0001085146-24-001717.txt : 20240411 0001085146-24-001717.hdr.sgml : 20240411 20240411100348 ACCESSION NUMBER: 0001085146-24-001717 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 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: 24837367 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 03-31-2024 03-31-2024 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 04-11-2024 0 39 174938846 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE CORTEVA INC COM 22052L104 BBG00BN969D0 255651 4433 SH SOLE 0 0 4433 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 9060393 215981 SH SOLE 0 0 215981 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 9096949 368000 SH SOLE 0 0 368000 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 24332785 805188 SH SOLE 0 0 805188 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 5118913 108820 SH SOLE 0 0 108820 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 33428200 914839 SH SOLE 0 0 914839 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 1817920 56899 SH SOLE 0 0 56899 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 5100412 81816 SH SOLE 0 0 81816 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 4503964 82748 SH SOLE 0 0 82748 DOW INC COM 260557103 BBG00BN96931 260395 4495 SH SOLE 0 0 4495 DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 267195 3485 SH SOLE 0 0 3485 HOME DEPOT INC COM 437076102 BBG001S5RTW7 254710 664 SH SOLE 0 0 664 ISHARES TR 3 7 YR TREAS BD 464288661 BBG001SSD812 271711 2346 SH SOLE 0 0 2346 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 399059 6301 SH SOLE 0 0 6301 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1778473 22256 SH SOLE 0 0 22256 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 1570049 13657 SH SOLE 0 0 13657 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 BBG00GVX41Y3 978041 35565 SH SOLE 0 0 35565 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 1019575 24515 SH SOLE 0 0 24515 SALESFORCE INC COM 79466L302 BBG001SDLP09 257810 856 SH SOLE 0 0 856 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 2930247 116049 SH SOLE 0 0 116049 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 3115314 79839 SH SOLE 0 0 79839 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 13248852 288019 SH SOLE 0 0 288019 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 9015034 444090 SH SOLE 0 0 444090 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 1148602 12512 SH SOLE 0 0 12512 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 11789310 153767 SH SOLE 0 0 153767 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 563533 7759 SH SOLE 0 0 7759 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 3987549 16631 SH SOLE 0 0 16631 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1405799 16256 SH SOLE 0 0 16256 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 989836 2059 SH SOLE 0 0 2059 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 1540024 8026 SH SOLE 0 0 8026 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1748584 7649 SH SOLE 0 0 7649 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 240431 925 SH SOLE 0 0 925 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 4161030 25550 SH SOLE 0 0 25550 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 642149 10949 SH SOLE 0 0 10949 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 390382 9346 SH SOLE 0 0 9346 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 7404990 91976 SH SOLE 0 0 91976 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 10139481 131154 SH SOLE 0 0 131154 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 281160 1540 SH SOLE 0 0 1540 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 424334 8458 SH SOLE 0 0 8458