Wilson & Boucher Capital Management, LLC
122 holdingsFiling period: 2026-06-30Current AUM: $169.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | 51.9K | $19.2M | $19.3M | 11.43% | -1,234 | 2026-06-30 |
| 2 | AAPL | Apple | 33.3K | $9.6M | $11.0M | 6.52% | -418 | 2026-06-30 |
| 3 | SCHB | Schwab US Broad Market ETF | 253.8K | $7.3M | $7.4M | 4.38% | -7,478 | 2026-06-30 |
| 4 | VEU | Vanguard FTSE All-World Ex-US | 78.0K | $6.5M | $6.5M | 3.86% | +6.2K | 2026-06-30 |
| 5 | CAT | Caterpillar | 5.8K | $6.2M | $4.5M | 2.69% | -169 | 2026-06-30 |
| 6 | VB | Vanguard Index Small Cap ETF | 19.2K | $5.8M | $5.6M | 3.30% | -175 | 2026-06-30 |
| 7 | VO | Vanguard Mid Cap Index ETF | 60.4K | $4.9M | $4.8M | 2.86% | +44.9K | 2026-06-30 |
| 8 | AMAT | Applied Materials | 6.2K | $4.5M | $2.6M | 1.55% | -890 | 2026-06-30 |
| 9 | VTV | Vanguard Value ETF | 20.5K | $4.5M | $4.6M | 2.70% | +915 | 2026-06-30 |
| 10 | VUG | Vanguard Index Growth ETF | 44.5K | $3.8M | $3.9M | 2.29% | +37.0K | 2026-06-30 |
| 11 | VT | Vanguard Total World | 24.0K | $3.8M | $3.8M | 2.24% | +2.4K | 2026-06-30 |
| 12 | VIG | Vanguard Dividend Appreciation | 15.5K | $3.7M | $3.7M | 2.18% | -117 | 2026-06-30 |
| 13 | MSFT | Microsoft | 7.7K | $2.9M | $3.8M | 2.26% | -191 | 2026-06-30 |
| 14 | XLU | SPDR Utilities Select ETF | 62.3K | $2.8M | $2.6M | 1.52% | +1.8K | 2026-06-30 |
| 15 | XLK | SPDR Technology Sector ETF | 14.1K | $2.7M | $2.6M | 1.53% | -30 | 2026-06-30 |
| 16 | SYK | Stryker | 7.9K | $2.5M | $2.2M | 1.32% | -445 | 2026-06-30 |
| 17 | JNJ | Johnson & Johnson | 9.6K | $2.4M | $2.6M | 1.52% | -325 | 2026-06-30 |
| 18 | XLV | SPDR Health Care Select Sctr E | 14.6K | $2.3M | $2.4M | 1.44% | -860 | 2026-06-30 |
| 19 | VEA | Vanguard FTSE Developed Mkt ET | 29.2K | $2.1M | $2.1M | 1.24% | +7.4K | 2026-06-30 |
| 20 | ORCL | Oracle | 14.2K | $2.1M | $2.0M | 1.18% | -29 | 2026-06-30 |
| 21 | NVO | Novo Nordisk A/S ADR Fmly Novo | 43.0K | $2.1M | $1.8M | 1.08% | -5,040 | 2026-06-30 |
| 22 | CMI | Cummins Inc | 2.8K | $2.0M | $1.5M | 0.88% | -30 | 2026-06-30 |
| 23 | VWO | Vanguard Emerging Markets ETF | 32.5K | $1.9M | $1.9M | 1.14% | -2,275 | 2026-06-30 |
| 24 | WMT | Wal Mart Stores | 15.7K | $1.8M | $1.7M | 1.00% | -962 | 2026-06-30 |
| 25 | CSCO | Cisco Systems | 14.7K | $1.7M | $1.6M | 0.96% | -150 | 2026-06-30 |
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