WOOSTER CORTHELL WEALTH MANAGEMENT, INC. - Portfolio overview

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has 64 reported holdings in this dataset, with the latest filing dated 2025-07-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. MGC - VANGUARD WORLD FD, 20.04%
2. VTI - VANGUARD INDEX FDS, 9.35%
3. SCHF - SCHWAB STRATEGIC TR, 8.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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