13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001973339
Total reported value
$413.9M
$413.9M
42 檔
28.9%
During the Q3 2024 filing period, Pioneer Wealth Management Group (CIK: 0001973339) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $413.9M across 42 reported positions.
During Q3 2024, Pioneer Wealth Management Group performed routine portfolio adjustments (2 new buys, 17 additions, 19 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 19.41% | +0.87% | +3.68% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 13.95% | -0.41% | +6.76% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 12.38% | -0.45% | +64.55% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.79% | +0.23% | +7.29% | |
| 5 | SCHH | Schwab US Reit ETF | ETF-Other | 5.59% | +0.13% | +3.25% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.44% | -0.51% | +36.82% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.80% | — | -24.58% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.39% | -0.74% | -3.81% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.07% | — | -27.53% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.22% | +0.25% | +9.21% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.60% | +0.12% | +7.21% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.92% | -0.07% | -3.69% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.92% | -0.08% | -6.73% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 1.84% | +0.45% | NEW | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.42% | -0.11% | -5.32% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.40% | -0.09% | -8.16% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.12% | -0.05% | +13.59% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.92% | +0.10% | -2.78% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.83% | +0.19% | -3.60% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.78% | -0.01% | -1.64% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | -0.02% | -13.70% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.66% | -0.04% | -5.64% | |
| 23 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.58% | +0.01% | +3.85% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.50% | +0.11% | -5.63% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.47% | -0.01% | +42.70% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | +0.05% | |
| 27 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.37% | -0.49% | -26.63% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | — | +43.02% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | -0.02% | +24.52% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | -0.03% | -9.45% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | — | +17.25% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.22% | -0.02% | — | |
| 33 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.15% | — | — | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.14% | -0.36% | -45.78% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | -0.01% | -40.14% | |
| 36 | CTVA | Corteva Inc | Stock-Materials | 0.12% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | — | +17.78% | |
| 38 | DOW | Dow Inc | Stock-Materials | 0.12% | — | — | |
| 39 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.12% | — | +1.03% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.10% | — | -26.65% | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.10% | — | — | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.10% | -0.01% | — |
According to official SEC Form 13F filings, Pioneer Wealth Management Group reported a total U.S. public equity portfolio value of $413.9M across 42 disclosed positions in Q3 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 28.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPTI
市值: $201.0K
Top Position Liquidated / Trimmed
BSV
前期市值: $13.0M
During Q3 2024, Pioneer Wealth Management Group's top holdings by market value included DFAU (19.4%)、DFAI (13.9%)、SCHZ (12.4%). The largest single position, DFAU, represented 19.4% of total portfolio value.
In Q3 2024, Pioneer Wealth Management Group made 38 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 19 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.