$126 Million is the total value of Pioneer Wealth Management Group's 37 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $11,742,842 | -9.9% | 254,394 | -8.4% | 9.33% | -19.6% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $5,076,567 | -7.7% | 64,236 | -6.3% | 4.03% | -17.6% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,801,036 | -0.8% | 21,554 | -1.4% | 1.43% | -11.4% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,121,965 | -0.8% | 24,295 | -2.9% | 0.89% | -11.4% |
| Sell | DIMENSIONAL ETF TRUST | $696,350 | -25.1% | 16,687 | -23.8% | 0.55% | -33.2% | |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $489,760 | +1.3% | 9,001 | -0.5% | 0.39% | -9.5% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $378,869 | -20.2% | 9,313 | -20.7% | 0.30% | -28.7% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $273,255 | +4.4% | 1,682 | -1.1% | 0.22% | -6.9% |
| HD | Sell | HOME DEPOT INC | $233,291 | -2.0% | 751 | -6.9% | 0.18% | -12.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 4 | Q3 2023 | 13.6% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 12.5% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 11.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.8% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 5.8% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 6.8% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 5.1% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 5.8% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 4.6% |
View Pioneer Wealth Management Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.