0001606587-20-000946.txt : 20200812
0001606587-20-000946.hdr.sgml : 20200812
20200812145157
ACCESSION NUMBER: 0001606587-20-000946
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200812
DATE AS OF CHANGE: 20200812
EFFECTIVENESS DATE: 20200812
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: 201095191
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
06-30-2020
06-30-2020
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
08-11-2020
0
102
282813
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
Apple
COM
037833100
2123
5821
SH
SOLE
NONE
0
0
5821
Abbvie Inc
COM
00287Y109
286
2920
SH
SOLE
NONE
0
0
2920
Abbott Laboratories
COM
002824100
594
6499
SH
SOLE
NONE
0
0
6499
Accenture Plc Cl A
SHS CLASS A
G1151C101
994
4630
SH
SOLE
NONE
0
0
4630
iShares MSCI ACWI ex US ETF
MSCI ACWI EX US
464288240
305
7060
SH
SOLE
NONE
0
0
7060
Analog Devices Inc
COM
032654105
257
2100
SH
SOLE
NONE
0
0
2100
Automatic Data Processing
COM
053015103
603
4052
SH
SOLE
NONE
0
0
4052
iShares U.S. Aggregate Bond ETF
CORE US AGGBD ET
464287226
25947
219501
SH
SOLE
NONE
0
0
219501
ALLSTATE CORP COMM
COM
020002101
223
2308
SH
SOLE
NONE
0
0
2308
AMGEN INC COM
COM
031162100
994
4215
SH
SOLE
NONE
0
0
4215
Ameriprise Financial Inc
COM
03076C106
608
4055
SH
SOLE
NONE
0
0
4055
Amazon.com
COM
023135106
579
210
SH
SOLE
NONE
0
0
210
Air Prod & Chemicals Inc
COM
009158106
269
1118
SH
SOLE
NONE
0
0
1118
Avalonbay Cmntys Inc Com
COM
053484101
383
2483
SH
SOLE
NONE
0
0
2483
Broadcom Limited Com Npv
COM
11135F101
617
1957
SH
SOLE
NONE
0
0
1957
American Express Company
COM
025816109
231
2435
SH
SOLE
NONE
0
0
2435
Bank of America
COM
060505104
244
10302
SH
SOLE
NONE
0
0
10302
Becton Dickinson & Co
COM
075887109
294
1230
SH
SOLE
NONE
0
0
1230
Spdr Bloomberg Barclays
SPDR BLOOMBERG
78468R663
1713
18725
SH
SOLE
NONE
0
0
18725
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
279
3166
SH
SOLE
NONE
0
0
3166
Broadridge Financial Solutions, Inc
COM
11133T103
770
6108
SH
SOLE
NONE
0
0
6108
Berkshire Hathaway Inc
CL B NEW
084670702
343
1923
SH
SOLE
NONE
0
0
1923
Vanguard Short-Term Bond ETF
SHORT TRM BOND
921937827
25840
310882
SH
SOLE
NONE
0
0
310882
Boston Properties
COM
101121101
284
3147
SH
SOLE
NONE
0
0
3147
Citigroup
COM NEW
172967424
472
9256
SH
SOLE
NONE
0
0
9256
Chubb Corp
COM
H1467J104
504
3981
SH
SOLE
NONE
0
0
3981
Colgate-Palmolive Co
COM
194162103
609
8314
SH
SOLE
NONE
0
0
8314
Comcast Corporation
CL A
20030N101
234
6025
SH
SOLE
NONE
0
0
6025
Cisco Systems Inc
COM
17275R102
952
20426
SH
SOLE
NONE
0
0
20426
C S X Corp
COM
126408103
253
3630
SH
SOLE
NONE
0
0
3630
C V S Health Corporation
COM
126650100
950
14627
SH
SOLE
NONE
0
0
14627
Diageo Plc New Adr
SPON ADR NEW
25243Q205
330
2457
SH
SOLE
NONE
0
0
2457
Walt Disney Co
COM DISNEY
254687106
867
7781
SH
SOLE
NONE
0
0
7781
iShares MSCI EAFE Min Vol ETF
MIN VOL EAFE ETF
46429B689
327
4955
SH
SOLE
NONE
0
0
4955
Ishares Msci Eafe Esg
ESG MSCI EAFE
46435G516
500
8254
SH
SOLE
NONE
0
0
8254
Ishares Msci Usa Esg
ESG MSCI USA ETF
46435G425
542
7747
SH
SOLE
NONE
0
0
7747
Exelon Corporation
COM
30161N101
502
13858
SH
SOLE
NONE
0
0
13858
Facebook Inc
CL A
30303M102
221
976
SH
SOLE
NONE
0
0
976
General Electric Company
COM
369604103
70
10271
SH
SOLE
NONE
0
0
10271
Gilead Sciences Inc
COM
375558103
828
10772
SH
SOLE
NONE
0
0
10772
Google Inc Cl C Non Vtg
CAP STK CL C
02079K107
474
336
SH
SOLE
NONE
0
0
336
Google Inc Class A Vtg
CAP STK CL A
02079K305
285
201
SH
SOLE
NONE
0
0
201
Home Depot Inc
COM
437076102
821
3280
SH
SOLE
NONE
0
0
3280
Honeywell International
COM
438516106
502
3474
SH
SOLE
NONE
0
0
3474
iShares Gold Trust ETF
ISHARES
464285105
10106
594839
SH
SOLE
NONE
0
0
594839
iShares 7-10 Year Treasury Bond ETF
BARCLAYS 7 10 YR
464287440
30817
252873
SH
SOLE
NONE
0
0
252873
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
254
4447
SH
SOLE
NONE
0
0
4447
Ishares Tr 3-7 Yr Tr Bd Etf
3 7 YR TREAS BD
464288661
1340
10032
SH
SOLE
NONE
0
0
10032
Ishares Core Msci
CORE MSCI EMKT
46434G103
412
8676
SH
SOLE
NONE
0
0
8676
iShares S&P Mid Cap ETF
CORE S&P MCP ETF
464287507
9228
51900
SH
SOLE
NONE
0
0
51900
Intel Corp
COM
458140100
770
12883
SH
SOLE
NONE
0
0
12883
Illinois Tool Works Inc
COM
452308109
317
1815
SH
SOLE
NONE
0
0
1815
VANGUARD S&P MID-CAP 400 ETF
MIDCP 400 IDX
921932885
318
2646
SH
SOLE
NONE
0
0
2646
iShares S&P 500 ETF
CORE S&P500 ETF
464287200
30753
99304
SH
SOLE
NONE
0
0
99304
Johnson & Johnson
COM
478160104
1259
8953
SH
SOLE
NONE
0
0
8953
JPMorgan Chase & Co.
COM
46625H100
1194
12702
SH
SOLE
NONE
0
0
12702
ELI LILLY & CO COM
COM
532457108
267
1632
SH
SOLE
NONE
0
0
1632
Lockheed Martin Corp
COM
539830109
296
813
SH
SOLE
NONE
0
0
813
Mastercard Inc
CL A
57636Q104
1061
3590
SH
SOLE
NONE
0
0
3590
McDonald's Corp
COM
580135101
782
4242
SH
SOLE
NONE
0
0
4242
Mondelez Intl Inc Cl A
CL A
609207105
617
12085
SH
SOLE
NONE
0
0
12085
Medtronic Inc
SHS
G5960L103
705
7695
SH
SOLE
NONE
0
0
7695
3m Company
COM
88579Y101
732
4693
SH
SOLE
NONE
0
0
4693
Merck & Co Inc New
COM
58933Y105
694
8984
SH
SOLE
NONE
0
0
8984
Microsoft Corp
COM
594918104
2382
11706
SH
SOLE
NONE
0
0
11706
Nike Inc
CL B
654106103
306
3130
SH
SOLE
NONE
0
0
3130
Oracle Corporation
COM
68389X105
238
4319
SH
SOLE
NONE
0
0
4319
PepsiCo, Inc.
COM
713448108
928
7022
SH
SOLE
NONE
0
0
7022
Pfizer Incorporated
COM
717081103
875
26772
SH
SOLE
NONE
0
0
26772
Procter & Gamble
COM
742718109
1185
9914
SH
SOLE
NONE
0
0
9914
Pnc Finl Services Gp Inc
COM
693475105
276
2625
SH
SOLE
NONE
0
0
2625
Phillips
COM
718546104
329
4577
SH
SOLE
NONE
0
0
4577
Paypal Hldgs Inc Com
COM
70450Y103
226
1301
SH
SOLE
NONE
0
0
1301
Qualcomm Inc
COM
747525103
904
9921
SH
SOLE
NONE
0
0
9921
Powershs Nasdaq-100 ETF
UNIT SER 1
46090E103
7653
30910
SH
SOLE
NONE
0
0
30910
Royal Dutch Shell B Adrf
SPON ADR B
780259107
266
8756
SH
SOLE
NONE
0
0
8756
Raytheon Technologies Ord
COM
75513E101
722
11732
SH
SOLE
NONE
0
0
11732
Schwab US Dividend Equity ETF
US DIVIDEND EQ
808524797
11564
223460
SH
SOLE
NONE
0
0
223460
SCHWAB SHORT TERM US TREASURY ETF
SHT TM US TRES
808524862
1242
24064
SH
SOLE
NONE
0
0
24064
Ishares 1-3 Year Treasry
1 3 YR TREAS BD
464287457
21759
251233
SH
SOLE
NONE
0
0
251233
PowerShares S&P 500 Low Vol. ETF
S&P500 LOW VOL
46138E354
1720
34639
SH
SOLE
NONE
0
0
34639
Spdr Portfolio Short Term Corporate Bond
PORTFOLIO SHORT
78464A474
864
27599
SH
SOLE
NONE
0
0
27599
SPDR S&P 500 ETF
TR UNIT
78462F103
4479
14527
SH
SOLE
NONE
0
0
14527
State Str Corp Com Isin #us8574771031 SE
COM
857477103
542
8533
SH
SOLE
NONE
0
0
8533
AT&T
COM
00206R102
736
24349
SH
SOLE
NONE
0
0
24349
Toronto Dominion Bank
COM NEW
891160509
238
5341
SH
SOLE
NONE
0
0
5341
TE Connectivity Ltd
REG SHS
H84989104
681
8351
SH
SOLE
NONE
0
0
8351
TJX Companies Inc
COM
872540109
636
12588
SH
SOLE
NONE
0
0
12588
Ishares Tr Bond
20 YR TR BD ETF
464287432
207
1265
SH
SOLE
NONE
0
0
1265
THE TRAVELERS COMPANIES INC CO M
COM
89417E109
313
2748
SH
SOLE
NONE
0
0
2748
Texas Instruments Inc
COM
882508104
367
2897
SH
SOLE
NONE
0
0
2897
Union Pacific Corp
COM
907818108
918
5434
SH
SOLE
NONE
0
0
5434
Visa
COM CL A
92826C839
432
2240
SH
SOLE
NONE
0
0
2240
Vanguard Developed Markets ETF
FTSE DEV MKT ETF
921943858
27603
711626
SH
SOLE
NONE
0
0
711626
Vanguard FTSE All-World ex-US ETF
ALLWRLD EX US
922042775
598
12567
SH
SOLE
NONE
0
0
12567
VF Corporation
COM
918204108
432
7101
SH
SOLE
NONE
0
0
7101
Vanguard Dividend Appreciation ETF
DIV APP ETF
921908844
4539
38736
SH
SOLE
NONE
0
0
38736
Vanguard Total Stock Mkt ETF
TOTAL STK MKT
922908769
6560
41912
SH
SOLE
NONE
0
0
41912
Vanguard Emerging Markets ETF
FTSE EMR MKT ETF
922042858
11011
277988
SH
SOLE
NONE
0
0
277988
Verizon Communications
COM
92343V104
1124
20395
SH
SOLE
NONE
0
0
20395
Xcel Energy Inc Com
COM
98389B100
667
10677
SH
SOLE
NONE
0
0
10677
Exxon Mobil Corp
COM
30231G102
346
7750
SH
SOLE
NONE
0
0
7750