Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Total Stock Mkt ETF | 8 | Q3 2023 | 6.6% |
Apple | 8 | Q3 2023 | 6.4% |
Schwab US Broad Market ETF | 8 | Q3 2023 | 4.1% |
Vanguard Index Small Cap ETF | 8 | Q3 2023 | 3.8% |
Novo Nordisk A/S ADR Fmly Novo | 8 | Q3 2023 | 4.9% |
Vanguard Mid Cap Index ETF | 8 | Q3 2023 | 2.9% |
Microsoft | 8 | Q3 2023 | 2.6% |
Pepsico | 8 | Q3 2023 | 2.6% |
Stryker | 8 | Q3 2023 | 2.4% |
SPDR Utilities Select ETF | 8 | Q3 2023 | 2.3% |
View Wilson & Boucher Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-01 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-16 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-11 |
13F-HR/A | 2023-01-19 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-15 |
13F-HR | 2022-04-12 |
View Wilson & Boucher Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.