0000950123-13-008220.txt : 20131028 0000950123-13-008220.hdr.sgml : 20131028 20131028111916 ACCESSION NUMBER: 0000950123-13-008220 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131028 DATE AS OF CHANGE: 20131028 EFFECTIVENESS DATE: 20131028 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: 131172290 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 09-30-2013 09-30-2013 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 10-25-2013 1 57 244357 false 1 028-14068 Daniels+Tansey, LLP INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AT&T INC COM 00206R102 481 14236 SH DFND 1 0 0 14236 BRISTOL-MYERS SQUIBB CO COM 110122108 374 8071 SH DFND 1 0 0 8071 CAMPBELL SOUP CO COM 134429109 614 15074 SH DFND 1 0 0 15074 CHEVRON CORP COM 166764100 782 6438 SH DFND 1 0 0 6438 CLOROX COMPANY COM 189054109 261 3190 SH DFND 1 0 0 3190 CONOCOPHILLIPS CORP COM 20825C104 560 8052 SH DFND 1 0 0 8052 CONSOLIDATED EDISON INC COM 209115104 257 4655 SH DFND 1 0 0 4655 DU PONT E I DE NEMOURS & CO COM 263534109 382 6528 SH DFND 1 0 0 6528 ENTERGY CORP COM 29364G103 347 5485 SH DFND 1 0 0 5485 EXELON CORPORATION COM 30161N101 431 14532 SH DFND 1 0 0 14532 EXXON MOBIL CORPORATION COM 30231G102 335 3890 SH DFND 1 0 0 3890 FIRSTENERGY CORP COM 337932107 431 11818 SH DFND 1 0 0 11818 GENERAL ELECTRIC CO COM 369604103 580 24296 SH DFND 1 0 0 24296 INTEL CORP COM 458140100 472 20634 SH DFND 1 0 0 20634 ISHARES GOLD TRUST ISHARES 464285105 6540 507408 SH DFND 1 0 0 507408 ISHARES MSCI AUST ETF 464286103 421 16663 SH DFND 1 0 0 16663 ISHARES MSCI CDA ETF 464286509 316 11174 SH DFND 1 0 0 11174 ISHARES MSCI JAPAN ETF 464286848 7265 609438 SH DFND 1 0 0 609438 ISHARES CORE TOTUSBD ETF 464287226 27320 254855 SH DFND 1 0 0 254855 ISHARES MSCI EAFE ETF 464287465 218 3424 SH DFND 1 0 0 3424 ISHARES CORE S&P MCP ETF 464287507 32407 261059 SH DFND 1 0 0 261059 ISHARES COHEN & STEERS REIT 464287564 2273 29572 SH DFND 1 0 0 29572 ISHARES RUS 1000 ETF 464287622 7722 81998 SH DFND 1 0 0 81998 ISHARES CORE S&P SCP 464287804 15359 153902 SH DFND 1 0 0 153902 ISHARES EUROPE ETF 464287861 7023 159189 SH DFND 1 0 0 159189 ISHARES MBS ETF 464288588 13560 128022 SH DFND 1 0 0 128022 ISHARES INTERM CR BD ETF 464288638 8153 75542 SH DFND 1 0 0 75542 ISHARES 1-3YR CR BD ETF 464288646 2571 24420 SH DFND 1 0 0 24420 ISHARES US PFD STK ETF 464288687 609 16028 SH DFND 1 0 0 16028 ISHARES USA MIN VOL ETF 46429B697 2283 68687 SH DFND 1 0 0 68687 JOHNSON & JOHNSON COM 478160104 349 4033 SH DFND 1 0 0 4033 KIMBERLY CLARK CORP COM 494368103 649 6886 SH DFND 1 0 0 6886 LILLY ELI & C0 COM 532457108 424 8429 SH DFND 1 0 0 8429 MCDONALDS CORP COM 580135101 346 3595 SH DFND 1 0 0 3595 MERCK & CO COM 58933Y105 367 7722 SH DFND 1 0 0 7722 MICROSOFT CORP COM 594918104 460 13827 SH DFND 1 0 0 13827 NUCOR CORP COM 670346105 450 9182 SH DFND 1 0 0 9182 PFIZER INC COM 717081103 452 15745 SH DFND 1 0 0 15745 PIMCO TR 0-5 HIGH YLD 72201R783 709 6759 SH DFND 1 0 0 6759 POWERSHARES DB COMM IND TRA UNIT BEN INT 73935S105 3173 123157 SH DFND 1 0 0 123157 POWERSHARES GLOBAL ETF TR SOVEREIGN DEBT 73936T573 1559 57015 SH DFND 1 0 0 57015 PROCTER GAMBLE CO COM 742718109 322 4268 SH DFND 1 0 0 4268 RAYTHEON CO COM 755111507 439 5696 SH DFND 1 0 0 5696 RITE AID CORP COM 767754104 47 10000 SH DFND 1 0 0 10000 SPDR S&P 500 ETF TR TR UNIT 78462F103 39720 236416 SH DFND 1 0 0 236416 SPDR SERIES TR BRC HGH YLD BD 78464A417 15799 396500 SH DFND 1 0 0 396500 SPDR SERIES TR DJ REIT ETF 78464A607 6422 88062 SH DFND 1 0 0 88062 SELECT SECTOR SPDR TRUST SBI HEALTHCARE 81369Y209 4688 92665 SH DFND 1 0 0 92665 SELECT SECTOR SPDR TRUST SBI CONS STAPLES 81369Y308 3636 91351 SH DFND 1 0 0 91351 SELECT SECTOR SPDR TRUST SBI INT ENERGY 81369Y506 3043 36708 SH DFND 1 0 0 36708 SPECTRA ENERGY CORP COM 847560109 544 15887 SH DFND 1 0 0 15887 SYSCO CORP COM 871829107 616 19340 SH DFND 1 0 0 19340 VANGUARD SPECIALIZED PORT DIV APP ETF 921908844 6200 89063 SH DFND 1 0 0 89063 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 9920 247156 SH DFND 1 0 0 247156 VANGUARD INDEX FDS REIT ETF 922908553 2596 39257 SH DFND 1 0 0 39257 VERIZON COMMUNICATIONS COM 92343V104 531 11379 SH DFND 1 0 0 11379 WILLIAMS COS INC COM 969457100 549 14984 SH DFND 1 0 0 14984