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Disclosery

13F-HR filed by Pioneer Wealth Management Group

Pioneer Wealth Management Group filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-07, with 36 holding rows worth $131,290,995.

Accession
0001085146-23-004134
Filer
CIK 1973339
Filed
2023-11-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 36 entries on the cover page, a total value of $131,290,995 stated on the cover page (in dollars after the unit check, H1), rows summing to $131,290,995 with VALUE read as dollars as filed, 13F file number 028-23185. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Short-Term Bond ETF921937827SHS225,467$16,948,340dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B348,940$15,433,623dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT508,595$15,232,426dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK471,606$12,313,631dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM104,668$7,865,818dollars as filed
Schwab US REIT ETF808524847SHS361,313$6,413,301dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF31,072$6,080,410dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS76,630$5,822,341dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF161,780$5,494,057dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG231,918$5,234,392dollars as filed
Vanguard Value ETF922908744SHS33,640$4,639,915dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF168,778$4,040,540dollars as filed
Vanguard Small-Cap ETF922908751SHS16,032$3,031,082dollars as filed
Vanguard Small-Cap Value ETF922908611SHS17,724$2,826,878dollars as filed
Dimensional US Small Cap ETF25434V500COM46,270$2,428,716dollars as filed
Vanguard S&P 500 ETF922908363COM4,348$1,707,466dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU36,026$1,646,028dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF28,136$1,588,818dollars as filed
Vanguard Real Estate922908553SHS20,328$1,537,979dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS27,203$1,376,462dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 251,652$1,353,275dollars as filed
ISHARES TR46435G425COM13,401$1,258,521dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS25,902$1,132,418dollars as filed
ISHARES TR46435G516COM15,843$1,095,217dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN28,438$745,653dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP16,794$584,766dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS11,085$575,001dollars as filed
Vanguard Total Bond Market ETF921937835SHS8,204$572,469dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF11,199$452,098dollars as filed
VWO922042858SHS8,228$322,625dollars as filed
ISHARES TR4642886613 7 YR TREAS BD2,827$319,953dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock3,485$259,946dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,639$254,735dollars as filed
Home Depot, Inc437076102COM806$243,541dollars as filed
DOW HLDGS INC COM260557103Stock4,495$231,762dollars as filed
CORTEVA INC COM22052L104Stock4,433$226,792dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-23-004134this filing2023-11-07acceptance time not in the bulk data set