0001566968-15-000003.txt : 20150203 0001566968-15-000003.hdr.sgml : 20150203 20150203144014 ACCESSION NUMBER: 0001566968-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150203 DATE AS OF CHANGE: 20150203 EFFECTIVENESS DATE: 20150203 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: 15570456 BUSINESS ADDRESS: STREET 1: 33-A PENDLETON DRIVE CITY: HEBRON STATE: CT ZIP: 06248 BUSINESS PHONE: 860-228-0501 MAIL ADDRESS: STREET 1: PO BOX 1322 CITY: HEBRON STATE: CT ZIP: 06248-7322 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 12-31-2014 12-31-2014 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

PO BOX 1322 HEBRON CT 06248-7322

13F HOLDINGS REPORT 028-15115 N Lynn R. Corthell 860-228-0501 Lynn R. Corthell Hebron CT 02-03-2015 0 21 133235 false INFORMATION TABLE 2 wcwmi13f-4q-14.inftab.xml CHEVRON CORP NEWCOM1667641004403926SHSOLE 003926DIAGEO P L CSPON ADR NEW25243Q2053302891SHSOLE 289100ISHARESEAFE SML CP ETF46428827311020235917SHSOLE 149260220991ISHARES INCCORE MSCI EMKT46434G103224947821SHSOLE 0047821ISHARES TRCORE S&P MCP ETF46428750712828855SHSOLE 885500ISHARES TRCORE S&P SCP ETF4642878047746785SHSOLE 678500ISHARES TRCORE S&P500 ETF464287200351616995SHSOLE 1699500ISHARES TRFLTG RATE BD ETF46429B655118323410SHSOLE 2341000ISHARES TRMSCI EAFE ETF46428746510447171718SHSOLE 72990164419ISHARES TRMSCI EMG MKT ETF4642872343589105SHSOLE 910500POWERSHARES QQQ TRUSTUNIT SER 173935A1043223116SHSOLE 003116SCHWAB STRATEGIC TRINTL SCEQT ETF80852488898133988SHSOLE 0033988SCHWAB STRATEGIC TRUS SML CAP ETF80852460723170420358SHSOLE 104930409865VANGUARD INDEX FDSMID CAP ETF92290862913159106500SHSOLE 32830103217VANGUARD INDEX FDSREIT ETF92290855311784145476SHSOLE 149340130542VANGUARD INDEX FDSSMALL CP ETF92290875110338853SHSOLE 190506948VANGUARD INDEX FDSTOTAL STK MKT92290876921986207412SHSOLE 213490186063VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428586338158367SHSOLE 61160152251VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF9220427182072167SHSOLE 002167VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C40915989200785SHSOLE 328940167891VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438586667175991SHSOLE 405500135441