Pioneer Wealth Management Group

Pioneer Wealth Management Group as of Sept. 30, 2024

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 42 positions in its portfolio as reported in the September 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) 19.4 $41M 1.0M 39.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 14.0 $29M 921k 31.78
Schwab Strategic Tr Us Aggregate B (SCHZ) 12.4 $26M 546k 47.52
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.8 $12M 443k 27.41
Schwab Strategic Tr Us Reit Etf (SCHH) 5.6 $12M 506k 23.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.4 $11M 136k 83.75
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.8 $10M 128k 78.69
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.4 $9.2M 213k 43.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.1 $8.5M 108k 79.42
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.2 $6.8M 104k 64.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.6 $5.5M 98k 55.63
Vanguard Index Fds Value Etf (VTV) 1.9 $4.0M 23k 174.57
Vanguard Index Fds Large Cap Etf (VV) 1.9 $4.0M 15k 263.30
Dimensional Etf Trust Short Duration F (DFSD) 1.8 $3.9M 81k 47.74
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.4 $3.0M 102k 29.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $2.9M 71k 41.12
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $2.3M 68k 34.29
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.9 $1.9M 23k 84.17
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $1.7M 14k 126.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.6M 17k 97.42
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.4M 6.1k 237.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.4M 6.9k 200.77
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $1.2M 39k 31.02
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $1.0M 25k 42.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $983k 16k 63.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $979k 1.9k 527.80
Ishares Tr TRS FLT RT BD (TFLO) 0.4 $766k 15k 50.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $659k 2.3k 283.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $604k 11k 52.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $532k 7.1k 75.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $487k 10k 47.85
salesforce (CRM) 0.2 $457k 1.7k 273.71
Dupont De Nemours (DD) 0.1 $311k 3.5k 89.11
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $294k 3.2k 91.81
Home Depot (HD) 0.1 $270k 665.00 405.20
Corteva (CTVA) 0.1 $261k 4.4k 58.79
Exxon Mobil Corporation (XOM) 0.1 $256k 2.2k 117.22
Dow (DOW) 0.1 $246k 4.5k 54.63
Global X Fds S&p 500 Catholic (CATH) 0.1 $244k 3.5k 69.38
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $217k 3.2k 67.71
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $201k 6.9k 29.06
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $201k 1.8k 112.99