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Size ($ in 1000's)
At 03/31/2024: $174,938
At 12/31/2023: $160,654
Pioneer Wealth Management Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pioneer Wealth Management Group 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Pioneer Wealth Management Group top holdings by largest position size, as per the latest 13f filing made by Pioneer Wealth Management Group.
In the Pioneer Wealth Management Group-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Pioneer Wealth Management Group in that top holding, then the share count change between reporting periods, and finally the Pioneer Wealth Management Group top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAU) |
914,839 |
+128,822 |
$33,428 | | DFAU | 914,839 | +128,822 | $33,428 | | DIMENSIONAL ETF TRUST (DFAI) |
805,188 |
+111,871 |
$24,333 | | DFAI | 805,188 | +111,871 | $24,333 | | SCHWAB STRATEGIC TR |
288,019 |
-175,839 |
$13,249 | | SCHZ | 288,019 | -175,839 | $13,249 | | VANGUARD BD INDEX FDS (BSV) |
153,767 |
-58,617 |
$11,789 | | BSV | 153,767 | -58,617 | $11,789 | | VANGUARD SCOTTSDALE FDS (VCSH) |
131,154 |
+6,099 |
$10,139 | | VCSH | 131,154 | +6,099 | $10,139 | | DIMENSIONAL ETF TRUST (DFAE) |
368,000 |
+42,656 |
$9,097 | | DFAE | 368,000 | +42,656 | $9,097 | | DIMENSIONAL ETF TRUST (DFCF) |
215,981 |
+215,981 |
$9,060 | | DFCF | 215,981 | +215,981 | $9,060 | | SCHWAB STRATEGIC TR |
444,090 |
+25,102 |
$9,015 | | SCHH | 444,090 | +25,102 | $9,015 | | VANGUARD SCOTTSDALE FDS (VCIT) |
91,976 |
+68 |
$7,405 | | VCIT | 91,976 | +68 | $7,405 | | DIMENSIONAL ETF TRUST (DFSD) |
108,820 |
+108,820 |
$5,119 | | DFSD | 108,820 | +108,820 | $5,119 | | DIMENSIONAL ETF TRUST (DFAS) |
81,816 |
+7,493 |
$5,100 | | DFAS | 81,816 | +7,493 | $5,100 | | DIMENSIONAL ETF TRUST (DFAT) |
82,748 |
+25,142 |
$4,504 | | DFAT | 82,748 | +25,142 | $4,504 | | VANGUARD INDEX FDS (VTV) |
25,550 |
-2,928 |
$4,161 | | VTV | 25,550 | -2,928 | $4,161 | | VANGUARD INDEX FDS (VV) |
16,631 |
-6,510 |
$3,988 | | VV | 16,631 | -6,510 | $3,988 | | SCHWAB STRATEGIC TR |
79,839 |
-34,691 |
$3,115 | | SCHF | 79,839 | -34,691 | $3,115 | | SCHWAB STRATEGIC TR |
116,049 |
-12,348 |
$2,930 | | SCHE | 116,049 | -12,348 | $2,930 | | DIMENSIONAL ETF TRUST (DFAC) |
56,899 |
-2,963 |
$1,818 | | DFAC | 56,899 | -2,963 | $1,818 | | ISHARES TR (ESGD) |
22,256 |
+653 |
$1,778 | | ESGD | 22,256 | +653 | $1,778 | | VANGUARD INDEX FDS (VB) |
7,649 |
-1,485 |
$1,749 | | VB | 7,649 | -1,485 | $1,749 | | ISHARES TR (ESGU) |
13,657 |
-950 |
$1,570 | | ESGU | 13,657 | -950 | $1,570 | | VANGUARD INDEX FDS (VBR) |
8,026 |
-6,596 |
$1,540 | | VBR | 8,026 | -6,596 | $1,540 | | VANGUARD INDEX FDS (VNQ) |
16,256 |
-2,038 |
$1,406 | | VNQ | 16,256 | -2,038 | $1,406 | | SPDR SER TR (BIL) |
12,512 |
+12,512 |
$1,149 | | BIL | 12,512 | +12,512 | $1,149 | | NUSHARES ETF TR (NUSC) |
24,515 |
-1,123 |
$1,020 | | NUSC | 24,515 | -1,123 | $1,020 | | VANGUARD INDEX FDS (VOO) |
2,059 |
-5 |
$990 | | VOO | 2,059 | -5 | $990 | | NUSHARES ETF TR (NUEM) |
35,565 |
+1,123 |
$978 | | NUEM | 35,565 | +1,123 | $978 | | VANGUARD INTL EQUITY INDEX F (VEU) |
10,949 |
-53 |
$642 | | VEU | 10,949 | -53 | $642 | | VANGUARD BD INDEX FDS (BND) |
7,759 |
+38 |
$564 | | BND | 7,759 | +38 | $564 | | VANGUARD TAX MANAGED FDS (VEA) |
8,458 |
-1,700 |
$424 | | VEA | 8,458 | -1,700 | $424 | | ISHARES TR (SCZ) |
6,301 |
-3,469 |
$399 | | SCZ | 6,301 | -3,469 | $399 | | VANGUARD INTL EQUITY INDEX F (VWO) |
9,346 |
-224 |
$390 | | VWO | 9,346 | -224 | $390 | | VANGUARD SPECIALIZED FUNDS (VIG) |
1,540 |
-31 |
$281 | | VIG | 1,540 | -31 | $281 | | ISHARES TR (IEI) |
2,346 |
-178 |
$272 | | IEI | 2,346 | -178 | $272 | | DUPONT DE NEMOURS INC |
3,485 |
UNCH |
$267 | | DD | 3,485 | UNCH | $267 | | DOW INC |
4,495 |
UNCH |
$260 | | DOW | 4,495 | UNCH | $260 | | SALESFORCE INC |
856 |
-63 |
$258 | | CRM | 856 | -63 | $258 | | CORTEVA INC |
4,433 |
UNCH |
$256 | | CTVA | 4,433 | UNCH | $256 | | HOME DEPOT INC |
664 |
UNCH |
$255 | | HD | 664 | UNCH | $255 |
See Full List: All Stocks Held By Pioneer Wealth Management Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Pioneer Wealth Management Group
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