Pioneer Wealth Management Group Incresed Positions in Q3 2025

Pioneer Wealth Management Group

  • $310 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
109K
+ 8.35%
$42.42 - $45.96 $4.61M - $4.99M
1.41M $64.5B
DFAI
Dimensional ETF Tr

ETFs
115K
+ 10.06%
$34.05 - $36.55 $3.91M - $4.2M
1.26M $45.7B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
169K
+ 7.61%
$22.9 - $23.58 $3.88M - $4M
2.4M $56.2B
VCIT
Vanguard Intermediate Term Cor

ETFs
28K
+ 9.67%
$81.75 - $84.54 $2.29M - $2.36M
317K $26.7B
DFAE
Dimensional ETF Tr

ETFs
33.8K
+ 5.94%
$28.84 - $31.84 $976K - $1.08M
603K $19B
AAPL
Apple Inc.

Technology
8.72K
+ 566.28%
$202.38 - $256.87 $1.76M - $2.24M
10.3K $2.61B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
83.7K
+ 13.67%
$20.76 - $21.78 $1.74M - $1.82M
697K $15B
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.9K
+ 10.04%
$63.41 - $69.69 $817K - $898K
141K $9.66B
DFAT
Dimensional ETF Tr U S Target

ETFs
15.2K
+ 12.56%
$53.36 - $59.69 $812K - $908K
136K $7.94B
VV
Vanguard Large Cap ETF

ETFs
30
+ 0.14%
$285.05 - $309.14 $8.55K - $9.27K
21.9K $6.75B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
594
+ 3.41%
$134.94 - $145.86 $80.2K - $86.6K
18K $2.62B
VTI
Vanguard Total Stock Market Et

ETFs
453
+ 15.81%
$303.93 - $329.86 $138K - $149K
3.32K $1.09B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
2.51K
+ 5.15%
$33.05 - $35.83 $82.9K - $89.9K
51.3K $1.83B
VEA
Vanguard Ftse Developed Market

ETFs
2.02K
+ 11.33%
$56.02 - $60.3 $113K - $122K
19.8K $1.19B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.66K
+ 0.93%
$41.8 - $43.15 $69.5K - $71.7K
180K $7.69B
MSFT
Microsoft Corp

Technology
283
+ 56.94%
$491.09 - $535.64 $139K - $152K
780 $404M
VNQ
Vanguard Specialized Funds Van

ETFs
1.04K
+ 4.67%
$88.47 - $93.24 $92.4K - $97.3K
23.4K $2.14B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.45K
+ 6.91%
$72.57 - $74.72 $105K - $108K
22.4K $1.67B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.96K
+ 14.62%
$58.97 - $60.36 $116K - $119K
15.4K $924M
CEFA
Global X Fds
2.3K
+ 14.1%
$33.82 - $36.1 $77.9K - $83.1K
18.6K $670M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.08K
+ 12.25%
$49.43 - $54.52 $53.5K - $59K
9.93K $538M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
2.81K
+ 24.3%
$23.8 - $24.29 $66.9K - $68.3K
14.4K $348M
VIG
Vanguard Dividend Appreciation

ETFs
211
+ 13.69%
N/A
1.75K $378M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 1.12%
$567.77 - $614.76 $3.97K - $4.3K
634 $388M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
275
+ 3.94%
$38.56 - $42.17 $10.6K - $11.6K
7.25K $301M
UNP
Union Pacific Corp

Industrials
17
+ 0.84%
$214.91 - $237.16 $3.65K - $4.03K
2.05K $484M
LQD
Ishares Iboxx $ Investment Gra

ETFs
33
+ 1.39%
$107.66 - $112.36 $3.55K - $3.71K
2.41K $268M
CRM
Salesforce, Inc.

Technology
39
+ 2.54%
$231.66 - $273.65 $9.03K - $10.7K
1.57K $373M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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