Portfolio (Quarterly)
Guide ↗
Pioneer Family Office, LLC
· CIK 0002135110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | BNDX | VANGUARD CHARLOTTE FDS | — | 3,177.0 | $154K | 0.08% | -943.0 | -22.9% | $48.43 | -1.8% |
| 42 | — | NEBIUS GROUP N.V. | — | 535.0 | $148K | 0.08% | NEW | — | $276.17 | — |
| 43 | ARGT | GLOBAL X FDS | — | 1,600.0 | $146K | 0.07% | — | — | $91.30 | +3.6% |
| 44 | LLY | ELI LILLY & CO | Healthcare | 120.0 | $144K | 0.07% | -120.0 | -50.0% | $1199.43 | -3.8% |
| 45 | JNJ | JOHNSON & JOHNSON | Healthcare | 558.0 | $142K | 0.07% | — | — | $253.97 | +4.8% |
| 46 | HYEM | VANECK ETF TRUST | — | 1,000.0 | $139K | 0.07% | — | — | $138.87 | -85.6% |
| 47 | — | BERKSHIRE HATHAWAY INC DEL | — | 275.0 | $138K | 0.07% | NEW | — | $500.39 | — |
| 48 | HODL | VANECK BITCOIN ETF | — | 8,000.0 | $133K | 0.07% | — | — | $16.61 | +33.9% |
| 49 | AGG | ISHARES TR | — | 1,309.0 | $130K | 0.07% | — | — | $98.98 | -1.6% |
| 50 | DGRW | WISDOMTREE TR | — | 1,340.0 | $128K | 0.07% | — | — | $95.62 | +3.6% |
| 51 | BSV | VANGUARD BD INDEX FDS | — | 1,637.0 | $128K | 0.07% | -565.0 | -25.7% | $77.91 | -0.5% |
| 52 | GLD | SPDR GOLD TR | Financial Services | 333.0 | $123K | 0.06% | — | — | $368.38 | +10.3% |
| 53 | VWO | VANGUARD INTL EQUITY INDEX F | — | 2,007.0 | $120K | 0.06% | -398.0 | -16.6% | $59.69 | +1.7% |
| 54 | AXP | AMERICAN EXPRESS CO | Financial Services | 350.0 | $118K | 0.06% | — | — | $338.25 | -1.9% |
| 55 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 2,105.0 | $117K | 0.06% | — | — | $55.77 | -2.0% |
| 56 | ORCL | ORACLE CORP | Technology | 800.0 | $117K | 0.06% | — | — | $146.55 | +2.2% |
| 57 | APCB | TRUST FOR PROFESSIONAL MANAG | — | 3,940.0 | $116K | 0.06% | — | — | $29.43 | -1.9% |
| 58 | — | BLUE OWL CAPITAL CORPORATION | — | 10,500.0 | $114K | 0.06% | — | — | $10.87 | — |
| 59 | SLV | ISHARES SILVER TR | Financial Services | 1,895.0 | $101K | 0.05% | +2K | +658.0% | $53.47 | +12.0% |
| 60 | IBDW | ISHARES TR | — | 4,741.0 | $99K | 0.05% | — | — | $20.84 | -1.2% |
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%