0001085146-16-004181.txt : 20160808
0001085146-16-004181.hdr.sgml : 20160808
20160808094422
ACCESSION NUMBER: 0001085146-16-004181
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160630
FILED AS OF DATE: 20160808
DATE AS OF CHANGE: 20160808
EFFECTIVENESS DATE: 20160808
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: 161813001
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
06-30-2016
06-30-2016
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
08-05-2016
0
23
142340
false
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BARNES GROUP INCCOM067806109320996891SHSOLE
0096891CHEVRON CORP NEWCOM1667641002222117SHSOLE
002117ISHARES TRCORE S&P500 ETF464287200248111786SHSOLE
0011786ISHARES TRMSCI EMG MKT ETF4642872342617601SHSOLE
007601ISHARES TRCORE S&P MCP ETF4642875079116100SHSOLE
006100ISHARES TRCORE S&P SCP ETF4642878042572215SHSOLE
002215ISHARES TREAFE SML CP ETF464288273252052211SHSOLE
792051419POWERSHARES QQQ TRUSTUNIT SER 173935A1042612430SHSOLE
002430SCHWAB STRATEGIC TRUS LRG CAP ETF80852420114470290737SHSOLE
129760277761SCHWAB STRATEGIC TRUS SML CAP ETF8085246075779106957SHSOLE
30870103870SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247062608122499SHSOLE
50790117420SCHWAB STRATEGIC TRINTL EQTY ETF80852480511788434828SHSOLE
169600417868SCHWAB STRATEGIC TRINTL SCEQT ETF808524888109337945SHSOLE
1807036138SPDR INDEX SHS FDSMSCI ACWI EXUS78463X848108235542SHSOLE
0035542VANGUARD INDEX FDSREIT ETF9229085535486184SHSOLE
44105743VANGUARD INDEX FDSMID CAP ETF922908629843168195SHSOLE
1542066653VANGUARD INDEX FDSSMALL CP ETF922908751390733774SHSOLE
807032967VANGUARD INDEX FDSTOTAL STK MKT92290876915753147001SHSOLE
48270142174VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858331594108SHSOLE
1149092959VANGUARD SCOTTSDALE FDSINT-TERM GOV92206C70612103180134SHSOLE
64530173681VANGUARD STAR FDVG TL INTL STK F9219097687278163613SHSOLE
33840160229VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385814255403149SHSOLE
45000398649VANGUARD WORLD FDMEGA CAP INDEX92191087329808416843SHSOLE
85320408311