WC

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

13F
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Last update 2025-07-14 64 Stocks (3 new)
Value $540.00 Mil Turnover 10 %
Countries:
Top Holdings: MGC(20.04%)VTI(9.35%)SCHF(8.23%)ITOT(8.19%)VO(5.47%)
Summary Stock Picks Current Portfolio
WOOSTER CORTHELL WEALTH MANAGE... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MGC
Vanguard Mega Cap 300 Index ETF
481,051
108,197.9
+1.43%
20.040
+0.28%
1.610
+20.80%
+8.08%
6,824.5
 
VTI
Vanguard Total Stock Market ETF
166,089
50,479.4
-0.74%
9.350
-0.07%
0.010
+19.96%
+7.60%
474,434.4
 
SCHF
Schwab International Equity ETF
2,011,239
44,448.4
-3.51%
8.230
-0.30%
0.090
+11.57%
+20.74%
49,150.8
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
327,410
44,213.5
+0.56%
8.190
+0.05%
0.060
+20.09%
+7.64%
72,412.3
 
VO
Vanguard Mid-Cap ETF
105,612
29,553.3
+27.18%
5.470
+1.17%
0.040
+16.39%
+9.15%
80,183.8
 
VB
Vanguard Small Cap ETF
105,180
24,925.5
+13.68%
4.620
+0.56%
0.040
+18.28%
+2.64%
61,525.5
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
380,159
22,737.3
-16.98%
4.210
-0.95%
0.070
+1.54%
+4.51%
31,696.7
 
SHY
iShares 1-3 Year Treasury Bond ETF
269,355
22,318.7
New Holding
4.130
+4.13%
0.090
+0.86%
+2.78%
23,708.2
 
VEA
Vanguard FTSE Developed Markets ETF
252,912
14,418.5
-1.29%
2.670
-0.03%
0.010
+12.11%
+21.29%
160,177.0
 
SCHE
Schwab Emerging Markets Equity ETF
453,615
13,672.0
-1.14%
2.530
-0.03%
0.130
+15.22%
+16.47%
10,564.2
 

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHY
iShares 1-3 Year Treasury Bond ETF
2025-06-30
New Buy
New Buy
+4.13%
●
82.21 ($82.56) 83.12
$82.64
0.10%
New holding
269,355
269,355
SCHP
Schwab U.S. Tips ETF
2025-06-30
Reduce
Reduce
-2.45%
●
26.18 ($26.47) 26.93
$26.68
0.79%
Reduce -56.82%
339,148
-446,327
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-06-30
New Buy
New Buy
+1.87%
●
49.57 ($49.94) 50.27
$50.13
0.38%
New holding
200,427
200,427
TLT
iShares 20+ Year Treasury Bond ETF
2025-06-30
Sold Out
Sold Out
-1.64%
●
83.97 ($87.25) 92.85
$86.52
-0.84%
Sold Out
0
-88,230
VO
Vanguard Mid-Cap ETF
2025-06-30
Add
Add
+1.17%
●
228.54 ($262.5) 279.83
$285.92
8.92%
Add 27.18%
105,612
22,568
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-06-30
Reduce
Reduce
-0.95%
●
58.63 ($59.2) 59.97
$59.47
0.46%
Reduce -16.98%
380,159
-77,753
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
2025-06-30
Add
Add
+0.70%
●
99.1 ($99.29) 99.49
$99.32
0.03%
Add 106.38%
73,464
37,867
SPIP
SPDR Portfolio TIPS ETF
2025-06-30
Reduce
Reduce
-0.56%
●
25.57 ($25.85) 26.38
$26.07
0.85%
Reduce -34.83%
193,169
-103,242
VB
Vanguard Small Cap ETF
2025-06-30
Add
Add
+0.56%
●
193.73 ($223.07) 237.37
$244.81
9.75%
Add 13.68%
105,180
12,655
SHV
iShares Short Treasury Bond ETF
2025-06-30
Add
Add
+0.53%
●
110.06 ($110.26) 110.46
$110.32
0.05%
Add 100%
51,273
25,637

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. Total Holding History ($B)

To

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Asset Allocation

To

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-06-30

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Holdings Heat Map

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WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. News

  • 1

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