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
Chief Compliance Officer
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