Titelia

Holdings of Pioneer Wealth Management Group

44 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 83.7 % of the equity sleeve

Sector breakdown

  • Funds 2.3 %
  • Technology 1.1 %
  • Industrials 0.3 %
  • Communication 0.1 %
  • Consumer discretionary 0.1 %
  • Unattributed 96.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US44276.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 1,420,80455.4M $
2Schwab U.S. Aggregate Bond ETF 1,999,80146.4M $
3Vanguard Intermediate-Term Corporate Bond ETF 358,44729.7M $
4Dimensional ETF Trust 633,46526.7M $
5Dimensional ETF Trust 662,68622.4M $
6Schwab U.S. REIT ETF 815,73117.5M $
7Dimensional U S Small Cap ETF 161,54411.5M $
8Dimensional U S Targeted Value ETF 153,7339.6M $
9Vanguard Large-Cap ETF 21,2066.3M $
10iShares Trust 121,0286.1M $
11SPDR Series Trust 44,4264.1M $
12Vanguard Value ETF 20,1544M $
13Schwab Emerging Markets Equity ETF 111,4483.7M $
14Schwab International Equity ETF 146,3933.6M $
15Dimensional ETF Trust 90,5973.5M $
16iShares ESG Aware MSCI USA ETF 20,3382.9M $
17iShares ESG Aware MSCI EAFE ETF 23,6562.3M $
18Vanguard Real Estate ETF 24,0642.1M $
19Vanguard Total Bond Market ETF 26,3181.9M $
20Vanguard Index Funds 8,8511.9M $
21Vanguard Small-Cap ETF 6,8691.8M $
22Apple Inc 6,7081.7M $
23Vanguard Scottsdale Funds 21,7771.3M $
24Vanguard FTSE Developed Markets ETF 20,1071.3M $
25Vanguard FTSE All-World ex-US ETF 14,8211.1M $
26Vanguard Total Stock Market ETF 2,801898.6K $
27NVIDIA Corp 4,832842.7K $
28iShares Core S&P Total U.S. Stock Market ETF 3,975566.2K $
29Avantis US Equity ETF 4,970552.6K $
30Dimensional International Core 14,618519.4K $
31Vanguard International Equity Index Funds 9,527514.9K $
32Union Pacific Corp 1,964476.5K $
33Norfolk Southern Corp 1,425409K $
34Vanguard S&P 500 ETF 634378.7K $
35Timothy Plan 7,987339K $
36Alphabet Inc 1,135325.6K $
37Microsoft Corp 879325.5K $
38iShares iBoxx USD Investment Grade Corporate Bond ETF 2,771302.1K $
39VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,389298.7K $
40Salesforce Inc 1,540287.5K $
41Vanguard Tax-Exempt Bond Index ETF 5,614280.1K $
42Vanguard Information Technology ETF 367256.1K $
43Dimensional ETF Trust 6,276224.1K $
44Home Depot Inc/The 634208.5K $