Pioneer Wealth Management Group

Pioneer Wealth Management Group as of June 30, 2023

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 37 positions in its portfolio as reported in the June 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 $17M 227k 75.57
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.9 $12M 400k 30.99
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.3 $12M 254k 46.16
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.6 $9.5M 349k 27.32
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.8 $8.6M 113k 75.66
Vanguard Index Fds Large Cap Etf (VV) 5.7 $7.2M 35k 202.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.4 $6.8M 190k 35.65
Schwab Strategic Tr Us Reit Etf (SCHH) 4.9 $6.2M 318k 19.53
Vanguard Index Fds Value Etf (VTV) 4.1 $5.1M 36k 142.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.0 $5.1M 64k 79.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.7 $4.7M 189k 24.63
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.2 $4.0M 172k 23.46
Vanguard Index Fds Small Cp Etf (VB) 3.0 $3.8M 19k 198.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.6 $3.3M 20k 165.40
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $1.8M 22k 83.56
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $1.8M 33k 54.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.8M 4.3k 407.24
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.3 $1.6M 61k 27.15
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $1.6M 27k 58.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $1.5M 30k 52.37
Ishares Tr Esg Awr Msci Usa (ESGU) 1.1 $1.4M 14k 97.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.1M 24k 46.18
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.9 $1.1M 15k 72.93
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $1.0M 23k 46.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $802k 11k 72.69
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $757k 28k 27.31
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $696k 17k 41.73
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $558k 15k 36.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $490k 9.0k 54.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $379k 9.3k 40.68
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $329k 2.9k 115.27
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $273k 1.7k 162.46
Corteva (CTVA) 0.2 $254k 4.4k 57.30
Dupont De Nemours (DD) 0.2 $249k 3.5k 71.44
Dow (DOW) 0.2 $239k 4.5k 53.26
Home Depot (HD) 0.2 $233k 751.00 310.64
Chemours (CC) 0.2 $230k 6.2k 36.89