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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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WOOSTER CORTHELL WEALTH MANAGEMENT INC

Time Period2018-12-31

Total Holdings34

Total Value ($x1000)178,719
Activities
New5

Increased10

Unchanged7

Decreased12

Sold Out5

Top 10 Stock Holdingstotal 84.24%
MGC21.99

SCHF13.88

VTI10.64

SCHX10.48

SCHP7.67

 
VXUS5.33

VO5.11

SCHA3.51

VB3

SCHE2.63

-- hover over a symbol below for details --
SEC 13F
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Detail
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MGC
21.99%
MEGA CAP INDEX
SCHF
13.88%
INTL EQTY ETF
VTI
10.64%
TOTAL STK MKT
SCHX
10.48%
US LRG CAP ETF
SCHP
7.67%
US TIPS ETF
VXUS
5.33%
VG TL INTL STK F
VO
5.11%
MID CAP ETF
SCHA
3.51%
US SML CAP ETF
VB
3%
SMALL CP ETF
SCHE
2.63%
EMRG MKTEQ ETF
EFA
2.22%
MSCI EAFE ETF
B
2.05%
COM
VEA
1.97%
FTSE DEV MKT ETF
VWO
1.32%
FTSE EMR MKT ETF
IVV
1.3%
CORE S&P500 ETF
SCZ
1.1%
EAFE SML CP ETF
SCHC
1.07%
INTL SCEQT ETF
CWI
0.86%
MSCI ACWI EXUS
IEMG
0.63%
CORE MSCI EMKT
SWK
0.36%
COM
IJH
0.35%
CORE S&P MCP ETF
VWOB
0.3%
EMERG MKT BD ETF
IJR
0.3%
CORE S&P SCP ETF
PGX
0.29%
PFD ETF
HYG
0.29%
IBOXX HI YD ETF
QQQ
0.2%
UNIT SER 1
CVX
0.18%
COM
JNJ
0.15%
COM
EEM
0.15%
MSCI EMG MKT ETF
PG
0.14%
COM
VNQ
0.13%
REIT ETF
IDV
0.13%
INTL SEL DIV ETF
VYM
0.13%
HIGH DIV YLD
BRK.B
0.12%
CL B NEW
EMB
0.29%
JP MOR EM MK ETF
JNK
0.28%
BRC HGH YLD BD
PFF
0.27%
U.S. PFD STK ETF
HSPX
0.2%
I HRZNS S&P500 COV
UTX
0.12%
COM