| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 19.7% |
| VANGUARD BD INDEX FDS | 7 | Q2 2024 | 13.6% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 13.5% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 13.9% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 6.8% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 5.4% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 5.8% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 5.8% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.7% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 5.8% |
View Pioneer Wealth Management Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-15 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-04-21 |
View Pioneer Wealth Management Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.