Pioneer Wealth Management Group

Pioneer Wealth Management Group as of March 31, 2023

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV) 13.6 $15M 200k 76.49
Schwab Strategic Tr Us Aggregate B (SCHZ) 11.6 $13M 278k 46.91
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.5 $11M 369k 28.77
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.5 $8.4M 312k 26.95
Vanguard Index Fds Large Cap Etf (VV) 5.8 $6.5M 35k 186.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.8 $6.5M 186k 34.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.5 $6.2M 82k 76.23
Schwab Strategic Tr Us Reit Etf (SCHH) 5.1 $5.8M 296k 19.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.9 $5.5M 69k 80.22
Vanguard Index Fds Value Etf (VTV) 4.2 $4.7M 34k 138.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.0 $4.5M 186k 24.52
Vanguard Index Fds Small Cp Etf (VB) 2.9 $3.2M 17k 189.56
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.8 $3.2M 139k 23.02
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.6 $2.9M 19k 158.76
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $1.8M 22k 83.04
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $1.6M 27k 59.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $1.4M 29k 48.37
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.2 $1.4M 26k 52.70
Ishares Tr Esg Awr Msci Usa (ESGU) 1.1 $1.3M 14k 90.45
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.2M 48k 25.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $1.1M 25k 45.17
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.9 $978k 14k 71.84
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.8 $930k 22k 42.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $810k 11k 73.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $768k 17k 44.50
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $700k 26k 26.87
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $505k 14k 35.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $484k 9.0k 53.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $475k 12k 40.40
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $262k 1.7k 153.97
Home Depot (HD) 0.2 $238k 807.00 295.12