$216 Million is the total value of WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s 38 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| B | BARNES GROUP INC | $3,517,000 | -4.1% | 68,414 | 0.0% | 1.63% | -20.7% | |
| SWK | STANLEY BLACK & DECKER INC | $724,000 | +13.7% | 5,316 | 0.0% | 0.34% | -5.9% | |
| VWOB | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $560,000 | +5.1% | 7,153 | 0.0% | 0.26% | -13.1% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $412,000 | +16.4% | 2,296 | 0.0% | 0.19% | -3.5% | |
| PG | PROCTER AND GAMBLE CO | $287,000 | +13.0% | 2,762 | 0.0% | 0.13% | -6.3% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $276,000 | +16.5% | 3,172 | 0.0% | 0.13% | -3.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $211,000 | -1.9% | 1,052 | 0.0% | 0.10% | -18.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-19
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.