WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationglastonbury, CT
- CIK0001566968
- Alternate namesApex Investment Services, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
53 | $459.43M | MGC, VTI, ITOT, SCHF | 13F-HR | Jan 16, 2025 | 000108514625000265 | ||
52 | $468.94M | MGC, VTI, SCHF, ITOT | 13F-HR | Oct 21, 2024 | 000108514624005037 | ||
51 | $441.95M | MGC, VTI, ITOT, SCHF | 13F-HR | Jul 25, 2024 | 000108514624003217 | ||
50 | $436.96M | MGC, VTI, SCHF, ITOT | 13F-HR | Apr 30, 2024 | 000108514624002107 | ||
49 | $415.27M | MGC, VTI, SCHF, ITOT | 13F-HR | Jan 18, 2024 | 000108514624000280 | ||
48 | $378.39M | MGC, VTI, SCHF, ITOT | 13F-HR | Oct 30, 2023 | 000108514623003972 | ||
46 | $392.01M | MGC, VTI, SCHF, ITOT | 13F-HR | Jul 18, 2023 | 000108514623002744 | ||
45 | $374.21M | MGC, VTI, SCHF, ITOT | 13F-HR | May 2, 2023 | 000108514623001993 | ||
45 | $353.14M | MGC, VTI, SCHF, ITOT | 13F-HR | Jan 25, 2023 | 000108514623000345 | ||
47 | $333.06M | MGC, VTI, SCHF, ITOT | 13F-HR | Nov 1, 2022 | 000108514622003691 | ||
47 | $351.39M | MGC, VTI, SCHF, ITOT | 13F-HR | Jul 22, 2022 | 000108514622002511 | ||
41 | $403.97M | MGC, VTI, VANGUARD SCOTTSDALE FDS, ITOT | 13F-HR | Apr 27, 2022 | 000108514622001603 | ||
43 | $422.12M | MGC, VTI, VANGUARD SCOTTSDALE FDS, ITOT | 13F-HR | Jan 28, 2022 | 000108514622000369 | ||
45 | $399.13M | MGC, VTI, VANGUARD SCOTTSDALE FDS, ITOT | 13F-HR | Oct 22, 2021 | 000108514621002871 | ||
44 | $397.81M | MGC, VTI, VANGUARD SCOTTSDALE FDS, ITOT | 13F-HR | Aug 2, 2021 | 000108514621002172 | ||
42 | $368.01M | MGC, VTI, VANGUARD SCOTTSDALE FDS, ITOT | 13F-HR | Apr 23, 2021 | 000108514621001289 | ||
45 | $350.91M | MGC, VTI, VANGUARD SCOTTSDALE FDS, ITOT | 13F-HR | Jan 27, 2021 | 000108514621000272 | ||
45 | $310.73M | MGC, VTI, VANGUARD SCOTTSDALE FDS, ITOT | 13F-HR | Nov 5, 2020 | 000108514620002760 | ||
46 | $290.78M | MGC, VTI, VANGUARD SCOTTSDALE FDS, SCHF | 13F-HR | Jul 24, 2020 | 000108514620001884 | ||
45 | $248.27M | MGC, VTI, VANGUARD SCOTTSDALE FDS, SCHP | 13F-HR | Apr 16, 2020 | 000108514620001125 | ||
39 | $240.96M | MGC, SCHF, SCHX, VTI | 13F-HR | Feb 7, 2020 | 000108514620000435 | ||
38 | $223.39M | MGC, SCHF, SCHX, VTI | 13F-HR | Oct 30, 2019 | 000108514619002672 | ||
38 | $222.67M | MGC, SCHF, SCHX, VTI | 13F-HR | Jul 31, 2019 | 000108514619002012 | ||
38 | $216.11M | MGC, SCHF, SCHX, VTI | 13F-HR | Apr 19, 2019 | 000108514619001214 | ||
34 | $178.72M | MGC, SCHF, VTI, SCHX | 13F-HR | Jan 31, 2019 | 000108514619000270 | ||
34 | $203.12M | MGC, SCHF, VTI, SCHX | 13F-HR | Oct 19, 2018 | 000108514618002367 | ||
33 | $190.00M | MGC, SCHF, VTI, SCHX | 13F-HR | Jul 16, 2018 | 000108514618001691 | ||
35 | $187.50M | MGC, SCHF, SCHX, VTI | 13F-HR | May 1, 2018 | 000108514618001200 | ||
36 | $190.68M | MGC, SCHF, SCHX, VTI | 13F-HR | Feb 2, 2018 | 000108514618000325 | ||
34 | $181.53M | MGC, SCHF, SCHX, VTI | 13F-HR | Oct 20, 2017 | 000108514617002095 | ||
33 | $175.32M | MGC, SCHF, SCHX, VTI | 13F-HR | Jul 25, 2017 | 000108514617001564 | ||
28 | $165.68M | MGC, SCHF, SCHX, VTI | 13F-HR | Apr 14, 2017 | 000108514617000975 | ||
24 | $153.25M | MGC, SCHF, SCHX, VTI | 13F-HR | Feb 2, 2017 | 000108514617000257 | ||
26 | $151.33M | MGC, VTI, SCHX, VEA | 13F-HR | Oct 14, 2016 | 000108514616004501 | ||
23 | $142.34M | MGC, VTI, SCHX, VEA | 13F-HR | Aug 8, 2016 | 000108514616004181 | ||
17 | $135.54M | VEA, SCHA, VTI, VO | 13F-HR | May 4, 2016 | 000108514616003581 | ||
20 | $138.94M | VTI, VEA, SCHA, VCSH | RESTATEMENT | Feb 3, 2016 | 000108514616002750 | ||
18 | $133.39M | VTI, VEA, VCSH, SCHA | 13F-HR | Oct 27, 2015 | 000108514615002082 | ||
21 | $141.82M | VTI, VEA, SCHA, VCSH | 13F-HR | Jul 24, 2015 | 000108514615001498 | ||
20 | $143.29M | SCHA, VTI, VEA, VCSH | 13F-HR | May 4, 2015 | 000108514615001028 | ||
21 | $133.24M | SCHA, VTI, VCSH, VO | 13F-HR | Feb 3, 2015 | 000156696815000003 | ||
21 | $127.08M | VTI, SCHA, VCSH, VO | 13F-HR | Oct 17, 2014 | 000156696814000013 | ||
21 | $147.06M | SCHA, VCSH, IJH, VIG | 13F-HR | Jul 15, 2014 | 000156696814000010 | ||
21 | $137.91M | SCHA, VCSH, IJH, SCZ | 13F-HR | Apr 11, 2014 | 000156696814000005 | ||
21 | $133.30M | SCHA, VCSH, IJH, VTI | RESTATEMENT | Jan 21, 2014 | 000156696814000003 |