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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 2025-03-31, filed 2025-04-09, with 38 holding rows worth $232,198,471.

Accession
0001085146-25-001978
Filer
CIK 1973339
Filed
2025-04-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 38 entries on the cover page, a total value of $232,198,471 stated on the cover page (in dollars after the unit check, H1), rows summing to $232,198,471 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 MKT1,204,564$46,303,423dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B1,965,005$45,509,519dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK1,105,060$34,511,029dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS273,148$22,332,564dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG551,976$14,290,666dollars as filed
Schwab US REIT ETF808524847SHS563,075$12,111,735dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF196,690$8,272,777dollars as filed
Dimensional US Small Cap ETF25434V500COM120,126$7,177,553dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU118,860$6,120,095dollars as filed
Vanguard Value ETF922908744SHS22,017$3,803,273dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2107,006$3,530,112dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF13,460$3,459,519dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF138,150$2,732,602dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF91,299$2,517,107dollars as filed
ISHARES TR46435G516COM25,709$2,100,170dollars as filed
ISHARES TR46435G425COM16,003$1,950,877dollars as filed
Vanguard Real Estate922908553SHS20,637$1,868,487dollars as filed
Vanguard Total Bond Market ETF921937835SHS19,038$1,398,354dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS25,554$1,294,566dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN44,006$1,287,175dollars as filed
Vanguard Small-Cap ETF922908751SHS5,477$1,214,485dollars as filed
Vanguard Small-Cap Value ETF922908611SHS6,297$1,173,116dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS18,851$1,143,491dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP29,656$1,137,012dollars as filed
VTI922908769COM2,779$763,838dollars as filed
Berkshire Hathaway Inc084670702COM1,206$642,291dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS9,624$489,197dollars as filed
Salesforce.com, Inc79466L302COM1,535$411,933dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY14,618$405,942dollars as filed
INSPIRE 500 ETF66537J796ETF1,828$375,659dollars as filed
GLOBAL X FDS37954Y368CMN9,236$309,866dollars as filed
VWO922042858SHS5,842$264,431dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS2,580$236,663dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,309$228,406dollars as filed
Home Depot, Inc437076102COM592$216,962dollars as filed
Vanguard S&P 500 ETF922908363COM402$206,656dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock2,000$204,800dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF7,180$202,120dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-001978this filing2025-04-09acceptance time not in the bulk data set