0000950123-15-004623.txt : 20150424 0000950123-15-004623.hdr.sgml : 20150424 20150424100937 ACCESSION NUMBER: 0000950123-15-004623 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150424 DATE AS OF CHANGE: 20150424 EFFECTIVENESS DATE: 20150424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DT Investment Partners, LLC CENTRAL INDEX KEY: 0001537621 IRS NUMBER: 451586812 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14628 FILM NUMBER: 15790306 BUSINESS ADDRESS: STREET 1: BRANDYWINE FIVE STREET 2: 1 DICKINSON DRIVE, SUITE 103 CITY: CHADDS FORD STATE: PA ZIP: 19317 BUSINESS PHONE: 4847784425 MAIL ADDRESS: STREET 1: BRANDYWINE FIVE STREET 2: 1 DICKINSON DRIVE, SUITE 103 CITY: CHADDS FORD STATE: PA ZIP: 19317 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001537621 XXXXXXXX 03-31-2015 03-31-2015 DT Investment Partners, LLC

Brandywine Five 1 Dickinson Drive, Suite 103 Chadds Ford PA 19317

13F HOLDINGS REPORT 028-14628 N Daniel N. Mullen 484-778-4431 Daniel N. Mullen Chadds Ford PA 04-23-2015 1 56 330035 false 1 028-14068 Daniels and Tansey, LLP INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AT&T INC COM 00206r102 763 23361 SH DFND 1 0 0 23361 ABBVIE INC COM 00287y109 350 5984 SH DFND 1 0 0 5984 APPLE INC COM 037833100 202 1624 SH DFND 1 0 0 1624 BLACKSTONE GROUP LP COM UNIT LTD 09253u108 888 22838 SH DFND 1 0 0 22838 BLACKROCK ENHANCED CAP & INC FD INC COM 09256a109 1641 109040 SH DFND 1 0 0 109040 CHAMBERS STREET PROPERTIES COM 157842105 79 10000 SH DFND 1 0 0 10000 CISCO SYSTEMS INC COM 17275r102 673 24452 SH DFND 1 0 0 24452 CLOROX CO COM 189054109 533 4832 SH DFND 1 0 0 4832 CONOCO PHILIPS COM 20825c104 820 13173 SH DFND 1 0 0 13173 CONSOLIDATED EDISON INC COM 209115104 465 7615 SH DFND 1 0 0 7615 ENTERGY CORP COM 29364g103 615 7936 SH DFND 1 0 0 7936 EXELON CORP COM 30161n101 753 22410 SH DFND 1 0 0 22410 EXXON MOBIL CORP COM 30231g102 301 3544 SH DFND 1 0 0 3544 GENERAL ELECTRIC CO COM 369604103 679 27386 SH DFND 1 0 0 27386 ISHARES CNTRY MIN VOL ID 464286525 4217 58825 SH DFND 1 0 0 58825 ISHARES CORE US AGG BD ETF 464287226 47804 429005 SH DFND 1 0 0 429005 ISHARES TR CORE S&P MCP ETF 464287507 33800 222395 SH DFND 1 0 0 222395 ISHARES TR COHEN & STEERS REIT 464287564 1269 12546 SH DFND 1 0 0 12546 ISHARES TR RUS 1000 ETF 464287622 10276 88700 SH DFND 1 0 0 88700 ISHARES TR CORE S&P SCP ETF 464287804 14696 124512 SH DFND 1 0 0 124512 ISHARES TR EUROPE ETF 464287861 11702 264329 SH DFND 1 0 0 264329 ISHARES MBS ETF 464288588 14659 132854 SH DFND 1 0 0 132854 ISHARES INTERM CR BD ETF 464288638 9258 83652 SH DFND 1 0 0 83652 ISHARES 1-3 YR CR BD ETF 464288646 4809 45572 SH DFND 1 0 0 45572 ISHARES US PFD STK ETF 464288687 9354 233209 SH DFND 1 0 0 233209 ISHARES TR USA MIN VOL ID 46429b697 3594 87101 SH DFND 1 0 0 87101 JPMORGAN CHASE & CO COM 46625h100 247 4069 SH DFND 1 0 0 4069 KKR & CO LP DEL COM UNITS 48248m102 841 36863 SH DFND 1 0 0 36863 KIMBERLY CLARK CORP COM 494368103 1079 10074 SH DFND 1 0 0 10074 KINDER MORGAN INC COM 49456b101 964 22908 SH DFND 1 0 0 22908 LEGGETT & PLATT INC COM 524660107 575 12465 SH DFND 1 0 0 12465 LILLY, ELI & CO COM 532457108 844 11622 SH DFND 1 0 0 11622 MATTEL INC COM 577081102 467 20421 SH DFND 1 0 0 20421 MCDONALDS CORP COM 580135101 623 6393 SH DFND 1 0 0 6393 MERCK & CO INC COM 58933y105 620 10778 SH DFND 1 0 0 10778 MICROSOFT CORP COM 594918104 707 17382 SH DFND 1 0 0 17382 NUCOR CORP COM 670346105 737 15513 SH DFND 1 0 0 15513 PFIZER INC COM 717081103 862 24781 SH DFND 1 0 0 24781 PIMCO ETF TR 0-5 HIGH YIELD 72201r783 630 6205 SH DFND 1 0 0 6205 POTASH CORP SASKATCHEWAN INC COM 73755l107 743 23044 SH DFND 1 0 0 23044 POWERSHARES GLOBAL ETF TR SOVEREIGN DEBT 73936t573 1629 57308 SH DFND 1 0 0 57308 SPDR S&P 500 ETF TR TR UNIT 78462f103 61360 297246 SH DFND 1 0 0 297246 SPDR SERIES TRUST BRC HIGH YIELD BD 78464a417 25127 640670 SH DFND 1 0 0 640670 SPDR SERIES TRUST DJ REIT ETF 78464a607 238 2517 SH DFND 1 0 0 2517 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369y209 6631 91464 SH DFND 1 0 0 91464 SELECT SECTOR SPDR TR SBI CONS STPLS 81369y308 5056 103725 SH DFND 1 0 0 103725 SPECTRA ENERGY CORP COM 847560109 909 25139 SH DFND 1 0 0 25139 SYSCO CORP COM 871829107 1066 28251 SH DFND 1 0 0 28251 TORTOISE ENERGY INFRASTRUCTURE COM 89147l100 1465 34847 SH DFND 1 0 0 34847 VANGUARD BOND INDEX FUND INC TOTAL BOND MKT 921937835 242 2904 SH DFND 1 0 0 2904 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 26208 658004 SH DFND 1 0 0 658004 VANGUARD INTL EQUITY INDEX FD FTSE EMER MKT ETF 922042858 12922 316162 SH DFND 1 0 0 316162 VANGUARD INDEX FUNDS REIT ETF 922908553 837 9930 SH DFND 1 0 0 9930 VANGUARD INDEX FUNDS LARGE CAP ETF 922908637 265 2788 SH DFND 1 0 0 2788 VERIZON COMMUNICATIONS INC COM 92343v104 940 19333 SH DFND 1 0 0 19333 WILLIAMS COS INC COM 969457100 1001 19787 SH DFND 1 0 0 19787