (Combined)	$13.0M	3048.8% ($13.0M/$426.0K)	QoQ +10.03% (+$1) YoY +8.35% (+$1)
(ITOTcusip464287150)	82.5K	QoQ -1.88% (-1.6K) YoY -7.64% (-6.8K)	All Managers (Combined)	$10.1M	2361.8% ($10.1M/$426.0K)	QoQ -6.93% (-$1) YoY -2.27% (-$0)
(IEMGcusip46434G103)	158.3K	QoQ -0.48% (-764) YoY -31.26% (-72.0K)	All Managers (Combined)	$8.5M	2005.9% ($8.5M/$426.0K)	QoQ +2.85% (-$0) YoY -28.10% (-$3)
(cusip46429B655)✕	148.3K	QoQ -4.77% (-7.4K) YoY +9.03% (+12.3K)	All Managers (Combined)	$7.6M	1776.8% ($7.6M/$426.0K)	QoQ -4.46% (-$0) YoY +9.01% (+$1)
(VBcusip922908751)	34.0K	QoQ +2.40% (-798) YoY -22.04% (-9.6K)	All Managers (Combined)	$7.5M	1770.3% ($7.5M/$426.0K)	QoQ -5.48% (-$0) YoY -24.36% (-$2)
(cusip46435U853)✕	159.5K	QoQ -2.44% (-4.0K) YoY +32.43% (+39.1K)	All Managers (Combined)	$5.9M	1377.8% ($5.9M/$426.0K)	QoQ -2.41% (-$0) YoY +33.22% (+$1)
(cusip464288158)✕	55.1K	QoQ -13.59% (-8.7K) YoY +1.28% (+697)	All Managers (Combined)	$5.8M	1366.1% ($5.8M/$426.0K)	QoQ -13.49% (-$1) YoY +2.12% (+$0)
(IWMcusip464287655)	28.0K	QoQ 0.00% (-2) YoY -14.68% (-4.8K)	All Managers (Combined)	$5.6M	1312.8% ($5.6M/$426.0K)	QoQ -9.71% (-$1) YoY -19.07% (-$1)
(VOOcusip922908363)	9.3K	QoQ -4.69% (-460) YoY +29.44% (+2.1K)	All Managers (Combined)	$4.8M	1125.7% ($4.8M/$426.0K)	QoQ -9.09% (-$0) YoY +38.37% (+$1)
(VEAcusip921943858)	88.6K	QoQ +1.62% (+1.4K) YoY -9.08% (-8.9K)	All Managers (Combined)	$4.5M	1057.2% ($4.5M/$426.0K)	QoQ +8.00% (+$0) YoY -7.89% (-$0)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.6K	QoQ -3.26% (-256) YoY -3.62% (-285)	All Managers (Combined)	$4.2M	994.7% ($4.2M/$426.0K)	QoQ -7.66% (-$0) YoY +3.06% (-$0)
(VTIcusip922908769)	14.0K	QoQ -1.72% (-246) YoY -12.37% (-2.0K)	All Managers (Combined)	$3.8M	903.0% ($3.8M/$426.0K)	QoQ -6.80% (-$0) YoY -7.32% (-$0)