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Pioneer Wealth Management Group

Latest statistics and disclosures from Pioneer Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFAI, SCHZ, DFAE, SCHH, and represent 57.12% of Pioneer Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: SCHZ (+$10M), VCIT, DFAI, DFAU, DFAE, DFAS, SCHH, DFAT, VEU, DFAC.
Started 2 new stock positions in LQD, SPTI.
Reduced shares in these 10 stocks: BSV, VCSH, DFSD, DFCF, VV, TFLO, SCHF, BIL, VB, HD.
Pioneer Wealth Management Group was a net buyer of stock by $9.8M.
Pioneer Wealth Management Group has $210M in assets under management (AUM), dropping by 11.39%.
Central Index Key (CIK): 0001973339

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Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 42 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	19.4	$41M	+3%	1.0M	39.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	14.0	$29M	+6%	921k	31.78	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	12.4	$26M	+64%	546k	47.52	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.8	$12M	+7%	443k	27.41	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	5.6	$12M	+3%	506k	23.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.4	$11M	+36%	136k	83.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.8	$10M	-24%	128k	78.69	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.4	$9.2M	-3%	213k	43.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.1	$8.5M	-27%	108k	79.42	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.2	$6.8M	+9%	104k	64.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.6	$5.5M	+7%	98k	55.63	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$4.0M	-3%	23k	174.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.9	$4.0M	-6%	15k	263.30	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.8	$3.9M	-23%	81k	47.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.4	$3.0M	-5%	102k	29.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$2.9M	-8%	71k	41.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$2.3M	+13%	68k	34.29	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.9	$1.9M	-2%	23k	84.17	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$1.7M	-3%	14k	126.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.6M		17k	97.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.4M	-13%	6.1k	237.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$1.4M	-5%	6.9k	200.77	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.6	$1.2M	+3%	39k	31.02	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.5	$1.0M	-5%	25k	42.84	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$983k	+42%	16k	63.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$979k		1.9k	527.80	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$766k	-26%	15k	50.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$659k	+43%	2.3k	283.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$604k	+24%	11k	52.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$532k	-9%	7.1k	75.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$487k	+17%	10k	47.85	View chart
salesforce (CRM)	0.2	$457k		1.7k	273.71	View chart
Dupont De Nemours (DD)	0.1	$311k		3.5k	89.11	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$294k	-45%	3.2k	91.81	View chart
Home Depot (HD)	0.1	$270k	-40%	665.00	405.20	View chart
Corteva (CTVA)	0.1	$261k		4.4k	58.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$256k	+17%	2.2k	117.22	View chart
Dow (DOW)	0.1	$246k		4.5k	54.63	View chart
Global X Fds S&p 500 Catholic (CATH)	0.1	$244k		3.5k	69.38	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$217k	-26%	3.2k	67.71	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$201k	NEW	6.9k	29.06	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$201k	NEW	1.8k	112.99	View chart

Past Filings by Pioneer Wealth Management Group

SEC 13F filings are viewable for Pioneer Wealth Management Group going back to 2022

Pioneer Wealth Management Group 2024 Q3 filed Oct. 7, 2024
Pioneer Wealth Management Group 2024 Q2 filed July 12, 2024
Pioneer Wealth Management Group 2024 Q1 filed April 11, 2024
Pioneer Wealth Management Group 2023 Q4 filed Jan. 10, 2024
Pioneer Wealth Management Group 2023 Q3 filed Nov. 7, 2023
Pioneer Wealth Management Group 2023 Q2 filed July 12, 2023
Pioneer Wealth Management Group 2023 Q1 filed April 24, 2023
Pioneer Wealth Management Group 2022 Q4 filed April 21, 2023

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