Wellesley Investment Partners, LLC - Q3 2022 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q3 2022
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Vanguard Developed Markets ETF20Q3 202010.4%
iShares S&P 500 ETF20Q3 202011.7%
Vanguard Short-Term Bond ETF20Q3 202010.9%
iShares S&P Mid Cap ETF20Q3 20207.7%
iShares 7-10 Year Treasury Bond ETF20Q3 202010.9%
iShares U.S. Aggregate Bond ETF20Q3 20209.2%
Schwab US Dividend Equity ETF20Q3 20204.6%
Spdr Portfolio Short Term Corporate Bond20Q3 20205.6%
Vanguard Emerging Markets ETF20Q3 20204.1%
iShares Gold Trust ETF20Q3 20203.7%

View Wellesley Investment Partners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2020-10-30
13F-HR2020-08-12
13F-HR2020-05-11
13F-HR2020-02-07
13F-HR2019-11-08
13F-HR2019-08-05
13F-HR2019-05-15
13F-HR2019-02-13
13F-HR2018-11-13
13F-HR2018-08-14

View Wellesley Investment Partners, LLC's complete filings history.

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