0001085146-18-000325.txt : 20180202 0001085146-18-000325.hdr.sgml : 20180202 20180202165541 ACCESSION NUMBER: 0001085146-18-000325 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180202 DATE AS OF CHANGE: 20180202 EFFECTIVENESS DATE: 20180202 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: 18571521 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 true false 0001566968 XXXXXXXX 12-31-2017 12-31-2017 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 02-01-2018 0 36 190679 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1013071304SHSOLE 001304BARNES GROUP INCCOM067806109465673592SHSOLE 0073592BERKSHIRE HATHAWAY INC DELCL B NEW0846707022031025SHSOLE 001025CHEVRON CORP NEWCOM1667641004873891SHSOLE 003891EXXON MOBIL CORPCOM30231G1023293931SHSOLE 003931HORIZONS ETF TR IHRZNS S&P500 COV44053G6034388704SHSOLE 008704ISHARES TRCORE S&P500 ETF464287200281610474SHSOLE 0010474ISHARES TRMSCI EMG MKT ETF4642872343337068SHSOLE 007068ISHARES TRCORE S&P MCP ETF4642875076383361SHSOLE 003361ISHARES TRCORE S&P SCP ETF4642878042002600SHSOLE 002600ISHARES TREAFE SML CP ETF464288273209932540SHSOLE 0032540ISHARES TRJPMORGAN USD EMG4642882815825014SHSOLE 005014ISHARES TRINTL SEL DIV ETF4642884482708000SHSOLE 008000ISHARES TRS&P US PFD STK46428868756314792SHSOLE 0014792JOHNSON & JOHNSONCOM4781601044423164SHSOLE 003164POWERSHARES QQQ TRUSTUNIT SER 173935A1043662349SHSOLE 002349PROCTER AND GAMBLE COCOM7427181092452664SHSOLE 002664SCHWAB STRATEGIC TRUS LRG CAP ETF80852420122191347931SHSOLE 123480335583SCHWAB STRATEGIC TRUS SML CAP ETF808524607682897907SHSOLE 1395096512SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247063788135575SHSOLE 35110132064SCHWAB STRATEGIC TRINTL EQTY ETF80852480524844729205SHSOLE 123640716841SCHWAB STRATEGIC TRINTL SCEQT ETF808524888182449802SHSOLE 1355048447SPDR INDEX SHS FDSMSCI ACWI EXUS78463X848127432668SHSOLE 0032668SPDR SERIES TRUSTBLOOMBERG BRCLYS78464A41756315321SHSOLE 0015321STANLEY BLACK & DECKER INCCOM8545021019025316SHSOLE 005316UNITED TECHNOLOGIES CORPCOM9130171092261772SHSOLE 001772VANGUARD INDEX FDSREIT ETF9229085534735697SHSOLE 005697VANGUARD INDEX FDSMID CAP ETF9229086291076969576SHSOLE 805068771VANGUARD INDEX FDSSMALL CP ETF922908751609741251SHSOLE 809040442VANGUARD INDEX FDSTOTAL STK MKT92290876921135153988SHSOLE 32280150760VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858295464339SHSOLE 0064339VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C70614946233765SHSOLE 56130228152VANGUARD STAR FDVG TL INTL STK F9219097688512149831SHSOLE 25300147301VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438584555101535SHSOLE 00101535VANGUARD WHITEHALL FDS INCHIGH DIV YLD9219464063063572SHSOLE 003572VANGUARD WORLD FDMEGA CAP INDEX92191087343518474105SHSOLE 69830467122