StockDriftsStockDriftsTop 50 Wooster Corthell Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGC | VANGUARD WORLD FD | 20.04% | 481.1K | $108.2M | — | — | — | 2025-06-30 |
| VTI | VANGUARD INDEX FDS | 9.35% | 166.1K | $50.5M | — | — | — | 2025-06-30 |
| SCHF | SCHWAB STRATEGIC TR | 8.23% | 2.01M | $44.4M | — | — | — | 2025-06-30 |
| ITOT | ISHARES TR | 8.19% | 327.4K | $44.2M | — | — | — | 2025-06-30 |
| VO | VANGUARD INDEX FDS | 5.47% | 105.6K | $29.6M | — | — | — | 2025-06-30 |
| VB | VANGUARD INDEX FDS | 4.62% | 105.2K | $24.9M | — | — | — | 2025-06-30 |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.21% | 380.2K | $22.7M | — | — | — | 2025-06-30 |
| SHY | ISHARES TR | 4.13% | 269.4K | $22.3M | — | — | — | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 2.67% | 252.9K | $14.4M | — | — | — | 2025-06-30 |
| SCHE | SCHWAB STRATEGIC TR | 2.53% | 453.6K | $13.7M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.66% | +49.18% |
| Top 20 Holdings Unweighted | +13.95% | +43.19% |
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