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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001903579

Wilson & Boucher Capital Management, LLC

MORAGA, CA · File #028-21891

Latest AUM
$152.3M
Positions
114
Top-10 Concentration
50.4%
Filings
13

Sector Allocation

Technology
10.6%$16.2M
Healthcare
6.5%$9.9M
Industrials
4.9%$7.5M
Financials
2.1%$3.2M
Energy
0.6%$977,592
Materials
0.2%$281,033

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard Total Stock Mkt ETF92290876953,109$17.8M14.19%
2AppleAAPL33,686$9.2M7.30%
3Schwab US Broad Market ETF808524102261,304$6.9M5.46%
4Vanguard FTSE All-World Ex-US92204277571,738$5.3M4.21%
5Vanguard Index Small Cap ETF92290875119,372$5.0M3.98%
6Vanguard Mid Cap Index ETF92290862915,476$4.5M3.58%
7MicrosoftMSFT7,871$3.8M3.03%
8Vanguard Value ETF92290874419,576$3.7M2.98%
9Vanguard Index Growth ETF9229087367,445$3.6M2.90%
10Vanguard Dividend Appreciation92190884415,654$3.4M2.74%
11CaterpillarCAT5,971$3.4M2.73%
12Vanguard Total World92204274221,609$3.0M2.43%
13StrykerSYK8,349$2.9M2.34%
14OracleORCL-PD14,198$2.8M2.21%
15SPDR Utilities Select ETF81369Y88660,556$2.6M2.06%
16Novo Nordisk A/S ADR Fmly NovoNONOF48,038$2.4M1.95%
17SPDR Health Care Select Sctr E81369Y20915,414$2.4M1.90%
18Johnson & JohnsonJNJ9,926$2.1M1.64%
19SPDR Technology Sector ETF81369Y80314,086$2.0M1.62%
20Vanguard Emerging Markets ETF92204285834,776$1.9M1.49%