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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
Fund Holdings Sector Distribution
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
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)