§ 13F · FUND PROFILE
WOOSTER CORTHELL WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 65Turnover · — · Q1Filed · May 8, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MGC | VANGUARD WORLD FD | 474K | $95.5T | 19.5% | — |
| 2 | VTI | VANGUARD INDEX FDS | 167K | $46.0T | 9.4% | — |
| 3 | SCHF | SCHWAB STRATEGIC TR | 2.08M | $41.2T | 8.4% | — |
| 4 | ITOT | ISHARES TR | 326K | $39.7T | 8.1% | — |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 458K | $27.2T | 5.6% | — |
| 6 | VO | VANGUARD INDEX FDS | 83K | $21.5T | 4.4% | — |
| 7 | SCHP | SCHWAB STRATEGIC TR | 785K | $21.1T | 4.3% | — |
| 8 | VB | VANGUARD INDEX FDS | 93K | $20.5T | 4.2% | — |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 161K | $13.2T | 2.7% | — |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 256K | $13.0T | 2.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOOSTER SIGNAL
AC read
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed