Pioneer Wealth Management Group
50 holdingsFiling period: 2026-03-31Current AUM: $383.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.63M | $73.6M | $84.4M | 22.00% | +151.3K | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.42M | $55.4M | $59.8M | 15.59% | +100.8K | 2026-03-31 |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 2.00M | $46.4M | $45.5M | 11.86% | +185.5K | 2026-03-31 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 358.4K | $29.7M | $29.1M | 7.59% | +23.8K | 2026-03-31 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 633.5K | $26.7M | $26.3M | 6.85% | +37.0K | 2026-03-31 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 662.7K | $22.4M | $24.9M | 6.48% | +50.9K | 2026-03-31 |
| 7 | SCHH | SCHWAB STRATEGIC TR | 815.7K | $17.5M | $19.8M | 5.16% | +106.1K | 2026-03-31 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 161.5K | $11.5M | $13.1M | 3.41% | +11.4K | 2026-03-31 |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 153.7K | $9.6M | $10.9M | 2.83% | +9.7K | 2026-03-31 |
| 10 | VV | VANGUARD INDEX FDS | 21.2K | $6.3M | $7.3M | 1.90% | -523 | 2026-03-31 |
| 11 | TFLO | ISHARES TR | 121.0K | $6.1M | $6.1M | 1.60% | +98.7K | 2026-03-31 |
| 12 | BIL | SPDR SERIES TRUST | 44.4K | $4.1M | $4.1M | 1.06% | +5.3K | 2026-03-31 |
| 13 | VTV | VANGUARD INDEX FDS | 20.2K | $4.0M | $4.4M | 1.16% | +29 | 2026-03-31 |
| 14 | SCHE | SCHWAB STRATEGIC TR | 111.4K | $3.7M | $4.0M | 1.05% | +403 | 2026-03-31 |
| 15 | SCHF | SCHWAB STRATEGIC TR | 146.4K | $3.6M | $4.0M | 1.05% | -1,123 | 2026-03-31 |
| 16 | DFAC | DIMENSIONAL ETF TRUST | 90.6K | $3.5M | $4.0M | 1.05% | +9.1K | 2026-03-31 |
| 17 | ESGU | ISHARES TR | 20.3K | $2.9M | $3.3M | 0.87% | +1.3K | 2026-03-31 |
| 18 | ESGD | ISHARES TR | 23.7K | $2.3M | $2.5M | 0.65% | -2,206 | 2026-03-31 |
| 19 | VNQ | VANGUARD INDEX FDS | 24.1K | $2.1M | $2.4M | 0.62% | +43 | 2026-03-31 |
| 20 | BND | VANGUARD BD INDEX FDS | 26.3K | $1.9M | $1.9M | 0.50% | +1.9K | 2026-03-31 |
| 21 | VBR | VANGUARD INDEX FDS | 8.9K | $1.9M | $2.2M | 0.56% | -39 | 2026-03-31 |
| 22 | NUEM | NUSHARES ETF TR | 52.1K | $1.9M | $2.1M | 0.54% | +580 | 2026-03-31 |
| 23 | VB | VANGUARD INDEX FDS | 6.9K | $1.8M | $2.0M | 0.53% | -355 | 2026-03-31 |
| 24 | AAPL | APPLE INC | 6.7K | $1.7M | $2.1M | 0.54% | -1,883 | 2026-03-31 |
| 25 | NUSC | NUSHARES ETF TR | 32.4K | $1.5M | $1.7M | 0.43% | -1,234 | 2026-03-31 |
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