0001085146-23-004134.txt : 20231107 0001085146-23-004134.hdr.sgml : 20231107 20231106180432 ACCESSION NUMBER: 0001085146-23-004134 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231107 DATE AS OF CHANGE: 20231106 EFFECTIVENESS DATE: 20231107 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: 231381014 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 09-30-2023 09-30-2023 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 512-334-6800 /s/Nicole Renaux Austin TX 11-06-2023 0 36 131290995 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE CORTEVA INC COM 22052L104 BBG00BN969D0 226792 4433 SH SOLE 0 0 4433 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 452098 11199 SH SOLE 0 0 11199 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 5234392 231918 SH SOLE 0 0 231918 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 12313631 471606 SH SOLE 0 0 471606 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 15232426 508595 SH SOLE 0 0 508595 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 1353275 51652 SH SOLE 0 0 51652 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 2428716 46270 SH SOLE 0 0 46270 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 1646028 36026 SH SOLE 0 0 36026 DOW INC COM 260557103 BBG00BN96931 231762 4495 SH SOLE 0 0 4495 DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 259946 3485 SH SOLE 0 0 3485 HOME DEPOT INC COM 437076102 BBG001S5RTW7 243541 806 SH SOLE 0 0 806 ISHARES TR 3 7 YR TREAS BD 464288661 BBG001SSD812 319953 2827 SH SOLE 0 0 2827 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1588818 28136 SH SOLE 0 0 28136 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1095217 15843 SH SOLE 0 0 15843 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 1258521 13401 SH SOLE 0 0 13401 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 BBG00GVX41Y3 745653 28438 SH SOLE 0 0 28438 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 584766 16794 SH SOLE 0 0 16794 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 4040540 168778 SH SOLE 0 0 168778 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 5494057 161780 SH SOLE 0 0 161780 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 15433623 348940 SH SOLE 0 0 348940 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1376462 27203 SH SOLE 0 0 27203 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 6413301 361313 SH SOLE 0 0 361313 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 16948340 225467 SH SOLE 0 0 225467 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 572469 8204 SH SOLE 0 0 8204 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 6080410 31072 SH SOLE 0 0 31072 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1537979 20328 SH SOLE 0 0 20328 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1707466 4348 SH SOLE 0 0 4348 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 2826878 17724 SH SOLE 0 0 17724 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 3031082 16032 SH SOLE 0 0 16032 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 4639915 33640 SH SOLE 0 0 33640 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 575001 11085 SH SOLE 0 0 11085 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 322625 8228 SH SOLE 0 0 8228 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 5822341 76630 SH SOLE 0 0 76630 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 7865818 104668 SH SOLE 0 0 104668 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 254735 1639 SH SOLE 0 0 1639 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1132418 25902 SH SOLE 0 0 25902