0001606587-20-001160.txt : 20201030
0001606587-20-001160.hdr.sgml : 20201030
20201030144443
ACCESSION NUMBER: 0001606587-20-001160
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201030
DATE AS OF CHANGE: 20201030
EFFECTIVENESS DATE: 20201030
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: 201276804
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
09-30-2020
09-30-2020
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
10-30-2020
0
103
292527
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
Apple
COM
037833100
2551
22034
SH
SOLE
NONE
0
0
22034
Abbvie Inc
COM
00287Y109
257
2941
SH
SOLE
NONE
0
0
2941
Abbott Laboratories
COM
002824100
599
5505
SH
SOLE
NONE
0
0
5505
Accenture Plc Cl A
SHS CLASS A
G1151C101
909
4025
SH
SOLE
NONE
0
0
4025
iShares MSCI ACWI ex US ETF
MSCI ACWI EX US
464288240
336
7326
SH
SOLE
NONE
0
0
7326
Analog Devices Inc
COM
032654105
210
1801
SH
SOLE
NONE
0
0
1801
Automatic Data Processing
COM
053015103
533
3827
SH
SOLE
NONE
0
0
3827
iShares U.S. Aggregate Bond ETF
CORE US AGGBD ET
464287226
25893
219325
SH
SOLE
NONE
0
0
219325
AMGEN INC COM
COM
031162100
931
3665
SH
SOLE
NONE
0
0
3665
Ameriprise Financial Inc
COM
03076C106
508
3298
SH
SOLE
NONE
0
0
3298
Amazon.com
COM
023135106
749
238
SH
SOLE
NONE
0
0
238
Air Prod & Chemicals Inc
COM
009158106
287
965
SH
SOLE
NONE
0
0
965
Avalonbay Cmntys Inc Com
COM
053484101
327
2190
SH
SOLE
NONE
0
0
2190
Broadcom Limited Com Npv
COM
11135F101
614
1687
SH
SOLE
NONE
0
0
1687
American Express Company
COM
025816109
252
2523
SH
SOLE
NONE
0
0
2523
Bank of America
COM
060505104
266
11073
SH
SOLE
NONE
0
0
11073
Becton Dickinson & Co
COM
075887109
283
1219
SH
SOLE
NONE
0
0
1219
Spdr Bloomberg Barclays
SPDR BLOOMBERG
78468R663
1789
19552
SH
SOLE
NONE
0
0
19552
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
275
3122
SH
SOLE
NONE
0
0
3122
Broadridge Financial Solutions, Inc
COM
11133T103
689
5221
SH
SOLE
NONE
0
0
5221
Berkshire Hathaway Inc
CL B NEW
084670702
409
1923
SH
SOLE
NONE
0
0
1923
Vanguard Short-Term Bond ETF
SHORT TRM BOND
921937827
25540
307527
SH
SOLE
NONE
0
0
307527
Boston Properties
COM
101121101
213
2663
SH
SOLE
NONE
0
0
2663
Citigroup
COM NEW
172967424
305
7087
SH
SOLE
NONE
0
0
7087
Chubb Corp
COM
H1467J104
398
3428
SH
SOLE
NONE
0
0
3428
Colgate-Palmolive Co
COM
194162103
593
7699
SH
SOLE
NONE
0
0
7699
Comcast Corporation
CL A
20030N101
287
6214
SH
SOLE
NONE
0
0
6214
COST
COM
22160K105
200
564
SH
SOLE
NONE
0
0
564
Cisco Systems Inc
COM
17275R102
731
18562
SH
SOLE
NONE
0
0
18562
C S X Corp
COM
126408103
275
3543
SH
SOLE
NONE
0
0
3543
C V S Health Corporation
COM
126650100
732
12548
SH
SOLE
NONE
0
0
12548
Diageo Plc New Adr
SPON ADR NEW
25243Q205
312
2273
SH
SOLE
NONE
0
0
2273
Walt Disney Co
COM DISNEY
254687106
873
7043
SH
SOLE
NONE
0
0
7043
iShares MSCI EAFE Min Vol ETF
MSCI EAFE MIN VL
46429B689
334
4908
SH
SOLE
NONE
0
0
4908
Ishares Msci Eafe Esg
ESG AW MSCI EAFE
46435G516
639
10081
SH
SOLE
NONE
0
0
10081
Ishares Msci Usa Esg
ESG AWR MSCI USA
46435G425
924
12127
SH
SOLE
NONE
0
0
12127
Exelon Corporation
COM
30161N101
408
11428
SH
SOLE
NONE
0
0
11428
Facebook Inc
CL A
30303M102
282
1079
SH
SOLE
NONE
0
0
1079
Gilead Sciences Inc
COM
375558103
584
9250
SH
SOLE
NONE
0
0
9250
Google Inc Cl C Non Vtg
CAP STK CL C
02079K107
509
347
SH
SOLE
NONE
0
0
347
Google Inc Class A Vtg
CAP STK CL A
02079K305
319
218
SH
SOLE
NONE
0
0
218
Home Depot Inc
COM
437076102
785
2829
SH
SOLE
NONE
0
0
2829
Honeywell International
COM
438516106
522
3176
SH
SOLE
NONE
0
0
3176
iShares Gold Trust ETF
ISHARES
464285105
10697
594652
SH
SOLE
NONE
0
0
594652
iShares 7-10 Year Treasury Bond ETF
BARCLAYS 7 10 YR
464287440
31449
258164
SH
SOLE
NONE
0
0
258164
Ishares Tr 3-7 Yr Tr Bd Etf
3 7 YR TREAS BD
464288661
1645
12321
SH
SOLE
NONE
0
0
12321
Ishares Core Msci
CORE MSCI EMKT
46434G103
508
9640
SH
SOLE
NONE
0
0
9640
iShares S&P Mid Cap ETF
CORE S&P MCP ETF
464287507
9593
51768
SH
SOLE
NONE
0
0
51768
Intel Corp
COM
458140100
636
12298
SH
SOLE
NONE
0
0
12298
Illinois Tool Works Inc
COM
452308109
314
1629
SH
SOLE
NONE
0
0
1629
VANGUARD S&P MID-CAP 400 ETF
MIDCP 400 IDX
921932885
285
2275
SH
SOLE
NONE
0
0
2275
iShares S&P 500 ETF
CORE S&P500 ETF
464287200
34083
101420
SH
SOLE
NONE
0
0
101420
Johnson & Johnson
COM
478160104
1248
8387
SH
SOLE
NONE
0
0
8387
JPMorgan Chase & Co.
COM
46625H100
1161
12063
SH
SOLE
NONE
0
0
12063
Coca Cola Company
COM
191216100
219
4446
SH
SOLE
NONE
0
0
4446
ELI LILLY & CO COM
COM
532457108
241
1632
SH
SOLE
NONE
0
0
1632
Lockheed Martin Corp
COM
539830109
311
813
SH
SOLE
NONE
0
0
813
Lowes Companies Inc
COM
548661107
203
1229
SH
SOLE
NONE
0
0
1229
Mastercard Inc
CL A
57636Q104
1070
3165
SH
SOLE
NONE
0
0
3165
McDonald's Corp
COM
580135101
833
3796
SH
SOLE
NONE
0
0
3796
Mondelez Intl Inc Cl A
CL A
609207105
583
10164
SH
SOLE
NONE
0
0
10164
Medtronic Inc
SHS
G5960L103
701
6749
SH
SOLE
NONE
0
0
6749
3m Company
COM
88579Y101
660
4124
SH
SOLE
NONE
0
0
4124
Merck & Co Inc New
COM
58933Y105
721
8698
SH
SOLE
NONE
0
0
8698
Microsoft Corp
COM
594918104
2357
11207
SH
SOLE
NONE
0
0
11207
Nike Inc
CL B
654106103
345
2751
SH
SOLE
NONE
0
0
2751
Natwest Group Adr Rep 2 Ord
SPONS ADR 2 ORD
639057108
28
10440
SH
SOLE
NONE
0
0
10440
Oracle Corporation
COM
68389X105
260
4363
SH
SOLE
NONE
0
0
4363
PepsiCo, Inc.
COM
713448108
858
6196
SH
SOLE
NONE
0
0
6196
Pfizer Incorporated
COM
717081103
900
24537
SH
SOLE
NONE
0
0
24537
Procter & Gamble
COM
742718109
1287
9264
SH
SOLE
NONE
0
0
9264
Sprott Physical Gold Trust
UNIT
85207H104
308
20500
SH
SOLE
NONE
0
0
20500
Pnc Finl Services Gp Inc
COM
693475105
244
2220
SH
SOLE
NONE
0
0
2220
Paypal Hldgs Inc Com
COM
70450Y103
295
1500
SH
SOLE
NONE
0
0
1500
Qualcomm Inc
COM
747525103
976
8299
SH
SOLE
NONE
0
0
8299
Powershs Nasdaq-100 ETF
UNIT SER 1
46090E103
8159
29369
SH
SOLE
NONE
0
0
29369
Raytheon Technologies Ord
COM
75513E101
635
11049
SH
SOLE
NONE
0
0
11049
Starbucks Corp
COM
855244109
210
2450
SH
SOLE
NONE
0
0
2450
Schwab US Dividend Equity ETF
US DIVIDEND EQ
808524797
12462
225367
SH
SOLE
NONE
0
0
225367
SCHWAB SHORT TERM US TREASURY ETF
SHT TM US TRES
808524862
1839
35709
SH
SOLE
NONE
0
0
35709
Ishares 1-3 Year Treasry
1 3 YR TREAS BD
464287457
21976
254039
SH
SOLE
NONE
0
0
254039
PowerShares S&P 500 Low Vol. ETF
S&P500 LOW VOL
46138E354
1791
33401
SH
SOLE
NONE
0
0
33401
Spdr Portfolio Short Term Corporate Bond
PORTFOLIO SHORT
78464A474
844
26910
SH
SOLE
NONE
0
0
26910
SPDR S&P 500 ETF
TR UNIT
78462F103
4736
14143
SH
SOLE
NONE
0
0
14143
State Str Corp Com Isin #us8574771031 SE
COM
857477103
413
6973
SH
SOLE
NONE
0
0
6973
AT&T
COM
00206R102
607
21306
SH
SOLE
NONE
0
0
21306
Toronto Dominion Bank
COM NEW
891160509
224
4864
SH
SOLE
NONE
0
0
4864
TE Connectivity Ltd
REG SHS
H84989104
704
7212
SH
SOLE
NONE
0
0
7212
TJX Companies Inc
COM
872540109
600
10787
SH
SOLE
NONE
0
0
10787
Ishares Tr Bond
20 YR TR BD ETF
464287432
206
1265
SH
SOLE
NONE
0
0
1265
THE TRAVELERS COMPANIES INC CO M
COM
89417E109
245
2265
SH
SOLE
NONE
0
0
2265
Texas Instruments Inc
COM
882508104
374
2623
SH
SOLE
NONE
0
0
2623
UNH
COM
91324P102
226
727
SH
SOLE
NONE
0
0
727
Union Pacific Corp
COM
907818108
980
4981
SH
SOLE
NONE
0
0
4981
Visa
COM CL A
92826C839
472
2364
SH
SOLE
NONE
0
0
2364
Vanguard Developed Markets ETF
FTSE DEV MKT ETF
921943858
29099
711473
SH
SOLE
NONE
0
0
711473
Vanguard FTSE All-World ex-US ETF
ALLWRLD EX US
922042775
602
11942
SH
SOLE
NONE
0
0
11942
VF Corporation
COM
918204108
434
6188
SH
SOLE
NONE
0
0
6188
Vanguard Dividend Appreciation ETF
DIV APP ETF
921908844
4732
36786
SH
SOLE
NONE
0
0
36786
Vanguard Total Stock Mkt ETF
TOTAL STK MKT
922908769
6855
40252
SH
SOLE
NONE
0
0
40252
Vanguard Emerging Markets ETF
FTSE EMR MKT ETF
922042858
11896
275129
SH
SOLE
NONE
0
0
275129
Verizon Communications
COM
92343V104
1126
18933
SH
SOLE
NONE
0
0
18933
Xcel Energy Inc Com
COM
98389B100
629
9124
SH
SOLE
NONE
0
0
9124