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CIK: 0001973339
Total reported value
$413.9M
$413.9M
39 檔
22.5%
The Q1 2024 SEC filing reveals that Pioneer Wealth Management Group held a total portfolio value of $413.9M, covering 39 public equity positions.
During Q1 2024, Pioneer Wealth Management Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 19.11% | +0.87% | +16.39% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 13.91% | -0.41% | +16.14% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.57% | -0.45% | -37.91% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.74% | — | -27.60% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.80% | — | +4.88% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.20% | +0.23% | +13.11% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.18% | -0.74% | — | |
| 8 | SCHH | Schwab US Reit ETF | ETF-Other | 5.15% | +0.13% | +5.99% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.23% | -0.51% | +0.07% | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 2.93% | +0.45% | NEW | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.92% | +0.25% | +10.08% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.57% | +0.12% | +43.64% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.38% | -0.07% | -10.28% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 2.28% | -0.08% | -28.13% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.78% | -0.09% | -30.29% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.68% | -0.11% | -9.62% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.04% | -0.05% | -4.95% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.02% | +0.10% | +3.02% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.00% | -0.02% | -16.26% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.90% | +0.19% | -6.50% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.88% | -0.04% | -45.11% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.80% | -0.01% | -11.14% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | -0.36% | — | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.58% | +0.11% | -4.38% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | — | -0.24% | |
| 26 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.56% | +0.01% | +3.26% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.37% | -0.01% | -0.48% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | -0.03% | +0.49% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | -0.02% | -16.74% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.23% | — | -35.51% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | — | -2.34% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.02% | -1.97% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.16% | — | -7.05% | |
| 34 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.15% | — | — | |
| 35 | DOW | Dow Inc | Stock-Materials | 0.15% | — | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.15% | -0.02% | -6.86% | |
| 37 | CTVA | Corteva Inc | Stock-Materials | 0.15% | — | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.01% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | — | -7.87% |
According to official SEC Form 13F filings, Pioneer Wealth Management Group reported a total U.S. public equity portfolio value of $413.9M across 39 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFAI, SCHZ) accounted for 22.5% of total reported equity market value during Q1 2024.
During Q1 2024, Pioneer Wealth Management Group's top holdings by market value included DFAU (19.1%)、DFAI (13.9%)、SCHZ (7.6%). The largest single position, DFAU, represented 19.1% of total portfolio value.
In Q1 2024, Pioneer Wealth Management Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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