Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wooster Corthell Wealth Management, Inc. > Profile

Instuitional Investor - Wooster Corthell Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Wooster Corthell Wealth Management, Inc.
Portfolio Value $415,271,871
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 516,693 $87,465,799 21.06%
2.
Vanguard Index Fds
 179,237 $42,518,601 10.23%
3.
Schwab Strategic Trust
 FNDF 992,312 $36,675,863 8.83%
4.
Ishares Trust
 IEF 342,535 $36,044,958 8.67%
5.
Vanguard Scottsdale Funds
 404,209 $23,977,705 5.77%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)