0001085146-15-001028.txt : 20150504
0001085146-15-001028.hdr.sgml : 20150504
20150504071129
ACCESSION NUMBER: 0001085146-15-001028
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150504
DATE AS OF CHANGE: 20150504
EFFECTIVENESS DATE: 20150504
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: 15826351
BUSINESS ADDRESS:
STREET 1: 33-A PENDLETON DRIVE
CITY: HEBRON
STATE: CT
ZIP: 06248
BUSINESS PHONE: 860-228-0501
MAIL ADDRESS:
STREET 1: PO BOX 1322
CITY: HEBRON
STATE: CT
ZIP: 06248-7322
FORMER COMPANY:
FORMER CONFORMED NAME: Apex Investment Services, Inc.
DATE OF NAME CHANGE: 20130114
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001566968
XXXXXXXX
03-31-2015
03-31-2015
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
PO BOX 1322
HEBRON
CT
06248-7322
13F HOLDINGS REPORT
028-15115
N
Lynn R. Corthell
Chief Compliance Officer
860-228-0501
/s/ Lynn R. Corthell
Hebron
CT
04-29-2015
0
20
143295
false
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BARNES GROUP INCCOM0678061095308131101SHSOLE
00131101CHEVRON CORP NEWCOM1667641004123926SHSOLE
003926ISHARESEAFE SML CP ETF46428827313142265646SHSOLE
74600258186ISHARES INCCORE MSCI EMKT46434G103231147821SHSOLE
0047821ISHARES TRCORE S&P500 ETF464287200337116220SHSOLE
0016220ISHARES TRMSCI EMG MKT ETF4642872343659101SHSOLE
009101ISHARES TRCORE S&P MCP ETF46428750711117308SHSOLE
007308ISHARES TRCORE S&P SCP ETF4642878048006781SHSOLE
006781ISHARES TRFLTG RATE BD ETF46429B65598419429SHSOLE
0019429POWERSHARES QQQ TRUSTUNIT SER 173935A1043062897SHSOLE
002897SCHWAB STRATEGIC TRUS SML CAP ETF80852460724363423122SHSOLE
96100413512VANGUARD INDEX FDSREIT ETF92290855311502136427SHSOLE
40960132331VANGUARD INDEX FDSMID CAP ETF92290862914056105923SHSOLE
32260102697VANGUARD INDEX FDSSMALL CP ETF92290875110048189SHSOLE
008189VANGUARD INDEX FDSTOTAL STK MKT92290876922138206418SHSOLE
128330193585VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF9220427182152167SHSOLE
002167VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428586657162895SHSOLE
61410156754VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C40916210202097SHSOLE
80300194067VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385818817472423SHSOLE
134360458987VANGUARD WORLD FDSENERGY ETF92204A3062232040SHSOLE
002040