Single Point Partners, LLC
CIK 1801184 · Holdings on Sep 30, 2025 · First reported Oct 20, 2025
Top ten holdings
Q3 2025- IVV30.09%
- IJH9.31%
- AGG8.32%
- IJR5.85%
- IWB4.31%
- VO3.83%
- IEFA3.74%
- VTEB3.17%
- MUB2.66%
- ITOT2.26%
Share classes counted separately73.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +0.39 pp29.70% → 30.09%Shares +2.76K (+1.26%)
- AGGWeight decreased · -0.36 pp8.68% → 8.32%Shares +8.63K (+2.08%)
- BNDWeight increased · +0.32 pp0.40% → 0.72%Shares +22.67K (+90.78%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $148.24M | 30.09% | 221.49K shares | 29.70% → 30.09%+0.39 pp +2.76K (+1.26%) | Added | ↗▾ |
| 02 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $45.88M | 9.31% | 703.00K shares | 9.36% → 9.31%-0.05 pp +12.82K (+1.86%) | Added | ↗▾ |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $40.97M | 8.32% | 422.65K shares | 8.68% → 8.32%-0.36 pp +8.63K (+2.08%) | Added | ↗▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $28.82M | 5.85% | 242.49K shares | 5.72% → 5.85%+0.13 pp +3.28K (+1.37%) | Added | ↗▾ |
| 05 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $21.22M | 4.31% | 58.06K shares | 4.34% → 4.31%-0.03 pp -365 (-0.62%) | Reduced | ↗▾ |
| 06 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $18.86M | 3.83% | 64.20K shares | 3.94% → 3.83%-0.11 pp +87 (+0.14%) | Added | ↗▾ |
| 07 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $18.41M | 3.74% | 210.81K shares | 3.70% → 3.74%+0.04 pp +7.92K (+3.91%) | Added | ↗▾ |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $15.59M | 3.17% | 311.46K shares | 3.27% → 3.17%-0.10 pp +6.44K (+2.11%) | Added | ↗▾ |
| 09 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $13.08M | 2.66% | 122.85K shares | 2.83% → 2.66%-0.17 pp -923 (-0.75%) | Reduced | ↗▾ |
| 10 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $11.14M | 2.26% | 76.47K shares | 2.28% → 2.26%-0.02 pp -603 (-0.78%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LLY ELI LILLY & CO | Non-derivative | -302 | -$235.00K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1801184 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 492671561
}Research all 89 reported holdings.
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