0001606587-18-000870.txt : 20181113 0001606587-18-000870.hdr.sgml : 20181113 20181113141548 ACCESSION NUMBER: 0001606587-18-000870 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181113 DATE AS OF CHANGE: 20181113 EFFECTIVENESS DATE: 20181113 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: 181177162 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 09-30-2018 09-30-2018 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 11-13-2018 2 127 306910 false 1 0001526952 001-35352 Wellesley Bancorp, Inc. 2 0001742543 Wellesley Bank INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE N/A SPONS ADR 2 ORD 780097689 68 10440 SH DFND 1,2 0 0 10440 N/A COM 68389X105 202 3919 SH DFND 1,2 0 0 3919 N/A COM 94106L109 206 2282 SH DFND 1,2 0 0 2282 N/A SPON ADR NEW 904767704 206 3757 SH DFND 1,2 0 0 3757 SPDR GOLD SHS 78463V107 210 1865 SH DFND 1,2 0 0 1865 N/A COM 56585A102 212 2656 SH DFND 1,2 0 0 2656 Vanguard SMALL CP ETF 922908751 236 1455 SH DFND 1,2 0 0 1455 N/A COM NEW 902973304 251 4754 SH DFND 1,2 0 0 4754 ishares TIPS BD ETF 464287176 252 2280 SH DFND 1,2 0 0 2280 N/A COM 291011104 255 3335 SH DFND 1,2 0 0 3335 N/A COM 191216100 255 5538 SH DFND 1,2 0 0 5538 N/A SHS G5960L103 259 2636 SH DFND 1,2 0 0 2636 N/A COM 571748102 264 3198 SH DFND 1,2 0 0 3198 N/A COM 126408103 268 3630 SH DFND 1,2 0 0 3630 N/A COM 00206R102 270 8069 SH DFND 1,2 0 0 8069 ishares RUSSELL 2000 ETF 464287655 273 1622 SH DFND 1,2 0 0 1622 N/A COM 91324P102 275 1036 SH DFND 1,2 0 0 1036 N/A COM 00287Y109 286 3032 SH DFND 1,2 0 0 3032 N/A COM 674599105 291 3542 SH DFND 1,2 0 0 3542 N/A COM 461202103 291 1281 SH DFND 1,2 0 0 1281 N/A COM 74005P104 292 1821 SH DFND 1,2 0 0 1821 N/A COM 03027X100 293 2020 SH DFND 1,2 0 0 2020 N/A COM 500754106 295 5365 SH DFND 1,2 0 0 5365 N/A SHS G29183103 301 3473 SH DFND 1,2 0 0 3473 N/A COM 194162103 301 4502 SH DFND 1,2 0 0 4502 N/A COM 65339F101 306 1829 SH DFND 1,2 0 0 1829 N/A CL A 20030N101 310 8781 SH DFND 1,2 0 0 8781 N/A COM 023135106 316 158 SH DFND 1,2 0 0 158 N/A COM 539830109 322 932 SH DFND 1,2 0 0 932 PowerShares FTSE RAFI 1000 46137V613 323 2725 SH DFND 1,2 0 0 2725 SPDR PORTFOLIO INTRMD 78464A375 324 9752 SH DFND 1,2 0 0 9752 N/A COM 060505104 329 11178 SH DFND 1,2 0 0 11178 N/A COM 009158106 342 2050 SH DFND 1,2 0 0 2050 Goldman Sachs EQUITY ETF 381430503 343 5850 SH DFND 1,2 0 0 5850 N/A COM 872540109 345 3082 SH DFND 1,2 0 0 3082 ishares ETF MSCI USA 46435G425 346 5420 SH DFND 1,2 0 0 5420 N/A CAP STK CL A 02079K305 352 292 SH DFND 1,2 0 0 292 N/A COM 002824100 354 4838 SH DFND 1,2 0 0 4838 N/A COM CL A 92826C839 362 2413 SH DFND 1,2 0 0 2413 N/A COM 855244109 365 6436 SH DFND 1,2 0 0 6436 N/A COM 949746101 382 7273 SH DFND 1,2 0 0 7273 PowerShares DYNMC LRG VALU 46137V738 391 10482 SH DFND 1,2 0 0 10482 N/A COM 235851102 395 3642 SH DFND 1,2 0 0 3642 N/A COM 452308109 410 2911 SH DFND 1,2 0 0 2911 N/A SPON ADR NEW 25243Q205 414 2923 SH DFND 1,2 0 0 2923 N/A CAP STK CL C 02079K107 426 357 SH DFND 1,2 0 0 357 N/A COM 58933Y105 430 6069 SH DFND 1,2 0 0 6069 N/A COM 882508104 447 4173 SH DFND 1,2 0 0 4173 N/A COM 91913Y100 453 3985 SH DFND 1,2 0 0 3985 N/A COM 166764100 467 3821 SH DFND 1,2 0 0 3821 N/A COM 110122108 486 7836 SH DFND 1,2 0 0 7836 N/A COM 88579Y101 520 2471 SH DFND 1,2 0 0 2471 N/A COM 458140100 523 11079 SH DFND 1,2 0 0 11079 N/A CL B NEW 084670702 622 2906 SH DFND 1,2 0 0 2906 Vanguard MIDCP 400 IDX 921932885 639 4705 SH DFND 1,2 0 0 4705 N/A COM 681919106 707 10394 SH DFND 1,2 0 0 10394 N/A COM 863667101 728 4101 SH DFND 1,2 0 0 4101 N/A CL B 654106103 737 8708 SH DFND 1,2 0 0 8708 N/A SPONSORED ADR 37733W105 752 18744 SH DFND 1,2 0 0 18744 N/A COM 15189T107 811 29359 SH DFND 1,2 0 0 29359 N/A CL A 609207105 820 19096 SH DFND 1,2 0 0 19096 Vanguard ALLWRLD EX US 922042775 821 15788 SH DFND 1,2 0 0 15788 N/A COM 29250N105 837 25934 SH DFND 1,2 0 0 25934 N/A COM NEW 755111507 859 4159 SH DFND 1,2 0 0 4159 N/A SPON ADR B 780259107 864 12187 SH DFND 1,2 0 0 12187 N/A COM 30161N101 865 19819 SH DFND 1,2 0 0 19819 N/A COM 053015103 888 5900 SH DFND 1,2 0 0 5900 N/A COM 11135F101 893 3623 SH DFND 1,2 0 0 3623 N/A COM 30231G102 921 10836 SH DFND 1,2 0 0 10836 N/A CL A COM 55303A105 946 32091 SH DFND 1,2 0 0 32091 N/A COM 478160104 963 6972 SH DFND 1,2 0 0 6972 N/A COM 38141G104 971 4331 SH DFND 1,2 0 0 4331 N/A COM 03076C106 987 6688 SH DFND 1,2 0 0 6688 N/A COM 37045V100 987 29336 SH DFND 1,2 0 0 29336 N/A COM 862121100 1008 36301 SH DFND 1,2 0 0 36301 N/A COM 693475105 1036 7609 SH DFND 1,2 0 0 7609 N/A COM 595017104 1055 13374 SH DFND 1,2 0 0 13374 N/A COM 876030107 1076 21413 SH DFND 1,2 0 0 21413 N/A COM 713448108 1088 9732 SH DFND 1,2 0 0 9732 N/A COM 580135101 1130 6759 SH DFND 1,2 0 0 6759 N/A COM 78377T107 1138 13214 SH DFND 1,2 0 0 13214 N/A COM NEW 247361702 1154 19955 SH DFND 1,2 0 0 19955 N/A SHS - A - N53745100 1157 11295 SH DFND 1,2 0 0 11295 N/A COM 174610105 1170 30344 SH DFND 1,2 0 0 30344 N/A COM V7780T103 1170 9009 SH DFND 1,2 0 0 9009 N/A COM 375558103 1178 15261 SH DFND 1,2 0 0 15261 N/A COM H1467J104 1193 8933 SH DFND 1,2 0 0 8933 N/A COM 718546104 1266 11233 SH DFND 1,2 0 0 11233 N/A COM 031162100 1276 6159 SH DFND 1,2 0 0 6159 N/A COM 742718109 1315 15803 SH DFND 1,2 0 0 15803 N/A REG SHS H84989104 1342 15266 SH DFND 1,2 0 0 15266 N/A COM 438516106 1419 8529 SH DFND 1,2 0 0 8529 N/A COM 918204108 1436 15369 SH DFND 1,2 0 0 15369 N/A COM 11133T103 1446 10964 SH DFND 1,2 0 0 10964 N/A COM 17275R102 1469 30201 SH DFND 1,2 0 0 30201 N/A COM 913017109 1477 10564 SH DFND 1,2 0 0 10564 N/A COM 26078J100 1506 23422 SH DFND 1,2 0 0 23422 N/A COM DISNEY 254687106 1535 13128 SH DFND 1,2 0 0 13128 N/A COM 437076102 1540 7438 SH DFND 1,2 0 0 7438 N/A COM 747525103 1544 21439 SH DFND 1,2 0 0 21439 N/A COM 717081103 1565 35530 SH DFND 1,2 0 0 35530 N/A COM 126650100 1617 20541 SH DFND 1,2 0 0 20541 N/A SHS CLASS A G1151C101 1638 9629 SH DFND 1,2 0 0 9629 N/A COM 92343V104 1640 30730 SH DFND 1,2 0 0 30730 N/A CL A 57636Q104 1803 8099 SH DFND 1,2 0 0 8099 N/A COM 907818108 1830 11244 SH DFND 1,2 0 0 11244 N/A COM 097023105 1870 5030 SH DFND 1,2 0 0 5030 PowerShares S&P500 LOW VOL 46138E354 2103 42475 SH DFND 1,2 0 0 42475 N/A COM 46625H100 2290 20301 SH DFND 1,2 0 0 20301 N/A COM 594918104 2476 21649 SH DFND 1,2 0 0 21649 N/A COM 037833100 2740 12140 SH DFND 1,2 0 0 12140 Vanguard TOTAL BND MRKT 921937835 3915 49755 SH DFND 1,2 0 0 49755 SPDR TR UNIT 78462F103 3963 13634 SH DFND 1,2 0 0 13634 Vanguard DIV APP ETF 921908844 4492 40582 SH DFND 1,2 0 0 40582 ishares ISHARES 464285105 6193 541821 SH DFND 1,2 0 0 541821 Vanguard TOTAL STK MKT 922908769 7254 48476 SH DFND 1,2 0 0 48476 PowerShares UNIT SER 1 46090E103 7642 41133 SH DFND 1,2 0 0 41133 ishares SHORT TREAS BD 464288679 9322 84414 SH DFND 1,2 0 0 84414 Vanguard FTSE EMR MKT ETF 922042858 10521 256625 SH DFND 1,2 0 0 256625 Schwab US DIVIDEND EQ 808524797 12752 240620 SH DFND 1,2 0 0 240620 ishares CORE US AGGBD ET 464287226 14035 133015 SH DFND 1,2 0 0 133015 SPDR PORTFOLIO SHORT 78464A474 15017 497597 SH DFND 1,2 0 0 497597 ishares BARCLAYS 7 10 YR 464287440 15557 153780 SH DFND 1,2 0 0 153780 ishares CORE S&P MCP ETF 464287507 22656 112557 SH DFND 1,2 0 0 112557 Vanguard SHORT TRM BOND 921937827 27371 350785 SH DFND 1,2 0 0 350785 ishares CORE S&P500 ETF 464287200 28322 96754 SH DFND 1,2 0 0 96754 Vanguard FTSE DEV MKT ETF 921943858 28489 658422 SH DFND 1,2 0 0 658422