Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT INC | 01-18-2024 | 12-31-2023 | 49 | 415,271,871 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA CAP INDEX | 1 | $87,465,799 | 516,693 | 0.02 | 0.02 | -19,365 | -3.61 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $42,518,601 | 179,237 | 0.01 | 0.01 | -4,260 | -2.32 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3 | $36,675,863 | 992,312 | 0.01 | 0.01 | 14,661 | 1.50 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 4 | $36,044,958 | 342,535 | 0.01 | 0.01 | -8,380 | -2.39 | 12-31-2023 |
