0001085146-20-001884.txt : 20200724 0001085146-20-001884.hdr.sgml : 20200724 20200724171313 ACCESSION NUMBER: 0001085146-20-001884 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200724 DATE AS OF CHANGE: 20200724 EFFECTIVENESS DATE: 20200724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CENTRAL INDEX KEY: 0001566968 IRS NUMBER: 061458774 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15115 FILM NUMBER: 201047564 BUSINESS ADDRESS: STREET 1: 300 WINDING BROOK DRIVE CITY: GLASTONBURY STATE: CT ZIP: 06033-4335 BUSINESS PHONE: 860-430-9766 MAIL ADDRESS: STREET 1: 300 WINDING BROOK DRIVE CITY: GLASTONBURY STATE: CT ZIP: 06033-4335 FORMER COMPANY: FORMER CONFORMED NAME: Apex Investment Services, Inc. DATE OF NAME CHANGE: 20130114 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001566968 XXXXXXXX 06-30-2020 06-30-2020 false WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

300 WINDING BROOK DRIVE GLASTONBURY CT 06033-4335

13F HOLDINGS REPORT 028-15115 N Lynn R. Corthell 860-430-9766 /s/ Lynn R. Corthell Glastonbury CT 07-17-2020 0 46 290776 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE VANGUARD WORLD FD MEGA CAP INDEX 921910873 55055 503011 SH SOLE 0 0 503011 BARNES GROUP INC COM 067806109 3371 85212 SH SOLE 0 0 85212 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 3825 129363 SH SOLE 0 0 129363 ISHARES TR CORE MSCI TOTAL 46432F834 207 3796 SH SOLE 0 0 3796 ISHARES TR CORE S&P MCP ETF 464287507 1117 6283 SH SOLE 0 0 6283 SPDR SER TR BLOOMBERG BRCLYS 78468R622 546 5395 SH SOLE 0 0 5395 ISHARES TR MSCI EMG MKT ETF 464287234 232 5807 SH SOLE 0 0 5807 AMAZON COM INC COM 023135106 888 322 SH SOLE 0 0 322 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 6871 282185 SH SOLE 0 0 282185 STANLEY BLACK & DECKER INC COM 854502101 741 5316 SH SOLE 0 0 5316 ISHARES TR GOV/CRED BD ETF 464288596 1425 11378 SH SOLE 0 0 11378 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6500 68316 SH SOLE 0 0 68316 PROCTER AND GAMBLE CO COM 742718109 304 2546 SH SOLE 0 0 2546 ISHARES TR MBS ETF 464288588 7828 70710 SH SOLE 0 0 70710 JOHNSON & JOHNSON COM 478160104 296 2105 SH SOLE 0 0 2105 ISHARES TR CORE S&P TTL STK 464287150 22370 322153 SH SOLE 0 0 322153 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1768 27060 SH SOLE 0 0 27060 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 230 4442 SH SOLE 0 0 4442 VANGUARD INDEX FDS SMALL CP ETF 922908751 9655 66256 SH SOLE 0 0 66256 ISHARES TR 20 YR TR BD ETF 464287432 6036 36819 SH SOLE 0 0 36819 VANGUARD INDEX FDS MID CAP ETF 922908629 13476 82217 SH SOLE 0 0 82217 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1595 16510 SH SOLE 0 0 16510 ISHARES TR CORE S&P SCP ETF 464287804 1013 14841 SH SOLE 0 0 14841 ISHARES TR PFD AND INCM SEC 464288687 555 16019 SH SOLE 0 0 16019 CHEVRON CORP NEW COM 166764100 239 2678 SH SOLE 0 0 2678 VANGUARD INDEX FDS TOTAL STK MKT 922908769 28520 182201 SH SOLE 0 0 182201 SPDR SER TR PORTFOLI S&P1500 78464A805 907 23999 SH SOLE 0 0 23999 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3527 39928 SH SOLE 0 0 39928 GLOBAL X FDS S&P 500 COVERED 37954Y475 372 8758 SH SOLE 0 0 8758 ISHARES TR INTRM TR CRP ETF 464288638 5808 96186 SH SOLE 0 0 96186 ISHARES TR MSCI EAFE ETF 464287465 5572 91540 SH SOLE 0 0 91540 APPLE INC COM 037833100 582 1595 SH SOLE 0 0 1595 ISHARES TR A RATE CP BD ETF 46429B291 4400 76072 SH SOLE 0 0 76072 ISHARES TR INTL SEL DIV ETF 464288448 242 9635 SH SOLE 0 0 9635 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 11720 302135 SH SOLE 0 0 302135 VANGUARD STAR FDS VG TL INTL STK F 921909768 1278 25983 SH SOLE 0 0 25983 ISHARES INC CORE MSCI EMKT 46434G103 636 13359 SH SOLE 0 0 13359 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 22392 752686 SH SOLE 0 0 752686 ISHARES TR CORE S&P500 ETF 464287200 7516 24271 SH SOLE 0 0 24271 SCHWAB STRATEGIC TR US TIPS ETF 808524870 19884 331289 SH SOLE 0 0 331289 SPDR SER TR DJ REIT ETF 78464A607 228 2926 SH SOLE 0 0 2926 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3609 91114 SH SOLE 0 0 91114 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 25777 365274 SH SOLE 0 0 365274 ISHARES TR JPMORGAN USD EMG 464288281 551 5048 SH SOLE 0 0 5048 ISHARES TR EAFE SML CP ETF 464288273 531 9907 SH SOLE 0 0 9907 INVESCO QQQ TR UNIT SER 1 46090E103 581 2347 SH SOLE 0 0 2347