Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAU) | 914,839 | +128,822 | $33,428 |
DFAU | 914,839 | +128,822 | $33,428 |
DIMENSIONAL ETF TRUST (DFAI) | 805,188 | +111,871 | $24,333 |
DFAI | 805,188 | +111,871 | $24,333 |
SCHWAB STRATEGIC TR | 288,019 | -175,839 | $13,249 |
SCHZ | 288,019 | -175,839 | $13,249 |
VANGUARD BD INDEX FDS (BSV) | 153,767 | -58,617 | $11,789 |
BSV | 153,767 | -58,617 | $11,789 |
VANGUARD SCOTTSDALE FDS (VCSH) | 131,154 | +6,099 | $10,139 |
VCSH | 131,154 | +6,099 | $10,139 |
DIMENSIONAL ETF TRUST (DFAE) | 368,000 | +42,656 | $9,097 |
DFAE | 368,000 | +42,656 | $9,097 |
DIMENSIONAL ETF TRUST (DFCF) | 215,981 | +215,981 | $9,060 |
DFCF | 215,981 | +215,981 | $9,060 |
SCHWAB STRATEGIC TR | 444,090 | +25,102 | $9,015 |
SCHH | 444,090 | +25,102 | $9,015 |
VANGUARD SCOTTSDALE FDS (VCIT) | 91,976 | +68 | $7,405 |
VCIT | 91,976 | +68 | $7,405 |
DIMENSIONAL ETF TRUST (DFSD) | 108,820 | +108,820 | $5,119 |
DFSD | 108,820 | +108,820 | $5,119 |
DIMENSIONAL ETF TRUST (DFAS) | 81,816 | +7,493 | $5,100 |
DFAS | 81,816 | +7,493 | $5,100 |
DIMENSIONAL ETF TRUST (DFAT) | 82,748 | +25,142 | $4,504 |
DFAT | 82,748 | +25,142 | $4,504 |
VANGUARD INDEX FDS (VTV) | 25,550 | -2,928 | $4,161 |
VTV | 25,550 | -2,928 | $4,161 |
VANGUARD INDEX FDS (VV) | 16,631 | -6,510 | $3,988 |
VV | 16,631 | -6,510 | $3,988 |
SCHWAB STRATEGIC TR | 79,839 | -34,691 | $3,115 |
SCHF | 79,839 | -34,691 | $3,115 |
SCHWAB STRATEGIC TR | 116,049 | -12,348 | $2,930 |
SCHE | 116,049 | -12,348 | $2,930 |
DIMENSIONAL ETF TRUST (DFAC) | 56,899 | -2,963 | $1,818 |
DFAC | 56,899 | -2,963 | $1,818 |
ISHARES TR (ESGD) | 22,256 | +653 | $1,778 |
ESGD | 22,256 | +653 | $1,778 |
VANGUARD INDEX FDS (VB) | 7,649 | -1,485 | $1,749 |
VB | 7,649 | -1,485 | $1,749 |
ISHARES TR (ESGU) | 13,657 | -950 | $1,570 |
ESGU | 13,657 | -950 | $1,570 |
VANGUARD INDEX FDS (VBR) | 8,026 | -6,596 | $1,540 |
VBR | 8,026 | -6,596 | $1,540 |
VANGUARD INDEX FDS (VNQ) | 16,256 | -2,038 | $1,406 |
VNQ | 16,256 | -2,038 | $1,406 |
SPDR SER TR (BIL) | 12,512 | +12,512 | $1,149 |
BIL | 12,512 | +12,512 | $1,149 |
NUSHARES ETF TR (NUSC) | 24,515 | -1,123 | $1,020 |
NUSC | 24,515 | -1,123 | $1,020 |
VANGUARD INDEX FDS (VOO) | 2,059 | -5 | $990 |
VOO | 2,059 | -5 | $990 |
NUSHARES ETF TR (NUEM) | 35,565 | +1,123 | $978 |
NUEM | 35,565 | +1,123 | $978 |
VANGUARD INTL EQUITY INDEX F (VEU) | 10,949 | -53 | $642 |
VEU | 10,949 | -53 | $642 |
VANGUARD BD INDEX FDS (BND) | 7,759 | +38 | $564 |
BND | 7,759 | +38 | $564 |
VANGUARD TAX MANAGED FDS (VEA) | 8,458 | -1,700 | $424 |
VEA | 8,458 | -1,700 | $424 |
ISHARES TR (SCZ) | 6,301 | -3,469 | $399 |
SCZ | 6,301 | -3,469 | $399 |
VANGUARD INTL EQUITY INDEX F (VWO) | 9,346 | -224 | $390 |
VWO | 9,346 | -224 | $390 |
VANGUARD SPECIALIZED FUNDS (VIG) | 1,540 | -31 | $281 |
VIG | 1,540 | -31 | $281 |
ISHARES TR (IEI) | 2,346 | -178 | $272 |
IEI | 2,346 | -178 | $272 |
DUPONT DE NEMOURS INC | 3,485 | UNCH | $267 |
DD | 3,485 | UNCH | $267 |
DOW INC | 4,495 | UNCH | $260 |
DOW | 4,495 | UNCH | $260 |
SALESFORCE INC | 856 | -63 | $258 |
CRM | 856 | -63 | $258 |
CORTEVA INC | 4,433 | UNCH | $256 |
CTVA | 4,433 | UNCH | $256 |
HOME DEPOT INC | 664 | UNCH | $255 |
HD | 664 | UNCH | $255 |
See Full List: All Stocks Held By Pioneer Wealth Management Group
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Pioneer Wealth Management Group
Size ($ in 1000's)
At 03/31/2024: $174,938 At 12/31/2023: $160,654 Pioneer Wealth Management Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pioneer Wealth Management Group 13F filings. Link to 13F filings: SEC filings |