Pioneer-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SCHH",
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "VNQ",
  "VV",
  "VWO",
  null,
  "VCIT",
  null,
  null,
  null,
  "ESGD",
  "VEU",
  "VEA",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  null,
  "SCHF",
  "CRM",
  "ESGU",
  "BRK-B",
  "CHRW",
  null,
  null,
  "DFAC",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 38
Total Value: 232198471
Accession Number: 0001085146-25-001978
Form Type: 13F-HR
CIK: pioneer-wealth-management-group
Manager Name: Pioneer-Wealth-Management-Group

Data Enrichment

55% identified

21 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $232.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908751

VB|922908751

Shares:5.5K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$232.2M)

922908611

VBR|922908611

Shares:6.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$232.2M)

922042775

VEU|922042775

Shares:18.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$232.2M)

67092P607

Shares:29.7K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$232.2M)

922908769

VTI|922908769

Shares:2.8K

Value:$763.8K

% of Portfolio:0.3% ($763.8K/$232.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$642.3K

% of Portfolio:0.3% ($642.3K/$232.2M)

921943858

VEA|921943858

Shares:9.6K

Value:$489.2K

% of Portfolio:0.2% ($489.2K/$232.2M)

Salesforce, Inc.

CRM|79466L302

Shares:1.5K

Value:$411.9K

% of Portfolio:0.2% ($411.9K/$232.2M)

25434V799

Shares:14.6K

Value:$405.9K

% of Portfolio:0.2% ($405.9K/$232.2M)

66537J796

Shares:1.8K

Value:$375.7K

% of Portfolio:0.2% ($375.7K/$232.2M)

37954Y368

Shares:9.2K

Value:$309.9K

% of Portfolio:0.1% ($309.9K/$232.2M)

922042858

VWO|922042858

Shares:5.8K

Value:$264.4K

% of Portfolio:0.1% ($264.4K/$232.2M)

78468R663

Shares:2.6K

Value:$236.7K

% of Portfolio:0.1% ($236.7K/$232.2M)

464287226

Shares:2.3K

Value:$228.4K

% of Portfolio:0.1% ($228.4K/$232.2M)

HOME DEPOT, INC.

HD|437076102

Shares:592

Value:$217.0K

% of Portfolio:0.1% ($217.0K/$232.2M)

922908363

VOO|922908363

Shares:402

Value:$206.7K

% of Portfolio:0.1% ($206.7K/$232.2M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:2.0K

Value:$204.8K

% of Portfolio:0.1% ($204.8K/$232.2M)

25434V815

Shares:7.2K

Value:$202.1K

% of Portfolio:0.1% ($202.1K/$232.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	5.5K	QoQ- YoY -28.39% (-2.2K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$232.2M)	QoQ- YoY -30.54% (-$534.1K)
(VBRcusip922908611)	6.3K	QoQ- YoY -21.54% (-1.7K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$232.2M)	QoQ- YoY -23.82% (-$366.9K)
(VEUcusip922042775)	18.9K	QoQ- YoY +72.17% (+7.9K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$232.2M)	QoQ- YoY +78.07% (+$501.3K)
(cusip67092P607)✕	29.7K	QoQ- YoY +20.97% (+5.1K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$232.2M)	QoQ- YoY +11.51% (+$117.4K)
(VTIcusip922908769)	2.8K	QoQ- YoY +200.43% (+1.9K)	All Managers (Combined)	$763.8K	0.3% ($763.8K/$232.2M)	QoQ- YoY +217.69% (+$523.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ- YoY NEW(+1.2K)	All Managers (Combined)	$642.3K	0.3% ($642.3K/$232.2M)	QoQ- YoY NEW(+$642.3K)
(VEAcusip921943858)	9.6K	QoQ- YoY +13.78% (+1.2K)	All Managers (Combined)	$489.2K	0.2% ($489.2K/$232.2M)	QoQ- YoY +15.28% (+$64.9K)
Salesforce, Inc.(CRMcusip79466L302)	1.5K	QoQ- YoY +79.32% (+679)	All Managers (Combined)	$411.9K	0.2% ($411.9K/$232.2M)	QoQ- YoY +59.78% (+$154.1K)
(cusip25434V799)✕	14.6K	QoQ- YoY NEW(+14.6K)	All Managers (Combined)	$405.9K	0.2% ($405.9K/$232.2M)	QoQ- YoY NEW(+$405.9K)
(cusip66537J796)✕	1.8K	QoQ- YoY NEW(+1.8K)	All Managers (Combined)	$375.7K	0.2% ($375.7K/$232.2M)	QoQ- YoY NEW(+$375.7K)
(cusip37954Y368)✕	9.2K	QoQ- YoY NEW(+9.2K)	All Managers (Combined)	$309.9K	0.1% ($309.9K/$232.2M)	QoQ- YoY NEW(+$309.9K)
(VWOcusip922042858)	5.8K	QoQ- YoY -37.49% (-3.5K)	All Managers (Combined)	$264.4K	0.1% ($264.4K/$232.2M)	QoQ- YoY -32.26% (-$126.0K)
(cusip78468R663)✕	2.6K	QoQ- YoY -79.37% (-9.9K)	All Managers (Combined)	$236.7K	0.1% ($236.7K/$232.2M)	QoQ- YoY -79.39% (-$911.9K)
(cusip464287226)✕	2.3K	QoQ- YoY NEW(+2.3K)	All Managers (Combined)	$228.4K	0.1% ($228.4K/$232.2M)	QoQ- YoY NEW(+$228.4K)
HOME DEPOT, INC.(HDcusip437076102)	592	QoQ- YoY -10.84% (-72)	All Managers (Combined)	$217.0K	0.1% ($217.0K/$232.2M)	QoQ- YoY -14.81% (-$37.7K)
(VOOcusip922908363)	402	QoQ- YoY -80.47% (-1.7K)	All Managers (Combined)	$206.7K	0.1% ($206.7K/$232.2M)	QoQ- YoY -79.12% (-$783.2K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	2.0K	QoQ- YoY NEW(+2.0K)	All Managers (Combined)	$204.8K	0.1% ($204.8K/$232.2M)	QoQ- YoY NEW(+$204.8K)
(cusip25434V815)✕	7.2K	QoQ- YoY NEW(+7.2K)	All Managers (Combined)	$202.1K	0.1% ($202.1K/$232.2M)	QoQ- YoY NEW(+$202.1K)