$378 Million is the total value of WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s 48 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | New | ISHARES TRshort treas bd | $223,618 | – | 2,024 | +100.0% | 0.06% | – |
| SGOV | New | ISHARES TR0-3 mnth treasry | $223,839 | – | 2,223 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
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.