$135 Million is the total value of WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s 23 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,556,000 | +11.1% | 39,318 | 0.0% | 1.15% | -5.8% | |
| VO | VANGUARD INDEX FDSmid cap etf | $1,262,000 | +7.7% | 12,317 | 0.0% | 0.93% | -8.8% | |
| IJR | ISHAREScore s&p scp etf | $731,000 | +10.4% | 7,325 | 0.0% | 0.54% | -6.4% | |
| CVX | CHEVRON CORP NEW | $550,000 | +2.6% | 4,526 | 0.0% | 0.41% | -13.1% | |
| EEM | ISHARESmsci emg mkt etf | $371,000 | +5.7% | 9,110 | 0.0% | 0.27% | -10.5% | |
| DEO | DIAGEO P L Cspon adr new | $367,000 | +10.5% | 2,891 | 0.0% | 0.27% | -6.2% | |
| QQQ | POWERSHARES QQQ TRUSTunit ser 1 | $255,000 | +10.9% | 3,232 | 0.0% | 0.19% | -6.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 42 | Q3 2023 | 16.8% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 17.4% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 20.1% |
| ISHARES TR | 42 | Q3 2023 | 9.8% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 3.0% |
| ISHARES TR | 42 | Q3 2023 | 10.2% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 4.9% |
| VANGUARD INDEX FDS | 39 | Q3 2023 | 12.5% |
| ISHARES TR | 38 | Q3 2023 | 0.6% |
View WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-28 |
View WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.