Fund Universe

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☆Pioneer Wealth Management Group

CIK 0001973339 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.850
AUM ($M)
414
Positions
55
Turnover
0.04
Top-10 wt
83%
Herfindahl
0.106
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 55 positions · portfolio value $414M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 21.5% +0.9% 89.0 1,722,295 +91,683 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 15.1% -0.4% 62.6 1,517,600 +96,796 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 12.6% -0.5% 52.0 2,249,290 +249,489 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 7.8% -0.5% 32.3 391,356 +32,909 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 6.8% -0.7% 28.0 663,083 +29,618 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 6.5% +0.2% 27.0 671,538 +8,852 5 —
☆SCHH funds › SCHWAB STRATEGIC TR ADD — 5.1% +0.1% 20.9 883,192 +67,461 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 3.5% +0.3% 14.4 174,600 +13,056 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 2.8% +0.1% 11.6 166,160 +12,427 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 1.7% -0.1% 7.0 20,475 -731 5 —
☆TFLO funds › ISHARES TR TRIM — 1.2% -0.5% 5.1 100,203 -20,825 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 1.0% -0.1% 4.3 19,739 -415 5 —
☆ESGU funds › ISHARES TR ADD — 1.0% +0.2% 4.1 25,232 +4,894 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.9% -0.0% 3.9 88,103 -2,494 5 —
☆AAPL funds › APPLE INC ADD — 0.9% +0.5% 3.9 13,348 +6,640 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.9% -0.1% 3.8 138,350 -8,043 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 0.9% -0.1% 3.8 105,175 -6,273 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.8% -0.4% 3.2 35,214 -9,212 4 —
☆ESGD funds › ISHARES TR ADD — 0.7% +0.1% 3.0 29,230 +5,574 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.6% -0.0% 2.4 25,154 +1,090 5 —
☆NUEM funds › NUSHARES ETF TR ADD — 0.6% +0.0% 2.3 53,861 +1,785 5 —
☆NUSC funds › NUSHARES ETF TR ADD — 0.5% +0.1% 2.2 41,537 +9,092 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.5% -0.0% 2.1 28,615 +2,297 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 2.1 8,593 -258 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 2.0 6,550 -319 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.5% +0.2% 1.9 9,649 +4,817 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST NEW — 0.4% +0.4% 1.9 38,936 +38,936 1 —
☆PTL funds › NORTHERN LTS FD TR IV ADD — 0.4% +0.0% 1.6 5,625 +293 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% -0.0% 1.4 24,533 +2,756 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.3% -0.0% 1.4 19,997 -110 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.3% -0.0% 1.2 14,821 +0 5 —
☆DFNM funds › DIMENSIONAL ETF TRUST NEW — 0.3% +0.3% 1.1 22,599 +22,599 1 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.3% -0.0% 1.0 2,801 +0 5 —
☆CEFA funds › GLOBAL X FDS ADD — 0.2% -0.0% 0.9 23,302 +270 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 0.6 9,630 +103 5 —
☆IBD funds › NORTHERN LTS FD TR IV ADD — 0.1% -0.0% 0.6 23,605 +2,779 5 —
☆AVUS funds › AMERICAN CENTY ETF TR TRIM — 0.1% -0.0% 0.6 4,377 -593 2 —
☆DFIC funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.5 14,618 +0 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.1% -0.0% 0.5 1,963 -1 5 —
☆ITOT funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 3,055 -920 5 —
☆GOOG funds › ALPHABET INC ADD — 0.1% +0.0% 0.5 1,378 +243 4 —
☆AGG funds › ISHARES TR NEW — 0.1% +0.1% 0.5 4,555 +4,555 1 —
☆NSC funds › NORFOLK SOUTHN CORP ADD — 0.1% -0.0% 0.4 1,429 +4 5 —
☆TPSC funds › TIMOTHY PLAN ADD — 0.1% +0.0% 0.4 9,306 +1,319 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.4 634 +0 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.4 2,934 +2,567 4 —
☆MSFT funds › MICROSOFT CORP ADD — 0.1% -0.0% 0.3 930 +51 5 —
☆LQD funds › ISHARES TR ADD — 0.1% -0.0% 0.3 2,772 +1 5 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.1% -0.0% 0.3 5,614 +0 4 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 0.3 1,089 -300 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.2 6,276 +0 4 —
☆CRM funds › SALESFORCE INC ADD — 0.1% -0.0% 0.2 1,544 +4 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW — 0.1% +0.1% 0.2 464 +464 1 —
☆GOOGL funds › ALPHABET INC NEW — 0.1% +0.1% 0.2 589 +589 1 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 0.2 593 -41 2 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 414 55 0.04 83% 0.106 0.849 — in
2026Q1 357 50 0.03 84% 0.106 0.848 — in
2025Q4 329 53 0.07 84% 0.106 0.761 — in
2025Q3 310 52 0.03 84% 0.115 0.810 — in
2025Q2 270 45 0.04 85% 0.118 0.813 — entered
2025Q1 232 38 0.00 86% 0.120 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status