Pioneer Wealth Management Group
55 holdingsFiling period: 2026-06-30Current AUM: $409.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional ETF Trust | 1.72M | $89.0M | $91.2M | 22.29% | +91.7K | 2026-06-30 |
| 2 | DFAI | Dimensional ETF Trust | 1.52M | $62.6M | $63.2M | 15.45% | +96.8K | 2026-06-30 |
| 3 | SCHZ | Schwab Strategic TR | 2.25M | $52.0M | $50.1M | 12.25% | +249.5K | 2026-06-30 |
| 4 | VCIT | Vanguard Scottsdale Fds | 391.4K | $32.3M | $30.8M | 7.54% | +32.9K | 2026-06-30 |
| 5 | DFCF | Dimensional ETF Trust | 663.1K | $28.0M | $26.8M | 6.55% | +29.6K | 2026-06-30 |
| 6 | DFAE | Dimensional ETF Trust | 671.5K | $27.0M | $25.2M | 6.16% | +8.9K | 2026-06-30 |
| 7 | SCHH | Schwab Strategic TR | 883.2K | $20.9M | $20.0M | 4.88% | +67.5K | 2026-06-30 |
| 8 | DFAS | Dimensional ETF Trust | 174.6K | $14.4M | $13.7M | 3.35% | +13.1K | 2026-06-30 |
| 9 | DFAT | Dimensional ETF Trust | 166.2K | $11.6M | $11.4M | 2.78% | +12.4K | 2026-06-30 |
| 10 | VV | Vanguard Index Fds | 20.5K | $7.0M | $7.3M | 1.77% | -731 | 2026-06-30 |
| 11 | TFLO | iShares TR | 100.2K | $5.1M | $5.1M | 1.24% | -20,825 | 2026-06-30 |
| 12 | VTV | Vanguard Index Fds | 19.7K | $4.3M | $4.4M | 1.08% | -415 | 2026-06-30 |
| 13 | ESGU | iShares TR | 25.2K | $4.1M | $4.2M | 1.04% | +4.9K | 2026-06-30 |
| 14 | DFAC | Dimensional ETF Trust | 88.1K | $3.9M | $4.0M | 0.97% | -2,494 | 2026-06-30 |
| 15 | AAPL | Apple Inc | 13.3K | $3.9M | $4.5M | 1.11% | +6.6K | 2026-06-30 |
| 16 | SCHF | Schwab Strategic TR | 138.3K | $3.8M | $3.7M | 0.92% | -8,043 | 2026-06-30 |
| 17 | SCHE | Schwab Strategic TR | 105.2K | $3.8M | $3.8M | 0.92% | -6,273 | 2026-06-30 |
| 18 | BIL | Spdr Series Trust | 35.2K | $3.2M | $3.2M | 0.79% | -9,212 | 2026-06-30 |
| 19 | ESGD | iShares TR | 29.2K | $3.0M | $3.0M | 0.74% | +5.6K | 2026-06-30 |
| 20 | VNQ | Vanguard Index Fds | 25.2K | $2.4M | $2.3M | 0.57% | +1.1K | 2026-06-30 |
| 21 | NUEM | Nushares ETF TR | 53.9K | $2.3M | $2.2M | 0.53% | +1.8K | 2026-06-30 |
| 22 | NUSC | Nushares ETF TR | 41.5K | $2.2M | $2.1M | 0.50% | +9.1K | 2026-06-30 |
| 23 | BND | Vanguard BD Index Fds | 28.6K | $2.1M | $2.0M | 0.49% | +2.3K | 2026-06-30 |
| 24 | VBR | Vanguard Index Fds | 8.6K | $2.1M | $2.1M | 0.50% | -258 | 2026-06-30 |
| 25 | VB | Vanguard Index Fds | 6.5K | $2.0M | $1.9M | 0.46% | -319 | 2026-06-30 |
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