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