WOOSTER CORTHELL WEALTH MANAGEMENT, INC. holdings history

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93 is the total number of securities WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has owned. The longest WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has owned a single stock is 42 quarters.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS42427.29%11.07%16.83%Q2 2013Q3 202342
SCHA SCHWAB STRATEGIC TR42420.23%5.56%17.39%Q2 2013Q3 202342
VEA VANGUARD TAX-MANAGED I...42421.14%4.50%20.06%Q2 2013Q3 202342
SCZ ISHARES TR42420.13%2.92%9.81%Q2 2013Q3 202342
VB VANGUARD INDEX FDS42420.54%2.58%3.81%Q2 2013Q3 202342
IVV ISHARES TR42421.08%1.90%2.97%Q2 2013Q3 202342
IJH ISHARES TR42420.26%1.52%10.24%Q2 2013Q3 202342
VWO VANGUARD INTL EQUITY I...40400.33%1.76%4.90%Q4 2013Q3 202340
VO VANGUARD INDEX FDS3720.93%5.75%12.53%Q2 2013Q3 202339
IJR ISHARES TR24140.10%0.34%0.60%Q2 2013Q3 202338
CVX CHEVRON CORP NEW1610.05%0.19%0.47%Q2 2013Q3 202338
EEM ISHARES TR36360.05%0.17%0.31%Q2 2013Q1 202236
B BARNES GROUP INC35350.73%1.86%3.70%Q1 2015Q3 202335
MGC VANGUARD WORLD FD31310.28%20.13%23.05%Q1 2016Q3 202331
SCHC SCHWAB STRATEGIC TR3010.74%1.17%1.38%Q4 2014Q3 202331
SCHF SCHWAB STRATEGIC TR30307.52%10.65%15.58%Q2 2016Q3 202330
VXUS VANGUARD STAR FDS30300.28%2.61%5.33%Q2 2016Q3 202330
SCHE SCHWAB STRATEGIC TR30301.83%2.36%2.97%Q2 2016Q3 202330
VGIT VANGUARD SCOTTSDALE FDS1986.11%7.94%9.40%Q1 2016Q3 202327
VNQ VANGUARD INDEX FDS27270.12%3.23%8.84%Q2 2013Q4 201927
EFA ISHARES TR2011.52%2.90%9.64%Q1 2014Q3 202325
IEMG ISHARES INC2050.15%0.58%1.77%Q4 2014Q3 202325
VSS VANGUARD INTL EQUITY I...1590.15%0.36%0.57%Q2 2013Q3 202324
PG PROCTER & GAMBLE CO24240.08%0.11%0.15%Q4 2017Q3 202324
JNJ JOHNSON & JOHNSON23230.05%0.12%0.23%Q2 2017Q4 202223
BRKB BERKSHIRE HATHAWAY INC...1320.10%0.11%0.14%Q4 2017Q3 202321
QQQ POWERSHARES QQQ TRUST20200.18%0.21%0.25%Q2 2013Q1 201820
SCHP SCHWAB STRATEGIC TR1545.21%6.78%8.42%Q1 2018Q3 202319
AAPL APPLE INC19190.12%0.37%0.60%Q1 2019Q3 202319
AMZN AMAZON COM INC19190.24%0.36%0.50%Q1 2019Q3 202319
QQQ INVESCO QQQ TR1420.18%0.22%0.26%Q2 2018Q3 202318
SWK STANLEY BLACK & DECKER...17170.21%0.34%0.47%Q2 2017Q2 202117
SCHX SCHWAB STRATEGIC TR151510.12%10.72%11.64%Q2 2016Q4 201915
ITOT ISHARES TR15157.42%8.20%8.76%Q1 2020Q3 202315
VCIT VANGUARD SCOTTSDALE FDS15152.22%2.68%3.00%Q1 2020Q3 202315
MBB ISHARES TR15151.89%2.42%2.74%Q1 2020Q3 202315
TLT ISHARES TR15151.45%1.84%2.53%Q1 2020Q3 202315
IGIB ISHARES TR15150.88%1.39%2.15%Q1 2020Q3 202315
CWI SPDR INDEX SHS FDS15150.67%0.80%0.89%Q2 2016Q4 201915
GBF ISHARES TR15150.24%0.33%0.53%Q1 2020Q3 202315
SPTM SPDR SER TR15150.24%0.27%0.32%Q1 2020Q3 202315
QLTA ISHARES TR14141.51%2.11%2.35%Q2 2020Q3 202314
IDV ISHARES TR14140.08%0.13%0.16%Q1 2017Q2 202014
TSLA TESLA INC13130.14%0.26%0.37%Q3 2020Q3 202313
EMB ISHARES TR940.09%0.22%0.31%Q3 2016Q4 202013
PFF ISHARES TR710.09%0.22%0.30%Q3 2016Q4 202012
VYM VANGUARD WHITEHALL FDS...12120.12%0.13%0.16%Q1 2017Q4 201912
VCSH VANGUARD SCOTTSDALE FDS11110.66%10.74%13.28%Q2 2013Q4 201511
BND VANGUARD BD INDEX FDS910.06%0.70%1.44%Q2 2013Q3 202211
FLOT ISHARES TR10100.29%3.75%8.72%Q3 2013Q4 201510
UTX UNITED TECHNOLOGIES CORP640.11%0.12%0.13%Q2 2017Q4 201910
MEG MONTROSE ENVIRONMENTAL...10100.06%0.09%0.12%Q2 2021Q3 202310
VGLT VANGUARD SCOTTSDALE FDS990.05%0.26%0.45%Q3 2021Q3 20239
JNK SPDR SERIES TRUST990.14%0.24%0.31%Q3 2016Q3 20189
MSFT MICROSOFT CORP510.06%0.07%0.09%Q3 2020Q3 20239
DEO DIAGEO P L C770.25%0.27%0.29%Q2 2013Q4 20147
DEM WISDOMTREE TRUST662.52%5.04%6.02%Q2 2013Q3 20146
DGS WISDOMTREE TRUST661.53%2.14%2.86%Q2 2013Q3 20146
IEI ISHARES TR661.65%1.79%1.94%Q2 2022Q3 20236
SPIP SPDR SER TR660.46%0.83%1.07%Q2 2022Q3 20236
GNMA ISHARES TR660.52%0.60%0.68%Q2 2022Q3 20236
LQD ISHARES TR660.40%0.44%0.48%Q2 2022Q3 20236
IWL ISHARES TR660.18%0.29%0.37%Q2 2022Q3 20236
VXF VANGUARD INDEX FDS660.15%0.25%0.31%Q2 2022Q3 20236
IWR ISHARES TR660.06%0.25%0.33%Q2 2022Q3 20236
NFLX NETFLIX INC660.06%0.06%0.07%Q3 2020Q4 20216
VIG VANGUARD SPECIALIZED P...557.02%8.72%9.72%Q2 2013Q2 20145
MNA INDEXIQ ETF TR551.50%5.15%6.23%Q1 2019Q1 20205
VWOB VANGUARD WHITEHALL FDS...550.24%0.26%0.30%Q4 2018Q4 20195
PGX INVESCO EXCHNG TRADED ...550.23%0.25%0.29%Q4 2018Q4 20195
HYG ISHARES TR550.23%0.25%0.29%Q4 2018Q4 20195
HSPX HORIZONS ETF TR I550.20%0.21%0.23%Q3 2017Q3 20185
XYLD GLOBAL X FDS550.07%0.11%0.16%Q4 2019Q4 20205
MMM 3M CO440.15%0.16%0.16%Q2 2017Q1 20184
JNK SPDR SER TR440.09%0.15%0.21%Q1 2020Q4 20204
VEU VANGUARD INTL EQUITY I...337.02%7.82%8.47%Q2 2013Q4 20133
KRE SPDR SERIES TRUST335.10%5.60%6.00%Q2 2015Q4 20153
XOM EXXON MOBIL CORP330.17%0.19%0.20%Q2 2017Q4 20173
DIS DISNEY WALT CO330.05%0.06%0.06%Q1 2021Q3 20213
BIV VANGUARD BD INDEX FD INC225.69%9.61%13.53%Q2 2013Q3 20132
TIP ISHARES TR222.14%4.16%6.17%Q2 2013Q3 20132
VDE VANGUARD WORLD FDS220.15%0.16%0.16%Q1 2015Q2 20152
TRV TRAVELERS COMPANIES INC220.11%0.11%0.12%Q2 2017Q3 20172
RWR SPDR SER TR220.08%0.08%0.08%Q1 2020Q2 20202
IXUS ISHARES TR220.07%0.08%0.09%Q1 2020Q2 20202
SCHD SCHWAB STRATEGIC TR220.08%0.08%0.08%Q1 2020Q2 20202
BSV VANGUARD BD INDEX FD INC110.98%0.98%0.98%Q4 2015Q4 20151
ICF ISHARES TR110.97%0.97%0.97%Q2 2013Q2 20131
HSPX EXCHANGE LISTED FDS TR110.22%0.22%0.22%Q1 2017Q1 20171
PWZ INVESCO EXCH TRADED FD...110.06%0.06%0.06%Q3 2021Q3 20211
SGOV ISHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
SHV ISHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
HD HOME DEPOT INC110.05%0.05%0.05%Q4 2021Q4 20211
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The securities at the top of the list , including VANGUARD INDEX FDS, SCHWAB STRATEGIC TR, and VANGUARD TAX-MANAGED INTL FD, are the highest-conviction holdings of WOOSTER CORTHELL WEALTH MANAGEMENT, INC..

The conviction is calculated by counting the number of quarters a security has been reported by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that WOOSTER CORTHELL WEALTH MANAGEMENT, INC. owns currently or has owned in the past.