0001606587-19-000992.txt : 20191108 0001606587-19-000992.hdr.sgml : 20191108 20191108091444 ACCESSION NUMBER: 0001606587-19-000992 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191108 DATE AS OF CHANGE: 20191108 EFFECTIVENESS DATE: 20191108 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: 191202350 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 09-30-2019 09-30-2019 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 11-07-2019 2 109 304513 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 037833100 1908 8521 SH DFND 1,2 0 0 8521 SH COM 002824100 807 9648 SH DFND 1,2 0 0 9648 SH SHS CLASS A G1151C101 1119 5815 SH DFND 1,2 0 0 5815 iShares MSCI ACWI EX US 464288240 371 8060 SH DFND 1,2 0 0 8060 SH COM 032654105 210 1880 SH DFND 1,2 0 0 1880 SH COM 053015103 483 2993 SH DFND 1,2 0 0 2993 iShares CORE US AGGBD ET 464287226 20317 179523 SH DFND 1,2 0 0 179523 SH COM 031162100 1050 5425 SH DFND 1,2 0 0 5425 SH COM 03076C106 692 4705 SH DFND 1,2 0 0 4705 SH COM 023135106 349 201 SH DFND 1,2 0 0 201 SH COM 009158106 354 1594 SH DFND 1,2 0 0 1594 SH COM 11135F101 912 3304 SH DFND 1,2 0 0 3304 SH COM 025816109 288 2435 SH DFND 1,2 0 0 2435 SH COM 097023105 911 2393 SH DFND 1,2 0 0 2393 SH SPONSORED ADS 091727107 150 10000 SH DFND 1,2 0 0 10000 Vanguard TOTAL BND MRKT 921937835 277 3278 SH DFND 1,2 0 0 3278 SH COM 11133T103 877 7051 SH DFND 1,2 0 0 7051 SH CL B NEW 084670702 495 2381 SH DFND 1,2 0 0 2381 Vanguard SHORT TRM BOND 921937827 33127 410036 SH DFND 1,2 0 0 410036 SH COM CL A 09260D107 206 4210 SH DFND 1,2 0 0 4210 SH COM NEW 172967424 830 12016 SH DFND 1,2 0 0 12016 SH COM H1467J104 917 5679 SH DFND 1,2 0 0 5679 SH COM 194162103 240 3259 SH DFND 1,2 0 0 3259 SH CL A 20030N101 275 6091 SH DFND 1,2 0 0 6091 SH COM 17275R102 1076 21779 SH DFND 1,2 0 0 21779 SH COM 126408103 251 3630 SH DFND 1,2 0 0 3630 SH COM 126650100 1025 16253 SH DFND 1,2 0 0 16253 SH COM 166764100 223 1883 SH DFND 1,2 0 0 1883 SH COM NEW 247361702 705 12231 SH DFND 1,2 0 0 12231 SH SPON ADR NEW 25243Q205 374 2285 SH DFND 1,2 0 0 2285 SH COM DISNEY 254687106 1390 10670 SH DFND 1,2 0 0 10670 iShares MIN VOL EAFE ETF 46429B689 333 4541 SH DFND 1,2 0 0 4541 SH COM 291011104 210 3135 SH DFND 1,2 0 0 3135 SH COM 29250N105 686 19542 SH DFND 1,2 0 0 19542 iShares ESG MSCI EAFE 46435G516 410 6396 SH DFND 1,2 0 0 6396 SH COM 30161N101 801 16583 SH DFND 1,2 0 0 16583 SH COM 375558103 856 13505 SH DFND 1,2 0 0 13505 SH CAP STK CL C 02079K107 390 320 SH DFND 1,2 0 0 320 SH CAP STK CL A 02079K305 315 258 SH DFND 1,2 0 0 258 iShares US TREAS BD ETF 46429B267 202 7681 SH DFND 1,2 0 0 7681 SH COM 437076102 1107 4773 SH DFND 1,2 0 0 4773 SH COM 438516106 911 5384 SH DFND 1,2 0 0 5384 iShares ISHARES 464285105 7749 549555 SH DFND 1,2 0 0 549555 iShares BARCLAYS 7 10 YR 464287440 29641 263546 SH DFND 1,2 0 0 263546 iShares CORE MSCI EAFE 46432F842 211 3461 SH DFND 1,2 0 0 3461 iShares CORE MSCI EMKT 46434G103 440 8976 SH DFND 1,2 0 0 8976 iShares CORE S&P MCP ETF 464287507 22255 115173 SH DFND 1,2 0 0 115173 SH COM 458140100 544 10564 SH DFND 1,2 0 0 10564 SH COM 452308109 453 2896 SH DFND 1,2 0 0 2896 Vanguard MIDCP 400 IDX 921932885 555 4253 SH DFND 1,2 0 0 4253 iShares CORE S&P500 ETF 464287200 30491 102140 SH DFND 1,2 0 0 102140 iShares RUSSELL 2000 ETF 464287655 414 2735 SH DFND 1,2 0 0 2735 iShares RUSSELL 3000 ETF 464287689 375 2160 SH DFND 1,2 0 0 2160 SH COM 478160104 1330 10276 SH DFND 1,2 0 0 10276 SH COM 46625H100 1790 15212 SH DFND 1,2 0 0 15212 SH COM 191216100 258 4733 SH DFND 1,2 0 0 4733 SH COM 539830109 363 931 SH DFND 1,2 0 0 931 SH SHS - A - N53745100 794 8874 SH DFND 1,2 0 0 8874 SH CL A 57636Q104 1378 5075 SH DFND 1,2 0 0 5075 SH COM 580135101 1073 4998 SH DFND 1,2 0 0 4998 SH CL A 609207105 775 14006 SH DFND 1,2 0 0 14006 SH SHS G5960L103 1089 10024 SH DFND 1,2 0 0 10024 SH COM 88579Y101 312 1896 SH DFND 1,2 0 0 1896 SH COM 58933Y105 239 2836 SH DFND 1,2 0 0 2836 SH COM 594918104 2149 15456 SH DFND 1,2 0 0 15456 SH CL B 654106103 599 6381 SH DFND 1,2 0 0 6381 iShares S&P 100 ETF 464287101 280 2127 SH DFND 1,2 0 0 2127 SH COM 68389X105 220 3996 SH DFND 1,2 0 0 3996 SH COM 713448108 1038 7573 SH DFND 1,2 0 0 7573 SH COM 717081103 1120 31167 SH DFND 1,2 0 0 31167 SH COM 742718109 1549 12456 SH DFND 1,2 0 0 12456 SH COM 693475105 699 4990 SH DFND 1,2 0 0 4990 SH COM 718546104 976 9534 SH DFND 1,2 0 0 9534 Invesco DYNMC LRG VALU 46137V738 316 8256 SH DFND 1,2 0 0 8256 SH COM 747525103 1152 15097 SH DFND 1,2 0 0 15097 Invesco UNIT SER 1 46090E103 7746 41024 SH DFND 1,2 0 0 41024 iShares USA QUALITY FCTR 46432F339 359 3890 SH DFND 1,2 0 0 3890 SH SPONS ADR 2 ORD 780097689 53 10440 SH DFND 1,2 0 0 10440 SH COM V7780T103 611 5638 SH DFND 1,2 0 0 5638 SH SPON ADR B 780259107 727 12130 SH DFND 1,2 0 0 12130 SH COM 78377T107 659 8056 SH DFND 1,2 0 0 8056 SH COM NEW 755111507 558 2843 SH DFND 1,2 0 0 2843 SH COM 855244109 215 2428 SH DFND 1,2 0 0 2428 Charles Schwab US DIVIDEND EQ 808524797 13027 237803 SH DFND 1,2 0 0 237803 iShares SHORT TREAS BD 464288679 282 2547 SH DFND 1,2 0 0 2547 Invesco S&P500 LOW VOL 46138E354 2533 43754 SH DFND 1,2 0 0 43754 SH PORTFOLIO SHORT 78464A474 17082 553706 SH DFND 1,2 0 0 553706 SPDR TR UNIT 78462F103 4444 14976 SH DFND 1,2 0 0 14976 SH COM 862121100 730 19516 SH DFND 1,2 0 0 19516 SH COM 857477103 708 11962 SH DFND 1,2 0 0 11962 SH COM 863667101 403 1864 SH DFND 1,2 0 0 1864 SH COM 00206R102 961 25397 SH DFND 1,2 0 0 25397 SH REG SHS H84989104 951 10207 SH DFND 1,2 0 0 10207 SH COM 872540109 853 15302 SH DFND 1,2 0 0 15302 SH COM 89417E109 701 4714 SH DFND 1,2 0 0 4714 SH COM 882508104 283 2193 SH DFND 1,2 0 0 2193 SH COM 907818108 1078 6657 SH DFND 1,2 0 0 6657 SH COM 913017109 1087 7963 SH DFND 1,2 0 0 7963 SH COM CL A 92826C839 267 1550 SH DFND 1,2 0 0 1550 Vanguard FTSE DEV MKT ETF 921943858 28557 695144 SH DFND 1,2 0 0 695144 Vanguard ALLWRLD EX US 922042775 652 13067 SH DFND 1,2 0 0 13067 SH COM 918204108 939 10549 SH DFND 1,2 0 0 10549 Vanguard DIV APP ETF 921908844 5113 42760 SH DFND 1,2 0 0 42760 Vanguard TOTAL STK MKT 922908769 7525 49837 SH DFND 1,2 0 0 49837 Vanguard FTSE EMR MKT ETF 922042858 11128 276415 SH DFND 1,2 0 0 276415 SH COM 92343V104 1506 24949 SH DFND 1,2 0 0 24949 SH COM 94106L109 215 1869 SH DFND 1,2 0 0 1869 SH COM 98389B100 917 14131 SH DFND 1,2 0 0 14131 SH COM 30231G102 586 8295 SH DFND 1,2 0 0 8295