Pioneer Wealth Management Group Top Holdings and 13F Report (2024) → The Best AI Stock to Own in the World Today is Trading for Just $25 (From Banyan Hill Publishing) (Ad) About Pioneer Wealth Management GroupInvestment ActivityPioneer Wealth Management Group has $174.94 million in total holdings as of March 31, 2024.Pioneer Wealth Management Group owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 15.65% of the portfolio was purchased this quarter.About 10.82% of the portfolio was sold this quarter.This quarter, Pioneer Wealth Management Group has purchased 37 new stocks and bought additional shares in 11 stocks.Pioneer Wealth Management Group sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional US Core Equity Market ETF $33,428,200Dimensional International Core Equity Market ETF $24,332,785Schwab U.S. Aggregate Bond ETF $13,248,852Vanguard Short-Term Bond ETF $11,789,310Vanguard Short-Term Corporate Bond ETF $10,139,481 Largest New Holdings this Quarter Dimensional Core Fixed Income ETF $9,060,393 HoldingDimensional Short-Duration Fixed Income ETF $5,118,913 HoldingSPDR Bloomberg Barclays 1-3 Month T-Bill ETF $1,148,602 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 215,981 shares (about $9.06M)Dimensional Short-Duration Fixed Income ETF 108,820 shares (about $5.12M)Dimensional US Core Equity Market ETF 128,822 shares (about $4.71M)Dimensional International Core Equity Market ETF 111,871 shares (about $3.38M)Dimensional U.S. Targeted Value ETF 25,142 shares (about $1.37M) Largest Sales this Quarter Schwab U.S. Aggregate Bond ETF 175,839 shares (about $8.09M)Vanguard Short-Term Bond ETF 58,617 shares (about $4.49M)Vanguard Large-Cap ETF 6,510 shares (about $1.56M)Schwab International Equity ETF 34,691 shares (about $1.35M)Vanguard Small-Cap Value ETF 6,596 shares (about $1.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPioneer Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$33,428,200$4,707,153 ▲16.4%914,83919.1%ETFDFAIDimensional International Core Equity Market ETF$24,332,785$3,380,742 ▲16.1%805,18813.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$13,248,852$8,088,581 ▼-37.9%288,0197.6%ETFBSVVanguard Short-Term Bond ETF$11,789,310$4,494,163 ▼-27.6%153,7676.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,139,481$471,512 ▲4.9%131,1545.8%ETFDFAEDimensional Emerging Core Equity Market ETF$9,096,949$1,054,455 ▲13.1%368,0005.2%ETFDFCFDimensional Core Fixed Income ETF$9,060,393$9,060,393 ▲New Holding215,9815.2%ETFSCHHSchwab U.S. REIT ETF$9,015,034$509,571 ▲6.0%444,0905.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,404,990$5,475 ▲0.1%91,9764.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,118,913$5,118,913 ▲New Holding108,8202.9%ETFDFASDimensional U.S. Small Cap ETF$5,100,412$467,114 ▲10.1%81,8162.9%ETFDFATDimensional U.S. Targeted Value ETF$4,503,964$1,368,476 ▲43.6%82,7482.6%ETFVTVVanguard Value ETF$4,161,030$476,849 ▼-10.3%25,5502.4%ETFVVVanguard Large-Cap ETF$3,987,549$1,560,877 ▼-28.1%16,6312.3%ETFSCHFSchwab International Equity ETF$3,115,314$1,353,641 ▼-30.3%79,8391.8%ETFSCHESchwab Emerging Markets Equity ETF$2,930,247$311,788 ▼-9.6%116,0491.7%ETFDFACDimensional U.S. Core Equity 2 ETF$1,817,920$94,668 ▼-4.9%56,8991.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,778,473$52,181 ▲3.0%22,2561.0%ManufacturingVBVanguard Small-Cap ETF$1,748,584$339,475 ▼-16.3%7,6491.0%ETFESGUiShares ESG Aware MSCI USA ETF$1,570,049$109,215 ▼-6.5%13,6570.9%ManufacturingVBRVanguard Small-Cap Value ETF$1,540,024$1,265,636 ▼-45.1%8,0260.9%ETFVNQVanguard Real Estate ETF$1,405,799$176,244 ▼-11.1%16,2560.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,148,602$1,148,602 ▲New Holding12,5120.7%ETFNUSCNuveen ESG Small-Cap ETF$1,019,575$46,705 ▼-4.4%24,5150.6%ETFVOOVanguard S&P 500 ETF$989,836$2,404 ▼-0.2%2,0590.6%ETFNUEMNuveen ESG Emerging Markets Equity ETF$978,041$30,883 ▲3.3%35,5650.6%ETFVEUVanguard FTSE All-World ex-US ETF$642,149$3,108 ▼-0.5%10,9490.4%ETFBNDVanguard Total Bond Market ETF$563,533$2,760 ▲0.5%7,7590.3%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$424,334$85,288 ▼-16.7%8,4580.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$399,059$219,701 ▼-35.5%6,3010.2%ETFVWOVanguard FTSE Emerging Markets ETF$390,382$9,356 ▼-2.3%9,3460.2%ETFVIGVanguard Dividend Appreciation Index Fund ETF Shares$281,160$5,660 ▼-2.0%1,5400.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$271,711$20,616 ▼-7.1%2,3460.2%ETFDDDuPont de Nemours$267,1950.0%3,4850.2%Basic MaterialsDOWDOW$260,3950.0%4,4950.1%Basic MaterialsCRMSalesforce$257,810$18,974 ▼-6.9%8560.1%Computer and TechnologyCTVACorteva$255,6510.0%4,4330.1%Consumer StaplesHDHome Depot$254,7100.0%6640.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$240,431$20,534 ▼-7.9%9250.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$230,378 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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