0001606587-20-000220.txt : 20200207 0001606587-20-000220.hdr.sgml : 20200207 20200207122005 ACCESSION NUMBER: 0001606587-20-000220 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200207 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: 20586218 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 12-31-2019 12-31-2019 false Wellesley Investment Partners, LLC
75 Central St. Floor 2 Wellesley MA 02482
13F HOLDINGS REPORT 028-17405 N
Jeremy S Glenn CCO 781-431-1325 Jeremy S Glenn Wellesley MA 02-06-2020 2 120 325300 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 2219 7556 SH DFND 1,2 0 0 7556 SH COM 002824100 766 8821 SH DFND 1,2 0 0 8821 SH SHS CLASS A G1151C101 1339 6363 SH DFND 1,2 0 0 6363 iShares MSCI ACWI EX US 464288240 346 7060 SH DFND 1,2 0 0 7060 SH COM 032654105 343 2894 SH DFND 1,2 0 0 2894 SH COM 053015103 394 2313 SH DFND 1,2 0 0 2313 iShares CORE US AGGBD ET 464287226 20623 183530 SH DFND 1,2 0 0 183530 SH COM 020002101 304 2711 SH DFND 1,2 0 0 2711 SH COM 031162100 1451 6021 SH DFND 1,2 0 0 6021 SH COM 03076C106 921 5530 SH DFND 1,2 0 0 5530 SH COM 023135106 371 201 SH DFND 1,2 0 0 201 SH COM 009158106 329 1400 SH DFND 1,2 0 0 1400 SH COM 11135F101 788 2495 SH DFND 1,2 0 0 2495 SH COM 025816109 303 2435 SH DFND 1,2 0 0 2435 SH COM 097023105 787 2416 SH DFND 1,2 0 0 2416 SH COM 075887109 299 1101 SH DFND 1,2 0 0 1101 SPDR SPDR BLOOMBERG 78468R663 539 5898 SH DFND 1,2 0 0 5898 SH SPONSORED ADS 091727107 148 10000 SH DFND 1,2 0 0 10000 Vanguard TOTAL BND MRKT 921937835 267 3195 SH DFND 1,2 0 0 3195 SH COM 11133T103 991 8026 SH DFND 1,2 0 0 8026 SH CL B NEW 084670702 539 2381 SH DFND 1,2 0 0 2381 Vanguard SHORT TRM BOND 921937827 34079 422764 SH DFND 1,2 0 0 422764 SH COM CL A 09260D107 207 3710 SH DFND 1,2 0 0 3710 SH COM NEW 172967424 955 11962 SH DFND 1,2 0 0 11962 SH COM H1467J104 786 5052 SH DFND 1,2 0 0 5052 SH CL A 20030N101 270 6025 SH DFND 1,2 0 0 6025 SH COM 17275R102 1169 24391 SH DFND 1,2 0 0 24391 SH COM 126408103 262 3630 SH DFND 1,2 0 0 3630 SH COM 126650100 1318 17752 SH DFND 1,2 0 0 17752 SH COM NEW 247361702 830 14199 SH DFND 1,2 0 0 14199 SH SPON ADR NEW 25243Q205 500 2970 SH DFND 1,2 0 0 2970 SH COM DISNEY 254687106 1398 9667 SH DFND 1,2 0 0 9667 SH COM 260003108 211 1838 SH DFND 1,2 0 0 1838 iShares MIN VOL EAFE ETF 46429B689 465 6248 SH DFND 1,2 0 0 6248 SH COM 291011104 239 3135 SH DFND 1,2 0 0 3135 SH COM 29250N105 664 16712 SH DFND 1,2 0 0 16712 SH COM 30040W108 206 2431 SH DFND 1,2 0 0 2431 iShares ESG MSCI EAFE 46435G516 506 7375 SH DFND 1,2 0 0 7375 iShares ESG MSCI USA ETF 46435G425 349 4907 SH DFND 1,2 0 0 4907 SH SHS G29183103 224 2374 SH DFND 1,2 0 0 2374 SH COM 30161N101 798 17515 SH DFND 1,2 0 0 17515 SH COM 375558103 906 13956 SH DFND 1,2 0 0 13956 SH COM UNITS 37946R109 534 26517 SH DFND 1,2 0 0 26517 SH CAP STK CL C 02079K107 294 220 SH DFND 1,2 0 0 220 SH CAP STK CL A 02079K305 211 158 SH DFND 1,2 0 0 158 SH COM 437076102 993 4547 SH DFND 1,2 0 0 4547 SH COM 416515104 201 3317 SH DFND 1,2 0 0 3317 SH COM 438516106 955 5399 SH DFND 1,2 0 0 5399 SH COM 44107P104 284 15328 SH DFND 1,2 0 0 15328 iShares ISHARES 464285105 8035 554158 SH DFND 1,2 0 0 554158 iShares BARCLAYS 7 10 YR 464287440 30622 277835 SH DFND 1,2 0 0 277835 iShares CORE MSCI EAFE 46432F842 303 4657 SH DFND 1,2 0 0 4657 iShares 3 7 YR TREAS BD 464288661 1024 8150 SH DFND 1,2 0 0 8150 iShares CORE MSCI EMKT 46434G103 466 8676 SH DFND 1,2 0 0 8676 iShares CORE S&P MCP ETF 464287507 23275 113087 SH DFND 1,2 0 0 113087 SH COM 458140100 488 8164 SH DFND 1,2 0 0 8164 SH COM 452308109 469 2613 SH DFND 1,2 0 0 2613 Vanguard MIDCP 400 IDX 921932885 570 4104 SH DFND 1,2 0 0 4104 iShares CORE S&P500 ETF 464287200 31905 98705 SH DFND 1,2 0 0 98705 iShares RUSSELL 2000 ETF 464287655 414 2503 SH DFND 1,2 0 0 2503 SH COM 478160104 1548 10616 SH DFND 1,2 0 0 10616 SH COM 46625H100 1982 14225 SH DFND 1,2 0 0 14225 SH COM 191216100 258 4671 SH DFND 1,2 0 0 4671 SH COM 532457108 214 1632 SH DFND 1,2 0 0 1632 SH COM 539830109 362 931 SH DFND 1,2 0 0 931 SH SHS - A - N53745100 961 10174 SH DFND 1,2 0 0 10174 SH CL A 57636Q104 1412 4731 SH DFND 1,2 0 0 4731 SH COM 580135101 957 4846 SH DFND 1,2 0 0 4846 SH CL A 609207105 883 16041 SH DFND 1,2 0 0 16041 SH SHS G5960L103 1139 10046 SH DFND 1,2 0 0 10046 SH COM 88579Y101 334 1898 SH DFND 1,2 0 0 1898 SH COM 594918104 2197 13932 SH DFND 1,2 0 0 13932 SH CL B 654106103 364 3593 SH DFND 1,2 0 0 3593 iShares S&P 100 ETF 464287101 306 2127 SH DFND 1,2 0 0 2127 SH COM 713448108 1155 8455 SH DFND 1,2 0 0 8455 SH COM 717081103 1228 31351 SH DFND 1,2 0 0 31351 SH COM 742718109 1455 11651 SH DFND 1,2 0 0 11651 SH COM 693475105 802 5027 SH DFND 1,2 0 0 5027 SH COM 718546104 941 8452 SH DFND 1,2 0 0 8452 Invesco DYNMC LRG VALU 46137V738 308 7472 SH DFND 1,2 0 0 7472 SH COM 747525103 1293 14658 SH DFND 1,2 0 0 14658 Invesco UNIT SER 1 46090E103 8830 41532 SH DFND 1,2 0 0 41532 iShares USA QUALITY FCTR 46432F339 456 4515 SH DFND 1,2 0 0 4515 SH SPONS ADR 2 ORD 780097689 67 10440 SH DFND 1,2 0 0 10440 SH COM V7780T103 903 6765 SH DFND 1,2 0 0 6765 SH SPON ADR B 780259107 697 11637 SH DFND 1,2 0 0 11637 SH COM 78377T107 635 7335 SH DFND 1,2 0 0 7335 SH COM NEW 755111507 531 2419 SH DFND 1,2 0 0 2419 SH COM 855244109 213 2429 SH DFND 1,2 0 0 2429 Charles Schwab US DIVIDEND EQ 808524797 13512 233291 SH DFND 1,2 0 0 233291 Charles Schwab SHT TM US TRES 808524862 564 11185 SH DFND 1,2 0 0 11185 iShares SHORT TREAS BD 464288679 223 2021 SH DFND 1,2 0 0 2021 SH COM 78440X101 253 2759 SH DFND 1,2 0 0 2759 Invesco S&P500 LOW VOL 46138E354 2754 47219 SH DFND 1,2 0 0 47219 SPDR PORTFOLIO SHORT 78464A474 17339 562237 SH DFND 1,2 0 0 562237 SPDR TR UNIT 78462F103 5425 16856 SH DFND 1,2 0 0 16856 SH COM 862121100 627 16842 SH DFND 1,2 0 0 16842 SH COM 857477103 1008 12746 SH DFND 1,2 0 0 12746 SH COM 00206R102 1068 27336 SH DFND 1,2 0 0 27336 SH COM NEW 891160509 230 4100 SH DFND 1,2 0 0 4100 SH REG SHS H84989104 1103 11509 SH DFND 1,2 0 0 11509 iShares TIPS BD ETF 464287176 269 2311 SH DFND 1,2 0 0 2311 SH COM 872540109 1055 17288 SH DFND 1,2 0 0 17288 SH COM 89417E109 572 4180 SH DFND 1,2 0 0 4180 SH COM 882508104 394 3076 SH DFND 1,2 0 0 3076 SH COM 907818108 1109 6134 SH DFND 1,2 0 0 6134 SH COM 913017109 1030 6881 SH DFND 1,2 0 0 6881 SH COM CL A 92826C839 291 1550 SH DFND 1,2 0 0 1550 Vanguard SMALL CP ETF 922908751 205 1241 SH DFND 1,2 0 0 1241 Vanguard FTSE DEV MKT ETF 921943858 30873 700710 SH DFND 1,2 0 0 700710 Vanguard ALLWRLD EX US 922042775 702 13062 SH DFND 1,2 0 0 13062 SH COM 918204108 1054 10584 SH DFND 1,2 0 0 10584 Vanguard DIV APP ETF 921908844 5540 44446 SH DFND 1,2 0 0 44446 Vanguard REAL ESTATE ETF 922908553 301 3244 SH DFND 1,2 0 0 3244 Vanguard TOTAL STK MKT 922908769 8353 51052 SH DFND 1,2 0 0 51052 Vanguard FTSE EMR MKT ETF 922042858 12271 275954 SH DFND 1,2 0 0 275954 SH COM 92343V104 1550 25248 SH DFND 1,2 0 0 25248 SH COM 94106L109 213 1869 SH DFND 1,2 0 0 1869 SH COM 98389B100 929 14636 SH DFND 1,2 0 0 14636 SH COM 30231G102 600 8612 SH DFND 1,2 0 0 8612