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| Name: |
Pioneer Wealth Management Group |
| City: |
AUSTIN |
| State: |
TX |
| Zip: |
78703 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAU |
Dfa Dimensional Us Core Equ... |
1 |
- |
$0.00 |
$33,428,000 |
914,839 |
19.11% |
7,293,000 |
128,822 |
1.016 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
2 |
- |
$0.00 |
$24,333,000 |
805,188 |
13.91% |
4,476,000 |
111,871 |
0.622 |
N/A |
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VCSH |
Vanguard Scottsdale Funds |
5 |
- |
$77.13 |
$10,139,000 |
131,154 |
5.8% |
463,000 |
6,099 |
0.031 |
N/A |
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DFAE |
Dfa Dimensional Emerging Co... |
6 |
- |
$0.00 |
$9,097,000 |
368,000 |
5.2% |
1,253,000 |
42,656 |
0.061 |
N/A |
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DFCF |
Dfa Dimensional Core Fixed ... |
7 |
- |
$0.00 |
$9,060,000 |
215,981 |
5.18% |
9,060,000 |
215,981 |
0.24 |
N/A |
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SCHH |
Schwab Us Reit |
8 |
- |
$19.71 |
$9,015,000 |
444,090 |
5.15% |
338,000 |
25,102 |
0.037 |
N/A |
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VCIT |
Vanguard Intermediate-Term |
9 |
- |
$79.65 |
$7,405,000 |
91,976 |
4.23% |
-65,000 |
68 |
0.01 |
Closed - End Fund - Debt |
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DFAS |
Dimensional U S Small Cap Etf |
11 |
- |
$61.42 |
$5,100,000 |
81,816 |
2.92% |
669,000 |
7,493 |
0.091 |
N/A |
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DFAT |
Dimensional U S Targeted Va... |
12 |
- |
$53.83 |
$4,504,000 |
82,748 |
2.57% |
1,489,000 |
25,142 |
0.009 |
N/A |
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ESGD |
Ishares Trust Ishares Msci ... |
18 |
- |
$81.38 |
$1,778,000 |
22,256 |
1.02% |
146,000 |
653 |
0.003 |
N/A |
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NUEM |
Nushares Esg Emerging Marke... |
26 |
- |
$0.00 |
$978,000 |
35,565 |
0.56% |
50,000 |
1,123 |
0.187 |
N/A |
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BND |
Vanguard Total Bond Market ETF |
28 |
- |
$71.64 |
$564,000 |
7,759 |
0.32% |
-4,000 |
38 |
0.001 |
Closed - End Fund - E... |
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