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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 2024-09-30, filed 2024-10-07, with 42 holding rows worth $209,711,084.

Accession
0001085146-24-004666
Filer
CIK 1973339
Filed
2024-10-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 42 entries on the cover page, a total value of $209,711,084 stated on the cover page (in dollars after the unit check, H1), rows summing to $209,711,084 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
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT1,025,308$40,694,487dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK920,663$29,258,685dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B546,321$25,961,159dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG443,120$12,145,908dollars as filed
Schwab US REIT ETF808524847SHS505,686$11,716,751dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS136,118$11,399,916dollars as filed
Vanguard Short-Term Bond ETF921937827SHS127,954$10,068,694dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF213,056$9,201,883dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM107,465$8,534,841dollars as filed
Dimensional US Small Cap ETF25434V500COM104,097$6,751,730dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU98,106$5,457,634dollars as filed
Vanguard Value ETF922908744SHS23,067$4,026,784dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF15,271$4,020,780dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF81,013$3,867,540dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF102,041$2,977,545dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF71,191$2,927,369dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 268,218$2,339,183dollars as filed
ISHARES TR46435G516COM22,840$1,922,447dollars as filed
ISHARES TR46435G425COM13,862$1,749,106dollars as filed
Vanguard Real Estate922908553SHS16,779$1,634,613dollars as filed
Vanguard Small-Cap ETF922908751SHS6,052$1,435,513dollars as filed
Vanguard Small-Cap Value ETF922908611SHS6,893$1,383,905dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN39,325$1,219,858dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP24,491$1,049,185dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS15,608$983,293dollars as filed
Vanguard S&P 500 ETF922908363COM1,854$978,545dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS15,137$765,952dollars as filed
VTI922908769COM2,327$658,913dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS11,427$603,451dollars as filed
Vanguard Total Bond Market ETF921937835SHS7,081$531,832dollars as filed
VWO922042858SHS10,182$487,232dollars as filed
Salesforce.com, Inc79466L302COM1,668$456,548dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock3,485$310,548dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS3,206$294,343dollars as filed
Home Depot, Inc437076102COM665$269,458dollars as filed
CORTEVA INC COM22052L104Stock4,433$260,616dollars as filed
EXXON MOBIL CORP30231G102COM2,186$256,243dollars as filed
DOW HLDGS INC COM260557103Stock4,495$245,562dollars as filed
GLOBAL X FDS37954Y889S&P 500 CATHOLIC3,515$243,878dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF3,209$217,282dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF6,916$200,979dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS1,778$200,893dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-24-004666this filing2024-10-07acceptance time not in the bulk data set