Wooster Corthell Wealth Management, Inc. Portfolio Holdings by Sector

Wooster Corthell Wealth Management, Inc.

$489 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs MGC SCHF ITOT VGIT VO SCHP VB VCIT 46 stocks	$428,839 87.75% of portfolio	18	27	5	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$45,990 9.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,042 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,527 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,099 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$976 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$942 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$755 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$718 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$668 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$654 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$531 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$368 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$332 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$317 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$263 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$247 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$229 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$221 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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