Wellesley Investment Partners, LLC 13F Holdings

CIK 0001669733

As of Sep 30, 2020, Wellesley Investment Partners, LLC reported 103 positions worth $292.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—101,420$34.1K11.65%
ISHARES 7-10 YEAR TREASURY BOND ETFIEF—258,164$31.4K10.75%
VANGUARD TAX-MANAGED FUNDSVEA—711,473$29.1K9.95%
ISHARES CORE US AGGREGATE BOND ETFAGG—219,325$25.9K8.85%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—307,527$25.5K8.73%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—254,039$22.0K7.51%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity225,367 2.5K4.26%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—275,129 1.9K4.07%
iShares Gold TrustIAU—594,652 0.7K3.66%
ISHARES CORE S&P MID-CAP ETFIJH—51,768$9.6K3.28%
INVESCO QQQ TRUST SERIES 1QQQ—29,369$8.2K2.79%
VANGUARD TOTAL STOCK MKT ETFVTI—40,252$6.9K2.34%
SPDR S&P 500 ETF TRUSTSPY—14,143$4.7K1.62%
VANGUARD DIVIDEND APPREC ETFVIG—36,786$4.7K1.62%
APPLE INCAAPLTechnology22,034$2.6K0.87%
MICROSOFT CORPMSFTTechnology11,207$2.4K0.81%
SCHWAB SHORT-TERM US TREASURY ETFSCHO—35,709 .8K0.63%
INVESCO S&P 500 LOW VOLATILITY ETFSPLV—33,401 .8K0.61%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—19,552 .8K0.61%
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—12,321 .6K0.56%
PROCTER & GAMBLE COPGConsumer Defensive9,264 .3K0.44%
JOHNSON & JOHNSONJNJHealthcare8,387 .2K0.43%
JPMORGAN CHASE & COJPMFinancial Services12,063 .2K0.40%
VERIZON COMMUNICATIONS INCBACCommunication Services18,933 .1K0.38%
MASTERCARD INCMAFinancial Services3,165 .1K0.37%