Wellesley Investment Partners, LLC
Q3 2020 13F Holdings
- Locationwellesley, MA
- Num holdings
103
- Value ($000)
$292,527
- Date Filed10/30/2020
- Form type13F-HR
- CIK0001669733
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2020 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares S&P 500 ETF | CORE S&P500 ETF | 464287200 | $34.08M | 12 % | 101,420 | ||
IEF iShares 7-10 Year Treasury Bond ETF | BARCLAYS 7 10 YR | 464287440 | $31.45M | 11 % | 258,164 | ||
VEA Vanguard Developed Markets ETF | FTSE DEV MKT ETF | 921943858 | $29.10M | 10 % | 711,473 | ||
AGG iShares U.S. Aggregate Bond ETF | CORE US AGGBD ET | 464287226 | $25.89M | 9 % | 219,325 | ||
BSV Vanguard Short-Term Bond ETF | SHORT TRM BOND | 921937827 | $25.54M | 9 % | 307,527 | ||
SHY Ishares 1-3 Year Treasry | 1 3 YR TREAS BD | 464287457 | $21.98M | 8 % | 254,039 | ||
SCHD Schwab US Dividend Equity ETF | US DIVIDEND EQ | 808524797 | $12.46M | 4 % | 225,367 | ||
VWO Vanguard Emerging Markets ETF | FTSE EMR MKT ETF | 922042858 | $11.90M | 4 % | 275,129 | ||
IGT iShares Gold Trust ETF | ISHARES | 464285105 | $10.70M | 4 % | 594,652 | ||
IJH iShares S&P Mid Cap ETF | CORE S&P MCP ETF | 464287507 | $9.59M | 3 % | 51,768 |
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