account_balance
Investment manager · 13F filer · SEC CIK 1973339
Pioneer Wealth Management Group
Reported value$424Mas of Sep 30, 2026
Positions56 5 new, 4 sold out
Top 10 weight82.7%DFAU alone is 22%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
22.1%Added +4%
DFAIDimensional ETF Trust
15.4%Added +4%
SCHZSchwab Strategic Tr
13.2%Added +12%
VCITVanguard Scottsdale FDS
7.5%Added +3%
DFAEDimensional ETF Trust
6.5%Added +5%
DFCFDimensional ETF Trust
4.9%Trimmed −23%
SCHHSchwab Strategic Tr
4.8%Added +5%
DFASDimensional ETF Trust
3.3%Added +3%
DFATDimensional ETF Trust
2.7%Added +4%
BNDVanguard Bd Index FDS
2.3%+382%
VVVanguard Index FDS
1.6%
TFLO1.3%
DFAUDimensional ETF Trust
22.1%Added +4%
DFAIDimensional ETF Trust
15.4%Added +4%
SCHZSchwab Strategic Tr
13.2%Added +12%
VCITVanguard Scottsdale FDS
7.5%+3%
DFAEDimensional ETF Trust
6.5%
DFCFDimensional ETF Trust
4.9%
SCHHSchwab Strategic Tr
4.8%
DFAS3.3%
DFAT2.7%
BND
VV
TFLO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 22.1% Added +4%
DFAI Dimensional ETF Trust 15.4% Added +4%
SCHZ Schwab Strategic Tr 13.2% Added +12%
VCIT Vanguard Scottsdale FDS 7.5% Added +3%
DFAE Dimensional ETF Trust 6.5% Added +5%
DFCF Dimensional ETF Trust 4.9% Trimmed −23%
SCHH Schwab Strategic Tr 4.8% Added +5%
DFAS Dimensional ETF Trust 3.3% Added +3%
DFAT Dimensional ETF Trust 2.7% Added +4%
BND Vanguard Bd Index FDS 2.3% Added +382%
VV Vanguard Index FDS 1.6% Trimmed −6%
TFLO iShares Tr 1.3% Added +12%
What changed
Biggest moves since Jun 30, 2026
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