Pioneer Wealth Management Group

Pioneer Wealth Management Group as of March 31, 2025

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 19.9 $46M 1.2M 38.44
Schwab Strategic Tr Us Aggregate B (SCHZ) 19.6 $46M 2.0M 23.16
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 14.9 $35M 1.1M 31.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.6 $22M 273k 81.76
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.2 $14M 552k 25.89
Schwab Strategic Tr Us Reit Etf (SCHH) 5.2 $12M 563k 21.51
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.6 $8.3M 197k 42.06
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.1 $7.2M 120k 59.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.6 $6.1M 119k 51.49
Vanguard Index Fds Value Etf (VTV) 1.6 $3.8M 22k 172.74
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.5 $3.5M 107k 32.99
Vanguard Index Fds Large Cap Etf (VV) 1.5 $3.5M 14k 257.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $2.7M 138k 19.78
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.1 $2.5M 91k 27.57
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.9 $2.1M 26k 81.69
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $2.0M 16k 121.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.9M 21k 90.54
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.4M 19k 73.45
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $1.3M 26k 50.66
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $1.3M 44k 29.25
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.2M 5.5k 221.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.2M 6.3k 186.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $1.1M 19k 60.66
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $1.1M 30k 38.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $764k 2.8k 274.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $642k 1.2k 532.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $489k 9.6k 50.83
salesforce (CRM) 0.2 $412k 1.5k 268.36
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $406k 15k 27.77
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.2 $376k 1.8k 205.50
Global X Fds S&p Ex Us Etf (CEFA) 0.1 $310k 9.2k 33.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $264k 5.8k 45.26
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $237k 2.6k 91.73
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $228k 2.3k 98.92
Home Depot (HD) 0.1 $217k 592.00 366.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $207k 402.00 514.07
C H Robinson Worldwide Com New (CHRW) 0.1 $205k 2.0k 102.40
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $202k 7.2k 28.15