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ELIZABETH PARKS

@Voisard Asset Management Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$240.024MTotal holdings715
Assets growth rate17.35%Assets growth rate (2-Q avg)16.24%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Voisard Asset Management Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 715 positions.

Assets under management

The assets under management (AUM) of Voisard Asset Management Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 240.024M in assets, with a quarterly growth rate of 17.35% and a 2-quarter average growth rate of 16.24%. The portfolio is managed by ELIZABETH PARKS, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 2.4%
16.9%
$40.555M
840,697 shares@ $48.25 avg price
AGGIshares Tr
Recent Activity
Increased 1.9%
15.05%
$36.108M
356,556 shares@ $101.28 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.83%
8.25%
$19.799M
34,507 shares@ $573.77 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 7.53%
6.84%
$16.4M
277,873 shares@ $59.03 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 8.39%
5.35%
$12.84M
468,445 shares@ $27.42 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 3.58%
4.77%
$11.431M
63,803 shares@ $179.17 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 16.55%
4.6%
$11.032M
268,285 shares@ $41.13 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 6.51%
4%
$9.577M
141,154 shares@ $67.86 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 1.83%
3.35%
$8.018M
176,174 shares@ $45.52 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 3%
3.04%
$7.293M
87,769 shares@ $83.1 avg price