| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Mkt ETF | 11 | Q2 2024 | 7.6% |
| Apple | 11 | Q2 2024 | 6.4% |
| Novo Nordisk A/S ADR Fmly Novo | 11 | Q2 2024 | 6.1% |
| Schwab US Broad Market ETF | 11 | Q2 2024 | 4.5% |
| Vanguard Index Small Cap ETF | 11 | Q2 2024 | 3.8% |
| Vanguard Mid Cap Index ETF | 11 | Q2 2024 | 2.9% |
| Microsoft | 11 | Q2 2024 | 3.0% |
| Pepsico | 11 | Q2 2024 | 2.6% |
| Stryker | 11 | Q2 2024 | 2.4% |
| Vanguard FTSE All-World Ex-US | 11 | Q2 2024 | 2.6% |
View Wilson & Boucher Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-09-03 |
| 13F-HR | 2024-08-15 |
| N-PX | 2024-08-02 |
| 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 |
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.