Pioneer Wealth Management Group

Pioneer Wealth Management Group as of March 31, 2024

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