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PWMG

Pioneer Wealth Management Group Portfolio holdings

AUM $414M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
+0.46%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
–
Cap. Flow
+$235M
Cap. Flow %
101.32%
Top 10 Hldgs %
86.32%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$48.9M
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$45M
3
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$34.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$22.1M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$14.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.36%
2 Financials 0.28%
3 Technology 0.18%
4 Consumer Discretionary 0.09%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAU icon
1
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$46.3M 19.94%
+1,204,564
New +$48.9M
SCHZ icon
2
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$45.5M 19.6%
+1,965,005
New +$45M
DFAI
3
Dimensional International Core Equity Market ETF
DFAI
$18.2B
$34.5M 14.86%
+1,105,060
New +$34.1M
VCIT icon
4
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$22.3M 9.62%
+273,148
New +$22.1M
DFAE icon
5
Dimensional Emerging Core Equity Market ETF
DFAE
$10B
$14.3M 6.15%
+551,976
New +$14.3M
SCHH icon
6
Schwab US REIT ETF
SCHH
$11.3B
$12.1M 5.22%
+563,075
New +$12M
DFCF icon
7
Dimensional Core Fixed Income ETF
DFCF
$10.9B
$8.27M 3.56%
+196,690
New +$8.2M
DFAS icon
8
Dimensional US Small Cap ETF
DFAS
$15.6B
$7.18M 3.09%
+120,126
New +$7.73M
DFAT icon
9
Dimensional US Targeted Value ETF
DFAT
$14.6B
$6.12M 2.64%
+118,860
New +$6.54M
VTV icon
10
Vanguard Morningstar Value ETF
VTV
$192B
$3.8M 1.64%
+22,017
New +$3.84M
DFAC icon
11
Dimensional US Core Equity 2 ETF
DFAC
$49.3B
$3.53M 1.52%
+107,006
New +$3.71M
VV icon
12
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$3.46M 1.49%
+13,460
New +$3.65M
SCHF icon
13
Schwab International Equity ETF
SCHF
$69.3B
$2.73M 1.18%
+138,150
New +$2.71M
SCHE icon
14
Schwab Emerging Markets Equity ETF
SCHE
$13B
$2.52M 1.08%
+91,299
New +$2.5M
ESGD icon
15
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$2.1M 0.9%
+25,709
New +$2.07M
ESGU icon
16
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$1.95M 0.84%
+16,003
New +$2.06M
VNQ icon
17
Vanguard Real Estate ETF
VNQ
$38.6B
$1.87M 0.8%
+20,637
New +$1.87M
BND icon
18
Vanguard Total Bond Market
BND
$161B
$1.4M 0.6%
+19,038
New +$1.38M
TFLO icon
19
iShares Treasury Floating Rate Bond ETF
TFLO
$6.68B
$1.29M 0.56%
+25,554
New +$1.29M
NUEM icon
20
Nuveen ESG Emerging Markets Equity ETF
NUEM
$418M
$1.29M 0.55%
+44,006
New +$1.3M
VB icon
21
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$1.21M 0.52%
+5,477
New +$1.31M
VBR icon
22
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$1.17M 0.51%
+6,297
New +$1.24M
VEU icon
23
Vanguard FTSE All-World ex-US ETF
VEU
$70.4B
$1.14M 0.49%
+18,851
New +$1.14M
NUSC icon
24
Nuveen ESG Small-Cap ETF
NUSC
$1.3B
$1.14M 0.49%
+29,656
New +$1.23M
VTI icon
25
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$764K 0.33%
+2,779
New +$807K
1
2

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Pioneer Wealth Management Group's Q1 2025 Portfolio in Review

As of Q1 2025, Pioneer Wealth Management Group held 38 positions worth $232M. Its ten largest holdings account for 86% of the portfolio.

Pioneer Wealth Management Group deployed $235M of net new capital in Q1 2025, opening 38 new positions. Its largest new stake was Dimensional US Core Equity Market ETF: 1,204,564 shares worth $46.3M.

By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, followed by Financials and Technology.

  • Pioneer Wealth Management Group's largest Q1 2025 buy was Dimensional US Core Equity Market ETF: 1,204,564 shares worth $46.3M.
  • Pioneer Wealth Management Group's ten largest holdings make up 86% of its $232M portfolio in Q1 2025.
  • Pioneer Wealth Management Group opened 38 new positions and closed 0 in Q1 2025.

Based on Pioneer Wealth Management Group's 13F filing for Q1 2025, filed 9 Apr 2025.