Pioneer Wealth Management Group

Pioneer Wealth Management Group as of June 30, 2024

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 40 positions in its portfolio as reported in the June 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) 19.7 $37M 989k 37.49
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 13.6 $26M 862k 29.67
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.0 $15M 332k 45.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.9 $13M 170k 76.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.1 $12M 148k 77.27
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.7 $11M 413k 25.87
Schwab Strategic Tr Us Reit Etf (SCHH) 5.2 $9.8M 490k 19.97
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.9 $9.2M 222k 41.54
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.2 $8.0M 100k 79.93
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.0 $5.7M 95k 60.08
Dimensional Etf Trust Short Duration F (DFSD) 2.6 $5.0M 106k 47.00
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.5 $4.7M 92k 51.87
Vanguard Index Fds Large Cap Etf (VV) 2.2 $4.1M 16k 249.62
Vanguard Index Fds Value Etf (VTV) 2.0 $3.8M 24k 160.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.6 $3.0M 78k 38.42
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.5 $2.9M 108k 26.56
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.9M 60k 32.24
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.0 $1.9M 24k 78.78
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $1.7M 14k 119.32
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.5M 7.0k 218.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.4M 17k 83.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.3M 7.3k 182.51
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $1.1M 38k 28.67
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $1.0M 21k 50.66
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $1.0M 26k 39.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $927k 1.9k 500.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $641k 11k 58.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $563k 7.8k 72.05
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $543k 5.9k 91.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $454k 9.2k 49.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $435k 1.6k 267.51
salesforce (CRM) 0.2 $429k 1.7k 257.10
Home Depot (HD) 0.2 $383k 1.1k 344.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $380k 8.7k 43.76
Dupont De Nemours (DD) 0.1 $281k 3.5k 80.49
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $270k 4.4k 61.63
Corteva (CTVA) 0.1 $239k 4.4k 53.94
Dow (DOW) 0.1 $239k 4.5k 53.05
Global X Fds S&p 500 Catholic (CATH) 0.1 $228k 3.5k 65.39
Exxon Mobil Corporation (XOM) 0.1 $214k 1.9k 115.12