Titelia

Holdings of Pioneer Wealth Management Group

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Net assets
-
Positions
44 in 1 countries
Top ten
83.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1DIMENSIONAL ETF TRUST 1,420,80455.4M $
2Schwab U.S. Aggregate Bond ETF 1,999,80146.4M $
3Vanguard Intermediate-Term Corporate Bond ETF 358,44729.7M $
4DIMENSIONAL ETF TRUST 633,46526.7M $
5DIMENSIONAL ETF TRUST 662,68622.4M $
6Schwab U.S. REIT ETF 815,73117.5M $
7Dimensional U S Small Cap ETF 161,54411.5M $
8Dimensional U S Targeted Value ETF 153,7339.6M $
9Vanguard Large-Cap ETF 21,2066.3M $
10ISHARES TRUST 121,0286.1M $
11SPDR SERIES TRUST 44,4264.1M $
12Vanguard Value ETF 20,1544M $
13Schwab Emerging Markets Equity ETF 111,4483.7M $
14Schwab International Equity ETF 146,3933.6M $
15DIMENSIONAL ETF TRUST 90,5973.5M $
16iShares ESG Aware MSCI USA ETF 20,3382.9M $
17iShares ESG Aware MSCI EAFE ETF 23,6562.3M $
18Vanguard Real Estate ETF 24,0642.1M $
19Vanguard Total Bond Market ETF 26,3181.9M $
20VANGUARD INDEX FUNDS 8,8511.9M $
21Vanguard Small-Cap ETF 6,8691.8M $
22Apple Inc 6,7081.7M $
23VANGUARD SCOTTSDALE FUNDS 21,7771.3M $
24VANGUARD TAX-MANAGED FUNDS 20,1071.3M $
25Vanguard FTSE All-World ex-US ETF 14,8211.1M $
26Vanguard Total Stock Market ETF 2,801898.6K $
27NVIDIA Corp 4,832842.7K $
28iShares Core S&P Total U.S. Stock Market ETF 3,975566.2K $
29Avantis US Equity ETF 4,970552.6K $
30Dimensional International Core 14,618519.4K $
31VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 9,527514.9K $
32Union Pacific Corp 1,964476.5K $
33Norfolk Southern Corp 1,425409K $
34Vanguard S&P 500 ETF 634378.7K $
35TIMOTHY PLAN (THE) 7,987339K $
36Alphabet Inc 1,135325.6K $
37Microsoft Corp 879325.5K $
38iShares iBoxx USD Investment Grade Corporate Bond ETF 2,771302.1K $
39VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,389298.7K $
40Salesforce Inc 1,540287.5K $
41VANGUARD MUN BD FD INC 5,614280.1K $
42Vanguard Information Technology ETF 367256.1K $
43DIMENSIONAL ETF TRUST 6,276224.1K $
44Home Depot Inc/The 634208.5K $

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Sector breakdown

  • Funds 2.3 %
  • Technology 1.1 %
  • Industrials 0.3 %
  • Communication 0.1 %
  • Consumer discretionary 0.1 %
  • Unattributed 96.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States44276.9M $100.00 %
Cite this page

Titelia. "Holdings of Pioneer Wealth Management Group". https://titelia.com/en/funds/US13F1973339