Pioneer Wealth Management Group Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$232.2B
Holdings
38
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 1,204,564 | $46.3B | 19.94% | |
| 2 | SCHZSCHWAB STRATEGIC TR | 1,965,005 | $45.5B | 19.60% | |
| 3 | DFAIDIMENSIONAL ETF TRUST | 1,105,060 | $34.5B | 14.86% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 273,148 | $22.3B | 9.62% | |
| 5 | DFAEDIMENSIONAL ETF TRUST | 551,976 | $14.3B | 6.15% | |
| 6 | SCHHSCHWAB STRATEGIC TR | 563,075 | $12.1B | 5.22% | |
| 7 | DFCFDIMENSIONAL ETF TRUST | 196,690 | $8.3B | 3.56% | |
| 8 | DFASDIMENSIONAL ETF TRUST | 120,126 | $7.2B | 3.09% | |
| 9 | DFATDIMENSIONAL ETF TRUST | 118,860 | $6.1B | 2.64% | |
| 10 | VTVVANGUARD INDEX FDS | 22,017 | $3.8B | 1.64% | |
| 11 | DFACDIMENSIONAL ETF TRUST | 107,006 | $3.5B | 1.52% | |
| 12 | VVVANGUARD INDEX FDS | 13,460 | $3.5B | 1.49% | |
| 13 | SCHFSCHWAB STRATEGIC TR | 138,150 | $2.7B | 1.18% | |
| 14 | SCHESCHWAB STRATEGIC TR | 91,299 | $2.5B | 1.08% | |
| 15 | ESGDISHARES TR | 25,709 | $2.1B | 0.90% | |
| 16 | ESGUISHARES TR | 16,003 | $2.0B | 0.84% | |
| 17 | VNQVANGUARD INDEX FDS | 20,637 | $1.9B | 0.80% | |
| 18 | BNDVANGUARD BD INDEX FDS | 19,038 | $1.4B | 0.60% | |
| 19 | TFLOISHARES TR | 25,554 | $1.3B | 0.56% | |
| 20 | NUEMNUSHARES ETF TR | 44,006 | $1.3B | 0.55% | |
| 21 | VBVANGUARD INDEX FDS | 5,477 | $1.2B | 0.52% | |
| 22 | VBRVANGUARD INDEX FDS | 6,297 | $1.2B | 0.51% | |
| 23 | VEUVANGUARD INTL EQUITY INDEX F | 18,851 | $1.1B | 0.49% | |
| 24 | NUSCNUSHARES ETF TR | 29,656 | $1.1B | 0.49% | |
| 25 | VTIVANGUARD INDEX FDS | 2,779 | $763.8M | 0.33% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,206 | $642.3M | 0.28% | |
| 27 | VEAVANGUARD TAX-MANAGED FDS | 9,624 | $489.2M | 0.21% | |
| 28 | CRMSALESFORCE INC | 1,535 | $411.9M | 0.18% | |
| 29 | DFICDIMENSIONAL ETF TRUST | 14,618 | $405.9M | 0.17% | |
| 30 | PTLNORTHERN LTS FD TR IV | 1,828 | $375.7M | 0.16% | |
| 31 | CEFAGLOBAL X FDS | 9,236 | $309.9M | 0.13% | |
| 32 | VWOVANGUARD INTL EQUITY INDEX F | 5,842 | $264.4M | 0.11% | |
| 33 | BILSPDR SER TR | 2,580 | $236.7M | 0.10% | |
| 34 | AGGISHARES TR | 2,309 | $228.4M | 0.10% | |
| 35 | HDHOME DEPOT INC | 592 | $217.0M | 0.09% | |
| 36 | VOOVANGUARD INDEX FDS | 402 | $206.7M | 0.09% | |
| 37 | CHRWC H ROBINSON WORLDWIDE INC | 2,000 | $204.8M | 0.09% | |
| 38 | DFSVDIMENSIONAL ETF TRUST | 7,180 | $202.1M | 0.09% |