0001085146-17-001564.txt : 20170725 0001085146-17-001564.hdr.sgml : 20170725 20170725115641 ACCESSION NUMBER: 0001085146-17-001564 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170725 DATE AS OF CHANGE: 20170725 EFFECTIVENESS DATE: 20170725 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: 17979893 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 true false 0001566968 XXXXXXXX 06-30-2017 06-30-2017 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 07-19-2017 0 33 175316 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1012631261SHSOLE 001261BARNES GROUP INCCOM067806109481082184SHSOLE 0082184CHEVRON CORP NEWCOM1667641003263125SHSOLE 003125EXXON MOBIL CORPCOM30231G1023474293SHSOLE 004293ISHARES TRCORE S&P500 ETF464287200272511194SHSOLE 0011194ISHARES TRMSCI EMG MKT ETF4642872343067388SHSOLE 007388ISHARES TRCORE S&P MCP ETF4642875077424265SHSOLE 004265ISHARES TREAFE SML CP ETF464288273192133219SHSOLE 0033219ISHARES TRJP MOR EM MK ETF4642882814173647SHSOLE 003647ISHARES TRINTL SEL DIV ETF4642884482256881SHSOLE 006881ISHARES TRU.S. PFD STK ETF46428868741910706SHSOLE 0010706JOHNSON & JOHNSONCOM4781601043942978SHSOLE 002978POWERSHARES QQQ TRUSTUNIT SER 173935A1043252360SHSOLE 002360SCHWAB STRATEGIC TRUS LRG CAP ETF80852420119995346120SHSOLE 131770332943SCHWAB STRATEGIC TRUS SML CAP ETF808524607638499893SHSOLE 1452098441SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247063336134238SHSOLE 39540130284SCHWAB STRATEGIC TRINTL EQTY ETF80852480523217730540SHSOLE 138040716736SCHWAB STRATEGIC TRINTL SCEQT ETF808524888167849903SHSOLE 1505048398SPDR INDEX SHS FDSMSCI ACWI EXUS78463X848127535750SHSOLE 0035750SPDR SERIES TRUSTBLOOMBERG BRCLYS78464A41741811240SHSOLE 0011240STANLEY BLACK & DECKER INCCOM8545021017485316SHSOLE 005316TRAVELERS COMPANIES INCCOM89417E1092031608SHSOLE 001608UNITED TECHNOLOGIES CORPCOM9130171092251842SHSOLE 001842VANGUARD INDEX FDSREIT ETF9229085534345218SHSOLE 005218VANGUARD INDEX FDSMID CAP ETF922908629997770007SHSOLE 851069156VANGUARD INDEX FDSSMALL CP ETF922908751556841080SHSOLE 843040237VANGUARD INDEX FDSTOTAL STK MKT92290876919379155715SHSOLE 34320152283VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858268165669SHSOLE 0065669VANGUARD SCOTTSDALE FDSINT-TERM GOV92206C70614046217265SHSOLE 53350211930VANGUARD STAR FDVG TL INTL STK F9219097687921152410SHSOLE 27910149619VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438584383106078SHSOLE 00106078VANGUARD WHITEHALL FDS INCHIGH DIV YLD9219464062423101SHSOLE 003101VANGUARD WORLD FDMEGA CAP INDEX92191087339986482398SHSOLE 74740474924