WOOSTER CORTHELL WEALTH MANAGEMENT, INC. — 13F holdings

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. reported 64 holdings worth $540M in its 13F filing for Q2 2025, filed July 14, 2025.

Largest positions

1. MGC VANGUARD WORLD FD — $108M (20.0%)
2. VTI VANGUARD INDEX FDS — $50.5M (9.3%)
3. SCHF SCHWAB STRATEGIC TR — $44.4M (8.2%)
4. ITOT ISHARES TR — $44.2M (8.2%)
5. VO VANGUARD INDEX FDS — $29.6M (5.5%)
6. VB VANGUARD INDEX FDS — $24.9M (4.6%)
7. VGIT VANGUARD SCOTTSDALE FDS — $22.7M (4.2%)
8. SHY ISHARES TR — $22.3M (4.1%)
9. VEA VANGUARD TAX-MANAGED FDS — $14.4M (2.7%)
10. SCHE SCHWAB STRATEGIC TR — $13.7M (2.5%)