13F-HR filed by Pioneer Wealth Management Group
Pioneer Wealth Management Group filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-11, with 39 holding rows worth $174,938,846.
- Accession
- 0001085146-24-001717
- Filer
- CIK 1973339
- Filed
- 2024-04-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 39 entries on the cover page, a total value of $174,938,846 stated on the cover page (in dollars after the unit check, H1), rows summing to $174,938,846 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 914,839 | $33,428,200 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 805,188 | $24,332,785 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 288,019 | $13,248,852 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 153,767 | $11,789,310 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 131,154 | $10,139,481 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 368,000 | $9,096,949 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 215,981 | $9,060,393 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 444,090 | $9,015,034 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 91,976 | $7,404,990 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 108,820 | $5,118,913 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 81,816 | $5,100,412 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 82,748 | $4,503,964 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 25,550 | $4,161,030 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 16,631 | $3,987,549 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 79,839 | $3,115,314 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 116,049 | $2,930,247 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 56,899 | $1,817,920 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 22,256 | $1,778,473 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 7,649 | $1,748,584 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 13,657 | $1,570,049 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 8,026 | $1,540,024 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 16,256 | $1,405,799 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 12,512 | $1,148,602 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 24,515 | $1,019,575 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,059 | $989,836 | dollars as filed | |
| NUSHARES ETF TR | 67092P888 | NUVEEN ESG EMRGN | 35,565 | $978,041 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 10,949 | $642,149 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 7,759 | $563,533 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 8,458 | $424,334 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 6,301 | $399,059 | dollars as filed | |
| VWO | 922042858 | SHS | 9,346 | $390,382 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,540 | $281,160 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 2,346 | $271,711 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 3,485 | $267,195 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 4,495 | $260,395 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 856 | $257,810 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 4,433 | $255,651 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 664 | $254,710 | dollars as filed | |
| VTI | 922908769 | COM | 925 | $240,431 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-24-001717 | this filing | 2024-04-11 | acceptance time not in the bulk data set |