VA

VOISARD ASSET MANAGEMENT GROUP, INC.

13F
VOISARD ASSET MANAGEMENT GROUP, INC.
Last update 2025-07-10 92 Stocks (12 new)
Value $388.00 Mil Turnover 10 %
Countries:
Top Holdings: SPTM(12.04%)SLQD(9.65%)SPTI(9.46%)AVLV(9.44%)JCPB(7.35%)
Summary Stock Picks Current Portfolio
VOISARD ASSET MANAGEMENT GROUP... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
623,645
46,704.8
+13.49%
12.040
+1.43%
0.440
+19.09%
+6.80%
10,718.8
 
SLQD
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
739,636
37,418.2
+10.14%
9.650
+0.89%
1.640
+0.92%
+1.55%
2,310.7
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
1,275,563
36,697.9
+8.32%
9.460
+0.73%
0.420
+0.56%
+2.65%
8,789.2
 
AVLV
Avantis U.S. Large Cap Value ETF
536,993
36,628.3
+15.66%
9.440
+1.28%
0.480
+14.47%
+4.01%
7,802.0
 
JCPB
JPMorgan Core Plus Bond ETF
605,997
28,518.2
-6.62%
7.350
-0.59%
0.420
+1.32%
+1.56%
7,037.2
 
IUSG
ISHARES TRUST
180,630
27,166.8
+10.46%
7.000
+0.66%
0.120
+26.36%
+9.82%
23,728.0
 
SCHF
Schwab International Equity ETF
1,128,560
24,941.2
+1.28%
6.430
+0.08%
0.050
+10.84%
+19.95%
49,150.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
245,464
14,428.4
-3.39%
3.720
-0.15%
0.060
-0.15%
+0.74%
22,524.0
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
495,410
14,342.1
-1.05%
3.700
-0.04%
0.230
+17.27%
+16.99%
6,271.4
 
SPY
SPDR S&P 500 ETF Trust
22,192
13,711.5
-5.38%
3.530
-0.21%
0.000
+19.62%
+7.94%
648,846.5
 

VOISARD ASSET MANAGEMENT GROUP, INC.'s Historical Top Holdings Breakdowns

VOISARD ASSET MANAGEMENT GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-06-30
Add
Add
+1.43%
●
60.34 ($69.38) 74.89
$76.29
9.96%
Add 13.49%
623,645
74,151
AVLV
Avantis U.S. Large Cap Value ETF
2025-06-30
Add
Add
+1.28%
●
56.85 ($64.41) 68.21
$69.45
7.82%
Add 15.66%
536,993
72,703
SLQD
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
2025-06-30
Add
Add
+0.89%
●
49.79 ($50.19) 50.59
$50.51
0.64%
Add 10.14%
739,636
68,085
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-06-30
Add
Add
+0.73%
●
28.21 ($28.48) 28.85
$28.62
0.49%
Add 8.32%
1,275,563
97,994
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+0.70%
●
108.12 ($124.74) 135.04
$137.64
10.34%
Add 311.95%
26,336
19,943
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Reduce
Reduce
-0.67%
●
96.82 ($98) 99.46
$98.57
0.58%
Reduce -58.61%
16,421
-23,250
IUSG
ISHARES TRUST
2025-06-30
Add
Add
+0.66%
●
113.67 ($135.43) 150.4
$153.03
13.00%
Add 10.46%
180,630
17,112
JCPB
JPMorgan Core Plus Bond ETF
2025-06-30
Reduce
Reduce
-0.59%
●
45.9 ($46.46) 47.2
$46.79
0.71%
Reduce -6.62%
605,997
-42,994
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.58%
●
104.77 ($105.63) 106.34
$106.47
0.80%
Reduce -27.04%
50,813
-18,836
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Add
Add
+0.54%
●
75.17 ($86.2) 91.21
$95.06
10.28%
Add 30.92%
97,455
23,014

VOISARD ASSET MANAGEMENT GROUP, INC. Total Holding History ($B)

To

VOISARD ASSET MANAGEMENT GROUP, INC.'s Asset Allocation

To

VOISARD ASSET MANAGEMENT GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VOISARD ASSET MANAGEMENT GROUP, INC.'s Hypothetical Growth since 2025-06-30

VOISARD ASSET MANAGEMENT GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

VOISARD ASSET MANAGEMENT GROUP, INC.'s Holdings Heat Map

Size field:

VOISARD ASSET MANAGEMENT GROUP, INC.'s Holdings Bubble Chart

VOISARD ASSET MANAGEMENT GROUP, INC. News

  • 1

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