0001606587-17-000672.txt : 20171113 0001606587-17-000672.hdr.sgml : 20171110 20171113114023 ACCESSION NUMBER: 0001606587-17-000672 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171113 DATE AS OF CHANGE: 20171113 EFFECTIVENESS DATE: 20171113 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: 171194360 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 09-30-2017 09-30-2017 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 11-13-2017 0 118 243640 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE N/A COM 36174X101 207 10000 SH SOLE NONE 0 0 10000 SPDR GOLD SHS 78463V107 208 1719 SH SOLE NONE 0 0 1719 N/A COM 674599105 217 3380 SH SOLE NONE 0 0 3380 N/A SPON ADR NEW 904767704 217 3757 SH SOLE NONE 0 0 3757 N/A COM 191216100 223 4957 SH SOLE NONE 0 0 4957 Vanguard SMALL CP ETF 922908751 225 1593 SH SOLE NONE 0 0 1593 N/A COM 151020104 226 1550 SH SOLE NONE 0 0 1550 N/A CL A 20030N101 228 5928 SH SOLE NONE 0 0 5928 N/A COM 872540109 229 3118 SH SOLE NONE 0 0 3118 N/A CAP STK CL A 02079K305 237 244 SH SOLE NONE 0 0 244 N/A COM 65339F101 242 1658 SH SOLE NONE 0 0 1658 N/A COM 74005P104 244 1752 SH SOLE NONE 0 0 1752 N/A COM 539830109 246 795 SH SOLE NONE 0 0 795 N/A COM 44267D107 253 2147 SH SOLE NONE 0 0 2147 N/A COM 571748102 264 3157 SH SOLE NONE 0 0 3157 N/A COM 816851109 267 2342 SH SOLE NONE 0 0 2342 N/A SPON ADR NEW 25243Q205 267 2025 SH SOLE NONE 0 0 2025 N/A COM 452308109 270 1826 SH SOLE NONE 0 0 1826 N/A COM 00206R102 280 7156 SH SOLE NONE 0 0 7156 N/A COM 002824100 286 5360 SH SOLE NONE 0 0 5360 N/A COM 00287Y109 286 3220 SH SOLE NONE 0 0 3220 iShares A RATE CP BD ETF 46429B291 287 5456 SH SOLE NONE 0 0 5456 N/A COM 009158106 291 1928 SH SOLE NONE 0 0 1928 Powershares FTSE RAFI 1000 73935X583 291 2725 SH SOLE NONE 0 0 2725 N/A EQUITY ETF 381430503 292 5850 SH SOLE NONE 0 0 5850 N/A COM 235851102 292 3407 SH SOLE NONE 0 0 3407 N/A COM 25746U109 295 3846 SH SOLE NONE 0 0 3846 N/A COM 91913Y100 309 4025 SH SOLE NONE 0 0 4025 N/A COM 882508104 311 3477 SH SOLE NONE 0 0 3477 N/A COM 194162103 312 4284 SH SOLE NONE 0 0 4284 N/A COM 855244109 323 6022 SH SOLE NONE 0 0 6022 N/A COM 26078J100 342 4950 SH SOLE NONE 0 0 4950 N/A SHS G5960L103 348 4484 SH SOLE NONE 0 0 4484 N/A COM 949746101 350 6359 SH SOLE NONE 0 0 6359 N/A COM 458140100 375 9853 SH SOLE NONE 0 0 9853 N/A COM 166764100 385 3280 SH SOLE NONE 0 0 3280 N/A COM 58933Y105 392 6129 SH SOLE NONE 0 0 6129 N/A COM 500754106 413 5330 SH SOLE NONE 0 0 5330 N/A CL B 654106103 431 8326 SH SOLE NONE 0 0 8326 N/A CL B NEW 084670702 444 2422 SH SOLE NONE 0 0 2422 N/A COM 110122108 475 7461 SH SOLE NONE 0 0 7461 Powershares DYNM LRG CP VL 73935X708 485 12985 SH SOLE NONE 0 0 12985 N/A COM 681919106 548 7404 SH SOLE NONE 0 0 7404 N/A CL A 609207105 565 13913 SH SOLE NONE 0 0 13913 N/A COM 369604103 566 23415 SH SOLE NONE 0 0 23415 N/A COM 863667101 568 4001 SH SOLE NONE 0 0 4001 Vanguard ALLWRLD EX US 922042775 570 10826 SH SOLE NONE 0 0 10826 N/A SPONSORED ADR 37733W105 571 14084 SH SOLE NONE 0 0 14084 Vanguard MIDCP 400 IDX 921932885 586 4854 SH SOLE NONE 0 0 4854 N/A COM 913017109 589 5079 SH SOLE NONE 0 0 5079 N/A COM 69331C108 614 9023 SH SOLE NONE 0 0 9023 N/A CL A COM 19625W104 617 49140 SH SOLE NONE 0 0 49140 N/A COM 29250N105 669 15990 SH SOLE NONE 0 0 15990 N/A COM 053015103 695 6359 SH SOLE NONE 0 0 6359 N/A COM 78377T107 703 11255 SH SOLE NONE 0 0 11255 N/A COM NEW 755111507 731 3921 SH SOLE NONE 0 0 3921 N/A CL A COM 55303A105 739 24465 SH SOLE NONE 0 0 24465 N/A COM 189754104 751 18655 SH SOLE NONE 0 0 18655 N/A COM NEW 247361702 754 15656 SH SOLE NONE 0 0 15656 N/A COM 38141G104 762 3216 SH SOLE NONE 0 0 3216 N/A SHS EUR G6518L108 773 18662 SH SOLE NONE 0 0 18662 N/A COM 478160104 795 6115 SH SOLE NONE 0 0 6115 N/A COM 126650100 812 9989 SH SOLE NONE 0 0 9989 N/A SHS G491BT108 833 23799 SH SOLE NONE 0 0 23799 N/A COM 14149Y108 834 12471 SH SOLE NONE 0 0 12471 N/A COM 37045V100 843 20887 SH SOLE NONE 0 0 20887 N/A COM 98310W108 873 8285 SH SOLE NONE 0 0 8285 N/A SHS - A - N53745100 881 8897 SH SOLE NONE 0 0 8897 N/A COM 17275R102 899 26758 SH SOLE NONE 0 0 26758 N/A SHS G29183103 904 11778 SH SOLE NONE 0 0 11778 N/A COM 718546104 949 10367 SH SOLE NONE 0 0 10367 N/A COM 11133T103 950 11761 SH SOLE NONE 0 0 11761 N/A COM 031162100 957 5138 SH SOLE NONE 0 0 5138 N/A COM 713448108 963 8648 SH SOLE NONE 0 0 8648 N/A COM 375558103 968 11959 SH SOLE NONE 0 0 11959 N/A COM 580135101 970 6196 SH SOLE NONE 0 0 6196 N/A COM 693475105 978 7262 SH SOLE NONE 0 0 7262 N/A COM 747525103 979 18892 SH SOLE NONE 0 0 18892 N/A COM 174610105 1004 26526 SH SOLE NONE 0 0 26526 N/A COM 918204108 1006 15834 SH SOLE NONE 0 0 15834 N/A COM 008916108 1011 9437 SH SOLE NONE 0 0 9437 N/A COM 742718109 1032 11354 SH SOLE NONE 0 0 11354 N/A COM 717081103 1062 29752 SH SOLE NONE 0 0 29752 N/A COM DISNEY 254687106 1067 10826 SH SOLE NONE 0 0 10826 N/A COM 438516106 1069 7544 SH SOLE NONE 0 0 7544 N/A COM 437076102 1101 6733 SH SOLE NONE 0 0 6733 N/A COM 88579Y101 1118 5329 SH SOLE NONE 0 0 5329 N/A COM H1467J104 1137 7978 SH SOLE NONE 0 0 7978 N/A COM 595017104 1147 12778 SH SOLE NONE 0 0 12778 N/A CL A 57636Q104 1174 8319 SH SOLE NONE 0 0 8319 N/A REG SHS H84989104 1174 14144 SH SOLE NONE 0 0 14144 N/A COM 92343V104 1199 24241 SH SOLE NONE 0 0 24241 N/A SHS CLASS A G1151C101 1204 8917 SH SOLE NONE 0 0 8917 N/A COM 907818108 1238 10676 SH SOLE NONE 0 0 10676 N/A COM 30231G102 1322 16129 SH SOLE NONE 0 0 16129 N/A COM 097023105 1322 5203 SH SOLE NONE 0 0 5203 Powershares S&P500 LOW VOL 73937B779 1329 29036 SH SOLE NONE 0 0 29036 N/A COM 594918104 1497 20103 SH SOLE NONE 0 0 20103 N/A COM 037833100 1540 9994 SH SOLE NONE 0 0 9994 N/A COM 46625H100 1729 18110 SH SOLE NONE 0 0 18110 SPDR TR UNIT 78462F103 3582 14259 SH SOLE NONE 0 0 14259 Vanguard DIV APP ETF 921908844 3799 40084 SH SOLE NONE 0 0 40084 iShares SHORT TREAS BD 464288679 4186 37927 SH SOLE NONE 0 0 37927 iShares TIPS BD ETF 464287176 4274 37637 SH SOLE NONE 0 0 37637 Vanguard TOTAL BND MRKT 921937835 4287 52314 SH SOLE NONE 0 0 52314 iShares ISHARES 464285105 5429 441041 SH SOLE NONE 0 0 441041 SPDR BLOMBRG BRC INTR 78464A375 5717 165684 SH SOLE NONE 0 0 165684 Vanguard TOTAL STK MKT 922908769 5891 45484 SH SOLE NONE 0 0 45484 Powershares UNIT SER 1 73935A104 5999 41249 SH SOLE NONE 0 0 41249 Vanguard FTSE EMR MKT ETF 922042858 6951 159538 SH SOLE NONE 0 0 159538 iShares BARCLAYS 7 10 YR 464287440 9157 85972 SH SOLE NONE 0 0 85972 SPDR BLOMBERG BRC SRT 78464A474 9457 308374 SH SOLE NONE 0 0 308374 iShares CORE US AGGBD ET 464287226 10277 93783 SH SOLE NONE 0 0 93783 Schwab US DIVIDEND EQ 808524797 10790 230571 SH SOLE NONE 0 0 230571 iShares CORE S&P MCP ETF 464287507 17646 98636 SH SOLE NONE 0 0 98636 Vanguard SHORT TRM BOND 921937827 20945 262413 SH SOLE NONE 0 0 262413 iShares CORE S&P500 ETF 464287200 23441 92678 SH SOLE NONE 0 0 92678 Vanguard FTSE DEV MKT ETF 921943858 25006 576047 SH SOLE NONE 0 0 576047