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Reported Holdings Of The
Wooster Corthell Wealth Management Inc

Legal Name: WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Period of report: Jun 30, 2019
Effectiveness Date: Jul 31, 2019

Security Shares Held / Principal Amount Market Value Option
Vanguard Mega Cap (921910873) 462,080 $46,786k
SCHWAB STRATEGIC TR (808524805) 911,566 $29,252k
SCHWAB STRATEGIC TR (808524201) 325,860 $22,872k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 149,990 $22,512k
VANGUARD SCOTTSDALE FDS (92206C706) 219,797 $14,500k
INDEXIQ ETF TR (45409B800) 424,779 $13,402k
VANGUARD STAR FD VG TL INTL STK F (921909768) 209,365 $11,044k
VANGUARD INDEX FDS MID CAP ETF (922908629) 65,642 $10,973k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607) 102,409 $7,320k
VANGUARD INDEX FDS SMALL CP ET (922908751) 42,796 $6,704k
SCHWAB STRATEGIC TR (808524706) 212,827 $5,585k
ISHARES (464287465) 65,263 $4,290k
BARNES GROUP INC (067806109) 68,414 $3,854k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 82,542 $3,443k
SCHWAB STRATEGIC TR (808524888) 79,930 $2,609k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 58,655 $2,495k
ISHARES TR CORE S&P500 ETF (464287200) 8,315 $2,451k
SPDR INDEX SHS FDS (78463X848) 53,762 $1,971k
ISHARES (464288273) 32,436 $1,862k
ISHARES INC CORE MSCI EMKT (46434G103) 25,027 $1,287k
STANLEY BLACK&DECKR (854502101) 5,316 $769k
ISHARES TR CORE S&P MCP ETF (464287507) 3,401 $661k
Amazon.com Inc (023135106) 319 $604k
ISHARES TR CORE S&P SCP ETF (464287804) 7,398 $579k
VANGUARD WHITEHALL FDS INC (921946885) 7,153 $575k
ISHARES TR IBOXX HI YD ETF (464288513) 6,221 $542k
INVESCO EXCHNG TRADED FD TR (46138E511) 36,853 $539k
INVESCO QQQ TR UNIT SER 1 (46090E103) 2,296 $429k
Chevron Corp (166764100) 2,798 $348k
JOHNSON & JOHNSON (478160104) 2,105 $293k
PROCTER & GAMBLE CO (742718109) 2,649 $290k
Apple Inc (037833100) 1,447 $286k
ISHARES (464287234) 6,480 $278k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553) 3,172 $277k
ISHARES (464288448) 8,624 $265k
VANGUARD WHITEHALL FDS INC (921946406) 2,987 $261k
UNITED TECHNOLOGIES (913017109) 1,856 $242k
Berkshire Hathaway, Inc. (084670702) 1,052 $224k

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