PW

Pioneer Wealth Management Group

13F
Pioneer Wealth Management Group
Last update 2025-07-11 45 Stocks (11 new)
Value $270.00 Mil Turnover 10 %
Countries:
Top Holdings: DFAU(20.44%)SCHZ(19.18%)DFAI(14.63%)VCIT(8.89%)DFAE(6.11%)
Summary Stock Picks Current Portfolio
Pioneer Wealth Management Grou... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
1,301,476
55,130.5
+8.05%
20.440
+1.52%
0.650
+16.43%
+8.08%
8,816.8
 
SCHZ
Schwab US Aggregate Bond ETF
2,226,231
51,737.6
+13.29%
19.180
+2.25%
0.600
+0.99%
+3.47%
8,601.1
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
1,141,667
39,467.4
+3.31%
14.630
+0.47%
0.380
+11.57%
+22.61%
10,836.7
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
289,235
23,983.4
+5.89%
8.890
+0.49%
0.040
+2.79%
+5.09%
53,299.6
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
569,117
16,475.9
+3.11%
6.110
+0.18%
0.270
+16.03%
+18.66%
6,296.7
 
SCHH
Schwab U.S. REIT ETF
612,777
12,966.4
+8.83%
4.810
+0.39%
0.160
+5.51%
+4.14%
8,240.0
 
DFAS
Dimensional U.S. Small Cap ETF
128,262
8,171.6
+6.77%
3.030
+0.19%
0.080
+13.88%
+1.43%
10,637.5
 
DFCF
Dimensional Core Fixed Income ETF
178,256
7,533.1
-9.37%
2.790
-0.33%
0.110
+1.86%
+3.89%
7,120.9
 
DFAT
Dimensional U.S. Targeted Value ETF
121,123
6,535.8
+1.90%
2.420
+0.05%
0.060
+14.16%
+1.20%
11,064.2
 
VV
Vanguard Large Cap ETF
21,911
6,251.2
+62.79%
2.320
+0.89%
0.020
+16.72%
+9.29%
40,832.3
 

Pioneer Wealth Management Group's Historical Top Holdings Breakdowns

Pioneer Wealth Management Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHZ
Schwab US Aggregate Bond ETF
2025-06-30
Add
Add
+2.25%
●
22.67 ($22.95) 23.28
$23.01
0.26%
Add 13.29%
2,226,231
261,226
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-06-30
Add
Add
+1.52%
●
34.04 ($39.19) 42.36
$43.54
11.10%
Add 8.05%
1,301,476
96,912
VV
Vanguard Large Cap ETF
2025-06-30
Add
Add
+0.89%
●
228.25 ($263.38) 285.3
$292.87
11.20%
Add 62.79%
21,911
8,451
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.49%
●
79.56 ($81.25) 82.92
$82.43
1.45%
Add 5.89%
289,235
16,087
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Add
Add
+0.47%
●
28.02 ($32.74) 34.71
$35.23
7.61%
Add 3.31%
1,141,667
36,607
SCHH
Schwab U.S. REIT ETF
2025-06-30
Add
Add
+0.39%
●
18.94 ($20.96) 21.67
$21.67
3.39%
Add 8.83%
612,777
49,702
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Reduce
Reduce
-0.34%
●
29.12 ($33.35) 35.84
$36.89
10.61%
Reduce -22.1%
83,354
-23,652
DFCF
Dimensional Core Fixed Income ETF
2025-06-30
Reduce
Reduce
-0.33%
●
41.1 ($41.71) 42.37
$41.90
0.46%
Reduce -9.37%
178,256
-18,434
NVDA
NVIDIA Corp
2025-06-30
New Buy
New Buy
+0.30%
●
94.31 ($125.57) 157.99
$173.74
38.36%
New holding
5,175
5,175
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-06-30
New Buy
New Buy
+0.30%
●
58.63 ($59.2) 59.97
$59.25
0.08%
New holding
13,432
13,432

Pioneer Wealth Management Group Total Holding History ($B)

To

Pioneer Wealth Management Group's Asset Allocation

To

Pioneer Wealth Management Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pioneer Wealth Management Group's Hypothetical Growth since 2025-06-30

Pioneer Wealth Management Group's Yearly Returns

Year Portfolio % % Excess Gain %

Pioneer Wealth Management Group's Holdings Heat Map

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Pioneer Wealth Management Group's Holdings Bubble Chart

Pioneer Wealth Management Group News

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