Portfolio (Quarterly)
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Pioneer Family Office, LLC
· CIK 0002135110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | EWZ | ISHARES INC | — | 2,800.0 | $97K | 0.05% | — | — | $34.50 | +4.0% |
| 62 | AMD | ADVANCED MICRO DEVICES INC | Technology | 160.0 | $93K | 0.05% | — | — | $580.91 | -19.3% |
| 63 | IEFA | ISHARES TR | — | 906.0 | $88K | 0.04% | — | — | $96.58 | +4.0% |
| 64 | LMT | LOCKHEED MARTIN CORP | Industrials | 168.0 | $86K | 0.04% | +84.0 | +100.0% | $510.23 | +9.7% |
| 65 | TEVA | TEVA PHARMACEUTICAL INDS LTD | Healthcare | 2,500.0 | $85K | 0.04% | — | — | $33.88 | +5.7% |
| 66 | META | META PLATFORMS INC | Communication Services | 136.0 | $77K | 0.04% | -492.0 | -78.3% | $563.29 | +1.5% |
| 67 | APIE | TRUST FOR PROFESSIONAL MANAG | — | 1,896.0 | $73K | 0.04% | — | — | $38.76 | +1.9% |
| 68 | IJH | ISHARES TR | — | 787.0 | $61K | 0.03% | — | — | $77.11 | -2.3% |
| 69 | VB | VANGUARD INDEX FDS | — | 181.0 | $55K | 0.03% | -41.0 | -18.5% | $303.12 | -1.4% |
| 70 | VMBS | VANGUARD SCOTTSDALE FDS | — | 1,140.0 | $53K | 0.03% | -487.0 | -29.9% | $46.81 | -1.5% |
| 71 | PANW | PALO ALTO NETWORKS INC | Technology | 150.0 | $51K | 0.03% | — | — | $341.02 | +10.4% |
| 72 | EMB | ISHARES TR | — | 525.0 | $51K | 0.03% | NEW | — | $96.44 | -1.8% |
| 73 | SDHY | PGIM SHORT DUR HIG YLD OPP F | Financial Services | 3,045.0 | $50K | 0.03% | -2K | -37.9% | $16.39 | -2.4% |
| 74 | VCSH | VANGUARD SCOTTSDALE FDS | — | 617.0 | $49K | 0.03% | +157.0 | +34.1% | $79.03 | -0.6% |
| 75 | BIV | VANGUARD BD INDEX FDS | — | 627.0 | $48K | 0.03% | -282.0 | -31.0% | $76.70 | -1.8% |
| 76 | TLT | ISHARES TR | — | 552.0 | $48K | 0.03% | +254.0 | +85.2% | $86.42 | -4.8% |
| 77 | BLV | VANGUARD BD INDEX FDS | — | 689.0 | $47K | 0.02% | -307.0 | -30.8% | $68.93 | -4.1% |
| 78 | JPM | JPMORGAN CHASE & CO | Financial Services | 142.0 | $46K | 0.02% | — | — | $327.33 | +8.6% |
| 79 | IEUR | ISHARES TR | — | 604.0 | $45K | 0.02% | +115.0 | +23.5% | $75.17 | +3.3% |
| 80 | — | PETROLEO BRASILEIRO S A | — | 3,000.0 | $44K | 0.02% | — | — | $14.64 | — |
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%