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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 (2016Q4)
Original 13F HR (0001085146-17-000257) filed in 2017.02.02
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD WORLD FD 458,580 35,008 22.84%
2 SCHWAB INTERNATIONAL EQUITY ETF 710,982 19,680 12.84%
3 SCHWAB U.S. LARGE-CAP ETF 327,688 17,453 11.39%
4 VANGUARD INDEX FDS 149,243 17,211 11.23%
5 VANGUARD SCOTTSDALE FDS 203,163 12,986 8.47%
6 VANGUARD INDEX FDS 67,714 8,913 5.82%
7 VANGUARD STAR FDS 147,379 6,762 4.41%
8 SCHWAB U.S. SMALL-CAP ETF 99,006 6,087 3.97%
9 VANGUARD TAX-MANAGED FDS 129,910 4,747 3.10%
10 VANGUARD INDEX FDS 35,829 4,621 3.02%
11 BARNES GROUP INC COM 96,739 4,587 2.99%
12 VANGUARD INTL EQUITY INDEX F 80,931 2,896 1.89%
13 SCHWAB EMERGING MARKETS EQUITY ETF 130,687 2,818 1.84%
14 ISHARES TR 11,493 2,586 1.69%
15 ISHARES MSCI EAFE SMALL CAP IDX FD 36,620 1,825 1.19%
16 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 45,901 1,336 0.87%
17 SPDR MSCI ACWI EX-US 35,752 1,126 0.73%
18 ISHARES TR 4,863 804 0.52%
19 VANGUARD INDEX FDS 5,751 475 0.31%
20 ISHARES TR 2,912 321 0.21%
21 POWERSHARES QQQ TRUST 2,430 288 0.19%
22 ISHARES TR 7,601 266 0.17%
23 CHEVRON CORP NEW 2,117 249 0.16%
24 SPDR SERIES TRUST 5,698 208 0.14%