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Home > Institutional Investor > Pioneer Wealth Management Group > Profile

Instuitional Investor - Pioneer Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Pioneer Wealth Management Group
Portfolio Value $160,652,950
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 786,017 $26,135,062 16.26%
2.
Schwab Strategic Trust
 FNDF 463,858 $21,625,082 13.46%
3.
Dimensional Etf Trust
 693,317 $19,856,606 12.35%
4.
Vanguard Bond Index Funds
 BND 212,384 $16,357,852 10.18%
5.
Vanguard Scottsdale Funds
 125,055 $9,675,526 6.02%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)