0001085146-22-000369.txt : 20220128 0001085146-22-000369.hdr.sgml : 20220128 20220127214128 ACCESSION NUMBER: 0001085146-22-000369 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220128 DATE AS OF CHANGE: 20220127 EFFECTIVENESS DATE: 20220128 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: 22565167 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 12-31-2021 12-31-2021 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 01-26-2022 0 43 422118 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 2024 607 SH SOLE 0 0 607 APPLE INC COM 037833100 2511 14141 SH SOLE 0 0 14141 BARNES GROUP INC COM 067806109 3969 85181 SH SOLE 0 0 85181 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 458 1531 SH SOLE 0 0 1531 CHEVRON CORP NEW COM 166764100 248 2117 SH SOLE 0 0 2117 HOME DEPOT INC COM 437076102 200 481 SH SOLE 0 0 481 ISHARES INC CORE MSCI EMKT 46434G103 658 10997 SH SOLE 0 0 10997 ISHARES TR 20 YR TR BD ETF 464287432 8720 58844 SH SOLE 0 0 58844 ISHARES TR A RATE CP BD ETF 46429B291 9885 176330 SH SOLE 0 0 176330 ISHARES TR CORE S&P MCP ETF 464287507 1394 4926 SH SOLE 0 0 4926 ISHARES TR CORE S&P SCP ETF 464287804 1317 11504 SH SOLE 0 0 11504 ISHARES TR CORE S&P TTL STK 464287150 35648 333224 SH SOLE 0 0 333224 ISHARES TR CORE S&P500 ETF 464287200 8181 17151 SH SOLE 0 0 17151 ISHARES TR EAFE SML CP ETF 464288273 562 7695 SH SOLE 0 0 7695 ISHARES TR GOV/CRED BD ETF 464288596 1194 9824 SH SOLE 0 0 9824 ISHARES TR ISHS 5-10YR INVT 464288638 5603 94539 SH SOLE 0 0 94539 ISHARES TR MBS ETF 464288588 11517 107207 SH SOLE 0 0 107207 ISHARES TR MSCI EAFE ETF 464287465 6604 83939 SH SOLE 0 0 83939 ISHARES TR MSCI EMG MKT ETF 464287234 230 4718 SH SOLE 0 0 4718 JOHNSON & JOHNSON COM 478160104 213 1243 SH SOLE 0 0 1243 MICROSOFT CORP COM 594918104 319 948 SH SOLE 0 0 948 MONTROSE ENVIRONMENTAL GROUP COM 615111101 507 7185 SH SOLE 0 0 7185 NETFLIX INC COM 64110L106 254 421 SH SOLE 0 0 421 PROCTER AND GAMBLE CO COM 742718109 397 2424 SH SOLE 0 0 2424 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9877 333464 SH SOLE 0 0 333464 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 34774 894622 SH SOLE 0 0 894622 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 5622 137367 SH SOLE 0 0 137367 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1321 12897 SH SOLE 0 0 12897 SCHWAB STRATEGIC TR US TIPS ETF 808524870 29299 465876 SH SOLE 0 0 465876 SPDR SER TR PORTFOLI S&P1500 78464A805 1044 17860 SH SOLE 0 0 17860 TESLA INC COM 88160R101 1451 1373 SH SOLE 0 0 1373 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1566 18483 SH SOLE 0 0 18483 VANGUARD INDEX FDS MID CAP ETF 922908629 20525 80565 SH SOLE 0 0 80565 VANGUARD INDEX FDS SMALL CP ETF 922908751 15372 68015 SH SOLE 0 0 68015 VANGUARD INDEX FDS TOTAL STK MKT 922908769 43047 178293 SH SOLE 0 0 178293 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3961 80091 SH SOLE 0 0 80091 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1945 14520 SH SOLE 0 0 14520 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 38821 584040 SH SOLE 0 0 584040 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 11821 127433 SH SOLE 0 0 127433 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 228 2549 SH SOLE 0 0 2549 VANGUARD STAR FDS VG TL INTL STK F 921909768 1176 18503 SH SOLE 0 0 18503 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 13774 269759 SH SOLE 0 0 269759 VANGUARD WORLD FD MEGA CAP INDEX 921910873 83881 499053 SH SOLE 0 0 499053