0001085146-20-001125.txt : 20200416 0001085146-20-001125.hdr.sgml : 20200416 20200416114214 ACCESSION NUMBER: 0001085146-20-001125 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200416 DATE AS OF CHANGE: 20200416 EFFECTIVENESS DATE: 20200416 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: 20795577 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 03-31-2020 03-31-2020 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 04-14-2020 0 45 248269 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM 023135106 622 319 SH SOLE 0 0 319 APPLE INC COM 037833100 359 1410 SH SOLE 0 0 1410 BARNES GROUP INC COM 067806109 4015 95982 SH SOLE 0 0 95982 GLOBAL X FDS S&P 500 COVERED 37954Y475 332 8702 SH SOLE 0 0 8702 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 3713 123192 SH SOLE 0 0 123192 INVESCO QQQ TR UNIT SER 1 46090E103 447 2347 SH SOLE 0 0 2347 ISHARES INC CORE MSCI EMKT 46434G103 534 13195 SH SOLE 0 0 13195 ISHARES TR CORE S&P TTL STK 464287150 18427 322092 SH SOLE 0 0 322092 ISHARES TR CORE S&P500 ETF 464287200 7377 28550 SH SOLE 0 0 28550 ISHARES TR MSCI EMG MKT ETF 464287234 217 6369 SH SOLE 0 0 6369 ISHARES TR 20 YR TR BD ETF 464287432 6280 38069 SH SOLE 0 0 38069 ISHARES TR MSCI EAFE ETF 464287465 4954 92675 SH SOLE 0 0 92675 ISHARES TR CORE S&P MCP ETF 464287507 1043 7248 SH SOLE 0 0 7248 ISHARES TR CORE S&P SCP ETF 464287804 901 16058 SH SOLE 0 0 16058 ISHARES TR EAFE SML CP ETF 464288273 487 10870 SH SOLE 0 0 10870 ISHARES TR JPMORGAN USD EMG 464288281 476 4919 SH SOLE 0 0 4919 ISHARES TR INTL SEL DIV ETF 464288448 225 9955 SH SOLE 0 0 9955 ISHARES TR MBS ETF 464288588 6274 56810 SH SOLE 0 0 56810 ISHARES TR GOV/CRED BD ETF 464288596 1325 10924 SH SOLE 0 0 10924 ISHARES TR INTRM TR CRP ETF 464288638 5334 97115 SH SOLE 0 0 97115 ISHARES TR PFD AND INCM SEC 464288687 525 16475 SH SOLE 0 0 16475 ISHARES TR CORE MSCI TOTAL 46432F834 229 4879 SH SOLE 0 0 4879 JOHNSON & JOHNSON COM 478160104 276 2105 SH SOLE 0 0 2105 PROCTER & GAMBLE CO COM 742718109 282 2563 SH SOLE 0 0 2563 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2066 40101 SH SOLE 0 0 40101 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5563 268878 SH SOLE 0 0 268878 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 200 4442 SH SOLE 0 0 4442 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 18669 722500 SH SOLE 0 0 722500 SCHWAB STRATEGIC TR US TIPS ETF 808524870 18760 326207 SH SOLE 0 0 326207 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 2996 122774 SH SOLE 0 0 122774 SPDR SER TR DJ REIT ETF 78464A607 211 2926 SH SOLE 0 0 2926 SPDR SER TR PORTFOLI S&P1500 78464A805 799 25408 SH SOLE 0 0 25408 SPDR SER TR BLOOMBERG BRCLYS 78468R622 512 5405 SH SOLE 0 0 5405 STANLEY BLACK & DECKER INC COM 854502101 532 5316 SH SOLE 0 0 5316 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3410 39956 SH SOLE 0 0 39956 VANGUARD INDEX FDS MID CAP ETF 922908629 10283 78105 SH SOLE 0 0 78105 VANGUARD INDEX FDS SMALL CP ETF 922908751 7561 65496 SH SOLE 0 0 65496 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23403 181544 SH SOLE 0 0 181544 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1411 18036 SH SOLE 0 0 18036 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3112 92746 SH SOLE 0 0 92746 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 21132 299534 SH SOLE 0 0 299534 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5517 63345 SH SOLE 0 0 63345 VANGUARD STAR FDS VG TL INTL STK F 921909768 1109 26430 SH SOLE 0 0 26430 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 10549 316420 SH SOLE 0 0 316420 VANGUARD WORLD FD MEGA CAP INDEX 921910873 45820 503851 SH SOLE 0 0 503851