WC

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

13F
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Last update 2025-05-08 65 Stocks (14 new)
Value $489.00 Mil Turnover 8 %
Countries:
Top Holdings: MGC(19.54%)VTI(9.41%)SCHF(8.44%)ITOT(8.13%)VGIT(5.57%)
Summary Stock Picks Current Portfolio
WOOSTER CORTHELL WEALTH MANAGE... Top Holdings of 2025-03-31 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
474,250
95,504.6
+0.47%
19.540
+0.09%
1.570
+26.08%
+6.57%
6,755.3
 
VTI
Vanguard Total Stock Market ETF
167,335
45,990.3
+1.13%
9.410
+0.11%
0.010
+25.74%
+6.13%
469,505.6
 
SCHF
Schwab International Equity ETF
2,084,470
41,230.8
-2.99%
8.440
-0.26%
0.090
+25.15%
+20.14%
48,907.2
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
325,589
39,725.1
+1.59%
8.130
+0.13%
0.060
+25.94%
+6.17%
70,613.8
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
457,912
27,200.0
-1.83%
5.570
-0.11%
0.090
+0.58%
+3.87%
31,494.2
 
VO
Vanguard Mid-Cap ETF
83,044
21,476.8
+0.69%
4.390
+0.03%
0.030
+23.89%
+7.68%
79,335.3
 
SCHP
Schwab U.S. Tips ETF
785,475
21,121.4
-3.06%
4.320
-0.14%
0.160
+1.25%
+4.21%
13,412.4
 
VB
Vanguard Small Cap ETF
92,525
20,517.4
+25.63%
4.200
+0.86%
0.030
+25.21%
+1.36%
60,716.5
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
161,462
13,201.1
-1.31%
2.700
-0.04%
0.030
+3.78%
+4.49%
52,918.4
 
VEA
Vanguard FTSE Developed Markets ETF
256,227
13,024.0
-1.10%
2.660
-0.03%
0.010
+25.68%
+20.53%
157,444.7
 

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
VV
Vanguard Large Cap ETF
2025-03-31
New Buy
New Buy
+2.37%
●
253.32 ($270.87) 282.66
$286.21
5.66%
New holding
44,990
44,990
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
New Buy
New Buy
+1.02%
●
49.42 ($49.98) 50.43
$50.95
1.94%
New holding
99,552
99,552
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.86%
●
217.89 ($238.81) 252.64
$241.77
1.24%
Add 25.63%
92,525
18,877
IAU
iShares Gold Trust
2025-03-31
New Buy
New Buy
+0.64%
●
49.74 ($54.09) 58.96
$62.26
15.10%
New holding
53,234
53,234
SLYV
SPDR S&P 600 Small Cap Value ETF
2025-03-31
New Buy
New Buy
+0.52%
●
77.33 ($84.82) 90.16
$82.75
-2.44%
New holding
32,668
32,668
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
New Buy
New Buy
+0.51%
●
96.1 ($101.94) 106.32
$111.30
9.18%
New holding
24,717
24,717
B Unlock Delisted
Barnes Group Inc
2025-03-31
Sold Out
Sold Out
-0.44%
●
47.18 ($47.31) 47.48
$47.48
0.36%
Sold Out
0
-42,342
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
2025-03-31
Add
Add
+0.29%
●
99.16 ($99.33) 99.52
$99.17
-0.16%
Add 67.41%
35,597
14,334
SCHF
Schwab International Equity ETF
2025-03-31
Reduce
Reduce
-0.26%
●
18.36 ($19.62) 20.51
$22.08
12.54%
Reduce -2.99%
2,084,470
-64,188
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+0.23%
●
85.29 ($89.02) 92.57
$86.02
-3.37%
Add 16.59%
88,230
12,553

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

  • 1

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

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

Size field:

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

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. News

  • 1

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