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
Chief Compliance Officer
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
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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
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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