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