$187 Million is the total value of WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s 35 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $15,797,000 | – | 287,840 | +100.0% | 8.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-01
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.