$368 Million is the total value of WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s 42 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
B | BARNES GROUP INC | $4,220,000 | -2.3% | 85,181 | 0.0% | 1.15% | -6.8% | |
SWK | STANLEY BLACK & DECKER INC | $1,061,000 | +11.8% | 5,316 | 0.0% | 0.29% | +6.7% | |
PG | PROCTER AND GAMBLE CO | $338,000 | -2.6% | 2,496 | 0.0% | 0.09% | -7.1% | |
NFLX | NETFLIX INC | $220,000 | -3.5% | 421 | 0.0% | 0.06% | -7.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-23
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.