PW

Pioneer Wealth Management Group

13F
Pioneer Wealth Management Group
Last update 2024-10-08 42 Stocks (2 new)
Value $210.00 Mil Turnover 10 %
Countries:
Top Holdings: DFAU(19.41%)DFAI(13.95%)SCHZ(12.38%)DFAE(5.79%)SCHH(5.59%)
Portfolio Report
Summary Stock Picks Current Portfolio
Pioneer Wealth Management Grou... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU 		Dimensional US Core Equity Market ETF
1,025,308
40694.490
+3.68%
19.410
+0.69%
0.630
+13.33%
+25.05%
6900.199
 
DFAI 		Dimensional International Core Equity Market ETF
920,663
29258.690
+6.76%
13.950
+0.88%
0.400
+3.13%
+5.76%
7145.414
 
SCHZ 		Schwab US Aggregate Bond ETF
546,321
25961.160
+64.55%
12.380
+4.86%
0.310
-0.90%
-0.99%
8382.656
 
DFAE 		Dimensional Emerging Core Equity Market ETF
443,120
12145.910
+7.29%
5.790
+0.39%
0.250
+5.01%
+10.33%
4843.868
 
SCHH 		Schwab U.S. REIT ETF
505,686
11716.750
+3.25%
5.590
+0.18%
0.150
+5.19%
+9.51%
7926.660
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
136,118
11399.920
+36.82%
5.440
+1.46%
0.020
+0.16%
+0.46%
49141.672
 
BSV 		Vanguard Short-Term Bond ETF
127,954
10068.690
-24.58%
4.800
-1.70%
0.030
-0.41%
+0.55%
33159.948
 
DFCF 		Dimensional Core Fixed Income ETF
213,056
9201.880
-3.81%
4.390
-0.19%
0.160
-0.59%
-0.54%
5762.529
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
107,465
8534.840
-27.53%
4.070
-1.68%
0.020
+0.20%
+1.29%
34344.618
 
DFAS 		Dimensional U.S. Small Cap ETF
104,097
6751.730
+9.21%
3.220
+0.27%
0.080
+14.40%
+16.20%
9599.817
 

Pioneer Wealth Management Group's Historical Top Holdings Breakdowns

Pioneer Wealth Management Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+4.86%
●
45.2 ($46.82) 47.87
$23.08
-50.70%
Add 64.55%
546,321
214,314
BSV 		Vanguard Short-Term Bond ETF2024-09-30Reduce
-1.70%
●
76.38 ($77.89) 78.87
$77.44
-0.58%
Reduce -24.58%
127,954
-41,711
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Reduce
-1.68%
●
76.94 ($78.48) 79.54
$78.37
-0.14%
Reduce -27.53%
107,465
-40,832
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-09-30Add
+1.46%
●
79.29 ($82.23) 84.02
$81.64
-0.72%
Add 36.82%
136,118
36,629
DFAI 		Dimensional International Core Equity Market ETF2024-09-30Add
+0.88%
●
28.69 ($30.6) 32.06
$30.29
-1.01%
Add 6.76%
920,663
58,332
DFAU 		Dimensional US Core Equity Market ETF2024-09-30Add
+0.69%
●
35.8 ($38.2) 39.69
$41.58
8.85%
Add 3.68%
1,025,308
36,437
DFSD 		Dimensional Short-Duration Fixed Income ETF2024-09-30Reduce
-0.62%
●
47 ($47.46) 47.84
$47.35
-0.23%
Reduce -23.54%
81,013
-24,945
DFAE 		Dimensional Emerging Core Equity Market ETF2024-09-30Add
+0.39%
●
24.46 ($26.08) 27.8
$26.60
1.99%
Add 7.29%
443,120
30,117
DFAS 		Dimensional U.S. Small Cap ETF2024-09-30Add
+0.27%
●
59.25 ($62.59) 65.33
$69.28
10.69%
Add 9.21%
104,097
8,779
DFCF 		Dimensional Core Fixed Income ETF2024-09-30Reduce
-0.19%
●
41.34 ($42.63) 43.55
$42.17
-1.08%
Reduce -3.81%
213,056
-8,445

Pioneer Wealth Management Group Total Holding History ($B)

To

Pioneer Wealth Management Group's Asset Allocation

To

Pioneer Wealth Management Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pioneer Wealth Management Group's Hypothetical Growth since 2024-09-30

Pioneer Wealth Management Group's Yearly Returns

Year Portfolio % % Excess Gain %

Pioneer Wealth Management Group's Holdings Heat Map

Size field:

Pioneer Wealth Management Group's Holdings Bubble Chart

Pioneer Wealth Management Group News

  • 1

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