Latest Pioneer Wealth Management Group Stock Portfolio

About Pioneer Wealth Management Group and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Pioneer Wealth Management Group reported an equity portfolio of $209.7 Millions as of 30 Sep, 2024.

The top stock holdings of Pioneer Wealth Management Group are DFAC, DFAC, FNDA. The fund has invested 19.4% of it's portfolio in DIMENSIONAL ETF TRUST and 13.9% of portfolio in DIMENSIONAL ETF TRUST.

They significantly reduced their stock positions in SPDR SER TR (BIL), HOME DEPOT INC (HD) and VANGUARD SCOTTSDALE FDS (BNDW). Pioneer Wealth Management Group opened new stock positions in SPDR SER TR (BIL) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD INDEX FDS (VB) and VANGUARD INTL EQUITY INDEX F (VEU).

Pioneer Wealth Management Group Annual Return Estimates Vs S&P 500

New Buys

Ticker	$ Bought
spdr ser tr	200,979
ishares tr	200,893

New stocks bought by Pioneer Wealth Management Group

Additions

Ticker	% Inc.
schwab strategic tr	64.55
vanguard index fds	43.02
vanguard intl equity index f	42.7
vanguard scottsdale fds	36.82
vanguard tax-managed fds	24.52
exxon mobil corp	17.78
vanguard intl equity index f	17.25
dimensional etf trust	13.59

Additions to existing portfolio by Pioneer Wealth Management Group

Reductions

Ticker	% Reduced
spdr ser tr	-45.78
home depot inc	-40.14
vanguard scottsdale fds	-27.53
ishares tr	-26.65
ishares tr	-26.63
vanguard bd index fds	-24.58
dimensional etf trust	-23.54
vanguard index fds	-13.7

Pioneer Wealth Management Group reduced stake in above stock

Sold off

None of the stocks were completely sold off by Pioneer Wealth Management Group

Sector Distribution

Sector	%
Others	99.1

Market Cap. Distribution

Category	%
UNALLOCATED	99.1

Stocks belong to which Index?

Index	%
Others	99.1

Top 5 Winners (%)		%
HD	home depot inc	12.8 %
DD	dupont de nemours inc	10.7 %
CTVA	corteva inc	9.0 %
CRM	salesforce inc	6.5 %
DOW	dow inc	3.0 %

Top 5 Winners ($)		$
HD	home depot inc	0.0 M
DD	dupont de nemours inc	0.0 M
CRM	salesforce inc	0.0 M
CTVA	corteva inc	0.0 M
DOW	dow inc	0.0 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Pioneer Wealth Management Group Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Pioneer Wealth Management Group

Last Reported on: 07 Oct, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.10	3,209	217,282	reduced	-26.65

ACWF	ishares tr	0.36	15,137	765,952	reduced	-26.63

AGNG	global x fds	0.12	3,515	243,878	added	1.03

AGT	ishares tr	0.92	22,840	1,922,450	reduced	-2.78

AGT	ishares tr	0.83	13,862	1,749,110	reduced	-3.6

BIL	spdr ser tr	0.14	3,206	294,343	reduced	-45.78

BIL	spdr ser tr	0.10	6,916	200,979	new

BIV	vanguard bd index fds	4.80	127,954	10,068,700	reduced	-24.58

BIV	vanguard bd index fds	0.25	7,081	531,832	reduced	-9.45

BNDW	vanguard scottsdale fds	5.44	136,118	11,399,900	added	36.82

BNDW	vanguard scottsdale fds	4.07	107,465	8,534,840	reduced	-27.53

CRM	salesforce inc	0.22	1,668	456,548	unchanged	0.00

CTVA	corteva inc	0.12	4,433	260,616	unchanged	0.00

DD	dupont de nemours inc	0.15	3,485	310,548	unchanged	0.00

DFAC	dimensional etf trust	19.41	1,025,310	40,694,500	added	3.68

DFAC	dimensional etf trust	13.95	920,663	29,258,700	added	6.76

DFAC	dimensional etf trust	5.79	443,120	12,145,900	added	7.29

DFAC	dimensional etf trust	4.39	213,056	9,201,880	reduced	-3.81

DFAC	dimensional etf trust	3.22	104,097	6,751,730	added	9.21

DFAC	dimensional etf trust	2.60	98,106	5,457,630	added	7.21