0001606587-17-000468.txt : 20170808 0001606587-17-000468.hdr.sgml : 20170808 20170808120215 ACCESSION NUMBER: 0001606587-17-000468 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170808 DATE AS OF CHANGE: 20170808 EFFECTIVENESS DATE: 20170808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wellesley Investment Partners, LLC CENTRAL INDEX KEY: 0001669733 IRS NUMBER: 260337214 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17405 FILM NUMBER: 171013857 BUSINESS ADDRESS: STREET 1: 75 CENTRAL ST. STREET 2: FLOOR 2 CITY: WELLESLEY STATE: MA ZIP: 02482 BUSINESS PHONE: 781-431-1325 MAIL ADDRESS: STREET 1: 75 CENTRAL ST. STREET 2: FLOOR 2 CITY: WELLESLEY STATE: MA ZIP: 02482 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001669733 XXXXXXXX 06-30-2017 06-30-2017 false Wellesley Investment Partners, LLC

75 Central St. Floor 2 Wellesley MA 02482

13F HOLDINGS REPORT 028-17405 N Jeremy S Glenn 781-431-1325 Jeremy S Glenn Wellesley MA 08-08-2017 0 119 237815 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE N/A COM 291011104 200 3360 SH SOLE NONE 0 0 3360 N/A COM 151020104 201 1550 SH SOLE NONE 0 0 1550 SPDR GOLD SHS 78463V107 202 1719 SH SOLE NONE 0 0 1719 N/A SPON ADR NEW 904767704 203 3757 SH SOLE NONE 0 0 3757 N/A COM 539830109 210 760 SH SOLE NONE 0 0 760 N/A COM 872540109 212 2943 SH SOLE NONE 0 0 2943 N/A COM 674599105 213 3565 SH SOLE NONE 0 0 3565 N/A COM 191216100 216 4827 SH SOLE NONE 0 0 4827 N/A CL A 20030N101 222 5712 SH SOLE NONE 0 0 5712 N/A COM 74005P104 222 1678 SH SOLE NONE 0 0 1678 Vanguard SMALL CP ETF 922908751 222 1645 SH SOLE NONE 0 0 1645 N/A COM 370334104 225 4072 SH SOLE NONE 0 0 4072 N/A CAP STK CL A 02079K305 226 244 SH SOLE NONE 0 0 244 N/A SHS G0177J108 228 939 SH SOLE NONE 0 0 939 N/A COM 65339F101 233 1665 SH SOLE NONE 0 0 1665 N/A COM 00287Y109 233 3220 SH SOLE NONE 0 0 3220 N/A COM 36174X101 235 10000 SH SOLE NONE 0 0 10000 N/A COM 571748102 236 3031 SH SOLE NONE 0 0 3031 N/A COM 452308109 251 1758 SH SOLE NONE 0 0 1758 N/A COM 816851109 253 2245 SH SOLE NONE 0 0 2245 N/A COM 806857108 259 3938 SH SOLE NONE 0 0 3938 N/A COM 002824100 260 5360 SH SOLE NONE 0 0 5360 N/A COM 00206R102 261 6919 SH SOLE NONE 0 0 6919 N/A COM 44267D107 263 2147 SH SOLE NONE 0 0 2147 N/A COM 882508104 267 3477 SH SOLE NONE 0 0 3477 N/A COM 009158106 275 1928 SH SOLE NONE 0 0 1928 N/A COM 235851102 277 3288 SH SOLE NONE 0 0 3288 N/A EQUITY ETF 381430503 281 5850 SH SOLE NONE 0 0 5850 Powershares FTSE RAFI 1000 73935X583 281 2725 SH SOLE NONE 0 0 2725 N/A COM 91913Y100 291 4325 SH SOLE NONE 0 0 4325 iShares A RATE CP BD ETF 46429B291 292 5571 SH SOLE NONE 0 0 5571 N/A COM 194162103 295 3991 SH SOLE NONE 0 0 3991 N/A COM 458140100 318 9453 SH SOLE NONE 0 0 9453 N/A COM 166764100 332 3185 SH SOLE NONE 0 0 3185 N/A COM 855244109 351 6022 SH SOLE NONE 0 0 6022 N/A COM 110122108 360 6461 SH SOLE NONE 0 0 6461 N/A COM 949746101 383 6913 SH SOLE NONE 0 0 6913 N/A COM 58933Y105 392 6129 SH SOLE NONE 0 0 6129 N/A CL B NEW 084670702 400 2366 SH SOLE NONE 0 0 2366 N/A SHS G5960L103 408 4599 SH SOLE NONE 0 0 4599 N/A COM 500754106 456 5330 SH SOLE NONE 0 0 5330 N/A CL B 654106103 462 7832 SH SOLE NONE 0 0 7832 Vanguard ALLWRLD EX US 922042775 499 9982 SH SOLE NONE 0 0 9982 N/A COM 423452101 500 9202 SH SOLE NONE 0 0 9202 Powershares DYNM LRG CP VL 73935X708 504 13934 SH SOLE NONE 0 0 13934 N/A COM 863667101 545 3930 SH SOLE NONE 0 0 3930 N/A COM 69331C108 548 8270 SH SOLE NONE 0 0 8270 Vanguard MIDCP 400 IDX 921932885 592 5045 SH SOLE NONE 0 0 5045 N/A SPONSORED ADR 37733W105 593 13773 SH SOLE NONE 0 0 13773 N/A COM 913017109 610 4999 SH SOLE NONE 0 0 4999 N/A COM 681919106 621 7494 SH SOLE NONE 0 0 7494 N/A COM NEW 755111507 627 3883 SH SOLE NONE 0 0 3883 N/A COM 053015103 657 6414 SH SOLE NONE 0 0 6414 N/A COM 78377T107 689 10779 SH SOLE NONE 0 0 10779 N/A SHS EUR G6518L108 718 18582 SH SOLE NONE 0 0 18582 N/A COM 38141G104 737 3323 SH SOLE NONE 0 0 3323 N/A SPONSORED ADR 03524A108 750 6797 SH SOLE NONE 0 0 6797 N/A COM 369604103 758 28089 SH SOLE NONE 0 0 28089 N/A COM 37045V100 790 22617 SH SOLE NONE 0 0 22617 N/A CL A COM 55303A105 800 27411 SH SOLE NONE 0 0 27411 N/A SHS - A - N53745100 814 9654 SH SOLE NONE 0 0 9654 N/A COM 126650100 818 10174 SH SOLE NONE 0 0 10174 N/A COM 478160104 823 6223 SH SOLE NONE 0 0 6223 N/A COM NEW 247361702 879 16371 SH SOLE NONE 0 0 16371 N/A COM 17275R102 886 28333 SH SOLE NONE 0 0 28333 N/A COM 98310W108 903 9001 SH SOLE NONE 0 0 9001 N/A SHS G491BT108 907 25783 SH SOLE NONE 0 0 25783 N/A COM 008916108 913 10098 SH SOLE NONE 0 0 10098 N/A COM 718546104 918 11108 SH SOLE NONE 0 0 11108 N/A COM 375558103 918 12982 SH SOLE NONE 0 0 12982 N/A COM 031162100 931 5410 SH SOLE NONE 0 0 5410 N/A COM 11133T103 949 12561 SH SOLE NONE 0 0 12561 N/A SHS G29183103 952 12236 SH SOLE NONE 0 0 12236 N/A COM 693475105 971 7780 SH SOLE NONE 0 0 7780 N/A COM 189754104 973 20566 SH SOLE NONE 0 0 20566 N/A COM 174610105 977 27405 SH SOLE NONE 0 0 27405 N/A COM 717081103 988 29421 SH SOLE NONE 0 0 29421 N/A COM 25746U109 989 12914 SH SOLE NONE 0 0 12914 N/A COM 742718109 1017 11676 SH SOLE NONE 0 0 11676 N/A COM 14149Y108 1021 13114 SH SOLE NONE 0 0 13114 N/A COM 747525103 1033 18723 SH SOLE NONE 0 0 18723 N/A COM 918204108 1036 17996 SH SOLE NONE 0 0 17996 N/A COM 438516106 1058 7943 SH SOLE NONE 0 0 7943 N/A COM 713448108 1062 9196 SH SOLE NONE 0 0 9196 N/A COM 580135101 1071 6995 SH SOLE NONE 0 0 6995 N/A COM 595017104 1081 14006 SH SOLE NONE 0 0 14006 N/A CL A 57636Q104 1095 9019 SH SOLE NONE 0 0 9019 N/A COM 437076102 1099 7165 SH SOLE NONE 0 0 7165 N/A COM 92343V104 1117 25024 SH SOLE NONE 0 0 25024 N/A COM DISNEY 254687106 1143 10760 SH SOLE NONE 0 0 10760 N/A SHS CLASS A G1151C101 1162 9398 SH SOLE NONE 0 0 9398 N/A COM 097023105 1187 6002 SH SOLE NONE 0 0 6002 N/A REG SHS H84989104 1190 15126 SH SOLE NONE 0 0 15126 N/A COM 88579Y101 1203 5782 SH SOLE NONE 0 0 5782 N/A COM H1467J104 1207 8308 SH SOLE NONE 0 0 8308 N/A COM 907818108 1212 11135 SH SOLE NONE 0 0 11135 Powershares S&P500 LOW VOL 73937B779 1308 29263 SH SOLE NONE 0 0 29263 N/A COM 30231G102 1317 16322 SH SOLE NONE 0 0 16322 N/A COM 594918104 1387 20133 SH SOLE NONE 0 0 20133 N/A COM 037833100 1530 10626 SH SOLE NONE 0 0 10626 N/A COM 46625H100 1730 18933 SH SOLE NONE 0 0 18933 SPDR TR UNIT 78462F103 3497 14466 SH SOLE NONE 0 0 14466 Vanguard DIV APP ETF 921908844 3714 40084 SH SOLE NONE 0 0 40084 iShares SHRT TRS BD ETF 464288679 3978 36062 SH SOLE NONE 0 0 36062 iShares TIPS BD ETF 464287176 4431 39071 SH SOLE NONE 0 0 39071 Vanguard TOTAL BND MRKT 921937835 4582 56001 SH SOLE NONE 0 0 56001 iShares ISHARES 464285105 5192 434911 SH SOLE NONE 0 0 434911 Vanguard TOTAL STK MKT 922908769 5526 44408 SH SOLE NONE 0 0 44408 SPDR BLOMBRG BRC INTR 78464A375 5642 163969 SH SOLE NONE 0 0 163969 Powershares UNIT SER 1 73935A104 5682 41283 SH SOLE NONE 0 0 41283 Vanguard FTSE EMR MKT ETF 922042858 6493 159040 SH SOLE NONE 0 0 159040 iShares 7-10YR TR BD ETF 464287440 9080 85172 SH SOLE NONE 0 0 85172 SPDR BLOMBERG BRC SRT 78464A474 9387 306381 SH SOLE NONE 0 0 306381 iShares CORE US AGGBD ET 464287226 9833 89797 SH SOLE NONE 0 0 89797 Charles Schwab US DIVIDEND EQ 808524797 10268 227690 SH SOLE NONE 0 0 227690 iShares CORE S&P MCP ETF 464287507 16932 97339 SH SOLE NONE 0 0 97339 Vanguard SHORT TRM BOND 921937827 20644 258544 SH SOLE NONE 0 0 258544 iShares CORE S&P500 ETF 464287200 22347 91809 SH SOLE NONE 0 0 91809 Vanguard FTSE DEV MKT ETF 921943858 23667 572794 SH SOLE NONE 0 0 572794