Gemeldete Bestände von
Wellesley Investment Partners LLC

Legal Name: WELLESLEY INVESTMENT PARTNERS, LLC

Berichtszeitraum: Jun 30, 2019
Gültigkeitsdatum: Aug 5, 2019

Sicherheit	Gehaltene Aktien / Nennbetrag	Marktwert
ISHARES TR CORE S&P500 ETF (464287200)	98,428	$29,011k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)	688,560	$28,719k
VANGUARD BD INDEX FD INC (921937827)	339,143	$27,311k
ISHARES TR BARCLAYS 7 10 YR (464287440)	236,751	$26,047k
ISHARES TR CORE S&P MCP ETF (464287507)	114,649	$22,271k
ISHARES TR CORE US AGGBD ET (464287226)	164,510	$18,318k
SPDR SERIES TRUST (78464A474)	500,810	$15,414k
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)	237,586	$12,608k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	271,286	$11,537k
INVESCO QQQ TR UNIT SER 1 (46090E103)	41,277	$7,708k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	49,803	$7,475k
ISHARES GOLD TRUST ISHARES (464285105)	551,381	$7,443k
VANGUARD GROUP (921908844)	42,424	$4,885k
SPDR S&P 500 ETF TR TR UNIT (78462F103)	15,811	$4,632k
Thermo Fisher Scientific Inc (883556102)	12,348	$3,626k
INVESCO EXCHNG TRADED FD TR (46138E354)	43,664	$2,402k
MICROSOFT CORP (594918104)	15,145	$2,028k
Apple Inc (037833100)	8,128	$1,608k
JPMORGAN CHASE & CO (46625H100)	13,654	$1,526k
DISNEY WALT CO (254687106)	10,381	$1,449k
SPDR SERIES TRUST (78468r663)	15,555	$1,424k
VERIZON COMMUNICATIONS (92343V104)	23,327	$1,332k
JOHNSON & JOHNSON (478160104)	9,551	$1,330k
PROCTER & GAMBLE CO (742718109)	11,945	$1,309k
MASTERCARD INC (57636Q104)	4,944	$1,307k
PFIZER INC (717081103)	27,255	$1,180k
CISCO SYSTEMS INC (17275R102)	21,149	$1,157k
QUALCOMM INC (747525103)	14,710	$1,119k
UNION PAC CORP (907818108)	6,531	$1,104k
ACCENTURE PLC IRELAND (G1151C101)	5,673	$1,048k
MCDONALDS CORP (580135101)	4,859	$1,009k
UNITED TECHNOLOGIES (913017109)	7,672	$998k
PEPSICO INC (713448108)	7,370	$966k
HOME DEPOT INC (437076102)	4,625	$961k
TE CONNECTIVITY (H84989104)	9,904	$948k
AMGEN INC (031162100)	5,137	$946k
BROADCOM INC (11135F101)	3,220	$926k
MEDTRONIC PLC (G5960L103)	9,435	$918k
V F CORP (918204108)	10,293	$899k
HONEYWELL INTL INC (438516106)	5,094	$889k
VANGUARD INTL EQUITY INDEX F (922042775)	17,271	$880k
GILEAD SCIENCES INC (375558103)	12,983	$877k
BROADRIDGE FINL SOLN (11133T103)	6,865	$876k
Phillips 66 (718546104)	9,258	$865k
Boeing Co/The (097023105)	2,314	$842k
CVS HEALTH CORP (126650100)	14,988	$816k
CHUBB LIMITED (H1467J104)	5,517	$812k
CITIGROUP INC (172967424)	11,494	$804k
ABBOTT LABS (002824100)	9,458	$795k
TJX COMPANIES INC (872540109)	14,825	$783k
ROYAL DUTCH SHELL (780259107)	11,652	$766k
LYONDELLBASELL INDUS (N53745100)	8,702	$749k
XCEL ENERGY INC (98389B100)	12,518	$744k
EXELON CORP (30161N101)	15,513	$743k
AT&T INC (00206R102)	21,848	$732k
MONDELEZ INTL INC (609207105)	13,527	$729k
ENBRIDGE INC (29250N105)	19,942	$719k
DELTA AIR LINES (247361702)	11,985	$680k
RYMAN HOSPITALITY PPTYS INC (78377T107)	8,103	$657k
PNC FINL SVCS GRP (693475105)	4,784	$656k
ROYAL CARIBBEAN CRUISES LTD (v7780t103)	5,407	$655k
TRAVELERS CO(THE) (89417E109)	4,348	$650k
AMERIPRISE FINL INC (03076C106)	4,482	$650k
STORE CAP CORP (862121100)	19,563	$649k
STATE STREET CORP (857477103)	11,485	$643k
VANGUARD ADMIRAL FDS INC (921932885)	4,459	$585k
Exxon Mobil Corp (30231G102)	7,406	$567k
NIKE INC (654106103)	6,343	$532k
INTEL CORP (458140100)	10,846	$519k
ADP (053015103)	3,112	$514k
RAYTHEON (755111507)	2,847	$495k
ISHARES TR (464288679)	4,098	$453k
ILLINOIS TOOL WORKS (452308109)	2,768	$417k
ISHARES TR (46435G516)	6,471	$416k
DIAGEO P L C (25243Q205)	2,390	$411k
ISHARES TR RUSSELL 2000 ETF (464287655)	2,616	$406k
Berkshire Hathaway, Inc. (084670702)	1,788	$381k
STRYKER CORP (863667101)	1,853	$381k
AIR PRODS & CHEMS INC (009158106)	1,584	$358k
ISHARES TR (46432F339)	3,900	$356k
3M CO (88579Y101)	2,018	$349k
INVESCO EXCHANGE TRADED FD T (46137V738)	9,364	$345k
GOLDMAN SACHS ETF TR (381430503)	5,850	$343k
Amazon.com Inc (023135106)	179	$338k
Lockheed Martin Corp (539830109)	916	$333k
ISHARES TR (464288240)	7,060	$330k
Alphabet Inc (02079K107)	294	$317k
Invesco FTSE RAFI US 1000 Port (46137V613)	2,725	$317k
SPDR SERIES TRUST (78464A375)	8,814	$307k
ISHARES TR MIN VOL EAFE ETF (46429B689)	4,033	$293k
CSX CORP (126408103)	3,604	$278k
TEXAS INSTRUMENTS (882508104)	2,210	$253k
VISA INC COM CL A (92826C839)	1,431	$248k
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)	2,942	$244k
ALPHABET INC (02079K305)	225	$243k
COMCAST CORP (20030N101)	5,690	$240k
COCA-COLA CO (191216100)	4,605	$234k
MERCK & CO INC (58933Y105)	2,745	$230k
COLGATE PALMOLIVE CO (194162103)	3,207	$229k
VANGUARD INDEX FDS SMALL CP ET (922908751)	1,399	$219k
WASTE MGMT INC DEL (94106L109)	1,858	$214k
EMERSON ELEC CO (291011104)	3,135	$209k
Chevron Corp (166764100)	1,666	$207k
ANALOG DEVICES INC (032654105)	1,821	$205k
ORACLE CORP (68389X105)	3,549	$202k
STARBUCKS CORP (855244109)	2,405	$201k
ROYAL BK SCOTLAND GROUP PLC (780097689)	10,440	$59k

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Gemeldete Bestände von
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