0001606587-19-000750.txt : 20190805 0001606587-19-000750.hdr.sgml : 20190805 20190805154459 ACCESSION NUMBER: 0001606587-19-000750 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190805 DATE AS OF CHANGE: 20190805 EFFECTIVENESS DATE: 20190805 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: 19998529 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 06-30-2019 06-30-2019 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 07-30-2019 2 107 290338 false 1 0001526952 028-18779 Wellesley Bancorp, Inc. 2 0001742543 028-18888 Wellesley Bank INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE SH COM 002824100 795 9458 SH DFND 1, 2 0 0 9458 SH COM 009158106 358 1584 SH DFND 1, 2 0 0 1584 SH COM 023135106 338 179 SH DFND 1, 2 0 0 179 SH COM 031162100 946 5137 SH DFND 1, 2 0 0 5137 SH COM 032654105 205 1821 SH DFND 1, 2 0 0 1821 SH COM 037833100 1608 8128 SH DFND 1, 2 0 0 8128 SH COM 053015103 514 3112 SH DFND 1, 2 0 0 3112 SH CL B NEW 084670702 381 1788 SH DFND 1, 2 0 0 1788 SH COM 097023105 842 2314 SH DFND 1, 2 0 0 2314 SH COM 126408103 278 3604 SH DFND 1, 2 0 0 3604 SH COM 126650100 816 14988 SH DFND 1, 2 0 0 14988 SH COM 166764100 207 1666 SH DFND 1, 2 0 0 1666 SH COM NEW 172967424 804 11494 SH DFND 1, 2 0 0 11494 SH COM 191216100 234 4605 SH DFND 1, 2 0 0 4605 SH COM 194162103 229 3207 SH DFND 1, 2 0 0 3207 SH COM NEW 247361702 680 11985 SH DFND 1, 2 0 0 11985 SH COM DISNEY 254687106 1449 10381 SH DFND 1, 2 0 0 10381 SH COM 291011104 209 3135 SH DFND 1, 2 0 0 3135 SH COM 375558103 877 12983 SH DFND 1, 2 0 0 12983 SH EQUITY ETF 381430503 343 5850 SH DFND 1, 2 0 0 5850 SH COM 437076102 961 4625 SH DFND 1, 2 0 0 4625 SH COM 438516106 889 5094 SH DFND 1, 2 0 0 5094 SH COM 452308109 417 2768 SH DFND 1, 2 0 0 2768 SH COM 458140100 519 10846 SH DFND 1, 2 0 0 10846 iShares ISHARES 464285105 7443 551381 SH DFND 1, 2 0 0 551381 iShares CORE S&P500 ETF 464287200 29011 98428 SH DFND 1, 2 0 0 98428 iShares CORE US AGGBD ET 464287226 18318 164510 SH DFND 1, 2 0 0 164510 iShares BARCLAYS 7 10 YR 464287440 26047 236751 SH DFND 1, 2 0 0 236751 iShares CORE S&P MCP ETF 464287507 22271 114649 SH DFND 1, 2 0 0 114649 iShares RUSSELL 2000 ETF 464287655 406 2616 SH DFND 1, 2 0 0 2616 iShares MSCI ACWI EX US 464288240 330 7060 SH DFND 1, 2 0 0 7060 iShares SHORT TREAS BD 464288679 453 4098 SH DFND 1, 2 0 0 4098 SH COM 478160104 1330 9551 SH DFND 1, 2 0 0 9551 SH COM 539830109 333 916 SH DFND 1, 2 0 0 916 SH COM 580135101 1009 4859 SH DFND 1, 2 0 0 4859 SH COM 594918104 2028 15145 SH DFND 1, 2 0 0 15145 SH CL A 609207105 729 13527 SH DFND 1, 2 0 0 13527 SH CL B 654106103 532 6343 SH DFND 1, 2 0 0 6343 SH COM 693475105 656 4784 SH DFND 1, 2 0 0 4784 SH COM 713448108 966 7370 SH DFND 1, 2 0 0 7370 SH COM 717081103 1180 27255 SH DFND 1, 2 0 0 27255 SH COM 718546104 865 9258 SH DFND 1, 2 0 0 9258 SH COM 742718109 1309 11945 SH DFND 1, 2 0 0 11945 SH COM 747525103 1119 14710 SH DFND 1, 2 0 0 14710 SH COM NEW 755111507 495 2847 SH DFND 1, 2 0 0 2847 SH SPONS ADR 2 ORD 780097689 59 10440 SH DFND 1, 2 0 0 10440 SH SPON ADR B 780259107 766 11652 SH DFND 1, 2 0 0 11652 Charles Schwab US DIVIDEND EQ 808524797 12608 237586 SH DFND 1, 2 0 0 237586 SH COM 855244109 201 2405 SH DFND 1, 2 0 0 2405 SH COM 857477103 643 11485 SH DFND 1, 2 0 0 11485 SH COM 862121100 649 19563 SH DFND 1, 2 0 0 19563 SH COM 863667101 381 1853 SH DFND 1, 2 0 0 1853 SH COM 872540109 783 14825 SH DFND 1, 2 0 0 14825 SH COM 882508104 253 2210 SH DFND 1, 2 0 0 2210 SH COM 883556102 3626 12348 SH DFND 1, 2 0 0 12348 SH COM 907818108 1104 6531 SH DFND 1, 2 0 0 6531 SH COM 913017109 998 7672 SH DFND 1, 2 0 0 7672 SH COM 918204108 899 10293 SH DFND 1, 2 0 0 10293 Vanguard DIV APP ETF 921908844 4885 42424 SH DFND 1, 2 0 0 42424 Vanguard MIDCP 400 IDX 921932885 585 4459 SH DFND 1, 2 0 0 4459 Vanguard SHORT TRM BOND 921937827 27311 339143 SH DFND 1, 2 0 0 339143 Vanguard TOTAL BND MRKT 921937835 244 2942 SH DFND 1, 2 0 0 2942 Vanguard FTSE DEV MKT ETF 921943858 28719 688560 SH DFND 1, 2 0 0 688560 Vanguard ALLWRLD EX US 922042775 880 17271 SH DFND 1, 2 0 0 17271 Vanguard FTSE EMR MKT ETF 922042858 11537 271286 SH DFND 1, 2 0 0 271286 Vanguard SMALL CP ETF 922908751 219 1399 SH DFND 1, 2 0 0 1399 Vanguard TOTAL STK MKT 922908769 7475 49803 SH DFND 1, 2 0 0 49803 Invesco UNIT SER 1 46090E103 7708 41277 SH DFND 1, 2 0 0 41277 SH COM 89417E109 650 4348 SH DFND 1, 2 0 0 4348 SH COM 00206R102 732 21848 SH DFND 1, 2 0 0 21848 SH CAP STK CL C 02079K107 317 294 SH DFND 1, 2 0 0 294 SH CAP STK CL A 02079K305 243 225 SH DFND 1, 2 0 0 225 SH COM 03076C106 650 4482 SH DFND 1, 2 0 0 4482 SH COM 11133T103 876 6865 SH DFND 1, 2 0 0 6865 SH COM 11135F101 926 3220 SH DFND 1, 2 0 0 3220 SH COM 17275R102 1157 21149 SH DFND 1, 2 0 0 21149 SH CL A 20030N101 240 5690 SH DFND 1, 2 0 0 5690 SH SPON ADR NEW 25243Q205 411 2390 SH DFND 1, 2 0 0 2390 SH COM 29250N105 719 19942 SH DFND 1, 2 0 0 19942 SH COM 30161N101 743 15513 SH DFND 1, 2 0 0 15513 SH COM 30231G102 567 7406 SH DFND 1, 2 0 0 7406 Invesco FTSE RAFI 1000 46137V613 317 2725 SH DFND 1, 2 0 0 2725 Invesco DYNMC LRG VALU 46137V738 345 9364 SH DFND 1, 2 0 0 9364 Invesco S&P500 LOW VOL 46138E354 2402 43664 SH DFND 1, 2 0 0 43664 iShares MIN VOL EAFE ETF 46429B689 293 4033 SH DFND 1, 2 0 0 4033 iShares USA QUALITY FCTR 46432F339 356 3900 SH DFND 1, 2 0 0 3900 iShares ESG MSCI EAFE 46435G516 416 6471 SH DFND 1, 2 0 0 6471 SH COM 46625H100 1526 13654 SH DFND 1, 2 0 0 13654 SH CL A 57636Q104 1307 4944 SH DFND 1, 2 0 0 4944 SH COM 58933Y105 230 2745 SH DFND 1, 2 0 0 2745 SH COM 68389X105 202 3549 SH DFND 1, 2 0 0 3549 SH COM 78377T107 657 8103 SH DFND 1, 2 0 0 8103 SPDR TR UNIT 78462F103 4632 15811 SH DFND 1, 2 0 0 15811 SH PORTFOLIO INTRMD 78464A375 307 8814 SH DFND 1, 2 0 0 8814 SH PORTFOLIO SHORT 78464A474 15414 500810 SH DFND 1, 2 0 0 500810 SH SPDR BLOOMBERG 78468R663 1424 15555 SH DFND 1, 2 0 0 15555 SH COM 88579Y101 349 2018 SH DFND 1, 2 0 0 2018 SH COM 92343V104 1332 23327 SH DFND 1, 2 0 0 23327 SH COM CL A 92826C839 248 1431 SH DFND 1, 2 0 0 1431 SH COM 94106L109 214 1858 SH DFND 1, 2 0 0 1858 SH COM 98389B100 744 12518 SH DFND 1, 2 0 0 12518 SH SHS CLASS A G1151C101 1048 5673 SH DFND 1, 2 0 0 5673 SH SHS G5960L103 918 9435 SH DFND 1, 2 0 0 9435 SH COM H1467J104 812 5517 SH DFND 1, 2 0 0 5517 SH REG SHS H84989104 948 9904 SH DFND 1, 2 0 0 9904 SH SHS - A - N53745100 749 8702 SH DFND 1, 2 0 0 8702 SH COM V7780T103 655 5407 SH DFND 1, 2 0 0 5407