Latest Pioneer Wealth Management Group Stock Portfolio
$174Million
Equity Portfolio Value
Last Reported on: 11 Apr, 2024
About Pioneer Wealth Management Group and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Pioneer Wealth Management Group reported an equity portfolio of $174.9 Millions as of 31 Mar, 2024.
The top stock holdings of Pioneer Wealth Management Group are DFAC, DFAC, FNDA. The fund has invested 19.1% of it's portfolio in DIMENSIONAL ETF TRUST and 13.9% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ISHARES TR (AGG) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AAXJ). Pioneer Wealth Management Group opened new stock positions in DIMENSIONAL ETF TRUST (DFAC) and SPDR SER TR (BIL). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), SCHWAB STRATEGIC TR (FNDA) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of Pioneer Wealth Management Group are DFAC, DFAC, FNDA. The fund has invested 19.1% of it's portfolio in DIMENSIONAL ETF TRUST and 13.9% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ISHARES TR (AGG) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AAXJ). Pioneer Wealth Management Group opened new stock positions in DIMENSIONAL ETF TRUST (DFAC) and SPDR SER TR (BIL). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), SCHWAB STRATEGIC TR (FNDA) and VANGUARD SCOTTSDALE FDS (BNDW).
New Buys
| Ticker | $ Bought |
|---|---|
| DIMENSIONAL ETF TRUST | 9,060,390 |
| DIMENSIONAL ETF TRUST | 5,118,910 |
| SPDR SER TR | 1,148,600 |
New stocks bought by Pioneer Wealth Management Group
Additions
| Ticker | % Inc. |
|---|---|
| DIMENSIONAL ETF TRUST | 43.64 |
| DIMENSIONAL ETF TRUST | 16.39 |
| DIMENSIONAL ETF TRUST | 16.14 |
| DIMENSIONAL ETF TRUST | 13.11 |
| DIMENSIONAL ETF TRUST | 10.08 |
| SCHWAB STRATEGIC TR | 5.99 |
| VANGUARD SCOTTSDALE FDS | 4.88 |
| NUSHARES ETF TR | 3.26 |
Additions to existing portfolio by Pioneer Wealth Management Group
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD INDEX FDS | -45.11 |
| SCHWAB STRATEGIC TR | -37.91 |
| ISHARES TR | -35.51 |
| SCHWAB STRATEGIC TR | -30.29 |
| VANGUARD INDEX FDS | -28.13 |
| VANGUARD BD INDEX FDS | -27.6 |
| VANGUARD TAX-MANAGED FDS | -16.74 |
| VANGUARD INDEX FDS | -16.26 |
Pioneer Wealth Management Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES TR | -230,378 |
Pioneer Wealth Management Group got rid off the above stocks
Current Stock Holdings of Pioneer Wealth Management Group
Last Reported on: 11 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAXJ | ISHARES TR | 0.23 | 6,301 | 399,059 | REDUCED | -35.51 | |
| AAXJ | ISHARES TR | 0.16 | 2,346 | 271,711 | REDUCED | -7.05 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGT | ISHARES TR | 1.02 | 22,256 | 1,778,470 | ADDED | 3.02 | |
| AGT | ISHARES TR | 0.90 | 13,657 | 1,570,050 | REDUCED | -6.5 | |
| BIL | SPDR SER TR | 0.66 | 12,512 | 1,148,600 | NEW | ||
| BIV | VANGUARD BD INDEX FDS | 6.74 | 153,767 | 11,789,300 | REDUCED | -27.6 | |
| BIV | VANGUARD BD INDEX FDS | 0.32 | 7,759 | 563,533 | ADDED | 0.49 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 5.80 | 131,154 | 10,139,500 | ADDED | 4.88 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 4.23 | 91,976 | 7,404,990 | ADDED | 0.07 | |
| CRM | SALESFORCE INC | 0.15 | 856 | 257,810 | REDUCED | -6.86 | |
| CTVA | CORTEVA INC | 0.15 | 4,433 | 255,651 | UNCHANGED | 0.00 | |
| DD | DUPONT DE NEMOURS INC | 0.15 | 3,485 | 267,195 | UNCHANGED | 0.00 | |
| DFAC | DIMENSIONAL ETF TRUST | 19.11 | 914,839 | 33,428,200 | ADDED | 16.39 | |
| DFAC | DIMENSIONAL ETF TRUST | 13.91 | 805,188 | 24,332,800 | ADDED | 16.14 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.20 | 368,000 | 9,096,950 | ADDED | 13.11 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.18 | 215,981 | 9,060,390 | NEW | ||
| DFAC | DIMENSIONAL ETF TRUST | 2.93 | 108,820 | 5,118,910 | NEW | ||
| DFAC | DIMENSIONAL ETF TRUST | 2.92 | 81,816 | 5,100,410 | ADDED | 10.08 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.58 | 82,748 | 4,503,960 | ADDED | 43.64 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.04 | 56,899 | 1,817,920 | REDUCED | -4.95 | |
| DOW | DOW INC | 0.15 | 4,495 | 260,395 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 7.57 | 288,019 | 13,248,900 | REDUCED | -37.91 | |
| FNDA | SCHWAB STRATEGIC TR | 5.15 | 444,090 | 9,015,030 | ADDED | 5.99 | |
| FNDA | SCHWAB STRATEGIC TR | 1.78 | 79,839 | 3,115,310 | REDUCED | -30.29 | |
| FNDA | SCHWAB STRATEGIC TR | 1.68 | 116,049 | 2,930,250 | REDUCED | -9.62 | |
| HD | HOME DEPOT INC | 0.15 | 664 | 254,710 | UNCHANGED | 0.00 | |
| NDVG | NUSHARES ETF TR | 0.58 | 24,515 | 1,019,580 | REDUCED | -4.38 | |
| NDVG | NUSHARES ETF TR | 0.56 | 35,565 | 978,041 | ADDED | 3.26 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.24 | 8,458 | 424,334 | REDUCED | -16.74 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.37 | 10,949 | 642,149 | REDUCED | -0.48 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.22 | 9,346 | 390,382 | REDUCED | -2.34 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.16 | 1,540 | 281,160 | REDUCED | -1.97 | |
| VOO | VANGUARD INDEX FDS | 2.38 | 25,550 | 4,161,030 | REDUCED | -10.28 | |
| VOO | VANGUARD INDEX FDS | 2.28 | 16,631 | 3,987,550 | REDUCED | -28.13 | |
| VOO | VANGUARD INDEX FDS | 1.00 | 7,649 | 1,748,580 | REDUCED | -16.26 | |
| VOO | VANGUARD INDEX FDS | 0.88 | 8,026 | 1,540,020 | REDUCED | -45.11 | |
| VOO | VANGUARD INDEX FDS | 0.80 | 16,256 | 1,405,800 | REDUCED | -11.14 | |
| VOO | VANGUARD INDEX FDS | 0.57 | 2,059 | 989,836 | REDUCED | -0.24 | |
| VOO | VANGUARD INDEX FDS | 0.14 | 925 | 240,431 | REDUCED | -7.87 |