Pioneer Wealth Management Group

**Pioneer Wealth Management Group** manages $329M across a diversified portfolio of 53 positions. The strategy shows significant concentration in core market segments, highlighted by the top holdings: DFAU at $69.2M and DFAI at $50.3M. Further allocations include substantial exposure to SCHZ ($42.4M) and VCIT ($28.0M). This structure indicates a focus on established, high-conviction holdings within the fixed income and dividend equity space.

📌 Top Holdings