0001085146-21-000272.txt : 20210127 0001085146-21-000272.hdr.sgml : 20210127 20210127172319 ACCESSION NUMBER: 0001085146-21-000272 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210127 DATE AS OF CHANGE: 20210127 EFFECTIVENESS DATE: 20210127 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: 21560995 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 12-31-2020 12-31-2020 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 01-25-2021 0 45 350910 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1218 374 SH SOLE 0 0 374 APPLE INC COM 037833100 956 7204 SH SOLE 0 0 7204 BARNES GROUP INC COM 067806109 4318 85181 SH SOLE 0 0 85181 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 345 1490 SH SOLE 0 0 1490 CHEVRON CORP NEW COM 166764100 202 2397 SH SOLE 0 0 2397 GLOBAL X FDS S&P 500 COVERED 37954Y475 236 5087 SH SOLE 0 0 5087 INVESCO QQQ TR UNIT SER 1 46090E103 846 2695 SH SOLE 0 0 2695 ISHARES INC CORE MSCI EMKT 46434G103 742 11957 SH SOLE 0 0 11957 ISHARES TR 20 YR TR BD ETF 464287432 6887 43665 SH SOLE 0 0 43665 ISHARES TR A RATE CP BD ETF 46429B291 7269 124206 SH SOLE 0 0 124206 ISHARES TR CORE S&P MCP ETF 464287507 1349 5869 SH SOLE 0 0 5869 ISHARES TR CORE S&P SCP ETF 464287804 1272 13839 SH SOLE 0 0 13839 ISHARES TR CORE S&P TTL STK 464287150 28229 327404 SH SOLE 0 0 327404 ISHARES TR CORE S&P500 ETF 464287200 8455 22522 SH SOLE 0 0 22522 ISHARES TR EAFE SML CP ETF 464288273 609 8904 SH SOLE 0 0 8904 ISHARES TR GOV/CRED BD ETF 464288596 1293 10270 SH SOLE 0 0 10270 ISHARES TR ISHS 5-10YR INVT 464288638 5899 95461 SH SOLE 0 0 95461 ISHARES TR JPMORGAN USD EMG 464288281 320 2764 SH SOLE 0 0 2764 ISHARES TR MBS ETF 464288588 9275 84220 SH SOLE 0 0 84220 ISHARES TR MSCI EAFE ETF 464287465 6351 87045 SH SOLE 0 0 87045 ISHARES TR MSCI EMG MKT ETF 464287234 251 4852 SH SOLE 0 0 4852 ISHARES TR PFD AND INCM SEC 464288687 323 8386 SH SOLE 0 0 8386 JOHNSON & JOHNSON COM 478160104 324 2056 SH SOLE 0 0 2056 NETFLIX INC COM 64110L106 228 421 SH SOLE 0 0 421 PROCTER AND GAMBLE CO COM 742718109 347 2496 SH SOLE 0 0 2496 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8621 281278 SH SOLE 0 0 281278 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 28071 779525 SH SOLE 0 0 779525 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4855 128940 SH SOLE 0 0 128940 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1942 21824 SH SOLE 0 0 21824 SCHWAB STRATEGIC TR US TIPS ETF 808524870 23655 381046 SH SOLE 0 0 381046 SPDR SER TR BLOOMBERG BRCLYS 78468R622 320 2936 SH SOLE 0 0 2936 SPDR SER TR PORTFOLI S&P1500 78464A805 887 19241 SH SOLE 0 0 19241 STANLEY BLACK & DECKER INC COM 854502101 949 5316 SH SOLE 0 0 5316 TESLA INC COM 88160R101 970 1375 SH SOLE 0 0 1375 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1679 19042 SH SOLE 0 0 19042 VANGUARD INDEX FDS MID CAP ETF 922908629 16613 80343 SH SOLE 0 0 80343 VANGUARD INDEX FDS SMALL CP ETF 922908751 12959 66564 SH SOLE 0 0 66564 VANGUARD INDEX FDS TOTAL STK MKT 922908769 35651 183163 SH SOLE 0 0 183163 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4100 81812 SH SOLE 0 0 81812 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1812 14874 SH SOLE 0 0 14874 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 30368 437455 SH SOLE 0 0 437455 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 8104 83425 SH SOLE 0 0 83425 VANGUARD STAR FDS VG TL INTL STK F 921909768 1308 21739 SH SOLE 0 0 21739 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 13220 280024 SH SOLE 0 0 280024 VANGUARD WORLD FD MEGA CAP INDEX 921910873 67282 504172 SH SOLE 0 0 504172