Portfolio (Quarterly)
Guide ↗
Pioneer Family Office, LLC
· CIK 0002135110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CVX | CHEVRON CORPORATION | Energy | 180.0 | $37K | 0.02% | — | — | $206.90 | -0.4% |
| 82 | VCSH | VANGUARD SCOTTSDALE FDS | — | 460.0 | $36K | 0.02% | — | — | $79.27 | -0.9% |
| 83 | VEU | VANGUARD INTL EQUITY INDEX F | — | 482.0 | $36K | 0.02% | — | — | $75.10 | +13.5% |
| 84 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 75.0 | $35K | 0.02% | — | — | $463.19 | +14.8% |
| 85 | IEUR | ISHARES TR | — | 489.0 | $34K | 0.02% | +387.0 | +379.4% | $70.27 | +10.3% |
| 86 | XLF | SELECT SECTOR SPDR TR | — | 690.0 | $34K | 0.02% | — | — | $49.37 | +16.9% |
| 87 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 200.0 | $33K | 0.02% | — | — | $165.34 | +13.3% |
| 88 | AMD | ADVANCED MICRO DEVICES INC | Technology | 160.0 | $33K | 0.02% | — | — | $203.43 | +131.4% |
| 89 | VGK | VANGUARD INTL EQUITY INDEX F | — | 375.0 | $31K | 0.02% | NEW | — | $82.43 | +11.2% |
| 90 | SOUN | SOUNDHOUND AI INC | Technology | 4,000.0 | $27K | 0.02% | +2K | +60.0% | $6.87 | +4.2% |
| 91 | XLC | SELECT SECTOR SPDR TR | — | 242.0 | $27K | 0.02% | — | — | $110.86 | +0.5% |
| 92 | TLT | ISHARES TR | — | 298.0 | $26K | 0.02% | — | — | $86.69 | -4.8% |
| 93 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 200.0 | $25K | 0.02% | — | — | $125.46 | -9.1% |
| 94 | IVES | WEDBUSH SER TR | — | 850.0 | $24K | 0.01% | — | — | $28.37 | +39.8% |
| 95 | PANW | PALO ALTO NETWORKS INC | Technology | 150.0 | $24K | 0.01% | — | — | $160.32 | +138.4% |
| 96 | IEF | ISHARES TR | — | 245.0 | $23K | 0.01% | — | — | $95.44 | -2.8% |
| 97 | XLV | SELECT SECTOR SPDR TR | — | 159.0 | $23K | 0.01% | — | — | $146.61 | +16.3% |
| 98 | IBDU | ISHARES TR | — | 910.0 | $21K | 0.01% | — | — | $23.26 | -0.9% |
| 99 | SQQQ | PROSHARES TR | — | 260.0 | $21K | 0.01% | — | — | $80.49 | -52.2% |
| 100 | SMOG | VANECK ETF TRUST | — | 145.0 | $20K | 0.01% | — | — | $138.76 | +0.4% |
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
85.6%
Technology
5.0%
Consumer Cyclical
2.3%
Consumer Defensive
1.9%
Healthcare
1.9%
Energy
1.5%
Communication Services
1.3%
Industrials
0.4%