| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NWG | Exit | Natwest Group Adr Rep 2 Ordspons adr 2 ord | $0 | – | -10,440 | -100.0% | -0.01% | – |
| COST | Exit | COST | $0 | – | -564 | -100.0% | -0.07% | – |
| LOW | Exit | Lowes Companies Inc | $0 | – | -1,229 | -100.0% | -0.07% | – |
| TLT | Exit | Ishares Tr Bond20 yr tr bd etf | $0 | – | -1,265 | -100.0% | -0.07% | – |
| ADI | Exit | Analog Devices Inc | $0 | – | -1,801 | -100.0% | -0.07% | – |
| SBUX | Exit | Starbucks Corp | $0 | – | -2,450 | -100.0% | -0.07% | – |
| BXP | Exit | Boston Properties | $0 | – | -2,663 | -100.0% | -0.07% | – |
| KO | Exit | Coca Cola Company | $0 | – | -4,446 | -100.0% | -0.08% | – |
| TD | Exit | Toronto Dominion Bank | $0 | – | -4,864 | -100.0% | -0.08% | – |
| UNH | Exit | UNH | $0 | – | -727 | -100.0% | -0.08% | – |
| LLY | Exit | ELI LILLY & CO COM | $0 | – | -1,632 | -100.0% | -0.08% | – |
| PNC | Exit | Pnc Finl Services Gp Inc | $0 | – | -2,220 | -100.0% | -0.08% | – |
| TRV | Exit | THE TRAVELERS COMPANIES INC CO M | $0 | – | -2,265 | -100.0% | -0.08% | – |
| AXP | Exit | American Express Company | $0 | – | -2,523 | -100.0% | -0.09% | – |
| ABBV | Exit | Abbvie Inc | $0 | – | -2,941 | -100.0% | -0.09% | – |
| ORCL | Exit | Oracle Corporation | $0 | – | -4,363 | -100.0% | -0.09% | – |
| BAC | Exit | Bank of America | $0 | – | -11,073 | -100.0% | -0.09% | – |
| BND | Exit | Vanguard Total Bond Market ETFtotal bnd mrkt | $0 | – | -3,122 | -100.0% | -0.09% | – |
| CSX | Exit | C S X Corp | $0 | – | -3,543 | -100.0% | -0.09% | – |
| FB | Exit | Facebook Inccl a | $0 | – | -1,079 | -100.0% | -0.10% | – |
| IVOO | Exit | VANGUARD S&P MID-CAP 400 ETFmidcp 400 idx | $0 | – | -2,275 | -100.0% | -0.10% | – |
| BDX | Exit | Becton Dickinson & Co | $0 | – | -1,219 | -100.0% | -0.10% | – |
| APD | Exit | Air Prod & Chemicals Inc | $0 | – | -965 | -100.0% | -0.10% | – |
| CMCSA | Exit | Comcast Corporationcl a | $0 | – | -6,214 | -100.0% | -0.10% | – |
| PYPL | Exit | Paypal Hldgs Inc Com | $0 | – | -1,500 | -100.0% | -0.10% | – |
| C | Exit | Citigroup | $0 | – | -7,087 | -100.0% | -0.10% | – |
| PHYS | Exit | Sprott Physical Gold Trustunit | $0 | – | -20,500 | -100.0% | -0.10% | – |
| LMT | Exit | Lockheed Martin Corp | $0 | – | -813 | -100.0% | -0.11% | – |
| DEO | Exit | Diageo Plc New Adrspon adr new | $0 | – | -2,273 | -100.0% | -0.11% | – |
| ITW | Exit | Illinois Tool Works Inc | $0 | – | -1,629 | -100.0% | -0.11% | – |
| GOOGL | Exit | Google Inc Class A Vtgcap stk cl a | $0 | – | -218 | -100.0% | -0.11% | – |
| AVB | Exit | Avalonbay Cmntys Inc Com | $0 | – | -2,190 | -100.0% | -0.11% | – |
| EFAV | Exit | iShares MSCI EAFE Min Vol ETFmsci eafe min vl | $0 | – | -4,908 | -100.0% | -0.11% | – |
| ACWX | Exit | iShares MSCI ACWI ex US ETFmsci acwi ex us | $0 | – | -7,326 | -100.0% | -0.12% | – |
| NKE | Exit | Nike Inccl b | $0 | – | -2,751 | -100.0% | -0.12% | – |
| TXN | Exit | Texas Instruments Inc | $0 | – | -2,623 | -100.0% | -0.13% | – |
| CB | Exit | Chubb Corp | $0 | – | -3,428 | -100.0% | -0.14% | – |
| EXC | Exit | Exelon Corporation | $0 | – | -11,428 | -100.0% | -0.14% | – |
| BRKB | Exit | Berkshire Hathaway Inccl b new | $0 | – | -1,923 | -100.0% | -0.14% | – |
| STT | Exit | State Str Corp Com Isin #us8574771031 SE | $0 | – | -6,973 | -100.0% | -0.14% | – |
| VFC | Exit | VF Corporation | $0 | – | -6,188 | -100.0% | -0.15% | – |
| V | Exit | Visa | $0 | – | -2,364 | -100.0% | -0.16% | – |
| IEMG | Exit | Ishares Core Mscicore msci emkt | $0 | – | -9,640 | -100.0% | -0.17% | – |
| AMP | Exit | Ameriprise Financial Inc | $0 | – | -3,298 | -100.0% | -0.17% | – |
| GOOG | Exit | Google Inc Cl C Non Vtgcap stk cl c | $0 | – | -347 | -100.0% | -0.17% | – |
| HON | Exit | Honeywell International | $0 | – | -3,176 | -100.0% | -0.18% | – |
| ADP | Exit | Automatic Data Processing | $0 | – | -3,827 | -100.0% | -0.18% | – |
| MDLZ | Exit | Mondelez Intl Inc Cl Acl a | $0 | – | -10,164 | -100.0% | -0.20% | – |
| GILD | Exit | Gilead Sciences Inc | $0 | – | -9,250 | -100.0% | -0.20% | – |
| CL | Exit | Colgate-Palmolive Co | $0 | – | -7,699 | -100.0% | -0.20% | – |
| ABT | Exit | Abbott Laboratories | $0 | – | -5,505 | -100.0% | -0.20% | – |
| TJX | Exit | TJX Companies Inc | $0 | – | -10,787 | -100.0% | -0.20% | – |
| VEU | Exit | Vanguard FTSE All-World ex-US ETFallwrld ex us | $0 | – | -11,942 | -100.0% | -0.21% | – |
| T | Exit | AT&T | $0 | – | -21,306 | -100.0% | -0.21% | – |
| AVGO | Exit | Broadcom Limited Com Npv | $0 | – | -1,687 | -100.0% | -0.21% | – |
| XEL | Exit | Xcel Energy Inc Com | $0 | – | -9,124 | -100.0% | -0.22% | – |
| RTX | Exit | Raytheon Technologies Ord | $0 | – | -11,049 | -100.0% | -0.22% | – |
| INTC | Exit | Intel Corp | $0 | – | -12,298 | -100.0% | -0.22% | – |
| ESGD | Exit | Ishares Msci Eafe Esgesg aw msci eafe | $0 | – | -10,081 | -100.0% | -0.22% | – |
| MMM | Exit | 3m Company | $0 | – | -4,124 | -100.0% | -0.23% | – |
| BR | Exit | Broadridge Financial Solutions, Inc | $0 | – | -5,221 | -100.0% | -0.24% | – |
| MDT | Exit | Medtronic Inc | $0 | – | -6,749 | -100.0% | -0.24% | – |
| TEL | Exit | TE Connectivity Ltd | $0 | – | -7,212 | -100.0% | -0.24% | – |
| MRK | Exit | Merck & Co Inc New | $0 | – | -8,698 | -100.0% | -0.25% | – |
| CVS | Exit | C V S Health Corporation | $0 | – | -12,548 | -100.0% | -0.25% | – |
| CSCO | Exit | Cisco Systems Inc | $0 | – | -18,562 | -100.0% | -0.25% | – |
| AMZN | Exit | Amazon.com | $0 | – | -238 | -100.0% | -0.26% | – |
| HD | Exit | Home Depot Inc | $0 | – | -2,829 | -100.0% | -0.27% | – |
| MCD | Exit | McDonald's Corp | $0 | – | -3,796 | -100.0% | -0.28% | – |
| SPSB | Exit | Spdr Portfolio Short Term Corporate Bondportfolio short | $0 | – | -26,910 | -100.0% | -0.29% | – |
| PEP | Exit | PepsiCo, Inc. | $0 | – | -6,196 | -100.0% | -0.29% | – |
| DIS | Exit | Walt Disney Co | $0 | – | -7,043 | -100.0% | -0.30% | – |
| PFE | Exit | Pfizer Incorporated | $0 | – | -24,537 | -100.0% | -0.31% | – |
| ACN | Exit | Accenture Plc Cl A | $0 | – | -4,025 | -100.0% | -0.31% | – |
| ESGU | Exit | Ishares Msci Usa Esgesg awr msci usa | $0 | – | -12,127 | -100.0% | -0.32% | – |
| AMGN | Exit | AMGEN INC COM | $0 | – | -3,665 | -100.0% | -0.32% | – |
| QCOM | Exit | Qualcomm Inc | $0 | – | -8,299 | -100.0% | -0.33% | – |
| UNP | Exit | Union Pacific Corp | $0 | – | -4,981 | -100.0% | -0.34% | – |
| MA | Exit | Mastercard Inccl a | $0 | – | -3,165 | -100.0% | -0.37% | – |
| VZ | Exit | Verizon Communications | $0 | – | -18,933 | -100.0% | -0.38% | – |
| JPM | Exit | JPMorgan Chase & Co. | $0 | – | -12,063 | -100.0% | -0.40% | – |
| JNJ | Exit | Johnson & Johnson | $0 | – | -8,387 | -100.0% | -0.43% | – |
| PG | Exit | Procter & Gamble | $0 | – | -9,264 | -100.0% | -0.44% | – |
| IEI | Exit | Ishares Tr 3-7 Yr Tr Bd Etf3 7 yr treas bd | $0 | – | -12,321 | -100.0% | -0.56% | – |
| SPLV | Exit | PowerShares S&P 500 Low Vol. ETFs&p500 low vol | $0 | – | -33,401 | -100.0% | -0.61% | – |
| BIL | Exit | Spdr Bloomberg Barclaysspdr bloomberg | $0 | – | -19,552 | -100.0% | -0.61% | – |
| SCHO | Exit | SCHWAB SHORT TERM US TREASURY ETFsht tm us tres | $0 | – | -35,709 | -100.0% | -0.63% | – |
| MSFT | Exit | Microsoft Corp | $0 | – | -11,207 | -100.0% | -0.81% | – |
| AAPL | Exit | Apple | $0 | – | -22,034 | -100.0% | -0.87% | – |
| VIG | Exit | Vanguard Dividend Appreciation ETFdiv app etf | $0 | – | -36,786 | -100.0% | -1.62% | – |
| SPY | Exit | SPDR S&P 500 ETFtr unit | $0 | – | -14,143 | -100.0% | -1.62% | – |
| VTI | Exit | Vanguard Total Stock Mkt ETFtotal stk mkt | $0 | – | -40,252 | -100.0% | -2.34% | – |
| QQQ | Exit | Powershs Nasdaq-100 ETFunit ser 1 | $0 | – | -29,369 | -100.0% | -2.79% | – |
| IJH | Exit | iShares S&P Mid Cap ETFcore s&p mcp etf | $0 | – | -51,768 | -100.0% | -3.28% | – |
| IAU | Exit | iShares Gold Trust ETFishares | $0 | – | -594,652 | -100.0% | -3.66% | – |
| VWO | Exit | Vanguard Emerging Markets ETFftse emr mkt etf | $0 | – | -275,129 | -100.0% | -4.07% | – |
| SCHD | Exit | Schwab US Dividend Equity ETFus dividend eq | $0 | – | -225,367 | -100.0% | -4.26% | – |
| SHY | Exit | Ishares 1-3 Year Treasry1 3 yr treas bd | $0 | – | -254,039 | -100.0% | -7.51% | – |
| BSV | Exit | Vanguard Short-Term Bond ETFshort trm bond | $0 | – | -307,527 | -100.0% | -8.73% | – |
| AGG | Exit | iShares U.S. Aggregate Bond ETFcore us aggbd et | $0 | – | -219,325 | -100.0% | -8.85% | – |
| VEA | Exit | Vanguard Developed Markets ETFftse dev mkt etf | $0 | – | -711,473 | -100.0% | -9.95% | – |
| IEF | Exit | iShares 7-10 Year Treasury Bond ETFbarclays 7 10 yr | $0 | – | -258,164 | -100.0% | -10.75% | – |
| IVV | Exit | iShares S&P 500 ETFcore s&p500 etf | $0 | – | -101,420 | -100.0% | -11.65% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Developed Markets ETF | 20 | Q3 2020 | 10.4% |
| iShares S&P 500 ETF | 20 | Q3 2020 | 11.7% |
| Vanguard Short-Term Bond ETF | 20 | Q3 2020 | 10.9% |
| iShares S&P Mid Cap ETF | 20 | Q3 2020 | 7.7% |
| iShares 7-10 Year Treasury Bond ETF | 20 | Q3 2020 | 10.9% |
| iShares U.S. Aggregate Bond ETF | 20 | Q3 2020 | 9.2% |
| Schwab US Dividend Equity ETF | 20 | Q3 2020 | 4.6% |
| Spdr Portfolio Short Term Corporate Bond | 20 | Q3 2020 | 5.6% |
| Vanguard Emerging Markets ETF | 20 | Q3 2020 | 4.1% |
| iShares Gold Trust ETF | 20 | Q3 2020 | 3.7% |
View Wellesley Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-30 |
| 13F-HR | 2020-08-12 |
| 13F-HR | 2020-05-11 |
| 13F-HR | 2020-02-07 |
| 13F-HR | 2019-11-08 |
| 13F-HR | 2019-08-05 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-08-14 |
View Wellesley Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.