Pioneer Wealth Management Group

Pioneer Wealth Management Group as of Sept. 30, 2023

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 36 positions in its portfolio as reported in the September 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) 12.9 $17M 226k 75.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 11.8 $15M 349k 44.23
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.6 $15M 509k 29.95
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 9.4 $12M 472k 26.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.0 $7.9M 105k 75.15
Schwab Strategic Tr Us Reit Etf (SCHH) 4.9 $6.4M 361k 17.75
Vanguard Index Fds Large Cap Etf (VV) 4.6 $6.1M 31k 195.69
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.4 $5.8M 77k 75.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.2 $5.5M 162k 33.96
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.0 $5.2M 232k 22.57
Vanguard Index Fds Value Etf (VTV) 3.5 $4.6M 34k 137.93
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.1 $4.0M 169k 23.94
Vanguard Index Fds Small Cp Etf (VB) 2.3 $3.0M 16k 189.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.2 $2.8M 18k 159.49
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.8 $2.4M 46k 52.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.7M 4.3k 392.70
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.3 $1.6M 36k 45.69
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $1.6M 28k 56.47
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.5M 20k 75.66
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $1.4M 27k 50.60
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.4M 52k 26.20
Ishares Tr Esg Awr Msci Usa (ESGU) 1.0 $1.3M 13k 93.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.1M 26k 43.72
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $1.1M 16k 69.13
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $746k 28k 26.22
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $585k 17k 34.82
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $575k 11k 51.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $573k 8.2k 69.78
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $452k 11k 40.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $323k 8.2k 39.21
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $320k 2.8k 113.18
Dupont De Nemours (DD) 0.2 $260k 3.5k 74.59
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $255k 1.6k 155.42
Home Depot (HD) 0.2 $244k 806.00 302.16
Dow (DOW) 0.2 $232k 4.5k 51.56
Corteva (CTVA) 0.2 $227k 4.4k 51.16