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Institutional Investment Manager
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. (CIK: 0001566968) incorporated in Connecticut, located at 655 Winding Brook Drive, Glastonbury, CT. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001566968-15-000003) filed in 2015.02.03
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. SMALL-CAP ETF 420,358 23,170 17.39%
2 VANGUARD INDEX FDS 207,412 21,986 16.50%
3 VANGUARD SCOTTSDALE FDS 200,785 15,989 12.00%
4 VANGUARD INDEX FDS 106,500 13,159 9.88%
5 VANGUARD INDEX FDS 145,476 11,784 8.84%
6 ISHARES MSCI EAFE SMALL CAP IDX FD 235,917 11,020 8.27%
7 ISHARES TR 171,718 10,447 7.84%
8 VANGUARD TAX-MANAGED FDS 175,991 6,667 5.00%
9 VANGUARD INTL EQUITY INDEX F 158,367 6,338 4.76%
10 ISHARES TR 16,995 3,516 2.64%
11 ISHARES INC 47,821 2,249 1.69%
12 ISHARES TR 8,855 1,282 0.96%
13 ISHARES TR 23,410 1,183 0.89%
14 VANGUARD INDEX FDS 8,853 1,033 0.78%
15 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 33,988 981 0.74%
16 ISHARES TR 6,785 774 0.58%
17 CHEVRON CORP NEW 3,926 440 0.33%
18 ISHARES TR 9,105 358 0.27%
19 DIAGEO P L C 2,891 330 0.25%
20 POWERSHARES QQQ TRUST 3,116 322 0.24%
21 VANGUARD INTL EQUITY INDEX F 2,167 207 0.16%