Sponsored

The Analysis of VOISARD ASSET MANAGEMENT GROUP, INC.'s Holdings & P&L

Currently, VOISARD ASSET MANAGEMENT GROUP, INC. holds 104 types of securities in its portfolio with a total value $468.8M. In the most recent quarter, they have increased their positions in JAAA (+205.0K shares, valued at $10.3M), SPTI (+250.3K shares, valued at $7.2M), JCPB (+130.4K shares, valued at $6.1M); decreased their positions in SLQD (-320.0K shares, valued at $16.2M), MBB (-95.4K shares, valued at $9.1M), N/A (-24.9K shares, valued at $1.3M); initiated new positions in JAAA (+205.0K shares, valued at $10.3M), N/A (+38.6K shares, valued at $1.9M), BSCS (+27.3K shares, valued at $558.1K).

1M P&L

+7.4M+1.51%

3M P&L

+2.5M+0.50%

HY P&L

+28.8M+6.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A438.7M

96.1%

2Semiconductors3.6M

0.8%

3Consumer Electronics2.9M

0.6%

Top Industries by Stock Count

1N/A64 stocks

69.6%

2Semiconductors3 stocks

3.3%

3Banks - Diversified2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST840.3K shares6.20%2026-03-312026-04-13

AVLV AMERICAN CENTY ETF TR636.3K shares2.45%2026-03-312026-04-13

SPTI SPDR SERIES TRUST1.8M shares16.68%2026-03-312026-04-13

JCPB J P MORGAN EXCHANGE TRADED F784.2K shares19.95%2026-03-312026-04-13

IUSG ISHARES TR214.9K shares7.05%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR1.3M shares2.63%2026-03-312026-04-13

SLQD ISHARES TR530.0K shares-37.65%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST498.0K shares1.12%2026-03-312026-04-13

Sponsored

VGSH VANGUARD SCOTTSDALE FDS276.2K shares4.27%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR111.2K shares1.61%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T17.9K shares-1.77%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR205.0K sharesnew addition2026-03-312026-04-13

AVDV AMERICAN CENTY ETF TR90.1K shares0.21%2026-03-312026-04-13

DIHP DIMENSIONAL ETF TRUST262.6K shares2.88%2026-03-312026-04-13

MBB ISHARES TR58.7K shares-61.89%2026-03-312026-04-13

SUB ISHARES TR48.1K shares-8.50%2026-03-312026-04-13

Sponsored

ITOT ISHARES TR26.8K shares0.00%2026-03-312026-04-13

AVUS AMERICAN CENTY ETF TR29.7K shares3.52%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR128.1K shares-4.43%2026-03-312026-04-13

AAPL APPLE INC11.4K shares7.80%2026-03-312026-04-13

MUB ISHARES TR25.6K shares-3.69%2026-03-312026-04-13

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO44.8K shares-35.77%2026-03-312026-04-13

IWF ISHARES TR4.8K shares2.03%2026-03-312026-04-13

IXUS ISHARES TR21.8K shares2.49%2026-03-312026-04-13

Sponsored

EA SERIES TRUST EA SERIES TRUST38.6K sharesnew addition2026-03-312026-04-13

BOXX EA SERIES TRUST15.9K shares49.88%2026-03-312026-04-13

IVV ISHARES TR2.8K shares0.62%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE6.3K shares-0.05%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC5.2K shares12.44%2026-03-312026-04-13

ALPHABET INC ALPHABET INC6.1K shares0.73%2026-03-312026-04-13

MSFT MICROSOFT CORP4.4K shares-7.49%2026-03-312026-04-13

NVDA NVIDIA CORPORATION8.9K shares15.34%2026-03-312026-04-13

Sponsored

JPM JPMORGAN CHASE & CO5.2K shares3.09%2026-03-312026-04-13

DFLV DIMENSIONAL ETF TRUST41.3K shares1.54%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR45.5K shares-9.53%2026-03-312026-04-13

ALPHABET INC ALPHABET INC4.9K shares4.90%2026-03-312026-04-13

VO VANGUARD INDEX FDS4.9K shares0.00%2026-03-312026-04-13

SHM SPDR SERIES TRUST28.5K shares0.00%2026-03-312026-04-13

DFAX DIMENSIONAL ETF TRUST33.7K shares0.92%2026-03-312026-04-13

BSMQ INVESCO EXCH TRD SLF IDX FD47.2K shares4.19%2026-03-312026-04-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F20.6K shares-0.06%2026-03-312026-04-13

SPYM SPDR SERIES TRUST14.4K shares-1.05%2026-03-312026-04-13

XOM EXXON MOBIL CORP6.4K shares0.58%2026-03-312026-04-13

BROADCOM INC BROADCOM INC3.3K shares5.37%2026-03-312026-04-13

AMZN AMAZON COM INC5.0K shares15.74%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS12.0K shares-40.74%2026-03-312026-04-13

META META PLATFORMS INC1.4K shares13.74%2026-03-312026-04-13

VUG VANGUARD INDEX FDS1.8K shares7.21%2026-03-312026-04-13

Sponsored

DFUV DIMENSIONAL ETF TRUST16.2K shares0.00%2026-03-312026-04-13

VCRM VANGUARD MUN BD FDS9.8K shares0.00%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR24.6K shares-5.61%2026-03-312026-04-13

IEFA ISHARES TR7.4K shares-5.23%2026-03-312026-04-13

VGIT VANGUARD SCOTTSDALE FDS10.7K shares10.50%2026-03-312026-04-13

BSCR INVESCO EXCH TRD SLF IDX FD32.1K shares207.58%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2K shares-18.52%2026-03-312026-04-13

BSCS INVESCO EXCH TRD SLF IDX FD27.3K sharesnew addition2026-03-312026-04-13

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD28.5K shares0.71%2026-03-312026-04-13

AGG ISHARES TR5.6K shares-0.04%2026-03-312026-04-13

FTCS FIRST TR EXCHANGE-TRADED FD5.8K shares0.00%2026-03-312026-04-13

LLY ELI LILLY & CO582 shares6.40%2026-03-312026-04-13

BSMR INVESCO EXCH TRD SLF IDX FD21.9K shares0.00%2026-03-312026-04-13

GEV GE VERNOVA INC592 shares2.96%2026-03-312026-04-13

SPSM SPDR SERIES TRUST10.5K shares-10.09%2026-03-312026-04-13

BSJQ INVESCO EXCH TRD SLF IDX FD21.6K shares-13.98%2026-03-312026-04-13

Sponsored

SPYI NEOS ETF TRUST10.0K shares0.00%2026-03-312026-04-13

IEMG ISHARES INC7.0K shares-0.11%2026-03-312026-04-13

CVX CHEVRON CORPORATION2.3K shares13.83%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP2.2K shares3.13%2026-03-312026-04-13

DFSV DIMENSIONAL ETF TRUST13.3K shares-0.15%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS762 shares95.38%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS7.1K shares-4.43%2026-03-312026-04-13

MCD MCDONALDS CORP1.3K shares-0.15%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON1.7K shares-5.27%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC1.1K shares3.01%2026-03-312026-04-13

XVV ISHARES TR7.2K shares0.21%2026-03-312026-04-13

BSJR INVESCO EXCH TRD SLF IDX FD15.5K shares69.48%2026-03-312026-04-13

VTI VANGUARD INDEX FDS1.0K shares-0.29%2026-03-312026-04-13

SYK STRYKER CORPORATION1.0K shares10.11%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP3.5K shares-41.05%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST7.8K shares6.50%2026-03-312026-04-13

Sponsored

SCHB SCHWAB STRATEGIC TR11.1K shares0.87%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC1.3K shares10.76%2026-03-312026-04-13

MA MASTERCARD INCORPORATED549 shares1.10%2026-03-312026-04-13

SCHE SCHWAB STRATEGIC TR8.1K shares-12.54%2026-03-312026-04-13

IWM ISHARES TR1.1K shares-8.61%2026-03-312026-04-13

IJR ISHARES TR2.1K shares4.57%2026-03-312026-04-13

IVW ISHARES TR2.3K shares0.00%2026-03-312026-04-13

V VISA INC828 shares-22.40%2026-03-312026-04-13

Sponsored

BAC BANK AMERICA CORP4.8K shares-33.28%2026-03-312026-04-13

IJH ISHARES TR3.4K sharesnew addition2026-03-312026-04-13

SHYM BLACKROCK ETF TRUST II10.4K shares0.00%2026-03-312026-04-13

ENB ENBRIDGE INC4.2K sharesnew addition2026-03-312026-04-13

WTFC WINTRUST FINL CORP1.6K shares0.38%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS899 shares-0.22%2026-03-312026-04-13

NEM NEWMONT CORP2.0K sharesnew addition2026-03-312026-04-13

TSLA TESLA INC580 sharesnew addition2026-03-312026-04-13

Sponsored

IWD ISHARES TR998 shares0.00%2026-03-312026-04-13

PG PROCTER & GAMBLE CO1.5K sharesnew addition2026-03-312026-04-13

JMST J P MORGAN EXCHANGE TRADED F4.0K shares-49.84%2026-03-312026-04-13

UNITI GROUP LLC UNITI GROUP LLC14.5K shares7.41%2026-03-312026-04-13

OMEX ODYSSEY MARINE EXPL INC108.0K shares54.29%2026-03-312026-04-13

ABVE ABOVE FOOD INGREDIENTS INC44.0K shares214.29%2026-03-312026-04-13

ALT5 SIGMA CORP ALT5 SIGMA CORP12.0K sharesnew addition2026-03-312026-04-13

OPTT OCEAN PWR TECHNOLOGIES INC21.0K sharesnew addition2026-03-312026-04-13

Sponsored

SPTM

SPDR SERIES TRUST

6.20%

Shares840.3K

Event2026-03-31

Filed2026-04-13

AVLV

AMERICAN CENTY ETF TR

2.45%

Shares636.3K

Event2026-03-31

Filed2026-04-13

SPTI

SPDR SERIES TRUST

16.68%

Shares1.8M

Event2026-03-31

Filed2026-04-13

JCPB

J P MORGAN EXCHANGE TRADED F

19.95%

Shares784.2K

Event2026-03-31

Filed2026-04-13

IUSG

ISHARES TR

7.05%

Shares214.9K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

2.63%

Shares1.3M

Event2026-03-31

Filed2026-04-13

SLQD

ISHARES TR

-37.65%

Shares530.0K

Event2026-03-31

Filed2026-04-13

DFAE

DIMENSIONAL ETF TRUST

1.12%

Shares498.0K

Event2026-03-31

Filed2026-04-13

VGSH

VANGUARD SCOTTSDALE FDS

4.27%

Shares276.2K

Event2026-03-31

Filed2026-04-13

AVUV

AMERICAN CENTY ETF TR

1.61%

Shares111.2K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-1.77%

Shares17.9K

Event2026-03-31

Filed2026-04-13

JAAA

JANUS DETROIT STR TR

New

Shares205.0K

Event2026-03-31

Filed2026-04-13

AVDV

AMERICAN CENTY ETF TR

0.21%

Shares90.1K

Event2026-03-31

Filed2026-04-13

DIHP

DIMENSIONAL ETF TRUST

2.88%

Shares262.6K

Event2026-03-31

Filed2026-04-13

MBB

ISHARES TR

-61.89%

Shares58.7K

Event2026-03-31

Filed2026-04-13

SUB

ISHARES TR

-8.50%

Shares48.1K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

0.00%

Shares26.8K

Event2026-03-31

Filed2026-04-13

AVUS

AMERICAN CENTY ETF TR

3.52%

Shares29.7K

Event2026-03-31

Filed2026-04-13

SCHX

SCHWAB STRATEGIC TR

-4.43%

Shares128.1K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

7.80%

Shares11.4K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

-3.69%

Shares25.6K

Event2026-03-31

Filed2026-04-13

PROFESIONALLY MANAGED PORTFO

-35.77%

Shares44.8K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

2.03%

Shares4.8K

Event2026-03-31

Filed2026-04-13

IXUS

ISHARES TR

2.49%

Shares21.8K

Event2026-03-31

Filed2026-04-13

EA SERIES TRUST

New

Shares38.6K

Event2026-03-31

Filed2026-04-13

BOXX

EA SERIES TRUST

49.88%

Shares15.9K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

0.62%

Shares2.8K

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

-0.05%

Shares6.3K

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

12.44%

Shares5.2K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.73%

Shares6.1K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-7.49%

Shares4.4K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

15.34%

Shares8.9K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

3.09%

Shares5.2K

Event2026-03-31

Filed2026-04-13

DFLV

DIMENSIONAL ETF TRUST

1.54%

Shares41.3K

Event2026-03-31

Filed2026-04-13

SCHM

SCHWAB STRATEGIC TR

-9.53%

Shares45.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

4.90%

Shares4.9K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-13

SHM

SPDR SERIES TRUST

0.00%

Shares28.5K

Event2026-03-31

Filed2026-04-13

DFAX

DIMENSIONAL ETF TRUST

0.92%

Shares33.7K

Event2026-03-31

Filed2026-04-13

BSMQ

INVESCO EXCH TRD SLF IDX FD

4.19%

Shares47.2K

Event2026-03-31

Filed2026-04-13

VWO

VANGUARD INTL EQUITY INDEX F

-0.06%

Shares20.6K

Event2026-03-31

Filed2026-04-13

SPYM

SPDR SERIES TRUST

-1.05%

Shares14.4K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

0.58%

Shares6.4K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

5.37%

Shares3.3K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

15.74%

Shares5.0K

Event2026-03-31

Filed2026-04-13

VCSH

VANGUARD SCOTTSDALE FDS

-40.74%

Shares12.0K

Event2026-03-31

Filed2026-04-13