Pioneer Wealth Management Group

Pioneer Wealth Management Group as of Sept. 30, 2025

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 52 positions in its portfolio as reported in the September 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) 20.8 $65M 1.4M 45.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 18.2 $56M 2.4M 23.47
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 14.7 $46M 1.3M 36.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.6 $27M 317k 84.11
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.1 $19M 603k 31.53
Schwab Strategic Tr Us Reit Etf (SCHH) 4.8 $15M 697k 21.57
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.1 $9.7M 141k 68.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.6 $7.9M 136k 58.21
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.5 $7.7M 180k 42.76
Vanguard Index Fds Large Cap Etf (VV) 2.2 $6.8M 22k 307.86
Vanguard Index Fds Value Etf (VTV) 1.2 $3.7M 20k 186.49
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.1 $3.4M 103k 33.37
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.0 $3.2M 35k 91.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $3.2M 137k 23.28
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $3.1M 81k 38.57
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $2.6M 18k 145.60
Apple (AAPL) 0.8 $2.6M 10k 254.63
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $2.3M 24k 92.98
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.1M 23k 91.42
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.9M 7.6k 254.29
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $1.8M 51k 35.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.8M 8.7k 208.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.7M 24k 71.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.7M 22k 74.37
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $1.4M 32k 44.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.2M 20k 59.92
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.4 $1.1M 4.5k 249.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M 3.3k 328.18
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $1.1M 21k 50.59
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $924k 15k 60.03
Global X Fds S&p Ex Us Etf (CEFA) 0.2 $671k 19k 35.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $581k 1.2k 502.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $579k 4.0k 145.65
NVIDIA Corporation (NVDA) 0.2 $551k 3.0k 186.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $538k 9.9k 54.18
Union Pacific Corporation (UNP) 0.2 $484k 2.0k 236.37
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $479k 15k 32.79
Norfolk Southern (NSC) 0.1 $427k 1.4k 300.41
Microsoft Corporation (MSFT) 0.1 $404k 780.00 518.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $388k 634.00 612.15
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $378k 1.8k 215.74
salesforce (CRM) 0.1 $373k 1.6k 237.00
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.1 $348k 14k 24.15
Timothy Plan U S Sm Cp Core (TPSC) 0.1 $301k 7.2k 41.57
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $268k 2.4k 111.47
Vanguard World Inf Tech Etf (VGT) 0.1 $268k 359.00 746.49
C H Robinson Worldwide Com New (CHRW) 0.1 $265k 2.0k 132.40
Alphabet Cap Stk Cl C (GOOG) 0.1 $256k 1.1k 243.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $256k 5.1k 50.07
Oracle Corporation (ORCL) 0.1 $240k 854.00 281.24
Home Depot (HD) 0.1 $234k 578.00 405.19
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $207k 6.3k 32.90