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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, BSV, VCSH, and represent 53.13% of Pioneer Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$9.1M), DFSD (+$5.1M), DFAU, DFAI, DFAT, BIL, DFAE, SCHH, VCSH, DFAS.
Started 3 new stock positions in DFCF, BIL, DFSD.
Reduced shares in these 10 stocks: SCHZ (-$8.1M), BSV, VV, SCHF, VBR, VTV, VB, SCHE, LQD, SCZ.
Sold out of its position in LQD.
Pioneer Wealth Management Group was a net buyer of stock by $8.4M.
Pioneer Wealth Management Group has $175M in assets under management (AUM), dropping by 8.89%.
Central Index Key (CIK): 0001973339

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Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 39 positions in its portfolio as reported in the March 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)	19.1	$33M	+16%	915k	36.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	13.9	$24M	+16%	805k	30.22	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.6	$13M	-37%	288k	46.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.7	$12M	-27%	154k	76.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.8	$10M	+4%	131k	77.31	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.2	$9.1M	+13%	368k	24.72	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.2	$9.1M	NEW	216k	41.95	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	5.2	$9.0M	+5%	444k	20.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.2	$7.4M		92k	80.51	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.9	$5.1M	NEW	109k	47.04	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.9	$5.1M	+10%	82k	62.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.6	$4.5M	+43%	83k	54.43	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$4.2M	-10%	26k	162.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.3	$4.0M	-28%	17k	239.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.8	$3.1M	-30%	80k	39.02	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$2.9M	-9%	116k	25.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$1.8M	-4%	57k	31.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.0	$1.8M	+3%	22k	79.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.7M	-16%	7.6k	228.60	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$1.6M	-6%	14k	114.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$1.5M	-45%	8.0k	191.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.4M	-11%	16k	86.48	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.7	$1.1M	NEW	13k	91.80	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.6	$1.0M	-4%	25k	41.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$990k		2.1k	480.74	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.6	$978k	+3%	36k	27.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$642k		11k	58.65	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$564k		7.8k	72.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$424k	-16%	8.5k	50.17	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$399k	-35%	6.3k	63.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$390k	-2%	9.3k	41.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$281k		1.5k	182.57	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$272k	-7%	2.3k	115.82	View chart
Dupont De Nemours (DD)	0.2	$267k		3.5k	76.67	View chart
Dow (DOW)	0.1	$260k		4.5k	57.93	View chart
salesforce (CRM)	0.1	$258k	-6%	856.00	301.18	View chart
Corteva (CTVA)	0.1	$256k		4.4k	57.67	View chart
Home Depot (HD)	0.1	$255k		664.00	383.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$240k	-7%	925.00	259.93	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 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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