0001085146-18-002367.txt : 20181019 0001085146-18-002367.hdr.sgml : 20181019 20181019173021 ACCESSION NUMBER: 0001085146-18-002367 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181019 DATE AS OF CHANGE: 20181019 EFFECTIVENESS DATE: 20181019 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: 181131151 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 09-30-2018 09-30-2018 false 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 10-15-2018 0 34 203116 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE BARNES GROUP INC COM 067806109 4860 68428 SH SOLE 0 0 68428 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 225 1052 SH SOLE 0 0 1052 CHEVRON CORP NEW COM 166764100 366 2993 SH SOLE 0 0 2993 HORIZONS ETF TR I HRZNS S&P500 COV 44053G603 404 7764 SH SOLE 0 0 7764 INVESCO QQQ TR UNIT SER 1 46090E103 427 2296 SH SOLE 0 0 2296 ISHARES TR CORE S&P500 ETF 464287200 2715 9276 SH SOLE 0 0 9276 ISHARES TR MSCI EMG MKT ETF 464287234 297 6920 SH SOLE 0 0 6920 ISHARES TR CORE S&P MCP ETF 464287507 530 2632 SH SOLE 0 0 2632 ISHARES TR CORE S&P SCP ETF 464287804 212 2426 SH SOLE 0 0 2426 ISHARES TR EAFE SML CP ETF 464288273 1981 31808 SH SOLE 0 0 31808 ISHARES TR JPMORGAN USD EMG 464288281 586 5431 SH SOLE 0 0 5431 ISHARES TR INTL SEL DIV ETF 464288448 303 9288 SH SOLE 0 0 9288 ISHARES TR S&P US PFD STK 464288687 557 14992 SH SOLE 0 0 14992 JOHNSON & JOHNSON COM 478160104 286 2068 SH SOLE 0 0 2068 PROCTER AND GAMBLE CO COM 742718109 230 2762 SH SOLE 0 0 2762 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21189 304616 SH SOLE 0 0 304616 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7618 100012 SH SOLE 0 0 100012 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 6027 234404 SH SOLE 0 0 234404 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 31656 944110 SH SOLE 0 0 944110 SCHWAB STRATEGIC TR US TIPS ETF 808524870 14183 262834 SH SOLE 0 0 262834 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 2567 71991 SH SOLE 0 0 71991 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 1676 44854 SH SOLE 0 0 44854 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 565 15673 SH SOLE 0 0 15673 STANLEY BLACK & DECKER INC COM 854502101 778 5316 SH SOLE 0 0 5316 UNITED TECHNOLOGIES CORP COM 913017109 248 1772 SH SOLE 0 0 1772 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 256 3172 SH SOLE 0 0 3172 VANGUARD INDEX FDS MID CAP ETF 922908629 10876 66242 SH SOLE 0 0 66242 VANGUARD INDEX FDS SMALL CP ETF 922908751 6682 41099 SH SOLE 0 0 41099 VANGUARD INDEX FDS TOTAL STK MKT 922908769 22170 148146 SH SOLE 0 0 148146 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2605 63540 SH SOLE 0 0 63540 VANGUARD STAR FD VG TL INTL STK F 921909768 10314 190993 SH SOLE 0 0 190993 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4211 97309 SH SOLE 0 0 97309 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 259 2975 SH SOLE 0 0 2975 VANGUARD WORLD FD MEGA CAP INDEX 921910873 45257 450363 SH SOLE 0 0 450363