S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
AI Stock Caught Trading Under Secret Name (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Better Than Oil Stocks (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
AI Stock Caught Trading Under Secret Name (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Better Than Oil Stocks (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
AI Stock Caught Trading Under Secret Name (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Better Than Oil Stocks (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
AI Stock Caught Trading Under Secret Name (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Better Than Oil Stocks (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard

Pioneer Wealth Management Group Top Holdings and 13F Report (2024)

About Pioneer Wealth Management Group

Investment Activity

  • Pioneer Wealth Management Group has $160.65 million in total holdings as of December 31, 2023.
  • Pioneer Wealth Management Group owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 19.96% of the portfolio was purchased this quarter.
  • About 8.29% of the portfolio was sold this quarter.
  • This quarter, Pioneer Wealth Management Group has purchased 36 new stocks and bought additional shares in 15 stocks.
  • Pioneer Wealth Management Group sold shares of 16 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

Salesforce
$241,826 Holding

Largest Purchases this Quarter

Dimensional US Core Equity Market ETF
277,422 shares (about $9.22M)
Schwab U.S. Aggregate Bond ETF
114,918 shares (about $5.36M)
Dimensional Emerging Core Equity Market ETF
93,426 shares (about $2.25M)
Dimensional U.S. Small Cap ETF
28,053 shares (about $1.67M)

Largest Sales this Quarter

Schwab International Equity ETF
47,250 shares (about $1.75M)
Vanguard Large-Cap ETF
7,931 shares (about $1.73M)
Vanguard Small-Cap ETF
6,898 shares (about $1.47M)
iShares MSCI EAFE Small-Cap ETF
18,366 shares (about $1.14M)
Vanguard Short-Term Bond ETF
13,083 shares (about $1.01M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPioneer Wealth Management Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$26,135,062$9,224,280 54.5%786,01716.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$21,625,082$5,357,483 32.9%463,85813.5%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$19,856,606$6,349,805 47.0%693,31712.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$16,357,852$1,007,655 -5.8%212,38410.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$9,675,526$1,577,346 19.5%125,0556.0%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$8,677,233$1,194,448 16.0%418,9885.4%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$7,844,035$2,252,498 40.3%325,3444.9%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$7,470,255$1,241,791 19.9%91,9084.6%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$5,048,180$1,730,138 -25.5%23,1413.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$4,431,144$1,672,522 60.6%74,3232.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$4,257,481$771,723 -15.3%28,4782.7%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$4,233,016$1,746,355 -29.2%114,5302.6%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,182,964$1,001,046 -23.9%128,3972.0%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$3,014,503$1,129,274 59.9%57,6061.9%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,631,447$558,251 -17.5%14,6221.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,948,580$1,471,568 -43.0%9,1341.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,749,764$239,978 15.9%59,8621.1%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$1,631,886$435,109 36.4%21,6031.0%Manufacturing
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,616,478$179,726 -10.0%18,2941.0%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,532,617$126,538 9.0%14,6071.0%Manufacturing
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$1,002,462$345,806 52.7%25,6380.6%ETF
NUEM
Nuveen ESG Emerging Markets Equity ETF
$928,218$161,809 21.1%34,4420.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$901,539$997,633 -52.5%2,0640.6%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$617,642$4,660 -0.7%11,0020.4%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$604,784$1,136,895 -65.3%9,7700.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$567,861$35,523 -5.9%7,7210.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$486,551$754,111 -60.8%10,1580.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$393,307$55,153 16.3%9,5700.2%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$295,656$35,493 -10.7%2,5240.2%ETF
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$268,1010.0%3,4850.2%Basic Materials
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$267,686$11,587 -4.1%1,5710.2%ETF
Dow Inc. stock logo
DOW
DOW
$246,5060.0%4,4950.2%Basic Materials
Salesforce, Inc. stock logo
CRM
Salesforce
$241,826$241,826 New Holding9190.2%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$238,184$238,184 New Holding1,0040.1%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$230,378$230,378 New Holding2,0820.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$230,109$49,210 -17.6%6640.1%Retail/Wholesale
Corteva, Inc. stock logo
CTVA
Corteva
$212,4290.0%4,4330.1%Consumer Staples
Schwab U.S. Large-Cap ETF stock logo
SCHX
Schwab U.S. Large-Cap ETF
$0$1,376,462 -100.0%00.0%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$0$452,098 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.