Portfolio (Quarterly)
Guide ↗
Pioneer Family Office, LLC
· CIK 0002135110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | XLC | SELECT SECTOR SPDR TR | — | 241.0 | $28K | 0.02% | NEW | — | $117.72 | -4.6% |
| 102 | PANW | PALO ALTO NETWORKS INC | Technology | 150.0 | $28K | 0.02% | NEW | — | $184.20 | +52.0% |
| 103 | CVX | CHEVRON CORP NEW | Energy | 180.0 | $27K | 0.02% | NEW | — | $152.41 | +18.2% |
| 104 | IVES | WEDBUSH SER TR | — | 850.0 | $27K | 0.02% | NEW | — | $31.61 | +19.4% |
| 105 | TLT | ISHARES TR | — | 297.0 | $26K | 0.02% | NEW | — | $87.16 | -1.1% |
| 106 | SOUN | SOUNDHOUND AI INC | Technology | 2,500.0 | $25K | 0.02% | NEW | — | $9.97 | -29.5% |
| 107 | XLV | SELECT SECTOR SPDR TR | — | 159.0 | $25K | 0.02% | NEW | — | $154.80 | -1.2% |
| 108 | IEF | ISHARES TR | — | 244.0 | $23K | 0.02% | NEW | — | $96.16 | -1.7% |
| 109 | TGT | TARGET CORP | Consumer Defensive | 238.0 | $23K | 0.02% | NEW | — | $97.75 | +36.5% |
| 110 | GGB | GERDAU SA | Basic Materials | 6,174.0 | $23K | 0.01% | NEW | — | $3.69 | +25.2% |
| 111 | IBDU | ISHARES TR | — | 910.0 | $21K | 0.01% | NEW | — | $23.41 | -1.1% |
| 112 | PYPL | PAYPAL HLDGS INC | Financial Services | 356.0 | $21K | 0.01% | NEW | — | $58.38 | -25.2% |
| 113 | VPL | VANGUARD INTL EQUITY INDEX F | — | 228.0 | $21K | 0.01% | NEW | — | $90.40 | +29.6% |
| 114 | EEMA | ISHARES INC | — | 218.0 | $20K | 0.01% | NEW | — | $94.02 | +25.3% |
| 115 | SMOG | VANECK ETF TRUST | — | 145.0 | $19K | 0.01% | NEW | — | $129.63 | +13.4% |
| 116 | XLP | SELECT SECTOR SPDR TR | — | 240.0 | $19K | 0.01% | NEW | — | $77.68 | +10.2% |
| 117 | SQQQ | PROSHARES TR | — | 260.0 | $18K | 0.01% | NEW | — | $68.50 | -44.0% |
| 118 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 80.0 | $17K | 0.01% | NEW | — | $207.81 | -44.4% |
| 119 | IJR | ISHARES TR | — | 119.0 | $14K | 0.01% | NEW | — | $120.18 | +18.7% |
| 120 | AVUV | AMERICAN CENTY ETF TR | — | 135.0 | $14K | 0.01% | NEW | — | $101.98 | +20.0% |
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
81.4%
Technology
7.0%
Consumer Cyclical
3.0%
Healthcare
2.9%
Communication Services
2.2%
Consumer Defensive
1.8%
Energy
0.9%
Industrials
0.6%
Basic Materials
0.2%
Utilities
0.1%