WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Glastonbury, CT
CIK
0001566968
Alternate names
Apex Investment Services, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 49 415,271 MGC, VTI, SCHF, ITOT 13F-HR 1/18/2024 000108514624000280
Q3 2023 48 378,391 MGC, VTI, SCHF, ITOT 13F-HR 10/30/2023 000108514623003972
Q2 2023 46 392,014 MGC, VTI, SCHF, ITOT 13F-HR 7/17/2023 000108514623002744
Q1 2023 45 374,210 MGC, VTI, SCHF, ITOT 13F-HR 5/1/2023 000108514623001993
Q4 2022 45 353,141 MGC, VTI, SCHF, ITOT 13F-HR 1/25/2023 000108514623000345
Q3 2022 47 333,057 MGC, VTI, SCHF, ITOT 13F-HR 10/31/2022 000108514622003691
Q2 2022 47 351,391 MGC, VTI, SCHF, ITOT 13F-HR 7/21/2022 000108514622002511
Q1 2022 41 403,967 MGC, VTI, VGIT, ITOT 13F-HR 4/27/2022 000108514622001603
Q4 2021 43 422,118 MGC, VTI, VGIT, ITOT 13F-HR 1/27/2022 000108514622000369
Q3 2021 45 399,130 MGC, VTI, VGIT, ITOT 13F-HR 10/22/2021 000108514621002871
Q2 2021 44 397,809 MGC, VTI, VGIT, ITOT 13F-HR 8/2/2021 000108514621002172
Q1 2021 42 368,013 MGC, VTI, VGIT, ITOT 13F-HR 4/22/2021 000108514621001289
Q4 2020 45 350,910 MGC, VTI, VGIT, ITOT 13F-HR 1/27/2021 000108514621000272
Q3 2020 45 310,730 MGC, VTI, VGIT, ITOT 13F-HR 11/5/2020 000108514620002760
Q2 2020 46 290,776 MGC, VTI, VGIT, SCHF 13F-HR 7/24/2020 000108514620001884
Q1 2020 45 248,269 MGC, VTI, VGIT, SCHP 13F-HR 4/16/2020 000108514620001125
Q4 2019 39 240,958 MGC, SCHF, SCHX, VTI 13F-HR 2/7/2020 000108514620000435
Q3 2019 38 223,392 MGC, SCHF, SCHX, VTI 13F-HR 10/30/2019 000108514619002672
Q2 2019 38 222,674 MGC, SCHF, SCHX, VTI 13F-HR 7/31/2019 000108514619002012
Q1 2019 38 216,113 MGC, SCHF, SCHX, VTI 13F-HR 4/19/2019 000108514619001214
Q4 2018 34 178,719 MGC, SCHF, VTI, SCHX 13F-HR 1/31/2019 000108514619000270
Q3 2018 34 203,116 MGC, SCHF, VTI, SCHX 13F-HR 10/19/2018 000108514618002367
Q2 2018 33 189,999 MGC, SCHF, VTI, SCHX 13F-HR 7/16/2018 000108514618001691
Q1 2018 35 187,499 MGC, SCHF, SCHX, VTI 13F-HR 5/1/2018 000108514618001200
Q4 2017 36 190,679 MGC, SCHF, SCHX, VTI 13F-HR 2/2/2018 000108514618000325
Q3 2017 34 181,533 MGC, SCHF, SCHX, VTI 13F-HR 10/20/2017 000108514617002095
Q2 2017 33 175,316 MGC, SCHF, SCHX, VTI 13F-HR 7/25/2017 000108514617001564
Q1 2017 28 165,682 MGC, SCHF, SCHX, VTI 13F-HR 4/14/2017 000108514617000975
Q4 2016 24 153,253 MGC, SCHF, SCHX, VTI 13F-HR 2/2/2017 000108514617000257
Q3 2016 26 151,330 MGC, VTI, SCHX, VEA 13F-HR 10/14/2016 000108514616004501
Q2 2016 23 142,340 MGC, VTI, SCHX, VEA 13F-HR 8/8/2016 000108514616004181
Q1 2016 17 135,544 VEA, SCHA, VTI, VO 13F-HR 5/4/2016 000108514616003581
Q4 2015 20 138,935 VTI, VEA, SCHA, VCSH RESTATEMENT 2/3/2016 000108514616002750
Q3 2015 18 133,392 VTI, VEA, VCSH, SCHA 13F-HR 10/27/2015 000108514615002082
Q2 2015 21 141,816 VTI, VEA, SCHA, VCSH 13F-HR 7/24/2015 000108514615001498
Q1 2015 20 143,295 SCHA, VTI, VEA, VCSH 13F-HR 5/4/2015 000108514615001028
Q4 2014 21 133,235 SCHA, VTI, VCSH, VO 13F-HR 2/3/2015 000156696815000003
Q3 2014 21 127,077 VTI, SCHA, VCSH, VO 13F-HR 10/17/2014 000156696814000013
Q2 2014 21 147,059 SCHA, VCSH, IJH, VIG 13F-HR 7/15/2014 000156696814000010
Q1 2014 21 137,914 SCHA, VCSH, IJH, SCZ 13F-HR 4/11/2014 000156696814000005
Q4 2013 21 133,296 SCHA, VCSH, IJH, VTI RESTATEMENT 1/21/2014 000156696814000003
Additional filings from Wooster Corthell Wealth Management, Inc. that have since been restated