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Home > Institutional Investor > Wilson & Boucher Capital Management, Llc > Profile

Instuitional Investor - Wilson & Boucher Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Wilson & Boucher Capital Management, Llc
Portfolio Value $152,281,281
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Mkt Etf
 53,109 $17,805,962 11.69%
2.
Apple Inc.
 AAPL 33,686 $9,157,978 6.01%
3.
Schwab Strategic Trust
 FNDF 261,304 $6,854,016 4.5%
4.
Vanguard Intl Equity Index Funds
 VWO 71,738 $5,277,016 3.47%
5.
Vanguard Index Small Cap Etf
 19,372 $4,997,109 3.28%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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