AI Portfolio Summary
In 2025 Q4, Pioneer Wealth Management Group maintained a portfolio of 56 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 4.9%. Conversely, Pioneer Wealth Management Group completely exited their position in C H ROBINSON WORLDWI.
Total Positions
56
Quarter
2025 Q4
Top Holding
DFAU (21.0%)
Top 10 Concentration
83.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 56
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAU
DIMENSIONAL ETF...
|
ETF | 21.02% | 20.83% |
#1
Prev: #1
|
10.0 | 69,240 | 4.9% |
P
S
|
1,479,327 | $69,232,493 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 15.27% | 14.74% |
#2
1
Prev: #3
|
8.1 | 63,481 | 5.1% |
P
S
|
1,320,003 | $50,305,317 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 12.87% | 18.15% |
#3
1
Prev: #2
|
5.2 | -581,419 | -24.3% |
P
S
|
1,814,258 | $42,399,217 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 8.51% | 8.61% |
#4
Prev: #4
|
5.4 | 17,418 | 5.5% |
P
S
|
334,618 | $28,024,223 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 7.71% | 2.48% |
#5
4
Prev: #9
|
5.4 | 416,547 | 231.5% |
P
S
|
596,465 | $25,385,552 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 6.05% | 6.14% |
#6
1
Prev: #5
|
4.4 | 8,877 | 1.5% |
P
S
|
611,819 | $19,926,937 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 4.50% | 4.85% |
#7
1
Prev: #6
|
3.8 | 13,139 | 1.9% |
P
S
|
709,659 | $14,824,773 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 3.18% | 3.12% |
#8
1
Prev: #7
|
3.3 | 9,019 | 6.4% |
P
S
|
150,163 | $10,461,877 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 2.60% | 2.56% |
#9
1
Prev: #8
|
3.1 | 7,702 | 5.6% |
P
S
|
144,039 | $8,576,067 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 2.08% | 2.18% |
#10
Prev: #10
|
0.8 | -212 | -1.0% |
P
S
|
21,729 | $6,840,284 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.17% | 1.20% |
#11
Prev: #11
|
2.5 | 222 | 1.1% |
P
S
|
20,125 | $3,843,763 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 1.10% | 1.10% |
#12
Prev: #12
|
2.5 | 8,566 | 8.4% |
P
S
|
111,045 | $3,636,731 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 1.09% | 1.05% |
#13
Prev: #13
|
2.5 | 3,857 | 10.9% |
P
S
|
39,145 | $3,577,070 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 1.08% | 1.03% |
#14
Prev: #14
|
2.5 | 10,650 | 7.8% |
P
S
|
147,516 | $3,546,274 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.98% | 1.01% |
#15
Prev: #15
|
2.4 | 73 | 0.1% |
P
S
|
81,467 | $3,225,291 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGU
ISHARES TR
|
ETF | 0.86% | 0.85% |
#16
Prev: #16
|
2.4 | 985 | 5.5% |
P
S
|
18,993 | $2,829,536 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGD
ISHARES TR
|
ETF | 0.75% | 0.73% |
#17
1
Prev: #18
|
2.3 | 1,417 | 5.8% |
P
S
|
25,862 | $2,459,198 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.71% | 0.84% |
#18
1
Prev: #17
|
0.3 | -1,663 | -16.2% |
P
S
|
8,591 | $2,335,506 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.65% | 0.69% |
#19
Prev: #19
|
2.3 | 633 | 2.7% |
P
S
|
24,021 | $2,125,634 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.57% | 0.59% |
#20
2
Prev: #22
|
2.2 | 194 | 2.2% |
P
S
|
8,890 | $1,882,722 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.57% | 0.62% |
#21
1
Prev: #20
|
0.2 | -336 | -4.4% |
P
S
|
7,224 | $1,863,449 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NUEM
NUSHARES ETF TR
|
ETF | 0.56% | 0.59% |
#22
1
Prev: #21
|
2.2 | 239 | 0.5% |
P
S
|
51,496 | $1,832,244 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.55% | 0.54% |
#23
1
Prev: #24
|
2.2 | 2,019 | 9.0% |
P
S
|
24,411 | $1,808,147 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NUSC
NUSHARES ETF TR
|
ETF | 0.46% | 0.46% |
#24
1
Prev: #25
|
2.2 | 1,437 | 4.5% |
P
S
|
33,679 | $1,503,776 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.40% | 0.56% |
#25
2
Prev: #23
|
0.2 | -6,062 | -25.1% |
P
S
|
18,085 | $1,330,320 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CHRW
C H ROBINSON WO...
|
Industrials | 0.00% | 0.09% |
Sold All 😨
(Was: #47) |
0.3 | -2,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.00% | 0.08% |
Sold All 😨
(Was: #50) |
0.3 | -854 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.00% | 0.08% |
Sold All 😨
(Was: #51) |
0.3 | -578 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 56 holdings