WOOSTER CORTHELL WEALTH MANAGEMENT, INC. recently filed its 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

300 WINDING BROOK DRIVE GLASTONBURY, CT 06033-4335

According to the latest 13F report, the guru’s stock portfolio contained 47 stocks valued at a total of $333.00 million. The main holdings were
CMG(19.95%),
TIV(9.90%) and
SCHF(8.51%).

According to data from GuruFocus, these were the top five deals for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. of the quarter.

Schwab International Equity ETF

During the quarter, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. purchased 52,267 shares of ARCA:SCHF for a total holding of 1,007,196. The transaction had an impact of 0.44% on the equity portfolio. During the quarter, the stock traded at an average price of $31.39.

On 01/11/2022, Schwab International Equity ETF traded at a price of $30.3881 per share and a market capitalization of $25.77 billion. The stock has returned -23.04% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, Schwab International Equity ETF has a price-to-earnings ratio of 9999.00 and a price-to-book ratio of 1.40.

Vanguard Mid-Term Government Bond ETF

During the quarter, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. purchased 16,848 shares of NAS:VGIT for a total stake of 428,093. The transaction had an impact of 0.29% on the equity portfolio. During the quarter, the stock traded at an average price of $60.43.

On 11/01/2022, the Vanguard Intermediate-Term Government Bond ETF traded at a price of $57.97 per share and a market capitalization of $12.34 billion. The stock has posted a return of -11.80% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, the Vanguard Intermediate-Term Government Bond ETF has a price/earnings ratio of 9999.00.

iShares MSCI EAFE ETFs

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. reduced its investment in ARCA:EFA by 10,274 shares. The transaction had an impact of 0.18% on the equity portfolio. During the quarter, the stock traded at an average price of $62.33.

On 11/01/2022, the iShares MSCI EAFE ETF traded at a price of $60.475 per share and a market capitalization of $42.41 billion. The stock has returned -22.46% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, iShares MSCI EAFE ETF has a price/earnings ratio of 9999.00.

SPDR TIPS Portfolio ETF

During the quarter, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. purchased 23,258 shares of ARCA:SPIP for a total holding of 82,593. The transaction had an impact of 0.18% on the equity portfolio. During the quarter, the stock traded at an average price of $27.06.

On 01/11/2022, the SPDR Portfolio TIPS ETF traded at a price of $25.8661 per share and a market capitalization of $2.37 billion. The stock has returned -12.24% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, the SPDR Portfolio TIPS ETF has a price/earnings ratio of 9999.00.

Vanguard FTSE Developed Markets ETF

During the quarter, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. bought 14,381 shares of ARCA:VEA for a total stake of 281,378. The transaction had an impact of 0.16% on the equity portfolio. During the quarter, the stock traded at an average price of $40.64.

On 11/01/2022, the Vanguard FTSE Developed Markets ETF traded at a price of $39.34 per share and a market capitalization of $91.97 billion. The stock has returned -22.70% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, Vanguard FTSE Developed Markets ETF has a price/earnings ratio of 9999.00.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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