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Wilson & Boucher Capital Management, LLC

Portfolio Manager
Wilson & Boucher Capital Management, LLC
Performance
-3.70% (2026 Q1)
AUM (13F)
$150.74M
# of Holdings
114
Performance Rank
Allocation (Top 20)
57.53%

Wilson & Boucher Capital Management, LLC Holdings Map

Top 50 Wilson & Boucher Capital Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
Vanguard Total Stock Mkt ETF
11.24%52.8K$16.9M
-0.53%(-281)
2025-Q1: 52.4K shares2025-Q2: 53.0K shares2025-Q3: 53.6K shares2025-Q4: 53.1K shares2026-Q1: 52.8K shares
$246.66(+49.50%)
2026-03-31
AAPL
Apple
5.66%33.6K$8.5M
-0.15%(-52)
2025-Q1: 35.5K shares2025-Q2: 34.8K shares2025-Q3: 34.2K shares2025-Q4: 33.7K shares2026-Q1: 33.6K shares
$160.10(+92.78%)
2026-03-31
SCHB
Schwab US Broad Market ETF
4.33%260.2K$6.5M
-0.43%(-1.13K)
2025-Q1: 258.8K shares2025-Q2: 263.4K shares2025-Q3: 259.9K shares2025-Q4: 261.3K shares2026-Q1: 260.2K shares
$18.14(+59.12%)
2026-03-31
VEU
Vanguard FTSE All-World Ex-US
3.74%75.0K$5.6M
+4.57%(+3.27K)
2025-Q1: 59.1K shares2025-Q2: 62.8K shares2025-Q3: 63.2K shares2025-Q4: 71.7K shares2026-Q1: 75.0K shares
$58.92(+40.85%)
2026-03-31
VB
Vanguard Index Small Cap ETF
3.37%19.4K$5.1M
+0.13%(+25)
2025-Q1: 20.6K shares2025-Q2: 19.9K shares2025-Q3: 19.7K shares2025-Q4: 19.4K shares2026-Q1: 19.4K shares
$221.09(+35.84%)
2026-03-31
VO
Vanguard Mid Cap Index ETF
2.91%15.3K$4.4M
-1.13%(-175)
2025-Q1: 16.1K shares2025-Q2: 15.9K shares2025-Q3: 15.8K shares2025-Q4: 15.5K shares2026-Q1: 15.3K shares
$60.95(+32.09%)
2026-03-31
CAT
Caterpillar
2.75%5.9K$4.1M
-1.99%(-119)
2025-Q1: 6.0K shares2025-Q2: 6.0K shares2025-Q3: 6.0K shares2025-Q4: 6.0K shares2026-Q1: 5.9K shares
$199.88(+382.05%)
2026-03-31
VTV
Vanguard Value ETF
2.67%20.5K$4.0M
+4.65%(+911)
2025-Q1: 15.8K shares2025-Q2: 16.0K shares2025-Q3: 17.6K shares2025-Q4: 19.6K shares2026-Q1: 20.5K shares
$152.08(+44.12%)
2026-03-31
VIG
Vanguard Dividend Appreciation
2.27%15.9K$3.4M
+1.67%(+262)
2025-Q1: 15.9K shares2025-Q2: 16.0K shares2025-Q3: 15.9K shares2025-Q4: 15.7K shares2026-Q1: 15.9K shares
$164.07(+45.44%)
2026-03-31
VUG
Vanguard Index Growth ETF
2.16%7.4K$3.2M
-0.05%(-4)
2025-Q1: 7.7K shares2025-Q2: 7.7K shares2025-Q3: 7.4K shares2025-Q4: 7.4K shares2026-Q1: 7.4K shares
$50.69(+68.66%)
2026-03-31

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