Pioneer Wealth Management Group

Pioneer Wealth Management Group as of Dec. 31, 2023

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 37 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 16.3 $26M 786k 33.25
Schwab Strategic Tr Us Aggregate B (SCHZ) 13.5 $22M 464k 46.62
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 12.4 $20M 693k 28.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 10.2 $16M 212k 77.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.0 $9.7M 125k 77.37
Schwab Strategic Tr Us Reit Etf (SCHH) 5.4 $8.7M 419k 20.71
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.9 $7.8M 325k 24.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.6 $7.5M 92k 81.28
Vanguard Index Fds Large Cap Etf (VV) 3.1 $5.0M 23k 218.15
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.8 $4.4M 74k 59.62
Vanguard Index Fds Value Etf (VTV) 2.7 $4.3M 29k 149.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $4.2M 115k 36.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $3.2M 128k 24.79
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.9 $3.0M 58k 52.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $2.6M 15k 179.96
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.9M 9.1k 213.33
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.7M 60k 29.23
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.0 $1.6M 22k 75.54
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.6M 18k 88.36
Ishares Tr Esg Awr Msci Usa (ESGU) 1.0 $1.5M 15k 104.92
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.6 $1.0M 26k 39.10
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $928k 34k 26.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $902k 2.1k 436.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $618k 11k 56.14
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $605k 9.8k 61.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $568k 7.7k 73.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $487k 10k 47.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $393k 9.6k 41.10
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $296k 2.5k 117.14
Dupont De Nemours (DD) 0.2 $268k 3.5k 76.93
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $268k 1.6k 170.39
Dow (DOW) 0.2 $247k 4.5k 54.84
salesforce (CRM) 0.2 $242k 919.00 263.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $238k 1.0k 237.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $230k 2.1k 110.65
Home Depot (HD) 0.1 $230k 664.00 346.55
Corteva (CTVA) 0.1 $212k 4.4k 47.92