Pioneer Wealth Management Group

Pioneer Wealth Management Group as of Dec. 31, 2022

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 33 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ) 12.5 $13M 290k 45.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.2 $13M 173k 75.28
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 8.5 $9.0M 334k 27.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.0 $7.4M 295k 25.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.8 $6.1M 79k 77.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.7 $6.1M 189k 32.21
Vanguard Index Fds Large Cap Etf (VV) 5.5 $5.8M 34k 174.20
Schwab Strategic Tr Us Reit Etf (SCHH) 5.1 $5.4M 281k 19.29
Vanguard Index Fds Value Etf (VTV) 4.6 $4.9M 35k 140.37
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.1 $4.4M 184k 23.67
Vanguard Index Fds Small Cp Etf (VB) 2.9 $3.1M 17k 183.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.9 $3.1M 19k 158.80
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.7 $2.9M 131k 21.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $2.8M 37k 75.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $2.3M 50k 46.71
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $2.0M 24k 82.48
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.8 $1.9M 45k 41.52
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $1.5M 27k 56.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $1.3M 29k 45.15
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $1.2M 51k 24.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.2M 29k 41.97
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.1 $1.2M 23k 51.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.0M 14k 71.84
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $988k 12k 84.75
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $731k 11k 65.74
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $681k 16k 43.95
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $613k 24k 25.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $468k 9.3k 50.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $464k 12k 38.98
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $460k 13k 34.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $418k 4.0k 105.44
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $270k 1.8k 151.87
Home Depot (HD) 0.2 $255k 807.00 315.86