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Wellesley Investment Partners, LLC

Q3 2020 13F Holdings

  • Location
    wellesley, MA
  • Num holdings

    103

  • Value ($000)

    $292,527

  • Date Filed
    10/30/2020
  • Form type
    13F-HR
  • CIK
    0001669733
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

iShares S&P 500 ETF

CORE S&P500 ETF
464287200
$34.08M
12 %

101,420

I
IEF

iShares 7-10 Year Treasury Bond ETF

BARCLAYS 7 10 YR
464287440
$31.45M
11 %

258,164

V
VEA

Vanguard Developed Markets ETF

FTSE DEV MKT ETF
921943858
$29.1M
10 %

711,473

A
AGG

iShares U.S. Aggregate Bond ETF

CORE US AGGBD ET
464287226
$25.89M
9 %

219,325

B
BSV

Vanguard Short-Term Bond ETF

SHORT TRM BOND
921937827
$25.54M
9 %

307,527

S
SHY

Ishares 1-3 Year Treasry

1 3 YR TREAS BD
464287457
$21.98M
8 %

254,039

S
SCHD

Schwab US Dividend Equity ETF

US DIVIDEND EQ
808524797
$12.46M
4 %

225,367

V
VWO

Vanguard Emerging Markets ETF

FTSE EMR MKT ETF
922042858
$11.9M
4 %

275,129

I
IGT

iShares Gold Trust ETF

ISHARES
464285105
$10.7M
4 %

594,652

I
IJH

iShares S&P Mid Cap ETF

CORE S&P MCP ETF
464287507
$9.59M
3 %

51,768

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