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 $488,760,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 474,250 $95,504,554 19.54%
2.
Vanguard Index Fds
 167,335 $45,990,301 9.41%
3.
Schwab Strategic Trust
 FNDF 2,084,470 $41,230,817 8.44%
4.
Ishares Trust
 IEF 325,589 $39,725,135 8.13%
5.
Vanguard Scottsdale Funds
 457,912 $27,199,959 5.57%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)