Single Point Partners, LLC: 13F holdings

CIK 18011842026Q2

Positions103
Reported value$955.3m
Filed2026-07-16

Top 10 holdings

SecuritySharesValueWeight
ITOT ISHARES TR2,234,223$367.0m38.4%
IVV ISHARES TR222,628$166.7m17.5%
IJH ISHARES TR720,093$55.5m5.8%
AGG ISHARES TR1,598,788$50.1m5.2%
IJR ISHARES TR244,736$36.3m3.8%
GOOG ALPHABET INC97,541$34.5m3.6%
IWB ISHARES TR55,525$22.7m2.4%
IEFA ISHARES TR219,717$21.2m2.2%
VO VANGUARD INDEX FDS246,038$19.8m2.1%
VTEB VANGUARD MUN BD FDS329,001$16.6m1.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1801184")

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