0001606587-20-000648.txt : 20200511 0001606587-20-000648.hdr.sgml : 20200511 20200511151525 ACCESSION NUMBER: 0001606587-20-000648 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200511 DATE AS OF CHANGE: 20200511 EFFECTIVENESS DATE: 20200511 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: 20864362 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 03-31-2020 03-31-2020 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 05-08-2020 2 103 251621 false 1 0001526952 028-18779 Wellesley Bancorp, Inc. 2 0001742543 028-18888 Wellesley Bank INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Abbott Laboratories COM 002824100 684 8669 SH DFND 1,2 0 0 8669 Air Prod & Chemicals Inc COM 009158106 238 1196 SH DFND 1,2 0 0 1196 ALLSTATE CORP COMM COM 020002101 225 2458 SH DFND 1,2 0 0 2458 Amazon.com COM 023135106 409 210 SH DFND 1,2 0 0 210 American Express Company COM 025816109 208 2435 SH DFND 1,2 0 0 2435 AMGEN INC COM COM 031162100 1038 5123 SH DFND 1,2 0 0 5123 Analog Devices Inc COM 032654105 202 2254 SH DFND 1,2 0 0 2254 Apple COM 037833100 1661 6532 SH DFND 1,2 0 0 6532 Automatic Data Processing COM 053015103 341 2497 SH DFND 1,2 0 0 2497 Bank of America COM 060505104 218 10302 SH DFND 1,2 0 0 10302 Becton Dickinson & Co COM 075887109 286 1245 SH DFND 1,2 0 0 1245 Berkshire Hathaway Inc CL B NEW 084670702 361 1975 SH DFND 1,2 0 0 1975 Boeing Co COM 097023105 334 2243 SH DFND 1,2 0 0 2243 Boston Properties COM 101121101 225 2441 SH DFND 1,2 0 0 2441 C S X Corp COM 126408103 207 3630 SH DFND 1,2 0 0 3630 C V S Health Corporation COM 126650100 971 16378 SH DFND 1,2 0 0 16378 Citigroup COM NEW 172967424 468 11127 SH DFND 1,2 0 0 11127 Colgate-Palmolive Co COM 194162103 616 9296 SH DFND 1,2 0 0 9296 Delta Air Lines Inc COM NEW 247361702 391 13716 SH DFND 1,2 0 0 13716 Walt Disney Co COM DISNEY 254687106 813 8419 SH DFND 1,2 0 0 8419 General Electric Company COM 369604103 81 10271 SH DFND 1,2 0 0 10271 Gilead Sciences Inc COM 375558103 949 12698 SH DFND 1,2 0 0 12698 Home Depot Inc COM 437076102 731 3917 SH DFND 1,2 0 0 3917 Honeywell International COM 438516106 562 4201 SH DFND 1,2 0 0 4201 Illinois Tool Works Inc COM 452308109 289 2035 SH DFND 1,2 0 0 2035 Intel Corp COM 458140100 446 8250 SH DFND 1,2 0 0 8250 iShares Gold Trust ETF ISHARES 464285105 7994 530478 SH DFND 1,2 0 0 530478 iShares S&P 500 ETF CORE S&P500 ETF 464287200 26420 102246 SH DFND 1,2 0 0 102246 iShares U.S. Aggregate Bond ETF CORE US AGGBD ET 464287226 21338 184953 SH DFND 1,2 0 0 184953 Ishares Tr Bond 20 YR TR BD ETF 464287432 208 1265 SH DFND 1,2 0 0 1265 iShares 7-10 Year Treasury Bond ETF BARCLAYS 7 10 YR 464287440 27021 222434 SH DFND 1,2 0 0 222434 Ishares 1-3 Year Treasry 1 3 YR TREAS BD 464287457 16200 186924 SH DFND 1,2 0 0 186924 iShares S&P Mid Cap ETF CORE S&P MCP ETF 464287507 12421 86344 SH DFND 1,2 0 0 86344 iShares MSCI ACWI ex US ETF MSCI ACWI EX US 464288240 265 7060 SH DFND 1,2 0 0 7060 Ishares Tr 3-7 Yr Tr Bd Etf 3 7 YR TREAS BD 464288661 1180 8857 SH DFND 1,2 0 0 8857 Johnson & Johnson COM 478160104 1321 10080 SH DFND 1,2 0 0 10080 ELI LILLY & CO COM COM 532457108 226 1632 SH DFND 1,2 0 0 1632 Lockheed Martin Corp COM 539830109 303 894 SH DFND 1,2 0 0 894 McDonald's Corp COM 580135101 728 4405 SH DFND 1,2 0 0 4405 Microsoft Corp COM 594918104 2017 12791 SH DFND 1,2 0 0 12791 Mondelez Intl Inc Cl A CL A 609207105 735 14677 SH DFND 1,2 0 0 14677 Nike Inc CL B 654106103 275 3324 SH DFND 1,2 0 0 3324 Pnc Finl Services Gp Inc COM 693475105 434 4536 SH DFND 1,2 0 0 4536 PepsiCo, Inc. COM 713448108 969 8069 SH DFND 1,2 0 0 8069 Pfizer Incorporated COM 717081103 987 30248 SH DFND 1,2 0 0 30248 Phillips COM 718546104 364 6797 SH DFND 1,2 0 0 6797 Procter & Gamble COM 742718109 1187 10799 SH DFND 1,2 0 0 10799 Qualcomm Inc COM 747525103 847 12522 SH DFND 1,2 0 0 12522 Raytheon Company COM NEW 755111507 318 2428 SH DFND 1,2 0 0 2428 ROYAL BK SCOTLAND GRP PLC ADR SPONSORED SPONS ADR 2 ORD 780097689 28 10440 SH DFND 1,2 0 0 10440 Royal Dutch Shell B Adrf SPON ADR B 780259107 354 10842 SH DFND 1,2 0 0 10842 Schwab US Dividend Equity ETF US DIVIDEND EQ 808524797 10477 232942 SH DFND 1,2 0 0 232942 SCHWAB SHORT TERM US TREASURY ETF SHT TM US TRES 808524862 667 12901 SH DFND 1,2 0 0 12901 State Str Corp Com Isin #us8574771031 SE COM 857477103 604 11355 SH DFND 1,2 0 0 11355 TJX Companies Inc COM 872540109 719 15052 SH DFND 1,2 0 0 15052 Texas Instruments Inc COM 882508104 303 3035 SH DFND 1,2 0 0 3035 Union Pacific Corp COM 907818108 768 5449 SH DFND 1,2 0 0 5449 United Technologies Corp COM 913017109 548 5817 SH DFND 1,2 0 0 5817 VF Corporation COM 918204108 485 8970 SH DFND 1,2 0 0 8970 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 4053 39209 SH DFND 1,2 0 0 39209 VANGUARD S&P MID-CAP 400 ETF MIDCP 400 IDX 921932885 300 3088 SH DFND 1,2 0 0 3088 Vanguard Short-Term Bond ETF SHORT TRM BOND 921937827 25465 309880 SH DFND 1,2 0 0 309880 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 270 3166 SH DFND 1,2 0 0 3166 Vanguard Developed Markets ETF FTSE DEV MKT ETF 921943858 22941 688115 SH DFND 1,2 0 0 688115 Vanguard FTSE All-World ex-US ETF ALLWRLD EX US 922042775 515 12575 SH DFND 1,2 0 0 12575 Vanguard Emerging Markets ETF FTSE EMR MKT ETF 922042858 9458 281922 SH DFND 1,2 0 0 281922 Vanguard Total Stock Mkt ETF TOTAL STK MKT 922908769 5799 44985 SH DFND 1,2 0 0 44985 Powershs Nasdaq-100 ETF UNIT SER 1 46090E103 6122 32156 SH DFND 1,2 0 0 32156 THE TRAVELERS COMPANIES INC CO M COM 89417E109 359 3615 SH DFND 1,2 0 0 3615 AT&T COM 00206R102 866 29727 SH DFND 1,2 0 0 29727 Google Inc Cl C Non Vtg CAP STK CL C 02079K107 309 266 SH DFND 1,2 0 0 266 Ameriprise Financial Inc COM 03076C106 530 5180 SH DFND 1,2 0 0 5180 Broadridge Financial Solutions, Inc COM 11133T103 676 7131 SH DFND 1,2 0 0 7131 Broadcom Limited Com Npv COM 11135F101 519 2192 SH DFND 1,2 0 0 2192 CASI Pharmaceuticals Inc COM 14757U109 30 15000 SH DFND 1,2 0 0 15000 Cisco Systems Inc COM 17275R102 902 22969 SH DFND 1,2 0 0 22969 Comcast Corporation CL A 20030N101 207 6025 SH DFND 1,2 0 0 6025 Diageo Plc New Adr SPON ADR NEW 25243Q205 351 2769 SH DFND 1,2 0 0 2769 Exelon Corporation COM 30161N101 638 17352 SH DFND 1,2 0 0 17352 Exxon Mobil Corp COM 30231G102 380 10008 SH DFND 1,2 0 0 10008 GLOBAL PARTNERS LP COM UNITS COM UNITS 37946R109 233 26517 SH DFND 1,2 0 0 26517 POWERSHARES DYNAMIC LARGE CAP VALUE PORT DYNMC LRG VALU 46137V738 225 7472 SH DFND 1,2 0 0 7472 PowerShares S&P 500 Low Vol. ETF S&P500 LOW VOL 46138E354 1886 40200 SH DFND 1,2 0 0 40200 iShares MSCI EAFE Min Vol ETF MIN VOL EAFE ETF 46429B689 342 5513 SH DFND 1,2 0 0 5513 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 225 4512 SH DFND 1,2 0 0 4512 Ishares Core Msci CORE MSCI EMKT 46434G103 351 8676 SH DFND 1,2 0 0 8676 Ishares Msci Usa Esg ESG MSCI USA ETF 46435G425 405 7052 SH DFND 1,2 0 0 7052 Ishares Msci Eafe Esg ESG MSCI EAFE 46435G516 390 7343 SH DFND 1,2 0 0 7343 JPMorgan Chase & Co. COM 46625H100 1158 12868 SH DFND 1,2 0 0 12868 Mastercard Inc CL A 57636Q104 998 4134 SH DFND 1,2 0 0 4134 Merck & Co Inc New COM 58933Y105 784 10195 SH DFND 1,2 0 0 10195 SPDR S&P 500 ETF TR UNIT 78462F103 3954 15343 SH DFND 1,2 0 0 15343 Spdr Portfolio Short Term Corporate Bond PORTFOLIO SHORT 78464A474 967 31972 SH DFND 1,2 0 0 31972 Spdr Bloomberg Barclays SPDR BLOOMBERG 78468R663 1297 14160 SH DFND 1,2 0 0 14160 3m Company COM 88579Y101 743 5449 SH DFND 1,2 0 0 5449 Verizon Communications COM 92343V104 1227 22839 SH DFND 1,2 0 0 22839 Visa COM CL A 92826C839 234 1455 SH DFND 1,2 0 0 1455 Xcel Energy Inc Com COM 98389B100 793 13162 SH DFND 1,2 0 0 13162 Accenture Plc Cl A SHS CLASS A G1151C101 914 5598 SH DFND 1,2 0 0 5598 Medtronic Inc SHS G5960L103 824 9146 SH DFND 1,2 0 0 9146 Chubb Corp COM H1467J104 484 4338 SH DFND 1,2 0 0 4338 TE Connectivity Ltd REG SHS H84989104 617 9812 SH DFND 1,2 0 0 9812 Royal Caribbean Cruises Com Usd0.01 COM V7780T103 215 6699 SH DFND 1,2 0 0 6699