0001085146-24-000122.txt : 20240110 0001085146-24-000122.hdr.sgml : 20240110 20240109175139 ACCESSION NUMBER: 0001085146-24-000122 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240109 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pioneer Wealth Management Group CENTRAL INDEX KEY: 0001973339 ORGANIZATION NAME: IRS NUMBER: 262027204 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23185 FILM NUMBER: 24524328 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 12-31-2023 12-31-2023 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 01-09-2024 0 37 160652950 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE CORTEVA INC COM 22052L104 BBG00BN969D0 212429 4433 SH SOLE 0 0 4433 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 7844035 325344 SH SOLE 0 0 325344 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 19856606 693317 SH SOLE 0 0 693317 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 26135062 786017 SH SOLE 0 0 786017 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 1749764 59862 SH SOLE 0 0 59862 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 4431144 74323 SH SOLE 0 0 74323 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 3014503 57606 SH SOLE 0 0 57606 DOW INC COM 260557103 BBG00BN96931 246506 4495 SH SOLE 0 0 4495 DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 268101 3485 SH SOLE 0 0 3485 HOME DEPOT INC COM 437076102 BBG001S5RTW7 230109 664 SH SOLE 0 0 664 ISHARES TR 3 7 YR TREAS BD 464288661 BBG001SSD812 295656 2524 SH SOLE 0 0 2524 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 604784 9770 SH SOLE 0 0 9770 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1631886 21603 SH SOLE 0 0 21603 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 1532617 14607 SH SOLE 0 0 14607 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 230378 2082 SH SOLE 0 0 2082 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 BBG00GVX41Y3 928218 34442 SH SOLE 0 0 34442 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 1002462 25638 SH SOLE 0 0 25638 SALESFORCE INC COM 79466L302 BBG001SDLP09 241826 919 SH SOLE 0 0 919 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 3182964 128397 SH SOLE 0 0 128397 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 4233016 114530 SH SOLE 0 0 114530 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 21625082 463858 SH SOLE 0 0 463858 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 8677233 418988 SH SOLE 0 0 418988 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 16357852 212384 SH SOLE 0 0 212384 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 567861 7721 SH SOLE 0 0 7721 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 5048180 23141 SH SOLE 0 0 23141 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1616478 18294 SH SOLE 0 0 18294 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 901539 2064 SH SOLE 0 0 2064 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 2631447 14622 SH SOLE 0 0 14622 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1948580 9134 SH SOLE 0 0 9134 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 238184 1004 SH SOLE 0 0 1004 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 4257481 28478 SH SOLE 0 0 28478 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 617642 11002 SH SOLE 0 0 11002 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 393307 9570 SH SOLE 0 0 9570 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 7470255 91908 SH SOLE 0 0 91908 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 9675526 125055 SH SOLE 0 0 125055 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 267686 1571 SH SOLE 0 0 1571 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 486551 10158 SH SOLE 0 0 10158