0001085146-23-002647.txt : 20230712 0001085146-23-002647.hdr.sgml : 20230712 20230711210512 ACCESSION NUMBER: 0001085146-23-002647 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230712 DATE AS OF CHANGE: 20230711 EFFECTIVENESS DATE: 20230712 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: 231083135 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 06-30-2023 06-30-2023 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 07-11-2023 0 37 125861002 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE CHEMOURS CO COM 163851108 BBG005H82GC1 230304 6243 SH SOLE 0 0 6243 CORTEVA INC COM 22052L104 BBG00BN969D0 254011 4433 SH SOLE 0 0 4433 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 696350 16687 SH SOLE 0 0 16687 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 4041088 172254 SH SOLE 0 0 172254 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 9520743 348490 SH SOLE 0 0 348490 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 12405575 400309 SH SOLE 0 0 400309 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 1649659 60761 SH SOLE 0 0 60761 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 1797012 32792 SH SOLE 0 0 32792 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 1046410 22557 SH SOLE 0 0 22557 DOW INC COM 260557103 BBG00BN96931 239404 4495 SH SOLE 0 0 4495 DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 248968 3485 SH SOLE 0 0 3485 HOME DEPOT INC COM 437076102 BBG001S5RTW7 233291 751 SH SOLE 0 0 751 ISHARES TR 3 7 YR TREAS BD 464288661 BBG001SSD812 329339 2857 SH SOLE 0 0 2857 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1600307 27133 SH SOLE 0 0 27133 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1090002 14946 SH SOLE 0 0 14946 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 1381616 14176 SH SOLE 0 0 14176 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 BBG00GVX41Y3 757299 27730 SH SOLE 0 0 27730 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 558076 15087 SH SOLE 0 0 15087 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 4665836 189437 SH SOLE 0 0 189437 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 6756041 189510 SH SOLE 0 0 189510 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 11742842 254394 SH SOLE 0 0 254394 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1543280 29469 SH SOLE 0 0 29469 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 6200848 317504 SH SOLE 0 0 317504 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 17154536 227002 SH SOLE 0 0 227002 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 802355 11038 SH SOLE 0 0 11038 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 7183584 35436 SH SOLE 0 0 35436 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1801036 21554 SH SOLE 0 0 21554 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1770680 4348 SH SOLE 0 0 4348 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 3332704 20149 SH SOLE 0 0 20149 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 3821304 19213 SH SOLE 0 0 19213 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 5109171 35955 SH SOLE 0 0 35955 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 489760 9001 SH SOLE 0 0 9001 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 378869 9313 SH SOLE 0 0 9313 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 5076567 64236 SH SOLE 0 0 64236 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 8556915 113097 SH SOLE 0 0 113097 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 273255 1682 SH SOLE 0 0 1682 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1121965 24295 SH SOLE 0 0 24295