Portfolio (Quarterly)
Guide ↗
Pioneer Family Office, LLC
· CIK 0002135110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHLD | GLOBAL X FDS | — | 30,055 | $2.1M | 1.37% | SOLD |
| 2 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 3,190 | $353K | 0.23% | SOLD |
| 3 | EUFN | ISHARES TR | — | 2,960 | $103K | 0.07% | SOLD |
| 4 | FAS | DIREXION SHARES ETF TRUST | — | 859 | $102K | 0.07% | SOLD |
| 5 | AMLP | ALPS ETF TR | — | 1,206 | $63K | 0.04% | SOLD |
| 6 | XOM | EXXON MOBIL CORP | Energy | 260 | $44K | 0.03% | SOLD |
| 7 | MU | MICRON TECHNOLOGY INC | Technology | 120 | $41K | 0.03% | SOLD |
| 8 | DIS | DISNEY WALT CO | Communication Services | 400 | $39K | 0.03% | SOLD |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | — | 375 | $31K | 0.02% | SOLD |
| 10 | XLP | SELECT SECTOR SPDR TR | — | 241 | $20K | 0.01% | SOLD |
| 11 | EEMA | ISHARES INC | — | 72 | $7K | 0.00% | SOLD |
Sector Allocation
Financial Services
87.0%
Technology
5.5%
Healthcare
2.3%
Consumer Cyclical
2.3%
Consumer Defensive
1.4%
Energy
0.7%
Industrials
0.4%
Communication Services
0.2%