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  Name: Single Point Partners LLC
  City: BOSTON
  State: MA
  Zip: 02116
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $430,470,000
  Total Value Change : $29,218,000
  Securities Held Change : 2
   
All Securities Held : 79
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 21
  Unchanged Positions : 14
  Decreased Positions : 38

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 36 - $39.15 $1,036,000 26,549 0.24% 55,000 0 0.003    Closed - End Fund - Debt
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 44 - $84.71 $710,000 8,410 0.16% 78,000 0 0.002    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 45 - $547.09 $695,000 1,248 0.16% 62,000 0 0.003    Closed - End Fund - E...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 46 - $31.62 $670,000 20,969 0.16% 57,000 0 0.002    N/A
   (HD)1 Year Chart         HD Home Depot Inc 53 - $346.43 $469,000 1,222 0.11% 45,000 0 0    Home Improvement Stores
   (DFIV)1 Year Chart         DFIV Dimensional International V... 58 - $37.49 $304,000 8,270 0.07% 20,000 0 0.001    N/A
   (EBC)1 Year Chart         EBC Eastern Bankshares, Inc. 62 - $13.82 $293,000 145,401 0.07% -5,000 0 0.078    N/A
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 68 - $74.01 $247,000 3,661 0.06% 23,000 0 0.001    Multi Utilities
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 69 - $184.22 $243,000 1,299 0.06% 17,000 0 0.001    Closed - End Fund - E...
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 72 - $25.83 $208,000 8,192 0.05% 8,000 0 0.001    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 74 - $0.00 $202,000 2,205 0.05% 0 0 0    Closed - End Fund - E...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 75 - $431.57 $202,000 475 0.05% -7,000 0 0    Publishing
   (NDMO)1 Year Chart         NDMO Nuveen Dynamic Municipal Op... 78 - $0.00 $186,000 17,000 0.04% 18,000 0 0.189    N/A
   (PDO)1 Year Chart         PDO Pimco Dynamic Income Opport... 79 - $0.00 $138,000 10,405 0.03% 11,000 0 0    N/A
      14 Records Found
  1    
Page 1 of 1
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