0001085146-21-001289.txt : 20210423 0001085146-21-001289.hdr.sgml : 20210423 20210422205403 ACCESSION NUMBER: 0001085146-21-001289 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210423 DATE AS OF CHANGE: 20210422 EFFECTIVENESS DATE: 20210423 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: 21846439 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 03-31-2021 03-31-2021 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 04-20-2021 0 42 368013 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1739 562 SH SOLE 0 0 562 APPLE INC COM 037833100 1773 14511 SH SOLE 0 0 14511 BARNES GROUP INC COM 067806109 4220 85181 SH SOLE 0 0 85181 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 391 1530 SH SOLE 0 0 1530 CHEVRON CORP NEW COM 166764100 222 2117 SH SOLE 0 0 2117 DISNEY WALT CO COM 254687106 229 1240 SH SOLE 0 0 1240 INVESCO QQQ TR UNIT SER 1 46090E103 867 2718 SH SOLE 0 0 2718 ISHARES INC CORE MSCI EMKT 46434G103 714 11087 SH SOLE 0 0 11087 ISHARES TR 20 YR TR BD ETF 464287432 6701 49473 SH SOLE 0 0 49473 ISHARES TR A RATE CP BD ETF 46429B291 8024 144762 SH SOLE 0 0 144762 ISHARES TR CORE S&P MCP ETF 464287507 1390 5339 SH SOLE 0 0 5339 ISHARES TR CORE S&P SCP ETF 464287804 1332 12271 SH SOLE 0 0 12271 ISHARES TR CORE S&P TTL STK 464287150 29651 323698 SH SOLE 0 0 323698 ISHARES TR CORE S&P500 ETF 464287200 8786 22085 SH SOLE 0 0 22085 ISHARES TR EAFE SML CP ETF 464288273 608 8458 SH SOLE 0 0 8458 ISHARES TR GOV/CRED BD ETF 464288596 1233 10281 SH SOLE 0 0 10281 ISHARES TR ISHS 5-10YR INVT 464288638 5627 95006 SH SOLE 0 0 95006 ISHARES TR MBS ETF 464288588 9838 90738 SH SOLE 0 0 90738 ISHARES TR MSCI EAFE ETF 464287465 6490 85542 SH SOLE 0 0 85542 ISHARES TR MSCI EMG MKT ETF 464287234 256 4801 SH SOLE 0 0 4801 JOHNSON & JOHNSON COM 478160104 204 1243 SH SOLE 0 0 1243 NETFLIX INC COM 64110L106 220 421 SH SOLE 0 0 421 PROCTER AND GAMBLE CO COM 742718109 338 2496 SH SOLE 0 0 2496 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8837 278053 SH SOLE 0 0 278053 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 29449 782795 SH SOLE 0 0 782795 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 5016 127235 SH SOLE 0 0 127235 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1676 16811 SH SOLE 0 0 16811 SCHWAB STRATEGIC TR US TIPS ETF 808524870 24882 406832 SH SOLE 0 0 406832 SPDR SER TR PORTFOLI S&P1500 78464A805 945 19212 SH SOLE 0 0 19212 STANLEY BLACK & DECKER INC COM 854502101 1061 5316 SH SOLE 0 0 5316 TESLA INC COM 88160R101 920 1377 SH SOLE 0 0 1377 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1597 18845 SH SOLE 0 0 18845 VANGUARD INDEX FDS MID CAP ETF 922908629 17827 80541 SH SOLE 0 0 80541 VANGUARD INDEX FDS SMALL CP ETF 922908751 14008 65433 SH SOLE 0 0 65433 VANGUARD INDEX FDS TOTAL STK MKT 922908769 37317 180544 SH SOLE 0 0 180544 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4204 80768 SH SOLE 0 0 80768 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1866 14540 SH SOLE 0 0 14540 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 33149 493065 SH SOLE 0 0 493065 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 8769 94264 SH SOLE 0 0 94264 VANGUARD STAR FDS VG TL INTL STK F 921909768 1248 19905 SH SOLE 0 0 19905 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 13582 276565 SH SOLE 0 0 276565 VANGUARD WORLD FD MEGA CAP INDEX 921910873 70807 504938 SH SOLE 0 0 504938