0001085146-16-003581.txt : 20160504
0001085146-16-003581.hdr.sgml : 20160504
20160504102720
ACCESSION NUMBER: 0001085146-16-003581
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160504
DATE AS OF CHANGE: 20160504
EFFECTIVENESS DATE: 20160504
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: 161617847
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
03-31-2016
03-31-2016
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
300 WINDING BROOK DRIVE
GLASTONBURY
CT
06033-4335
13F HOLDINGS REPORT
028-15115
N
Lynn R. Corthell
Chief Compliance Officer
860 228-0501
/s/ Lynn R. Corthell
Glastonbury
CT
04-29-2016
0
17
135544
false
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BARNES GROUP INCCOM067806109348399435SHSOLE
9943500CHEVRON CORP NEWCOM1667641002022117SHSOLE
211700ISHARES TRCORE S&P500 ETF464287200248712034SHSOLE
1203400ISHARES TRMSCI EMG MKT ETF4642872342647704SHSOLE
770400ISHARES TRCORE S&P MCP ETF4642875079016246SHSOLE
624600ISHARES TRCORE S&P SCP ETF4642878042542259SHSOLE
225900ISHARES TREAFE SML CP ETF46428827310085202507SHSOLE
20250700POWERSHARES QQQ TRUSTUNIT SER 173935A1042702472SHSOLE
247200SCHWAB STRATEGIC TRUS SML CAP ETF80852460722470431791SHSOLE
43179100VANGUARD INDEX FDSREIT ETF9229085539932118518SHSOLE
11851800VANGUARD INDEX FDSMID CAP ETF92290862916981140075SHSOLE
14007500VANGUARD INDEX FDSSMALL CP ETF9229087517316561SHSOLE
656100VANGUARD INDEX FDSTOTAL STK MKT92290876921837208325SHSOLE
20832500VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428586334183168SHSOLE
18316800VANGUARD SCOTTSDALE FDSINT-TERM GOV92206C70611738177044SHSOLE
17704400VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385827197758007SHSOLE
75800700VANGUARD WORLD FDMEGA CAP INDEX9219108733785386SHSOLE
538600