0001085146-17-002095.txt : 20171020 0001085146-17-002095.hdr.sgml : 20171020 20171020114250 ACCESSION NUMBER: 0001085146-17-002095 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171020 DATE AS OF CHANGE: 20171020 EFFECTIVENESS DATE: 20171020 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: 171146392 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 09-30-2017 09-30-2017 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 10-13-2017 0 34 181533 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1012741304SHSOLE 001304BARNES GROUP INCCOM067806109520873942SHSOLE 0073942CHEVRON CORP NEWCOM1667641004223591SHSOLE 003591EXXON MOBIL CORPCOM30231G1023514285SHSOLE 004285HORIZONS ETF TR IHRZNS S&P500 COV44053G6033727528SHSOLE 007528ISHARES TRCORE S&P500 ETF464287200275610896SHSOLE 0010896ISHARES TRMSCI EMG MKT ETF4642872343177068SHSOLE 007068ISHARES TRCORE S&P MCP ETF4642875076313526SHSOLE 003526ISHARES TREAFE SML CP ETF464288273203332790SHSOLE 0032790ISHARES TRJPMORGAN USD EMG4642882814573929SHSOLE 003929ISHARES TRINTL SEL DIV ETF4642884482326881SHSOLE 006881ISHARES TRS&P US PFD STK46428868744311422SHSOLE 0011422JOHNSON & JOHNSONCOM4781601043983064SHSOLE 003064POWERSHARES QQQ TRUSTUNIT SER 173935A1043432360SHSOLE 002360SCHWAB STRATEGIC TRUS LRG CAP ETF80852420120792346306SHSOLE 123480333958SCHWAB STRATEGIC TRUS SML CAP ETF808524607662498330SHSOLE 1395096935SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247063573132781SHSOLE 35110129270SCHWAB STRATEGIC TRINTL EQTY ETF80852480524145721401SHSOLE 123640709037SCHWAB STRATEGIC TRINTL SCEQT ETF808524888174148607SHSOLE 1355047252SPDR INDEX SHS FDSMSCI ACWI EXUS78463X848132935119SHSOLE 0035119SPDR SERIES TRUSTBLOOMBERG BRCLYS78464A41744912022SHSOLE 0012022STANLEY BLACK & DECKER INCCOM8545021018035316SHSOLE 005316TRAVELERS COMPANIES INCCOM89417E1092011640SHSOLE 001640UNITED TECHNOLOGIES CORPCOM9130171092061772SHSOLE 001772VANGUARD INDEX FDSREIT ETF9229085534345218SHSOLE 005218VANGUARD INDEX FDSMID CAP ETF9229086291014268994SHSOLE 805068189VANGUARD INDEX FDSSMALL CP ETF922908751573140551SHSOLE 809039742VANGUARD INDEX FDSTOTAL STK MKT92290876919919153790SHSOLE 32280150562VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858281864667SHSOLE 0064667VANGUARD SCOTTSDALE FDSINT-TERM GOV92206C70614474223846SHSOLE 56130218233VANGUARD STAR FDVG TL INTL STK F9219097688121148379SHSOLE 25300145849VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438584493103502SHSOLE 00103502VANGUARD WHITEHALL FDS INCHIGH DIV YLD9219464062513101SHSOLE 003101VANGUARD WORLD FDMEGA CAP INDEX92191087341050475836SHSOLE 69830468853