Pioneer Wealth Management Group Top Holdings and 13F Report (2024) About Pioneer Wealth Management GroupInvestment ActivityPioneer Wealth Management Group has $209.71 million in total holdings as of September 30, 2024.Pioneer Wealth Management Group owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.60% of the portfolio was purchased this quarter.About 4.92% of the portfolio was sold this quarter.This quarter, Pioneer Wealth Management Group has purchased 40 new stocks and bought additional shares in 17 stocks.Pioneer Wealth Management Group sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $40,694,487Dimensional International Core Equity Market ETF $29,258,685Schwab U.S. Aggregate Bond ETF $25,961,159Dimensional Emerging Core Equity Market ETF $12,145,908Schwab U.S. REIT ETF $11,716,751 Largest New Holdings this Quarter SPDR Portfolio Intermediate Term Treasury ETF $200,979 HoldingiShares iBoxx $ Investment Grade Corporate Bond ETF $200,893 Holding Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 214,314 shares (about $10.18M)Vanguard Intermediate-Term Corporate Bond ETF 36,629 shares (about $3.07M)Dimensional International Core Equity Market ETF 58,332 shares (about $1.85M)Dimensional US Core Equity Market ETF 36,437 shares (about $1.45M)Dimensional Emerging Core Equity Market ETF 30,117 shares (about $825.51K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 41,711 shares (about $3.28M)Vanguard Short-Term Corporate Bond ETF 40,832 shares (about $3.24M)Dimensional Short-Duration Fixed Income ETF 24,945 shares (about $1.19M)Dimensional Core Fixed Income ETF 8,445 shares (about $364.74K)Vanguard Large-Cap ETF 1,102 shares (about $290.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPioneer Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$40,694,487$1,446,185 ▲3.7%1,025,30819.4%ETFDFAIDimensional International Core Equity Market ETF$29,258,685$1,853,792 ▲6.8%920,66314.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$25,961,159$10,184,195 ▲64.6%546,32112.4%ETFDFAEDimensional Emerging Core Equity Market ETF$12,145,908$825,506 ▲7.3%443,1205.8%ETFSCHHSchwab U.S. REIT ETF$11,716,751$369,029 ▲3.3%505,6865.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$11,399,916$3,067,688 ▲36.8%136,1185.4%ETFBSVVanguard Short-Term Bond ETF$10,068,694$3,282,237 ▼-24.6%127,9544.8%ETFDFCFDimensional Core Fixed Income ETF$9,201,883$364,739 ▼-3.8%213,0564.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,534,841$3,242,866 ▼-27.5%107,4654.1%ETFDFASDimensional U.S. Small Cap ETF$6,751,730$569,406 ▲9.2%104,0973.2%ETFDFATDimensional U.S. Targeted Value ETF$5,457,634$367,047 ▲7.2%98,1062.6%ETFVTVVanguard Value ETF$4,026,784$154,319 ▼-3.7%23,0671.9%ETFVVVanguard Large-Cap ETF$4,020,780$290,151 ▼-6.7%15,2711.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$3,867,540$1,190,868 ▼-23.5%81,0131.8%ETFSCHESchwab Emerging Markets Equity ETF$2,977,545$167,317 ▼-5.3%102,0411.4%ETFSCHFSchwab International Equity ETF$2,927,369$260,001 ▼-8.2%71,1911.4%ETFDFACDimensional U.S. Core Equity 2 ETF$2,339,183$279,839 ▲13.6%68,2181.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,922,447$54,963 ▼-2.8%22,8400.9%ManufacturingESGUiShares ESG Aware MSCI USA ETF$1,749,106$65,361 ▼-3.6%13,8620.8%ManufacturingVNQVanguard Real Estate ETF$1,634,613$27,278 ▼-1.6%16,7790.8%ETFVBVanguard Small-Cap ETF$1,435,513$227,946 ▼-13.7%6,0520.7%ETFVBRVanguard Small-Cap Value ETF$1,383,905$82,717 ▼-5.6%6,8930.7%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,219,858$45,196 ▲3.8%39,3250.6%ETFNUSCNuveen ESG Small-Cap ETF$1,049,185$62,546 ▼-5.6%24,4910.5%ETFVEUVanguard FTSE All-World ex-US ETF$983,293$294,207 ▲42.7%15,6080.5%ETFVOOVanguard S&P 500 ETF$978,545$528 ▲0.1%1,8540.5%ETFTFLOiShares Treasury Floating Rate Bond ETF$765,952$278,004 ▼-26.6%15,1370.4%ETFVTIVanguard Total Stock Market ETF$658,913$198,212 ▲43.0%2,3270.3%ETFVEAVanguard FTSE Developed Markets ETF$603,451$118,821 ▲24.5%11,4270.3%ETFBNDVanguard Total Bond Market ETF$531,832$55,504 ▼-9.5%7,0810.3%ETFVWOVanguard FTSE Emerging Markets ETF$487,232$71,683 ▲17.3%10,1820.2%ETFCRMSalesforce$456,5480.0%1,6680.2%Computer and TechnologyDDDuPont de Nemours$310,5480.0%3,4850.1%Basic MaterialsBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$294,343$248,530 ▼-45.8%3,2060.1%ETFHDHome Depot$269,458$180,719 ▼-40.1%6650.1%Retail/WholesaleCTVACorteva$260,6160.0%4,4330.1%Consumer StaplesXOMExxon Mobil$256,243$38,683 ▲17.8%2,1860.1%Oils/EnergyDOWDOW$245,5620.0%4,4950.1%Basic MaterialsCATHGlobal X S&P 500 Catholic Values ETF$243,878$2,498 ▲1.0%3,5150.1%ManufacturingSCZiShares MSCI EAFE Small-Cap ETF$217,282$78,950 ▼-26.7%3,2090.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$200,979$200,979 ▲New Holding6,9160.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$200,893$200,893 ▲New Holding1,7780.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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