Pioneer Wealth Management Group

Pioneer Wealth Management Group as of June 30, 2025

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 45 positions in its portfolio as reported in the June 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) 20.4 $55M 1.3M 42.36
Schwab Strategic Tr Us Aggregate B (SCHZ) 19.2 $52M 2.2M 23.24
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 14.6 $40M 1.1M 34.57
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.9 $24M 289k 82.92
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.1 $17M 569k 28.95
Schwab Strategic Tr Us Reit Etf (SCHH) 4.8 $13M 613k 21.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.0 $8.2M 128k 63.71
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.8 $7.5M 178k 42.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $6.5M 121k 53.96
Vanguard Index Fds Large Cap Etf (VV) 2.3 $6.3M 22k 285.30
Vanguard Index Fds Value Etf (VTV) 1.3 $3.6M 20k 176.74
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $3.2M 105k 30.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $3.0M 137k 22.10
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $3.0M 83k 35.84
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $2.4M 17k 135.30
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $2.2M 25k 89.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $2.0M 10k 195.01
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.0M 22k 89.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $2.0M 30k 67.22
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.0M 8.3k 236.97
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $1.6M 49k 33.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.5M 21k 73.63
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $1.3M 32k 40.74
Ishares Tr TRS FLT RT BD (TFLO) 0.5 $1.3M 26k 50.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.0M 18k 57.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $871k 2.9k 303.93
NVIDIA Corporation (NVDA) 0.3 $818k 5.2k 157.99
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.3 $805k 3.5k 229.30
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $803k 13k 59.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $563k 1.2k 485.77
Global X Fds S&p Ex Us Etf (CEFA) 0.2 $561k 16k 34.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $537k 4.0k 135.04
Union Pacific Corporation (UNP) 0.2 $467k 2.0k 230.08
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $455k 15k 31.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $437k 8.8k 49.46
salesforce (CRM) 0.2 $419k 1.5k 272.69
Norfolk Southern (NSC) 0.1 $385k 1.5k 255.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $356k 627.00 567.91
Apple (AAPL) 0.1 $316k 1.5k 205.23
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $316k 1.5k 204.71
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.1 $278k 12k 24.01
Timothy Plan U S Sm Cp Core (TPSC) 0.1 $270k 7.0k 38.68
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $260k 2.4k 109.59
Microsoft Corporation (MSFT) 0.1 $247k 497.00 497.52
Home Depot (HD) 0.1 $230k 628.00 366.64