0001085146-23-001816.txt : 20230421 0001085146-23-001816.hdr.sgml : 20230421 20230420214606 ACCESSION NUMBER: 0001085146-23-001816 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230421 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pioneer Wealth Management Group CENTRAL INDEX KEY: 0001973339 IRS NUMBER: 262027204 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23185 FILM NUMBER: 23834380 BUSINESS ADDRESS: STREET 1: 800 W 5TH ST. STREET 2: SUITE 100 CITY: AUSTIN STATE: TX ZIP: 78703 BUSINESS PHONE: 512-334-6800 MAIL ADDRESS: STREET 1: 800 W 5TH ST. STREET 2: SUITE 100 CITY: AUSTIN STATE: TX ZIP: 78703 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001973339 XXXXXXXX 12-31-2022 12-31-2022 false Pioneer Wealth Management Group
800 W 5TH ST. SUITE 100 AUSTIN TX 78703
13F HOLDINGS REPORT 028-23185 000133429 801-120285 N
Nicole Renaux Chief Compliance Officer 512-334-6800 /s/Nicole Renaux Austin TX 02-14-2023 0 33 106145344 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 1873112 45113 SH SOLE 0 0 45113 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 2870419 130771 SH SOLE 0 0 130771 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 7384072 294891 SH SOLE 0 0 294891 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 9010761 333485 SH SOLE 0 0 333485 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 1226646 50521 SH SOLE 0 0 50521 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 1199076 23442 SH SOLE 0 0 23442 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 680833 15491 SH SOLE 0 0 15491 HOME DEPOT INC COM 437076102 BBG001S5RTW7 254899 807 SH SOLE 0 0 807 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1510368 26742 SH SOLE 0 0 26742 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 731441 11126 SH SOLE 0 0 11126 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 987598 11653 SH SOLE 0 0 11653 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 418277 3967 SH SOLE 0 0 3967 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 BBG00GVX41Y3 613377 24111 SH SOLE 0 0 24111 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 459472 13443 SH SOLE 0 0 13443 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 4351224 183829 SH SOLE 0 0 183829 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 6077245 188676 SH SOLE 0 0 188676 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 13244280 290127 SH SOLE 0 0 290127 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1288567 28540 SH SOLE 0 0 28540 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 5418569 280900 SH SOLE 0 0 280900 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 12995516 172629 SH SOLE 0 0 172629 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1006100 14005 SH SOLE 0 0 14005 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 5828176 33457 SH SOLE 0 0 33457 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1952521 23673 SH SOLE 0 0 23673 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 3075016 19364 SH SOLE 0 0 19364 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 3113256 16962 SH SOLE 0 0 16962 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 4895406 34875 SH SOLE 0 0 34875 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 467515 9324 SH SOLE 0 0 9324 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 463575 11893 SH SOLE 0 0 11893 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 2338493 50064 SH SOLE 0 0 50064 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 6119002 78945 SH SOLE 0 0 78945 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 2812918 37411 SH SOLE 0 0 37411 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 269570 1775 SH SOLE 0 0 1775 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1208044 28784 SH SOLE 0 0 28784