0001085146-22-001603.txt : 20220427 0001085146-22-001603.hdr.sgml : 20220427 20220427171632 ACCESSION NUMBER: 0001085146-22-001603 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220427 DATE AS OF CHANGE: 20220427 EFFECTIVENESS DATE: 20220427 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: 22860950 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 03-31-2022 03-31-2022 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 04-10-2022 0 41 403967 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1907 585 SH SOLE 0 0 585 APPLE INC COM 037833100 2372 13582 SH SOLE 0 0 13582 BARNES GROUP INC COM 067806109 3423 85159 SH SOLE 0 0 85159 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 526 1490 SH SOLE 0 0 1490 CHEVRON CORP NEW COM 166764100 345 2117 SH SOLE 0 0 2117 ISHARES INC CORE MSCI EMKT 46434G103 606 10917 SH SOLE 0 0 10917 ISHARES TR 20 YR TR BD ETF 464287432 8004 60600 SH SOLE 5 0 60595 ISHARES TR A RATE CP BD ETF 46429B291 9503 183348 SH SOLE 18 0 183330 ISHARES TR CORE S&P MCP ETF 464287507 1308 4874 SH SOLE 0 0 4874 ISHARES TR CORE S&P SCP ETF 464287804 1215 11258 SH SOLE 0 0 11258 ISHARES TR CORE S&P TTL STK 464287150 34252 339332 SH SOLE 48 0 339284 ISHARES TR CORE S&P500 ETF 464287200 7701 16974 SH SOLE 0 0 16974 ISHARES TR EAFE SML CP ETF 464288273 509 7670 SH SOLE 0 0 7670 ISHARES TR GOV/CRED BD ETF 464288596 1153 10164 SH SOLE 0 0 10164 ISHARES TR ISHS 5-10YR INVT 464288638 5211 94966 SH SOLE 0 0 94966 ISHARES TR MBS ETF 464288588 11038 108356 SH SOLE 9 0 108347 ISHARES TR MSCI EAFE ETF 464287465 6147 83515 SH SOLE 0 0 83515 ISHARES TR MSCI EMG MKT ETF 464287234 209 4630 SH SOLE 0 0 4630 JOHNSON & JOHNSON COM 478160104 220 1243 SH SOLE 0 0 1243 MICROSOFT CORP COM 594918104 291 945 SH SOLE 0 0 945 MONTROSE ENVIRONMENTAL GROUP COM 615111101 380 7185 SH SOLE 0 0 7185 PROCTER AND GAMBLE CO COM 742718109 370 2424 SH SOLE 0 0 2424 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9693 349045 SH SOLE 67 0 348978 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 34011 926237 SH SOLE 185 0 926052 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 5401 142234 SH SOLE 26 0 142208 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1209 25518 SH SOLE 0 0 25518 SCHWAB STRATEGIC TR US TIPS ETF 808524870 29037 478284 SH SOLE 41 0 478243 SPDR SER TR PORTFOLI S&P1500 78464A805 1007 18114 SH SOLE 0 0 18114 TESLA INC COM 88160R101 1478 1372 SH SOLE 0 0 1372 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1452 18253 SH SOLE 0 0 18253 VANGUARD INDEX FDS MID CAP ETF 922908629 19511 82034 SH SOLE 11 0 82023 VANGUARD INDEX FDS SMALL CP ETF 922908751 15014 70646 SH SOLE 11 0 70635 VANGUARD INDEX FDS TOTAL STK MKT 922908769 41046 180289 SH SOLE 21 0 180268 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3692 80030 SH SOLE 0 0 80030 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1799 14520 SH SOLE 0 0 14520 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 36899 586540 SH SOLE 50 0 586490 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 11579 134579 SH SOLE 17 0 134562 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 207 2575 SH SOLE 0 0 2575 VANGUARD STAR FDS VG TL INTL STK F 921909768 1170 19586 SH SOLE 0 0 19586 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12920 269004 SH SOLE 0 0 269004 VANGUARD WORLD FD MEGA CAP INDEX 921910873 80152 503971 SH SOLE 82 0 503889