StockDriftsStockDriftsTop 50 Voisard Asset Management Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 14.17% | 840.3K | $66.4M | +6.20%(+49.07K) | $72.73(+23.59%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 10.94% | 636.3K | $51.3M | +2.45%(+15.21K) | $67.13(+31.50%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 10.71% | 1.75M | $50.2M | +16.68%(+250.30K) | $28.51(-0.44%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.88% | 784.2K | $36.9M | +19.95%(+130.41K) | $46.27(+1.08%) | 2026-03-31 | |
| IUSG | ISHARES TR | 7.11% | 214.9K | $33.3M | +7.05%(+14.15K) | $139.09(+34.80%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 6.89% | 1.31M | $32.3M | +2.63%(+33.39K) | $19.44(+40.47%) | 2026-03-31 | |
| SLQD | ISHARES TR | 5.71% | 530.0K | $26.8M | -37.65%(-319.97K) | $50.17(+0.35%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.6% | 498.0K | $16.9M | +1.12%(+5.54K) | $25.62(+55.17%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.45% | 276.2K | $16.2M | +4.27%(+11.32K) | $58.10(+0.30%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.62% | 111.2K | $12.3M | +1.61%(+1.76K) | $93.79(+25.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.91% | +22.19% |
| Top 20 Holdings Unweighted | +7.78% | +25.22% |
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