Top 50 Wilson & Boucher Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Mkt ETF | 11.24% | 52.8K | $16.9M | -0.53%(-281) | $246.66(+49.50%) | 2026-03-31 | |
| AAPL | Apple | 5.66% | 33.6K | $8.5M | -0.15%(-52) | $160.10(+92.78%) | 2026-03-31 | |
| SCHB | Schwab US Broad Market ETF | 4.33% | 260.2K | $6.5M | -0.43%(-1.13K) | $18.14(+59.12%) | 2026-03-31 | |
| VEU | Vanguard FTSE All-World Ex-US | 3.74% | 75.0K | $5.6M | +4.57%(+3.27K) | $58.92(+40.85%) | 2026-03-31 | |
| VB | Vanguard Index Small Cap ETF | 3.37% | 19.4K | $5.1M | +0.13%(+25) | $221.09(+35.84%) | 2026-03-31 | |
| VO | Vanguard Mid Cap Index ETF | 2.91% | 15.3K | $4.4M | -1.13%(-175) | $60.95(+32.09%) | 2026-03-31 | |
| CAT | Caterpillar | 2.75% | 5.9K | $4.1M | -1.99%(-119) | $199.88(+382.05%) | 2026-03-31 | |
| VTV | Vanguard Value ETF | 2.67% | 20.5K | $4.0M | +4.65%(+911) | $152.08(+44.12%) | 2026-03-31 | |
| VIG | Vanguard Dividend Appreciation | 2.27% | 15.9K | $3.4M | +1.67%(+262) | $164.07(+45.44%) | 2026-03-31 | |
| VUG | Vanguard Index Growth ETF | 2.16% | 7.4K | $3.2M | -0.05%(-4) | $50.69(+68.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.98% | +36.68% |
| Top 20 Holdings Unweighted | +10.32% | +34.27% |
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