Pioneer Wealth Management Group - Q3 2023 holdings

$131 Million is the total value of Pioneer Wealth Management Group's 36 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .

 Value Shares↓ Weighting
CC ExitCHEMOURS CO$0-6,243
-100.0%
-0.18%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-07
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD BD INDEX FDS4Q3 202313.6%
SCHWAB STRATEGIC TR4Q3 202312.5%
DIMENSIONAL ETF TRUST4Q3 202311.6%
DIMENSIONAL ETF TRUST4Q3 20239.4%
VANGUARD INDEX FDS4Q3 20235.8%
SCHWAB STRATEGIC TR4Q3 20235.8%
VANGUARD SCOTTSDALE FDS4Q3 20236.8%
SCHWAB STRATEGIC TR4Q3 20235.1%
VANGUARD SCOTTSDALE FDS4Q3 20235.8%
VANGUARD INDEX FDS4Q3 20234.6%

View Pioneer Wealth Management Group's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-11
13F-HR2024-01-10
13F-HR2023-11-07
13F-HR2023-07-12
13F-HR2023-04-24
13F-HR2023-04-21

View Pioneer Wealth Management Group's complete filings history.

Export Pioneer Wealth Management Group's holdings