Portfolio (Quarterly)
Guide ↗
Pioneer Family Office, LLC
· CIK 0002135110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IJR | ISHARES TR | — | 106.0 | $16K | 0.01% | -14.0 | -11.7% | $148.31 | -2.8% |
| 22 | IGM | ISHARES TR | — | 60.0 | $10K | 0.01% | -12.0 | -16.7% | $162.67 | -1.4% |
| 23 | VPL | VANGUARD INTL EQUITY INDEX F | — | 62.0 | $7K | 0.00% | -8.0 | -11.4% | $116.26 | -1.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%